Needham Investment Management’s Zuora, Inc. ZUO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-825,000	Closed	-$7.11M	–	156
2024 Q3	$7.11M	Buy	825,000 +52,500	+7%	+$453K	0.55%	57
2024 Q2	$7.67M	Hold	772,500	–	–	0.63%	47
2024 Q1	$7.05M	Sell	772,500 -12,500	-2%	-$114K	0.65%	46
2023 Q4	$7.38M	Buy	785,000 +125,000	+19%	+$1.18M	0.93%	31
2023 Q3	$5.44M	Buy	660,000 +72,000	+12%	+$593K	0.93%	32
2023 Q2	$6.45M	Sell	588,000 -512,000	-47%	-$5.62M	1.06%	27
2023 Q1	$10.9M	Buy	1,100,000 +372,512	+51%	+$3.68M	1.87%	14
2022 Q4	$4.63M	Sell	727,488 -72,512	-9%	-$461K	0.84%	41
2022 Q3	$5.9M	Buy	800,000 +250,000	+45%	+$1.85M	1.16%	32
2022 Q2	$4.92M	Buy	550,000 +300,000	+120%	+$2.69M	0.92%	38
2022 Q1	$3.75M	Buy	+250,000	New	+$3.75M	0.54%	59
2021 Q2	–	Sell	-25,950	Closed	-$384K	–	125
2021 Q1	$384K	Sell	25,950 -169,350	-87%	-$2.51M	0.05%	112
2020 Q4	$2.72M	Sell	195,300 -33,200	-15%	-$463K	0.46%	60
2020 Q3	$2.36M	Sell	228,500 -21,500	-9%	-$222K	0.47%	56
2020 Q2	$3.19M	Sell	250,000 -108,472	-30%	-$1.38M	0.68%	51
2020 Q1	$2.89M	Sell	358,472 -46,528	-11%	-$375K	0.82%	40
2019 Q4	$5.8M	Buy	405,000 +185,710	+85%	+$2.66M	1.58%	23
2019 Q3	$3.3M	Sell	219,290 -45,091	-17%	-$679K	1.06%	31
2019 Q2	$4.05M	Buy	264,381 +102,000	+63%	+$1.56M	1.34%	29
2019 Q1	$3.25M	Buy	162,381 +51,409	+46%	+$1.03M	1.11%	30
2018 Q4	$2.01M	Sell	110,972 -5,500	-5%	-$99.8K	0.76%	38
2018 Q3	$2.69M	Buy	116,472 +2,500	+2%	+$57.8K	0.81%	37
2018 Q2	$3.1M	Buy	+113,972	New	+$3.1M	0.87%	35