GA
ZUO

Gagnon Advisors’s Zuora, Inc. ZUO Stock Holding History

Gagnon 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
-514,247
Closed -$4.43M – 27
2024
Q3 		$4.43M Hold
514,247
– – 2.86% 18
2024
Q2 		$5.11M Hold
514,247
– – 3.89% 12
2024
Q1 		$4.69M Hold
514,247
– – 4.07% 12
2023
Q4 		$4.83M Hold
514,247
– – 4.22% 13
2023
Q3 		$4.24M Hold
514,247
– – 3.54% 15
2023
Q2 		$5.64M Hold
514,247
– – 3.77% 14
2023
Q1 		$5.08M Buy
514,247
+102,966
+25% +$863K 3.41% 14
2022
Q4 		$2.62M Sell
411,281
-419,793
-51% -$2.97M 1.77% 21
2022
Q3 		$6.13M Buy
831,074
+415,537
+100% +$3.58M 3.97% 12
2022
Q2 		$3.72M Buy
415,537
+75,742
+22% +$842K 2.25% 20
2022
Q1 		$5.09M Buy
339,795
+1,802
+0.5% +$27.8K 2.34% 18
2021
Q4 		$6.31M Hold
337,993
– – 2.51% 19
2021
Q3 		$5.6M Buy
+337,993
New +$5.69M 2.22% 22
2020
Q1 		– Sell
-299,526
Closed -$4.29M – 29
2019
Q4 		$4.29M Hold
299,526
– – 2.41% 21
2019
Q3 		$4.51M Sell
299,526
-62,022
-17% -$934K 2.8% 20
2019
Q2 		$5.54M Buy
361,548
+181,026
+100% +$3.43M 3.16% 16
2019
Q1 		$3.62M Buy
180,522
+62,022
+52% +$1.34M 2.07% 23
2018
Q4 		$2.15M Buy
+118,500
New +$2.28M 1.51% 24

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

Gagnon Advisors's ZUO Position: Q4 2024 in Review

Gagnon Advisors sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 514,247 shares — an estimated $4.43M sold.

Gagnon Advisors first reported a position in ZUO in Q4 2018 and held it in 18 quarters. The position peaked at $6.31M in Q4 2021. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Gagnon Advisors reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Gagnon Advisors sold 514,247 Zuora, Inc. shares in Q4 2024, an estimated $4.43M.
  • Gagnon Advisors first reported a position in Zuora, Inc. in Q4 2018 and held it in 18 quarters.
  • Gagnon Advisors's Zuora, Inc. position peaked at $6.31M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Gagnon Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.