George Kaiser Family Foundation’s Zuora, Inc. ZUO Stock Holding History

George Kaiser Family Foundation’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	-179,254	Closed	-$1.55M	–	19
2024 Q3	$1.55M	Hold	179,254	–	–	0.24%	15
2024 Q2	$1.78M	Buy	179,254 +617	+0.3%	+$5.93K	0.31%	15
2024 Q1	$1.63M	Sell	178,637 -46,865	-21%	-$408K	0.31%	14
2023 Q4	$2.12M	Sell	225,502 -210,575	-48%	-$1.74M	0.43%	11
2023 Q3	$3.59M	Buy	436,077 +65,001	+18%	+$641K	0.68%	12
2023 Q2	$4.07M	Hold	371,076	–	–	0.69%	14
2023 Q1	$3.67M	Buy	371,076 +114,710	+45%	+$961K	0.59%	15
2022 Q4	$1.63M	Buy	+256,366	New	+$1.81M	0.24%	34

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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) 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

George Kaiser Family Foundation's ZUO Position: Q4 2024 in Review

George Kaiser Family Foundation sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 179,254 shares — an estimated $1.55M sold.

George Kaiser Family Foundation first reported a position in ZUO in Q4 2022 and held it in 8 quarters. The position peaked at $4.07M in Q2 2023. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

George Kaiser Family Foundation reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
George Kaiser Family Foundation sold 179,254 Zuora, Inc. shares in Q4 2024, an estimated $1.55M.
George Kaiser Family Foundation first reported a position in Zuora, Inc. in Q4 2022 and held it in 8 quarters.
George Kaiser Family Foundation's Zuora, Inc. position peaked at $4.07M in Q2 2023.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on George Kaiser Family Foundation's 13F filing for Q4 2024, filed 12 Feb 2025.