ClariVest Asset Management’s Zuora, Inc. ZUO Stock Holding History

ClariVest Asset 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
2023 Q1	–	Sell	-143,989	Closed	-$915K	–	782
2022 Q4	$915K	Sell	143,989 -410	-0.3%	-$2.9K	0.04%	290
2022 Q3	$1.06M	Sell	144,399 -23,967	-14%	-$207K	0.05%	248
2022 Q2	$1.51M	Sell	168,366 -26,700	-14%	-$297K	0.07%	225
2022 Q1	$2.92M	Sell	195,066 -600	-0.3%	-$9.24K	0.12%	174
2021 Q4	$3.65M	Buy	+195,666	New	+$3.93M	0.11%	178

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 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

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClariVest Asset Management's ZUO Position: Q1 2023 in Review

ClariVest Asset Management sold out of Zuora, Inc. (ZUO) in Q1 2023, closing a stake of 143,989 shares — an estimated $915K sold.

ClariVest Asset Management first reported a position in ZUO in Q4 2021 and held it in 5 quarters. The position peaked at $3.65M in Q4 2021. 186 funds tracked by Wall St. Rank hold ZUO as of Q1 2023.

ClariVest Asset Management reported no remaining Zuora, Inc. position as of Q1 2023 after selling out during the quarter.
ClariVest Asset Management sold 143,989 Zuora, Inc. shares in Q1 2023, an estimated $915K.
ClariVest Asset Management first reported a position in Zuora, Inc. in Q4 2021 and held it in 5 quarters.
ClariVest Asset Management's Zuora, Inc. position peaked at $3.65M in Q4 2021.
186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2023.

Based on ClariVest Asset Management's 13F filing for Q1 2023, filed 8 May 2023.