Lyon Street Capital’s Zuora, Inc. ZUO Stock Holding History

Lyon Street Capital’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
2022 Q1	$524K	Buy	+35,000	New	+$539K	0.78%	68
2019 Q4	–	Sell	-33,183	Closed	-$499K	–	69
2019 Q3	$499K	Hold	33,183	–	–	0.92%	49
2019 Q2	$508K	Buy	+33,183	New	+$629K	0.86%	48

Other funds holding ZUO

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lyon Street Capital's ZUO Position: Q1 2022 in Review

Lyon Street Capital opened a new position in Zuora, Inc. (ZUO) in Q1 2022: 35,000 shares worth $524K. The stake represents 0.78% of the portfolio and ranks #68 among its holdings. This is a return to the name: Lyon Street Capital previously reported a position in ZUO as recently as Q3 2019.

Lyon Street Capital first reported a position in ZUO in Q2 2019 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

Lyon Street Capital held 35,000 shares of Zuora, Inc. worth $524K as of Q1 2022.
Zuora, Inc. was a new Lyon Street Capital position in Q1 2022.
Zuora, Inc. made up 0.78% of Lyon Street Capital's portfolio in Q1 2022, its #68 holding.
Lyon Street Capital first reported a position in Zuora, Inc. in Q2 2019 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.