Washington Harbour Partners’s Zuora, Inc. ZUO Stock Holding History

Washington Harbour Partners’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
2023 Q4	–	Sell	-233,443	Closed	-$1.92M	–	35
2023 Q3	$1.92M	Hold	233,443	–	–	4.47%	9
2023 Q2	$2.56M	Hold	233,443	–	–	5.11%	8
2023 Q1	$2.31M	Buy	+233,443	New	+$1.96M	4.4%	10
2021 Q3	–	Sell	-1,358,152	Closed	-$23.4M	–	36
2021 Q2	$23.4M	Buy	1,358,152 +999,891	+279%	+$16M	3.69%	10
2021 Q1	$5.3M	Sell	358,261 -1,921,233	-84%	-$28.6M	0.89%	28
2020 Q4	$31.8M	Buy	+2,279,494	New	+$25.9M	5.84%	5

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Washington Harbour Partners's ZUO Position: Q4 2023 in Review

Washington Harbour Partners sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 233,443 shares — an estimated $1.92M sold.

Washington Harbour Partners first reported a position in ZUO in Q4 2020 and held it in 6 quarters. The position peaked at $31.8M in Q4 2020. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

Washington Harbour Partners reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
Washington Harbour Partners sold 233,443 Zuora, Inc. shares in Q4 2023, an estimated $1.92M.
Washington Harbour Partners first reported a position in Zuora, Inc. in Q4 2020 and held it in 6 quarters.
Washington Harbour Partners's Zuora, Inc. position peaked at $31.8M in Q4 2020.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Washington Harbour Partners's 13F filing for Q4 2023, filed 14 Feb 2024.