CS
ZUO

Credit Suisse’s Zuora, Inc. ZUO Stock Holding History

Credit Suisse’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
Q1 		$1.53M Buy
167,220
+2,053
+1% +$17.9K ﹤0.01% 2027
2023
Q4 		$1.55M Buy
165,167
+10,629
+7% +$87.7K ﹤0.01% 2051
2023
Q3 		$1.27M Buy
154,538
+934
+0.6% +$9.21K ﹤0.01% 2135
2023
Q2 		$1.69M Buy
153,604
+6,523
+4% +$61.8K ﹤0.01% 2035
2023
Q1 		$1.45M Buy
147,081
+9,122
+7% +$76.4K ﹤0.01% 2068
2022
Q4 		$877K Buy
137,959
+16,925
+14% +$120K ﹤0.01% 2432
2022
Q3 		$894K Sell
121,034
-3,420
-3% -$29.5K ﹤0.01% 2413
2022
Q2 		$1.11M Buy
124,454
+11,758
+10% +$131K ﹤0.01% 2316
2022
Q1 		$1.69M Buy
112,696
+21,933
+24% +$338K ﹤0.01% 2201
2021
Q4 		$1.7M Sell
90,763
-6,248
-6% -$125K ﹤0.01% 2910
2021
Q3 		$1.61M Buy
97,011
+7,455
+8% +$126K ﹤0.01% 2980
2021
Q2 		$1.65M Buy
89,556
+12,493
+16% +$200K ﹤0.01% 3014
2021
Q1 		$1.14M Sell
77,063
-35,408
-31% -$528K ﹤0.01% 3242
2020
Q4 		$1.57M Buy
112,471
+22,362
+25% +$254K ﹤0.01% 3015
2020
Q3 		$931K Sell
90,109
-22,757
-20% -$264K ﹤0.01% 2984
2020
Q2 		$1.44M Sell
112,866
-34,079
-23% -$379K ﹤0.01% 2646
2020
Q1 		$1.18M Sell
146,945
-65,105
-31% -$857K ﹤0.01% 2529
2019
Q4 		$3.04M Buy
212,050
+44,033
+26% +$645K ﹤0.01% 2267
2019
Q3 		$2.53M Sell
168,017
-15,231
-8% -$229K ﹤0.01% 2296
2019
Q2 		$2.81M Buy
183,248
+157,732
+618% +$2.99M ﹤0.01% 2192
2019
Q1 		$511K Sell
25,516
-20,958
-45% -$452K ﹤0.01% 3315
2018
Q4 		$843K Buy
46,474
+8,596
+23% +$165K ﹤0.01% 2914
2018
Q3 		$875K Buy
+37,878
New +$1.01M ﹤0.01% 2959

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

Credit Suisse's ZUO Position: Q1 2024 in Review

Credit Suisse increased its Zuora, Inc. (ZUO) stake by 1.2% in Q1 2024, buying an estimated $17.9K and bringing the position to 167,220 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Credit Suisse first reported a position in ZUO in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.04M in Q4 2019. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Credit Suisse held 167,220 shares of Zuora, Inc. worth $1.53M as of Q1 2024.
  • Credit Suisse bought 2,053 Zuora, Inc. shares in Q1 2024, an estimated $17.9K.
  • Zuora, Inc. made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2027 holding.
  • Credit Suisse first reported a position in Zuora, Inc. in Q3 2018 and has held it in 23 quarters since.
  • Credit Suisse's Zuora, Inc. position peaked at $3.04M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.