GS
ZUO

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

Gagnon Securities’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
-1,050,133
Closed -$9.05M – 103
2024
Q3 		$9.05M Buy
1,050,133
+19,907
+2% +$177K 1.79% 21
2024
Q2 		$10.2M Buy
1,030,226
+10,986
+1% +$106K 2.3% 18
2024
Q1 		$9.3M Sell
1,019,240
-41,291
-4% -$360K 2.2% 18
2023
Q4 		$9.97M Sell
1,060,531
-12,693
-1% -$105K 2.39% 18
2023
Q3 		$8.84M Sell
1,073,224
-2,101
-0.2% -$20.7K 2.22% 17
2023
Q2 		$11.8M Sell
1,075,325
-2,238
-0.2% -$21.2K 2.45% 17
2023
Q1 		$10.6M Buy
+1,077,563
New +$9.03M 2.24% 18
2022
Q4 		– Sell
-1,426,142
Closed -$10.5M – 109
2022
Q3 		$10.5M Buy
1,426,142
+562,274
+65% +$4.85M 2.31% 15
2022
Q2 		$7.73M Buy
863,868
+134,648
+18% +$1.5M 1.62% 24
2022
Q1 		$10.9M Buy
729,220
+6,453
+0.9% +$99.4K 1.78% 22
2021
Q4 		$13.5M Buy
722,767
+13,602
+2% +$273K 2.02% 21
2021
Q3 		$11.8M Buy
709,165
+405,745
+134% +$6.83M 1.75% 26
2021
Q2 		$5.23M Buy
303,420
+12,000
+4% +$192K 0.74% 35
2021
Q1 		$4.31M Buy
291,420
+122,728
+73% +$1.83M 0.66% 39
2020
Q4 		$2.35M Buy
168,692
+9,244
+6% +$105K 0.37% 43
2020
Q3 		$1.65M Buy
159,448
+2,823
+2% +$32.7K 0.35% 46
2020
Q2 		$2M Buy
156,625
+118
+0.1% +$1.31K 0.48% 38
2020
Q1 		$1.26M Sell
156,507
-382,745
-71% -$5.04M 0.43% 40
2019
Q4 		$7.73M Sell
539,252
-5,654
-1% -$82.8K 1.69% 24
2019
Q3 		$8.2M Sell
544,906
-107,050
-16% -$1.61M 1.94% 23
2019
Q2 		$9.99M Buy
651,956
+335,276
+106% +$6.35M 2.15% 19
2019
Q1 		$6.34M Buy
316,680
+145,196
+85% +$3.13M 1.38% 29
2018
Q4 		$3.11M Buy
+171,484
New +$3.3M 0.83% 32

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 Securities's ZUO Position: Q4 2024 in Review

Gagnon Securities sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 1,050,133 shares — an estimated $9.05M sold.

Gagnon Securities first reported a position in ZUO in Q4 2018 and held it in 23 quarters. The position peaked at $13.5M in Q4 2021. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Gagnon Securities reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Gagnon Securities sold 1,050,133 Zuora, Inc. shares in Q4 2024, an estimated $9.05M.
  • Gagnon Securities first reported a position in Zuora, Inc. in Q4 2018 and held it in 23 quarters.
  • Gagnon Securities's Zuora, Inc. position peaked at $13.5M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

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