RA
ZUO

Royce & Associates’s Zuora, Inc. ZUO Stock Holding History

Royce & Associates’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
Q3 		– Sell
-21,700
Closed -$194K – 981
2022
Q2 		$194K Buy
+21,700
New +$241K ﹤0.01% 908
2020
Q1 		– Sell
-170,520
Closed -$2.44M – 1200
2019
Q4 		$2.44M Sell
170,520
-25,880
-13% -$379K 0.02% 662
2019
Q3 		$2.96M Sell
196,400
-51,600
-21% -$777K 0.03% 614
2019
Q2 		$3.8M Buy
+248,000
New +$4.7M 0.03% 559

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates's ZUO Position: Q3 2022 in Review

Royce & Associates sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 21,700 shares — an estimated $194K sold.

Royce & Associates first reported a position in ZUO in Q2 2019 and held it in 4 quarters. The position peaked at $3.8M in Q2 2019. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

  • Royce & Associates reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
  • Royce & Associates sold 21,700 Zuora, Inc. shares in Q3 2022, an estimated $194K.
  • Royce & Associates first reported a position in Zuora, Inc. in Q2 2019 and held it in 4 quarters.
  • Royce & Associates's Zuora, Inc. position peaked at $3.8M in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Royce & Associates's 13F filing for Q3 2022, filed 3 Nov 2022.