NICM
ZUO

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

Neo Ivy 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
2022
Q2 		– Sell
-8,544
Closed -$128K – 650
2022
Q1 		$128K Buy
8,544
+4,060
+91% +$62.5K 0.12% 276
2021
Q4 		$84K Buy
+4,484
New +$90.1K 0.12% 236
2021
Q3 		– Sell
-5,281
Closed -$91K – 660
2021
Q2 		$91K Buy
+5,281
New +$84.4K 0.09% 261

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 $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neo Ivy Capital Management's ZUO Position: Q2 2022 in Review

Neo Ivy Capital Management sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 8,544 shares — an estimated $128K sold.

Neo Ivy Capital Management first reported a position in ZUO in Q2 2021 and held it in 3 quarters. The position peaked at $128K in Q1 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

  • Neo Ivy Capital Management reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 8,544 Zuora, Inc. shares in Q2 2022, an estimated $128K.
  • Neo Ivy Capital Management first reported a position in Zuora, Inc. in Q2 2021 and held it in 3 quarters.
  • Neo Ivy Capital Management's Zuora, Inc. position peaked at $128K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on Neo Ivy Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.