CPA
ZUO

Capital Performance Advisors’s Zuora, Inc. ZUO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-145
Closed -$1.25K – 2858
2024
Q3 		$1.25K Buy
+145
New +$1.29K ﹤0.01% 1799

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

Capital Performance Advisors's ZUO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 145 shares — an estimated $1.25K sold.

Capital Performance Advisors first reported a position in ZUO in Q3 2024 and held it in 1 quarter. The position peaked at $1.25K in Q3 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 145 Zuora, Inc. shares in Q4 2024, an estimated $1.25K.
  • Capital Performance Advisors first reported a position in Zuora, Inc. in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Zuora, Inc. position peaked at $1.25K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.