Spearhead Capital Advisors’s Zuora, Inc. ZUO Stock Holding History

Spearhead Capital Advisors’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 Q1	–	Sell	-18,480	Closed	-$257K	–	219
2020 Q4	$257K	Buy	18,480 +872	+5%	+$9.91K	0.04%	155
2020 Q3	$182K	Buy	17,608 +1,561	+10%	+$18.1K	0.03%	185
2020 Q2	$205K	Buy	16,047 +3,814	+31%	+$42.5K	0.04%	157
2020 Q1	$98K	Buy	+12,233	New	+$161K	0.03%	101

Other funds holding ZUO

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Spearhead Capital Advisors's ZUO Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 18,480 shares — an estimated $257K sold.

Spearhead Capital Advisors first reported a position in ZUO in Q1 2020 and held it in 4 quarters. The position peaked at $257K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

Spearhead Capital Advisors reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
Spearhead Capital Advisors sold 18,480 Zuora, Inc. shares in Q1 2021, an estimated $257K.
Spearhead Capital Advisors first reported a position in Zuora, Inc. in Q1 2020 and held it in 4 quarters.
Spearhead Capital Advisors's Zuora, Inc. position peaked at $257K in Q4 2020.
189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.