WA
ZUO

Wasatch Advisors’s Zuora, Inc. ZUO Stock Holding History

Wasatch 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
2019
Q4 		– Sell
-243,337
Closed -$3.66M – 256
2019
Q3 		$3.66M Sell
243,337
-152,951
-39% -$2.3M 0.03% 214
2019
Q2 		$6.07M Buy
396,288
+134,925
+52% +$2.56M 0.06% 165
2019
Q1 		$5.24M Buy
261,363
+131,415
+101% +$2.84M 0.06% 167
2018
Q4 		$2.36M Buy
+129,948
New +$2.5M 0.03% 208

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wasatch Advisors's ZUO Position: Q4 2019 in Review

Wasatch Advisors sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 243,337 shares — an estimated $3.66M sold.

Wasatch Advisors first reported a position in ZUO in Q4 2018 and held it in 4 quarters. The position peaked at $6.07M in Q2 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Wasatch Advisors reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • Wasatch Advisors sold 243,337 Zuora, Inc. shares in Q4 2019, an estimated $3.66M.
  • Wasatch Advisors first reported a position in Zuora, Inc. in Q4 2018 and held it in 4 quarters.
  • Wasatch Advisors's Zuora, Inc. position peaked at $6.07M in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Wasatch Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.