F1I
ZUO

Fund 1 Investments’s Zuora, Inc. ZUO Stock Holding History

Fund 1 Investments’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
-1,338,768
Closed -$11.5M – 102
2024
Q3 		$11.5M Buy
1,338,768
+266,494
+25% +$2.36M 1.08% 18
2024
Q2 		$10.6M Buy
1,072,274
+152,026
+17% +$1.46M 1.15% 23
2024
Q1 		$8.39M Buy
+920,248
New +$8.02M 0.9% 20

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

Fund 1 Investments's ZUO Position: Q4 2024 in Review

Fund 1 Investments sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 1,338,768 shares — an estimated $11.5M sold.

Fund 1 Investments first reported a position in ZUO in Q1 2024 and held it in 3 quarters. The position peaked at $11.5M in Q3 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Fund 1 Investments reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Fund 1 Investments sold 1,338,768 Zuora, Inc. shares in Q4 2024, an estimated $11.5M.
  • Fund 1 Investments first reported a position in Zuora, Inc. in Q1 2024 and held it in 3 quarters.
  • Fund 1 Investments's Zuora, Inc. position peaked at $11.5M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Fund 1 Investments's 13F filing for Q4 2024, filed 14 Feb 2025.