Capital Fund Management (CFM)
ZUO

Capital Fund Management (CFM)’s Zuora, Inc. ZUO Stock Holding History

Capital Fund Management (CFM)’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
2022
Q3 		– Sell
-46,927
Closed -$420K – 1708
2022
Q2 		$420K Buy
46,927
+32,005
+214% +$356K ﹤0.01% 1284
2022
Q1 		$224K Buy
+14,922
New +$230K ﹤0.01% 1402

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Fund Management (CFM)'s ZUO Position: Q3 2022 in Review

Capital Fund Management (CFM) sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 46,927 shares — an estimated $420K sold.

Capital Fund Management (CFM) first reported a position in ZUO in Q1 2022 and held it in 2 quarters. The position peaked at $420K in Q2 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

  • Capital Fund Management (CFM) reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 46,927 Zuora, Inc. shares in Q3 2022, an estimated $420K.
  • Capital Fund Management (CFM) first reported a position in Zuora, Inc. in Q1 2022 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Zuora, Inc. position peaked at $420K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2022, filed 14 Nov 2022.