Franklin Resources’s Zuora, Inc. ZUO Stock Holding History

Franklin Resources’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
2023 Q2	–	Sell	-25,015	Closed	-$247K	–	2779
2023 Q1	$247K	Sell	25,015 -52	-0.2%	-$436	﹤0.01%	1931
2022 Q4	$159K	Sell	25,067 -3,086	-11%	-$21.8K	﹤0.01%	2051
2022 Q3	$208K	Sell	28,153 -8,142	-22%	-$70.2K	﹤0.01%	1985
2022 Q2	$325K	Sell	36,295 -15,062	-29%	-$167K	﹤0.01%	1842
2022 Q1	$769K	Sell	51,357 -5,251	-9%	-$80.9K	﹤0.01%	1697
2021 Q4	$1.06M	Buy	56,608 +2,665	+5%	+$53.5K	﹤0.01%	1650
2021 Q3	$895K	Buy	53,943 +35,624	+194%	+$600K	﹤0.01%	1676
2021 Q2	$316K	Buy	18,319 +2,715	+17%	+$43.4K	﹤0.01%	1712
2021 Q1	$231K	Buy	+15,604	New	+$232K	﹤0.01%	1778
2018 Q4	–	Sell	-201,500	Closed	-$4.66M	–	1538
2018 Q3	$4.66M	Hold	201,500	–	–	﹤0.01%	1068
2018 Q2	$5.48M	Buy	+201,500	New	+$4.77M	﹤0.01%	1029

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Franklin Resources's ZUO Position: Q2 2023 in Review

Franklin Resources sold out of Zuora, Inc. (ZUO) in Q2 2023, closing a stake of 25,015 shares — an estimated $247K sold.

Franklin Resources first reported a position in ZUO in Q2 2018 and held it in 11 quarters. The position peaked at $5.48M in Q2 2018. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2023.

Franklin Resources reported no remaining Zuora, Inc. position as of Q2 2023 after selling out during the quarter.
Franklin Resources sold 25,015 Zuora, Inc. shares in Q2 2023, an estimated $247K.
Franklin Resources first reported a position in Zuora, Inc. in Q2 2018 and held it in 11 quarters.
Franklin Resources's Zuora, Inc. position peaked at $5.48M in Q2 2018.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2023.

Based on Franklin Resources's 13F filing for Q2 2023, filed 11 Aug 2023.