LPL Financial
ZUO

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

LPL 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
2024
Q4 		– Sell
-11,076
Closed -$95.5K – 5465
2024
Q3 		$95.5K Buy
+11,076
New +$98.2K ﹤0.01% 4901
2019
Q4 		– Sell
-11,836
Closed -$178K – 3436
2019
Q3 		$178K Sell
11,836
-2,808
-19% -$42.3K ﹤0.01% 3035
2019
Q2 		$224K Buy
+14,644
New +$277K ﹤0.01% 2939

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

LPL Financial's ZUO Position: Q4 2024 in Review

LPL Financial sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 11,076 shares — an estimated $95.5K sold.

LPL Financial first reported a position in ZUO in Q2 2019 and held it in 3 quarters. The position peaked at $224K in Q2 2019. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • LPL Financial reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 11,076 Zuora, Inc. shares in Q4 2024, an estimated $95.5K.
  • LPL Financial first reported a position in Zuora, Inc. in Q2 2019 and held it in 3 quarters.
  • LPL Financial's Zuora, Inc. position peaked at $224K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.