Fidelity International
ZUO

Fidelity International’s Zuora, Inc. ZUO Stock Holding History

Fidelity International’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,130,000
Closed -$19.5M – 910
2021
Q2 		$19.5M Sell
1,130,000
-451,868
-29% -$7.22M 0.02% 458
2021
Q1 		$23.4M Hold
1,581,868
– – 0.03% 415
2020
Q4 		$22M Hold
1,581,868
– – 0.03% 394
2020
Q3 		$16.4M Hold
1,581,868
– – 0.02% 424
2020
Q2 		$20.2M Sell
1,581,868
-53,778
-3% -$599K 0.03% 385
2020
Q1 		$13.2M Hold
1,635,646
– – 0.02% 414
2019
Q4 		$23.4M Hold
1,635,646
– – 0.03% 378
2019
Q3 		$24.6M Hold
1,635,646
– – 0.04% 345
2019
Q2 		$25.1M Buy
+1,635,646
New +$31M 0.04% 341

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International's ZUO Position: Q3 2021 in Review

Fidelity International sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 1,130,000 shares — an estimated $19.5M sold.

Fidelity International first reported a position in ZUO in Q2 2019 and held it in 9 quarters. The position peaked at $25.1M in Q2 2019. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • Fidelity International reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
  • Fidelity International sold 1,130,000 Zuora, Inc. shares in Q3 2021, an estimated $19.5M.
  • Fidelity International first reported a position in Zuora, Inc. in Q2 2019 and held it in 9 quarters.
  • Fidelity International's Zuora, Inc. position peaked at $25.1M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Fidelity International's 13F filing for Q3 2021, filed 15 Nov 2021.