Asset Management One
ZUO

Asset Management One’s Zuora, Inc. ZUO Stock Holding History

Asset Management One’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
-98,015
Closed -$845K – 994
2024
Q3 		$845K Buy
98,015
+82,555
+534% +$732K ﹤0.01% 814
2024
Q2 		$154K Sell
15,460
-7,433
-32% -$71.5K ﹤0.01% 883
2024
Q1 		$209K Hold
22,893
– – ﹤0.01% 894
2023
Q4 		$220K Hold
22,893
– – ﹤0.01% 892
2023
Q3 		$189K Buy
+22,893
New +$226K ﹤0.01% 915

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
UBS Group
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
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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Asset Management One's ZUO Position: Q4 2024 in Review

Asset Management One sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 98,015 shares — an estimated $845K sold.

Asset Management One first reported a position in ZUO in Q3 2023 and held it in 5 quarters. The position peaked at $845K in Q3 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Asset Management One reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Asset Management One sold 98,015 Zuora, Inc. shares in Q4 2024, an estimated $845K.
  • Asset Management One first reported a position in Zuora, Inc. in Q3 2023 and held it in 5 quarters.
  • Asset Management One's Zuora, Inc. position peaked at $845K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Asset Management One's 13F filing for Q4 2024, filed 30 Jan 2025.