AI
ZUO

Atom Investors’s Zuora, Inc. ZUO Stock Holding History

Atom Investors’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
Q3 		– Sell
-338,088
Closed -$3.36M – 639
2024
Q2 		$3.36M Buy
338,088
+50,190
+17% +$483K 0.34% 97
2024
Q1 		$2.63M Buy
287,898
+106,355
+59% +$927K 0.33% 88
2023
Q4 		$1.71M Buy
181,543
+159,882
+738% +$1.32M 0.3% 115
2023
Q3 		$178K Buy
+21,661
New +$214K 0.04% 382
2023
Q1 		– Sell
-35,932
Closed -$229K – 331
2022
Q4 		$229K Buy
+35,932
New +$254K 0.11% 170

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atom Investors's ZUO Position: Q3 2024 in Review

Atom Investors sold out of Zuora, Inc. (ZUO) in Q3 2024, closing a stake of 338,088 shares — an estimated $3.36M sold.

Atom Investors first reported a position in ZUO in Q4 2022 and held it in 5 quarters. The position peaked at $3.36M in Q2 2024. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

  • Atom Investors reported no remaining Zuora, Inc. position as of Q3 2024 after selling out during the quarter.
  • Atom Investors sold 338,088 Zuora, Inc. shares in Q3 2024, an estimated $3.36M.
  • Atom Investors first reported a position in Zuora, Inc. in Q4 2022 and held it in 5 quarters.
  • Atom Investors's Zuora, Inc. position peaked at $3.36M in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.