DV
ZUO

DAG Ventures’s Zuora, Inc. ZUO Stock Holding History

DAG Ventures’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
Q3 		$5.84M Hold
678,044
– – 80.77% 1
2024
Q2 		$6.73M Hold
678,044
– – 83.36% 1
2024
Q1 		$6.18M Hold
678,044
– – 77.91% 1
2023
Q4 		$6.37M Buy
+678,044
New +$5.6M 75.7% 1

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DAG Ventures's ZUO Position: Q3 2024 in Review

DAG Ventures held its Zuora, Inc. (ZUO) position steady in Q3 2024 at 678,044 shares worth $5.84M. The position accounts for 80.77% of the portfolio, ranked #1.

DAG Ventures first reported a position in ZUO in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.73M in Q2 2024. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

  • DAG Ventures held 678,044 shares of Zuora, Inc. worth $5.84M as of Q3 2024.
  • DAG Ventures left its Zuora, Inc. share count unchanged in Q3 2024.
  • Zuora, Inc. made up 80.77% of DAG Ventures's portfolio in Q3 2024, its #1 holding.
  • DAG Ventures first reported a position in Zuora, Inc. in Q4 2023 and has held it in 4 quarters since.
  • DAG Ventures's Zuora, Inc. position peaked at $6.73M in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on DAG Ventures's 13F filing for Q3 2024, filed 7 Nov 2024.