KA
ZEN

Kerrisdale Advisers’s ZENDESK INC ZEN Stock Holding History

Kerrisdale Advisers’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38,900
Closed -$1.32M – 20
2017
Q4 		$1.32M Hold
38,900
– – 2.67% 6
2017
Q3 		$1.13M Hold
38,900
– – 1.18% 10
2017
Q2 		$1.08M Buy
+38,900
New +$1.07M 0.99% 15

Other funds holding ZEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kerrisdale Advisers's ZEN Position: Q1 2018 in Review

Kerrisdale Advisers sold out of ZENDESK INC (ZEN) in Q1 2018, closing a stake of 38,900 shares — an estimated $1.32M sold.

Kerrisdale Advisers first reported a position in ZEN in Q2 2017 and held it in 3 quarters. The position peaked at $1.32M in Q4 2017. 232 funds tracked by Wall St. Rank hold ZEN as of Q1 2018.

  • Kerrisdale Advisers reported no remaining ZENDESK INC position as of Q1 2018 after selling out during the quarter.
  • Kerrisdale Advisers sold 38,900 ZENDESK INC shares in Q1 2018, an estimated $1.32M.
  • Kerrisdale Advisers first reported a position in ZENDESK INC in Q2 2017 and held it in 3 quarters.
  • Kerrisdale Advisers's ZENDESK INC position peaked at $1.32M in Q4 2017.
  • 232 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2018.

Based on Kerrisdale Advisers's 13F filing for Q1 2018, filed 15 May 2018.