HFA
ZUO

Huber Financial Advisors’s Zuora, Inc. ZUO Stock Holding History

Huber Financial 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
Q1 		$291K Buy
36,114
+9,491
+36% +$125K 0.11% 85
2019
Q4 		$382K Buy
26,623
+4,087
+18% +$59.9K 0.13% 87
2019
Q3 		$339K Buy
22,536
+5,081
+29% +$76.5K 0.13% 87
2019
Q2 		$267K Buy
+17,455
New +$331K 0.12% 100

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Huber Financial Advisors's ZUO Position: Q1 2020 in Review

Huber Financial Advisors increased its Zuora, Inc. (ZUO) stake by 36% in Q1 2020, buying an estimated $125K and bringing the position to 36,114 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #85.

Huber Financial Advisors first reported a position in ZUO in Q2 2019 and has held it in 4 quarters since. The position peaked at $382K in Q4 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

  • Huber Financial Advisors held 36,114 shares of Zuora, Inc. worth $291K as of Q1 2020.
  • Huber Financial Advisors bought 9,491 Zuora, Inc. shares in Q1 2020, an estimated $125K.
  • Zuora, Inc. made up 0.11% of Huber Financial Advisors's portfolio in Q1 2020, its #85 holding.
  • Huber Financial Advisors first reported a position in Zuora, Inc. in Q2 2019 and has held it in 4 quarters since.
  • Huber Financial Advisors's Zuora, Inc. position peaked at $382K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.