CGFI
ZUO

Cypress Growth Fund III’s Zuora, Inc. ZUO Stock Holding History

Cypress Growth Fund III’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
2021
Q3 		$207K Hold
12,500
– – 0.17% 32
2021
Q2 		$216K Hold
12,500
– – 0.18% 31
2021
Q1 		$185K Hold
12,500
– – 0.16% 35
2020
Q4 		$174K Buy
+12,500
New +$142K 0.15% 33

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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

Cypress Growth Fund III's ZUO Position: Q3 2021 in Review

Cypress Growth Fund III held its Zuora, Inc. (ZUO) position steady in Q3 2021 at 12,500 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #32.

Cypress Growth Fund III first reported a position in ZUO in Q4 2020 and has held it in 4 quarters since. The position peaked at $216K in Q2 2021. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • Cypress Growth Fund III held 12,500 shares of Zuora, Inc. worth $207K as of Q3 2021.
  • Cypress Growth Fund III left its Zuora, Inc. share count unchanged in Q3 2021.
  • Zuora, Inc. made up 0.17% of Cypress Growth Fund III's portfolio in Q3 2021, its #32 holding.
  • Cypress Growth Fund III first reported a position in Zuora, Inc. in Q4 2020 and has held it in 4 quarters since.
  • Cypress Growth Fund III's Zuora, Inc. position peaked at $216K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Cypress Growth Fund III's 13F filing for Q3 2021, filed 26 Oct 2021.