Ardsley Advisory Partners’s Zuora, Inc. ZUO Stock Holding History

Ardsley Advisory 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
2024 Q4	–	Sell	-89,000	Closed	-$767K	–	199
2024 Q3	$767K	Buy	89,000 +37,000	+71%	+$328K	0.13%	109
2024 Q2	$516K	Buy	+52,000	New	+$500K	0.08%	121
2024 Q1	–	Sell	-84,000	Closed	-$790K	–	194
2023 Q4	$790K	Buy	84,000 +46,000	+121%	+$380K	0.12%	106
2023 Q3	$313K	Buy	+38,000	New	+$375K	0.07%	107
2023 Q2	–	Sell	-22,000	Closed	-$217K	–	157
2023 Q1	$217K	Sell	22,000 -66,000	-75%	-$553K	0.05%	91
2022 Q4	$560K	Buy	+88,000	New	+$622K	0.12%	94
2022 Q2	–	Sell	-60,500	Closed	-$906K	–	178
2022 Q1	$906K	Buy	60,500 +12,000	+25%	+$185K	0.15%	81
2021 Q4	$906K	Buy	+48,500	New	+$974K	0.17%	72
2021 Q3	–	Sell	-10,000	Closed	-$173K	–	173
2021 Q2	$173K	Buy	+10,000	New	+$160K	0.02%	129
2021 Q1	–	Sell	-20,000	Closed	-$279K	–	178
2020 Q4	$279K	Sell	20,000 -24,500	-55%	-$279K	0.05%	113
2020 Q3	$460K	Buy	44,500 +4,500	+11%	+$52.1K	0.09%	101
2020 Q2	$510K	Buy	+40,000	New	+$445K	0.11%	86
2019 Q4	–	Sell	-20,000	Closed	-$301K	–	189
2019 Q3	$301K	Buy	+20,000	New	+$301K	0.07%	109
2019 Q2	–	Sell	-150,000	Closed	-$3M	–	182
2019 Q1	$3M	Buy	150,000 +105,000	+233%	+$2.27M	0.58%	40
2018 Q4	$816K	Buy	+45,000	New	+$865K	0.21%	52

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

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ardsley Advisory Partners's ZUO Position: Q4 2024 in Review

Ardsley Advisory Partners sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 89,000 shares — an estimated $767K sold.

Ardsley Advisory Partners first reported a position in ZUO in Q4 2018 and held it in 15 quarters. The position peaked at $3M in Q1 2019. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

Ardsley Advisory Partners reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
Ardsley Advisory Partners sold 89,000 Zuora, Inc. shares in Q4 2024, an estimated $767K.
Ardsley Advisory Partners first reported a position in Zuora, Inc. in Q4 2018 and held it in 15 quarters.
Ardsley Advisory Partners's Zuora, Inc. position peaked at $3M in Q1 2019.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Ardsley Advisory Partners's 13F filing for Q4 2024, filed 14 Feb 2025.