Envestnet Asset Management
ZUO

Envestnet Asset Management’s Zuora, Inc. ZUO Stock Holding History

Envestnet Asset Management’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
-31,949
Closed -$275K – 4430
2024
Q3 		$275K Buy
31,949
+577
+2% +$5.12K ﹤0.01% 3873
2024
Q2 		$312K Buy
31,372
+6,710
+27% +$64.5K ﹤0.01% 3717
2024
Q1 		$225K Buy
24,662
+2,465
+11% +$21.5K ﹤0.01% 3885
2023
Q4 		$209K Sell
22,197
-379
-2% -$3.13K ﹤0.01% 3808
2023
Q3 		$186K Buy
22,576
+10,529
+87% +$104K ﹤0.01% 3762
2023
Q2 		$132K Buy
+12,047
New +$114K ﹤0.01% 3799
2023
Q1 		– Sell
-10,802
Closed -$68.7K – 4134
2022
Q4 		$68.7K Buy
10,802
+458
+4% +$3.24K ﹤0.01% 3848
2022
Q3 		$76K Buy
+10,344
New +$89.2K ﹤0.01% 3777
2022
Q2 		– Sell
-12,328
Closed -$185K – 4096
2022
Q1 		$185K Buy
12,328
+594
+5% +$9.15K ﹤0.01% 3710
2021
Q4 		$219K Sell
11,734
-2,214
-16% -$44.5K ﹤0.01% 3606
2021
Q3 		$231K Buy
+13,948
New +$235K ﹤0.01% 3432
2019
Q3 		– Sell
-11,783
Closed -$181K – 3175
2019
Q2 		$181K Sell
11,783
-1,846
-14% -$35K ﹤0.01% 2903
2019
Q1 		$273K Buy
+13,629
New +$294K ﹤0.01% 2647

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

Envestnet Asset Management's ZUO Position: Q4 2024 in Review

Envestnet Asset Management sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 31,949 shares — an estimated $275K sold.

Envestnet Asset Management first reported a position in ZUO in Q1 2019 and held it in 13 quarters. The position peaked at $312K in Q2 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Envestnet Asset Management reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 31,949 Zuora, Inc. shares in Q4 2024, an estimated $275K.
  • Envestnet Asset Management first reported a position in Zuora, Inc. in Q1 2019 and held it in 13 quarters.
  • Envestnet Asset Management's Zuora, Inc. position peaked at $312K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.