HLA
ZUO

Hamilton Lane Advisors’s Zuora, Inc. ZUO Stock Holding History

Hamilton Lane Advisors’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
2020
Q3 		– Sell
-55,800
Closed -$711K – 52
2020
Q2 		$711K Sell
55,800
-65,164
-54% -$726K 0.38% 26
2020
Q1 		$974K Hold
120,964
– – 0.56% 26
2019
Q4 		$1.73M Sell
120,964
-20,513
-14% -$301K 0.76% 26
2019
Q3 		$2.13M Buy
141,477
+36,788
+35% +$554K 0.89% 20
2019
Q2 		$1.6M Sell
104,689
-29,906
-22% -$567K 0.8% 23
2019
Q1 		$2.7M Buy
134,595
+53,465
+66% +$1.15M 1.43% 16
2018
Q4 		$1.47M Buy
81,130
+52,389
+182% +$1.01M 1.28% 20
2018
Q3 		$1K Buy
+28,741
New +$766K 0.41% 38

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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Hamilton Lane Advisors's ZUO Position: Q3 2020 in Review

Hamilton Lane Advisors sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 55,800 shares — an estimated $711K sold.

Hamilton Lane Advisors first reported a position in ZUO in Q3 2018 and held it in 8 quarters. The position peaked at $2.7M in Q1 2019. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Hamilton Lane Advisors reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Hamilton Lane Advisors sold 55,800 Zuora, Inc. shares in Q3 2020, an estimated $711K.
  • Hamilton Lane Advisors first reported a position in Zuora, Inc. in Q3 2018 and held it in 8 quarters.
  • Hamilton Lane Advisors's Zuora, Inc. position peaked at $2.7M in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Hamilton Lane Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.