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

Orion 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 Q1	–	Sell	-300	Closed	-$6K	–	425
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	344
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	343
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	282
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	277
2020 Q4	$4K	Buy	+300	New	+$3.41K	﹤0.01%	275

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

Orion Capital Management's ZUO Position: Q1 2022 in Review

Orion Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 300 shares — an estimated $6K sold.

Orion Capital Management first reported a position in ZUO in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

Orion Capital Management reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
Orion Capital Management sold 300 Zuora, Inc. shares in Q1 2022, an estimated $6K.
Orion Capital Management first reported a position in Zuora, Inc. in Q4 2020 and held it in 5 quarters.
Orion Capital Management's Zuora, Inc. position peaked at $6K in Q4 2021.
213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Orion Capital Management's 13F filing for Q1 2022, filed 11 May 2022.