Wellington Management Group
ZUO

Wellington Management Group’s Zuora, Inc. ZUO Stock Holding History

Wellington Management Group’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
2019
Q1 		– Sell
-3,699,719
Closed -$67.1M – 2139
2018
Q4 		$67.1M Sell
3,699,719
-2,873,360
-44% -$55.3M 0.02% 630
2018
Q3 		$152M Buy
6,573,079
+6,514,151
+11,054% +$174M 0.03% 458
2018
Q2 		$1.6M Buy
+58,928
New +$1.39M ﹤0.01% 1787

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Wellington Management Group's ZUO Position: Q1 2019 in Review

Wellington Management Group sold out of Zuora, Inc. (ZUO) in Q1 2019, closing a stake of 3,699,719 shares — an estimated $67.1M sold.

Wellington Management Group first reported a position in ZUO in Q2 2018 and held it in 3 quarters. The position peaked at $152M in Q3 2018. 161 funds tracked by Wall St. Rank hold ZUO as of Q1 2019.

  • Wellington Management Group reported no remaining Zuora, Inc. position as of Q1 2019 after selling out during the quarter.
  • Wellington Management Group sold 3,699,719 Zuora, Inc. shares in Q1 2019, an estimated $67.1M.
  • Wellington Management Group first reported a position in Zuora, Inc. in Q2 2018 and held it in 3 quarters.
  • Wellington Management Group's Zuora, Inc. position peaked at $152M in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2019.

Based on Wellington Management Group's 13F filing for Q1 2019, filed 15 May 2019.