D.E. Shaw & Co
ZUO

D.E. Shaw & Co’s Zuora, Inc. ZUO Stock Holding History

D.E. Shaw & Co’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 		– Sell
-98,415
Closed -$925K – 4829
2023
Q4 		$925K Sell
98,415
-125,367
-56% -$1.03M ﹤0.01% 3183
2023
Q3 		$1.84M Sell
223,782
-362,778
-62% -$3.58M ﹤0.01% 2640
2023
Q2 		$6.43M Sell
586,560
-87,587
-13% -$829K 0.01% 1677
2023
Q1 		$6.66M Buy
674,147
+198,815
+42% +$1.67M 0.01% 1707
2022
Q4 		$3.02M Buy
475,332
+195,724
+70% +$1.38M ﹤0.01% 2583
2022
Q3 		$2.06M Sell
279,608
-59,012
-17% -$509K ﹤0.01% 2980
2022
Q2 		$3.03M Buy
+338,620
New +$3.76M ﹤0.01% 2697
2021
Q4 		– Sell
-10,306
Closed -$171K – 5780
2021
Q3 		$171K Sell
10,306
-27,446
-73% -$462K ﹤0.01% 4605
2021
Q2 		$651K Buy
+37,752
New +$603K ﹤0.01% 3878
2021
Q1 		– Sell
-98,716
Closed -$1.38M – 4564
2020
Q4 		$1.38M Sell
98,716
-25,456
-21% -$289K ﹤0.01% 2813
2020
Q3 		$1.28M Sell
124,172
-133,959
-52% -$1.55M ﹤0.01% 2693
2020
Q2 		$3.29M Sell
258,131
-110,041
-30% -$1.23M ﹤0.01% 2006
2020
Q1 		$2.96M Buy
368,172
+55,545
+18% +$731K ﹤0.01% 1865
2019
Q4 		$4.48M Buy
312,627
+102,209
+49% +$1.5M 0.01% 1816
2019
Q3 		$3.17M Sell
210,418
-21,977
-9% -$331K ﹤0.01% 2020
2019
Q2 		$3.56M Buy
232,395
+54,897
+31% +$1.04M ﹤0.01% 1845
2019
Q1 		$3.56M Buy
+177,498
New +$3.83M ﹤0.01% 1775
2018
Q4 		– Sell
-49,970
Closed -$1.16M – 4047
2018
Q3 		$1.16M Buy
+49,970
New +$1.33M ﹤0.01% 2599

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

D.E. Shaw & Co's ZUO Position: Q1 2024 in Review

D.E. Shaw & Co sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 98,415 shares — an estimated $925K sold.

D.E. Shaw & Co first reported a position in ZUO in Q3 2018 and held it in 18 quarters. The position peaked at $6.66M in Q1 2023. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • D.E. Shaw & Co reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 98,415 Zuora, Inc. shares in Q1 2024, an estimated $925K.
  • D.E. Shaw & Co first reported a position in Zuora, Inc. in Q3 2018 and held it in 18 quarters.
  • D.E. Shaw & Co's Zuora, Inc. position peaked at $6.66M in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on D.E. Shaw & Co's 13F filing for Q1 2024, filed 15 May 2024.