Roundview Capital’s Zuora, Inc. ZUO Stock Holding History

Roundview Capital’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
2020 Q2	–	Sell	-6,770	Closed	-$54K	–	241
2020 Q1	$54K	Buy	+6,770	New	+$89.1K	0.01%	218
2019 Q4	–	Sell	-12,670	Closed	-$191K	–	228
2019 Q3	$191K	Sell	12,670 -700	-5%	-$10.5K	0.04%	221
2019 Q2	$205K	Buy	+13,370	New	+$253K	0.05%	217

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Roundview Capital's ZUO Position: Q2 2020 in Review

Roundview Capital sold out of Zuora, Inc. (ZUO) in Q2 2020, closing a stake of 6,770 shares — an estimated $54K sold.

Roundview Capital first reported a position in ZUO in Q2 2019 and held it in 3 quarters. The position peaked at $205K in Q2 2019. 168 funds tracked by Wall St. Rank hold ZUO as of Q2 2020.

Roundview Capital reported no remaining Zuora, Inc. position as of Q2 2020 after selling out during the quarter.
Roundview Capital sold 6,770 Zuora, Inc. shares in Q2 2020, an estimated $54K.
Roundview Capital first reported a position in Zuora, Inc. in Q2 2019 and held it in 3 quarters.
Roundview Capital's Zuora, Inc. position peaked at $205K in Q2 2019.
168 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2020.

Based on Roundview Capital's 13F filing for Q2 2020, filed 13 Aug 2020.