BIM
ZUO

Bogle Investment Management’s Zuora, Inc. ZUO Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-43,800
Closed -$453K – 279
2020
Q3 		$453K Buy
43,800
+8,700
+25% +$101K 0.13% 162
2020
Q2 		$448K Sell
35,100
-280,993
-89% -$3.13M 0.07% 217
2020
Q1 		$2.54M Buy
+316,093
New +$4.16M 0.27% 110
2019
Q1 		– Sell
-103,801
Closed -$1.88M – 404
2018
Q4 		$1.88M Buy
+103,801
New +$2M 0.15% 162

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

Bogle Investment Management's ZUO Position: Q4 2020 in Review

Bogle Investment Management sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 43,800 shares — an estimated $453K sold.

Bogle Investment Management first reported a position in ZUO in Q4 2018 and held it in 4 quarters. The position peaked at $2.54M in Q1 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Bogle Investment Management reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 43,800 Zuora, Inc. shares in Q4 2020, an estimated $453K.
  • Bogle Investment Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 4 quarters.
  • Bogle Investment Management's Zuora, Inc. position peaked at $2.54M in Q1 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.