First Trust Advisors
ZUO

First Trust Advisors’s Zuora, Inc. ZUO Stock Holding History

First Trust Advisors’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
-2,564,285
Closed -$22.1M – 2667
2024
Q3 		$22.1M Buy
2,564,285
+451,648
+21% +$4.01M 0.02% 773
2024
Q2 		$21M Sell
2,112,637
-730,824
-26% -$7.03M 0.02% 770
2024
Q1 		$25.9M Buy
2,843,461
+684,635
+32% +$5.97M 0.03% 697
2023
Q4 		$20.3M Buy
2,158,826
+33,662
+2% +$278K 0.02% 767
2023
Q3 		$17.5M Buy
2,125,164
+303,186
+17% +$2.99M 0.02% 798
2023
Q2 		$20M Sell
1,821,978
-324,429
-15% -$3.07M 0.02% 753
2023
Q1 		$21.2M Sell
2,146,407
-290,272
-12% -$2.43M 0.02% 713
2022
Q4 		$15.5M Sell
2,436,679
-431,108
-15% -$3.05M 0.02% 819
2022
Q3 		$21.2M Buy
2,867,787
+574,889
+25% +$4.96M 0.03% 671
2022
Q2 		$20.5M Buy
2,292,898
+87,993
+4% +$978K 0.03% 695
2022
Q1 		$33M Buy
2,204,905
+2,072,643
+1,567% +$31.9M 0.03% 610
2021
Q4 		$2.47M Sell
132,262
-26,662
-17% -$536K ﹤0.01% 1698
2021
Q3 		$2.63M Buy
158,924
+39,706
+33% +$669K ﹤0.01% 1662
2021
Q2 		$2.06M Buy
119,218
+5,204
+5% +$83.2K ﹤0.01% 1803
2021
Q1 		$1.69M Buy
114,014
+88,097
+340% +$1.31M ﹤0.01% 1787
2020
Q4 		$361K Sell
25,917
-81,042
-76% -$921K ﹤0.01% 2187
2020
Q3 		$1.11M Sell
106,959
-2,394,041
-96% -$27.7M ﹤0.01% 1709
2020
Q2 		$31.9M Buy
2,501,000
+1,405,100
+128% +$15.6M 0.06% 436
2020
Q1 		$8.82M Buy
1,095,900
+25,288
+2% +$333K 0.02% 685
2019
Q4 		$15.3M Sell
1,070,612
-13,577
-1% -$199K 0.03% 702
2019
Q3 		$16.3M Sell
1,084,189
-221,406
-17% -$3.33M 0.03% 667
2019
Q2 		$20M Buy
+1,305,595
New +$24.7M 0.04% 567
2018
Q4 		– Sell
-88,438
Closed -$2.04M – 2496
2018
Q3 		$2.04M Sell
88,438
-5,586
-6% -$149K ﹤0.01% 1657
2018
Q2 		$2.56M Buy
+94,024
New +$2.22M 0.01% 1501

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

First Trust Advisors's ZUO Position: Q4 2024 in Review

First Trust Advisors sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 2,564,285 shares — an estimated $22.1M sold.

First Trust Advisors first reported a position in ZUO in Q2 2018 and held it in 24 quarters. The position peaked at $33M in Q1 2022. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • First Trust Advisors reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • First Trust Advisors sold 2,564,285 Zuora, Inc. shares in Q4 2024, an estimated $22.1M.
  • First Trust Advisors first reported a position in Zuora, Inc. in Q2 2018 and held it in 24 quarters.
  • First Trust Advisors's Zuora, Inc. position peaked at $33M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.