Jupiter Asset Management’s Zuora, Inc. ZUO Stock Holding History

Jupiter Asset 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 Q1	–	Sell	-269,863	Closed	-$1.72M	–	517
2022 Q4	$1.72M	Sell	269,863 -36,148	-12%	-$256K	0.03%	327
2022 Q3	$2.26M	Sell	306,011 -306	-0.1%	-$2.64K	0.03%	331
2022 Q2	$2.74M	Buy	306,317 +188,887	+161%	+$2.1M	0.04%	337
2022 Q1	$1.76M	Buy	117,430 +103,274	+730%	+$1.59M	0.02%	364
2021 Q4	$269K	Buy	+14,156	New	+$284K	﹤0.01%	521

Other funds holding ZUO

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

BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Asset Management's ZUO Position: Q1 2023 in Review

Jupiter Asset Management sold out of Zuora, Inc. (ZUO) in Q1 2023, closing a stake of 269,863 shares — an estimated $1.72M sold.

Jupiter Asset Management first reported a position in ZUO in Q4 2021 and held it in 5 quarters. The position peaked at $2.74M in Q2 2022. 186 funds tracked by Wall St. Rank hold ZUO as of Q1 2023.

Jupiter Asset Management reported no remaining Zuora, Inc. position as of Q1 2023 after selling out during the quarter.
Jupiter Asset Management sold 269,863 Zuora, Inc. shares in Q1 2023, an estimated $1.72M.
Jupiter Asset Management first reported a position in Zuora, Inc. in Q4 2021 and held it in 5 quarters.
Jupiter Asset Management's Zuora, Inc. position peaked at $2.74M in Q2 2022.
186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.