FCM
ZUO

Frontier Capital Management’s Zuora, Inc. ZUO Stock Holding History

Frontier Capital 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
2024
Q1 		– Sell
-550,767
Closed -$5.18M – 286
2023
Q4 		$5.18M Buy
550,767
+895
+0.2% +$7.39K 0.05% 231
2023
Q3 		$4.53M Sell
549,872
-55,784
-9% -$550K 0.05% 235
2023
Q2 		$6.64M Sell
605,656
-39,668
-6% -$376K 0.06% 223
2023
Q1 		$6.38M Sell
645,324
-81,384
-11% -$682K 0.07% 218
2022
Q4 		$4.62M Sell
726,708
-40,214
-5% -$284K 0.05% 233
2022
Q3 		$5.66M Buy
766,922
+58,713
+8% +$506K 0.07% 229
2022
Q2 		$6.34M Sell
708,209
-77,159
-10% -$857K 0.07% 233
2022
Q1 		$11.8M Sell
785,368
-315,985
-29% -$4.87M 0.11% 201
2021
Q4 		$20.6M Sell
1,101,353
-784,309
-42% -$15.8M 0.16% 173
2021
Q3 		$31.3M Buy
1,885,662
+79,053
+4% +$1.33M 0.25% 138
2021
Q2 		$31.2M Buy
1,806,609
+583,637
+48% +$9.33M 0.23% 156
2021
Q1 		$18.1M Buy
1,222,972
+681,352
+126% +$10.2M 0.14% 178
2020
Q4 		$7.54M Sell
541,620
-118,881
-18% -$1.35M 0.06% 245
2020
Q3 		$6.83M Sell
660,501
-713,755
-52% -$8.26M 0.06% 239
2020
Q2 		$17.5M Buy
1,374,256
+912,185
+197% +$10.2M 0.16% 176
2020
Q1 		$3.72M Sell
462,071
-430,615
-48% -$5.67M 0.04% 251
2019
Q4 		$12.8M Sell
892,686
-487,214
-35% -$7.14M 0.09% 211
2019
Q3 		$20.8M Buy
1,379,900
+809,676
+142% +$12.2M 0.16% 168
2019
Q2 		$8.74M Buy
570,224
+93,190
+20% +$1.77M 0.07% 236
2019
Q1 		$9.55M Sell
477,034
-597,210
-56% -$12.9M 0.07% 242
2018
Q4 		$19.5M Buy
1,074,244
+523,581
+95% +$10.1M 0.16% 174
2018
Q3 		$12.7M Buy
550,663
+427,730
+348% +$11.4M 0.08% 234
2018
Q2 		$3.34M Buy
+122,933
New +$2.91M 0.02% 277

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

Frontier Capital Management's ZUO Position: Q1 2024 in Review

Frontier Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 550,767 shares — an estimated $5.18M sold.

Frontier Capital Management first reported a position in ZUO in Q2 2018 and held it in 23 quarters. The position peaked at $31.3M in Q3 2021. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Frontier Capital Management reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Frontier Capital Management sold 550,767 Zuora, Inc. shares in Q1 2024, an estimated $5.18M.
  • Frontier Capital Management first reported a position in Zuora, Inc. in Q2 2018 and held it in 23 quarters.
  • Frontier Capital Management's Zuora, Inc. position peaked at $31.3M in Q3 2021.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Frontier Capital Management's 13F filing for Q1 2024, filed 15 May 2024.