SRC
ZUO

Sage Rhino Capital’s Zuora, Inc. ZUO Stock Holding History

Sage Rhino 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
2024
Q2 		– Sell
-26,435
Closed -$241K – 268
2024
Q1 		$241K Sell
26,435
-20,000
-43% -$174K 0.06% 194
2023
Q4 		$436K Hold
46,435
– – 0.11% 133
2023
Q3 		$383K Hold
46,435
– – 0.11% 141
2023
Q2 		$509K Hold
46,435
– – 0.14% 116
2023
Q1 		$459K Hold
46,435
– – 0.13% 124
2022
Q4 		$295K Sell
46,435
-104
-0.2% -$735 0.09% 162
2022
Q3 		$343K Buy
46,539
+16
+0% +$138 0.14% 118
2022
Q2 		$416K Sell
46,523
-84
-0.2% -$933 0.16% 105
2022
Q1 		$698K Hold
46,607
– – 0.21% 88
2021
Q4 		$871K Sell
46,607
-7,988
-15% -$160K 0.24% 81
2021
Q3 		$905K Hold
54,595
– – 0.28% 62
2021
Q2 		$942K Sell
54,595
-8,572
-14% -$137K 0.28% 62
2021
Q1 		$935K Sell
63,167
-16,500
-21% -$246K 0.31% 57
2020
Q4 		$1.11M Sell
79,667
-4,215
-5% -$47.9K 0.44% 42
2020
Q3 		$867K Hold
83,882
– – 0.42% 47
2020
Q2 		$1.07M Buy
83,882
+172
+0.2% +$1.92K 0.56% 37
2020
Q1 		$674K Hold
83,710
– – 0.48% 43
2019
Q4 		$1.26M Sell
83,710
-20,000
-19% -$293K 0.72% 30
2019
Q3 		$1.56M Sell
103,710
-1,287
-1% -$19.4K 0.98% 21
2019
Q2 		$1.61M Hold
104,997
– – 1.03% 21
2019
Q1 		$2.1M Buy
+104,997
New +$2.27M 1.39% 17

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Sage Rhino Capital's ZUO Position: Q2 2024 in Review

Sage Rhino Capital sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 26,435 shares — an estimated $241K sold.

Sage Rhino Capital first reported a position in ZUO in Q1 2019 and held it in 21 quarters. The position peaked at $2.1M in Q1 2019. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Sage Rhino Capital reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Sage Rhino Capital sold 26,435 Zuora, Inc. shares in Q2 2024, an estimated $241K.
  • Sage Rhino Capital first reported a position in Zuora, Inc. in Q1 2019 and held it in 21 quarters.
  • Sage Rhino Capital's Zuora, Inc. position peaked at $2.1M in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Sage Rhino Capital's 13F filing for Q2 2024, filed 30 Jul 2024.