Weld Capital Management’s Zuora, Inc. ZUO Stock Holding History

Weld Capital Management’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 Q1	–	Sell	-43,209	Closed	-$602K	–	595
2020 Q4	$602K	Buy	43,209 +27,970	+184%	+$318K	0.24%	149
2020 Q3	$158K	Buy	+15,239	New	+$176K	0.06%	417
2020 Q2	–	Sell	-15,748	Closed	-$127K	–	664
2020 Q1	$127K	Buy	+15,748	New	+$207K	0.06%	353

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

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Weld Capital Management's ZUO Position: Q1 2021 in Review

Weld Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 43,209 shares — an estimated $602K sold.

Weld Capital Management first reported a position in ZUO in Q1 2020 and held it in 3 quarters. The position peaked at $602K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

Weld Capital Management reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 43,209 Zuora, Inc. shares in Q1 2021, an estimated $602K.
Weld Capital Management first reported a position in Zuora, Inc. in Q1 2020 and held it in 3 quarters.
Weld Capital Management's Zuora, Inc. position peaked at $602K in Q4 2020.
189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.