Essex Investment Management’s Zuora, Inc. ZUO Stock Holding History

Essex Investment 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 Q3	–	Sell	-162,525	Closed	-$1.78M	–	407
2023 Q2	$1.78M	Buy	162,525 +23,479	+17%	+$222K	0.25%	142
2023 Q1	$1.37M	Buy	139,046 +26,467	+24%	+$222K	0.2%	155
2022 Q4	$716K	Sell	112,579 -51,697	-31%	-$366K	0.11%	224
2022 Q3	$1.21M	Buy	164,276 +35,484	+28%	+$306K	0.19%	158
2022 Q2	$1.15M	Sell	128,792 -2,467	-2%	-$27.4K	0.19%	168
2022 Q1	$1.97M	Buy	131,259 +5,490	+4%	+$84.6K	0.25%	126
2021 Q4	$2.35M	Sell	125,769 -1,217	-1%	-$24.4K	0.27%	118
2021 Q3	$2.1M	Buy	126,986 +23,326	+23%	+$393K	0.26%	123
2021 Q2	$1.79M	Sell	103,660 -12,776	-11%	-$204K	0.21%	162
2021 Q1	$1.72M	Buy	+116,436	New	+$1.73M	0.21%	163

Other funds holding ZUO

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

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's ZUO Position: Q3 2023 in Review

Essex Investment Management sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 162,525 shares — an estimated $1.78M sold.

Essex Investment Management first reported a position in ZUO in Q1 2021 and held it in 10 quarters. The position peaked at $2.35M in Q4 2021. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

Essex Investment Management reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 162,525 Zuora, Inc. shares in Q3 2023, an estimated $1.78M.
Essex Investment Management first reported a position in Zuora, Inc. in Q1 2021 and held it in 10 quarters.
Essex Investment Management's Zuora, Inc. position peaked at $2.35M in Q4 2021.
198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.