NFG
ZUO

Next Financial Group’s Zuora, Inc. ZUO Stock Holding History

Next Financial Group’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
2021
Q4 		$0 Buy
+19
New +$382 ﹤0.01% 3008
2020
Q4 		– Sell
-1,400
Closed -$14K – 2432
2020
Q3 		$14K Buy
+1,400
New +$16.2K ﹤0.01% 1535
2020
Q2 		– Sell
-2,900
Closed -$23K – 1945
2020
Q1 		$23K Hold
2,900
– – ﹤0.01% 1225
2019
Q4 		$42K Sell
2,900
-107
-4% -$1.57K ﹤0.01% 1259
2019
Q3 		$45K Buy
3,007
+2,900
+2,710% +$43.7K ﹤0.01% 1177
2019
Q2 		$2K Buy
+107
New +$2.03K ﹤0.01% 2164

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 $544B AUM 28.31% 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 $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's ZUO Position: Q4 2021 in Review

Next Financial Group opened a new position in Zuora, Inc. (ZUO) in Q4 2021: 19 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #3008 among its holdings. This is a return to the name: Next Financial Group previously reported a position in ZUO as recently as Q3 2020.

Next Financial Group first reported a position in ZUO in Q2 2019 and has held it in 6 quarters since. The position peaked at $45K in Q3 2019. 217 funds tracked by Wall St. Rank hold ZUO as of Q4 2021.

  • Next Financial Group held 19 shares of Zuora, Inc. worth $0 as of Q4 2021.
  • Zuora, Inc. was a new Next Financial Group position in Q4 2021.
  • Zuora, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #3008 holding.
  • Next Financial Group first reported a position in Zuora, Inc. in Q2 2019 and has held it in 6 quarters since.
  • Next Financial Group's Zuora, Inc. position peaked at $45K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.