Jacobs Levy Equity Management’s Zuora, Inc. ZUO Stock Holding History

Jacobs Levy Equity Management’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 Q3	–	Sell	-102,941	Closed	-$1.02M	–	1068
2024 Q2	$1.02M	Hold	102,941	–	–	﹤0.01%	739
2024 Q1	$939K	Sell	102,941 -435,792	-81%	-$3.8M	﹤0.01%	725
2023 Q4	$5.06M	Buy	538,733 +24,270	+5%	+$200K	0.03%	422
2023 Q3	$4.24M	Buy	514,463 +237,548	+86%	+$2.34M	0.03%	406
2023 Q2	$3.04M	Buy	+276,915	New	+$2.62M	0.02%	493
2021 Q4	–	Sell	-293,093	Closed	-$4.86M	–	1095
2021 Q3	$4.86M	Buy	293,093 +250,300	+585%	+$4.22M	0.03%	440
2021 Q2	$738K	Buy	+42,793	New	+$684K	0.01%	803

Other funds holding ZUO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SGM

Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jacobs Levy Equity Management's ZUO Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of Zuora, Inc. (ZUO) in Q3 2024, closing a stake of 102,941 shares — an estimated $1.02M sold.

Jacobs Levy Equity Management first reported a position in ZUO in Q2 2021 and held it in 7 quarters. The position peaked at $5.06M in Q4 2023. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

Jacobs Levy Equity Management reported no remaining Zuora, Inc. position as of Q3 2024 after selling out during the quarter.
Jacobs Levy Equity Management sold 102,941 Zuora, Inc. shares in Q3 2024, an estimated $1.02M.
Jacobs Levy Equity Management first reported a position in Zuora, Inc. in Q2 2021 and held it in 7 quarters.
Jacobs Levy Equity Management's Zuora, Inc. position peaked at $5.06M in Q4 2023.
223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.