Dmitry Balyasny’s Zuora, Inc. ZUO Stock Holding History

Dmitry Balyasny’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
2025 Q1	–	Sell	-2,398,713	Closed	-$23.8M	–	3408
2024 Q4	$23.8M	Buy	+2,398,713	New	+$23.3M	0.04%	582
2024 Q3	–	Sell	-29,947	Closed	-$297K	–	3258
2024 Q2	$297K	Buy	+29,947	New	+$288K	﹤0.01%	2228
2024 Q1	–	Sell	-18,121	Closed	-$170K	–	3215
2023 Q4	$170K	Buy	18,121 +3,335	+23%	+$27.5K	﹤0.01%	2337
2023 Q3	$122K	Sell	14,786 -36,928	-71%	-$364K	﹤0.01%	2104
2023 Q2	$567K	Buy	51,714 +41,200	+392%	+$390K	﹤0.01%	1813
2023 Q1	$104K	Buy	+10,514	New	+$88.1K	﹤0.01%	2311
2020 Q2	–	Sell	-158,927	Closed	-$1.28M	–	1556
2020 Q1	$1.28M	Buy	+158,927	New	+$2.09M	0.02%	704
2018 Q4	–	Sell	-22,246	Closed	-$514K	–	1835
2018 Q3	$514K	Buy	+22,246	New	+$593K	﹤0.01%	1374

Other funds holding ZUO

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dmitry Balyasny's ZUO Position: Q1 2025 in Review

Dmitry Balyasny sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,398,713 shares — an estimated $23.8M sold.

Dmitry Balyasny first reported a position in ZUO in Q3 2018 and held it in 8 quarters. The position peaked at $23.8M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Dmitry Balyasny reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Dmitry Balyasny sold 2,398,713 Zuora, Inc. shares in Q1 2025, an estimated $23.8M.
Dmitry Balyasny first reported a position in Zuora, Inc. in Q3 2018 and held it in 8 quarters.
Dmitry Balyasny's Zuora, Inc. position peaked at $23.8M in Q4 2024.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.