Cavalry Management Group’s Zuora, Inc. ZUO Stock Holding History

Cavalry Management 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
2022 Q4	–	Sell	-136,038	Closed	-$1M	–	44
2022 Q3	$1M	Sell	136,038 -7,099	-5%	-$61.2K	0.13%	33
2022 Q2	$1.28M	Sell	143,137 -7,937	-5%	-$88.2K	0.12%	28
2022 Q1	$2.26M	Hold	151,074	–	–	0.17%	30
2021 Q4	$2.82M	Sell	151,074 -249,292	-62%	-$5.01M	0.32%	29
2021 Q3	$6.64M	Buy	400,366 +3,512	+0.9%	+$59.2K	0.66%	35
2021 Q2	$6.85M	Sell	396,854 -27,180	-6%	-$434K	0.74%	30
2021 Q1	$6.28M	Buy	424,034 +22,143	+6%	+$330K	0.58%	28
2020 Q4	$5.6M	Buy	+401,891	New	+$4.57M	0.44%	29
2019 Q2	–	Sell	-207,520	Closed	-$4.16M	–	30
2019 Q1	$4.16M	Buy	207,520 +16,689	+9%	+$360K	1.22%	16
2018 Q4	$3.46M	Buy	+190,831	New	+$3.67M	0.81%	17

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cavalry Management Group's ZUO Position: Q4 2022 in Review

Cavalry Management Group sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 136,038 shares — an estimated $1M sold.

Cavalry Management Group first reported a position in ZUO in Q4 2018 and held it in 10 quarters. The position peaked at $6.85M in Q2 2021. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

Cavalry Management Group reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
Cavalry Management Group sold 136,038 Zuora, Inc. shares in Q4 2022, an estimated $1M.
Cavalry Management Group first reported a position in Zuora, Inc. in Q4 2018 and held it in 10 quarters.
Cavalry Management Group's Zuora, Inc. position peaked at $6.85M in Q2 2021.
194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Cavalry Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.