JF
ZUO

Jump Financial’s Zuora, Inc. ZUO Stock Holding History

Jump Financial’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
2023
Q4 		– Sell
-84,025
Closed -$692K – 2348
2023
Q3 		$692K Sell
84,025
-44,075
-34% -$434K 0.03% 842
2023
Q2 		$1.41M Buy
+128,100
New +$1.21M 0.05% 523
2022
Q4 		– Sell
-115,189
Closed -$850K – 2103
2022
Q3 		$850K Sell
115,189
-1,019
-0.9% -$8.79K 0.03% 681
2022
Q2 		$1.04M Buy
+116,208
New +$1.29M 0.04% 548

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

Jump Financial's ZUO Position: Q4 2023 in Review

Jump Financial sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 84,025 shares — an estimated $692K sold.

Jump Financial first reported a position in ZUO in Q2 2022 and held it in 4 quarters. The position peaked at $1.41M in Q2 2023. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

  • Jump Financial reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 84,025 Zuora, Inc. shares in Q4 2023, an estimated $692K.
  • Jump Financial first reported a position in Zuora, Inc. in Q2 2022 and held it in 4 quarters.
  • Jump Financial's Zuora, Inc. position peaked at $1.41M in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.