Capstone Investment Advisors
ZUO

Capstone Investment Advisors’s Zuora, Inc. ZUO Stock Holding History

Capstone Investment Advisors’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
2024
Q2 		– Sell
-80,654
Closed -$736K – 2556
2024
Q1 		$736K Buy
+80,654
New +$703K ﹤0.01% 1332

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Capstone Investment Advisors's ZUO Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 80,654 shares — an estimated $736K sold.

Capstone Investment Advisors first reported a position in ZUO in Q1 2024 and held it in 1 quarter. The position peaked at $736K in Q1 2024. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 80,654 Zuora, Inc. shares in Q2 2024, an estimated $736K.
  • Capstone Investment Advisors first reported a position in Zuora, Inc. in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Zuora, Inc. position peaked at $736K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.