AG
ZUO

Aperio Group’s Zuora, Inc. ZUO Stock Holding History

Aperio 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
2020
Q4 		$484K Buy
34,716
+4,192
+14% +$47.7K ﹤0.01% 1981
2020
Q3 		$316K Buy
30,524
+12,682
+71% +$147K ﹤0.01% 2055
2020
Q2 		$227K Buy
17,842
+6,572
+58% +$73.2K ﹤0.01% 2144
2020
Q1 		$91K Buy
+11,270
New +$148K ﹤0.01% 2225
2019
Q3 		– Sell
-328
Closed -$5K – 2803
2019
Q2 		$5K Buy
+328
New +$6.21K ﹤0.01% 2863

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's ZUO Position: Q4 2020 in Review

Aperio Group increased its Zuora, Inc. (ZUO) stake by 14% in Q4 2020, buying an estimated $47.7K and bringing the position to 34,716 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Aperio Group first reported a position in ZUO in Q2 2019 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Aperio Group held 34,716 shares of Zuora, Inc. worth $484K as of Q4 2020.
  • Aperio Group bought 4,192 Zuora, Inc. shares in Q4 2020, an estimated $47.7K.
  • Zuora, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1981 holding.
  • Aperio Group first reported a position in Zuora, Inc. in Q2 2019 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.