ACM
ZUO

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

Axel 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
Q4 		– Sell
-60,000
Closed -$995K – 34
2021
Q3 		$995K Hold
60,000
– – 0.56% 23
2021
Q2 		$1.03M Hold
60,000
– – 0.59% 30
2021
Q1 		$888K Buy
+60,000
New +$894K 0.39% 29

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axel Capital Management's ZUO Position: Q4 2021 in Review

Axel Capital Management sold out of Zuora, Inc. (ZUO) in Q4 2021, closing a stake of 60,000 shares — an estimated $995K sold.

Axel Capital Management first reported a position in ZUO in Q1 2021 and held it in 3 quarters. The position peaked at $1.03M in Q2 2021. 217 funds tracked by Wall St. Rank hold ZUO as of Q4 2021.

  • Axel Capital Management reported no remaining Zuora, Inc. position as of Q4 2021 after selling out during the quarter.
  • Axel Capital Management sold 60,000 Zuora, Inc. shares in Q4 2021, an estimated $995K.
  • Axel Capital Management first reported a position in Zuora, Inc. in Q1 2021 and held it in 3 quarters.
  • Axel Capital Management's Zuora, Inc. position peaked at $1.03M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2021.

Based on Axel Capital Management's 13F filing for Q4 2021, filed 1 Feb 2022.