Emerald Mutual Fund Advisers Trust’s Zuora, Inc. ZUO Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-768,962	Closed	-$6.63M	–	249
2024 Q3	$6.63M	Sell	768,962 -194,776	-20%	-$1.73M	0.34%	93
2024 Q2	$9.57M	Hold	963,738	–	–	0.5%	72
2024 Q1	$8.79M	Hold	963,738	–	–	0.46%	86
2023 Q4	$9.06M	Sell	963,738 -107,182	-10%	-$885K	0.48%	85
2023 Q3	$8.82M	Hold	1,070,920	–	–	0.53%	83
2023 Q2	$11.7M	Buy	1,070,920 +169,419	+19%	+$1.6M	0.64%	73
2023 Q1	$8.91M	Buy	+901,501	New	+$7.55M	0.53%	81
2018 Q3	–	Sell	-83,290	Closed	-$2.27M	–	257
2018 Q2	$2.27M	Buy	+83,290	New	+$1.97M	0.08%	202

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ZUO Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 768,962 shares — an estimated $6.63M sold.

Emerald Mutual Fund Advisers Trust first reported a position in ZUO in Q2 2018 and held it in 8 quarters. The position peaked at $11.7M in Q2 2023. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 768,962 Zuora, Inc. shares in Q4 2024, an estimated $6.63M.
Emerald Mutual Fund Advisers Trust first reported a position in Zuora, Inc. in Q2 2018 and held it in 8 quarters.
Emerald Mutual Fund Advisers Trust's Zuora, Inc. position peaked at $11.7M in Q2 2023.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.