NIM
ZUO

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

Needham Investment 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
Q4 		– Sell
-825,000
Closed -$7.11M – 156
2024
Q3 		$7.11M Buy
825,000
+52,500
+7% +$466K 0.55% 57
2024
Q2 		$7.67M Hold
772,500
– – 0.63% 47
2024
Q1 		$7.05M Sell
772,500
-12,500
-2% -$109K 0.65% 46
2023
Q4 		$7.38M Buy
785,000
+125,000
+19% +$1.03M 0.93% 31
2023
Q3 		$5.44M Buy
660,000
+72,000
+12% +$710K 0.93% 32
2023
Q2 		$6.45M Sell
588,000
-512,000
-47% -$4.85M 1.06% 27
2023
Q1 		$10.9M Buy
1,100,000
+372,512
+51% +$3.12M 1.87% 14
2022
Q4 		$4.63M Sell
727,488
-72,512
-9% -$513K 0.84% 41
2022
Q3 		$5.9M Buy
800,000
+250,000
+45% +$2.16M 1.16% 32
2022
Q2 		$4.92M Buy
550,000
+300,000
+120% +$3.33M 0.92% 38
2022
Q1 		$3.75M Buy
+250,000
New +$3.85M 0.54% 59
2021
Q2 		– Sell
-25,950
Closed -$384K – 125
2021
Q1 		$384K Sell
25,950
-169,350
-87% -$2.52M 0.05% 112
2020
Q4 		$2.72M Sell
195,300
-33,200
-15% -$377K 0.46% 60
2020
Q3 		$2.36M Sell
228,500
-21,500
-9% -$249K 0.47% 56
2020
Q2 		$3.19M Sell
250,000
-108,472
-30% -$1.21M 0.68% 51
2020
Q1 		$2.89M Sell
358,472
-46,528
-11% -$612K 0.82% 40
2019
Q4 		$5.8M Buy
405,000
+185,710
+85% +$2.72M 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% +$1.93M 1.34% 29
2019
Q1 		$3.25M Buy
162,381
+51,409
+46% +$1.11M 1.11% 30
2018
Q4 		$2.01M Sell
110,972
-5,500
-5% -$106K 0.76% 38
2018
Q3 		$2.69M Buy
116,472
+2,500
+2% +$66.7K 0.81% 37
2018
Q2 		$3.1M Buy
+113,972
New +$2.7M 0.87% 35

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

Needham Investment Management's ZUO Position: Q4 2024 in Review

Needham Investment Management sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 825,000 shares — an estimated $7.11M sold.

Needham Investment Management first reported a position in ZUO in Q2 2018 and held it in 23 quarters. The position peaked at $10.9M in Q1 2023. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Needham Investment Management reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Needham Investment Management sold 825,000 Zuora, Inc. shares in Q4 2024, an estimated $7.11M.
  • Needham Investment Management first reported a position in Zuora, Inc. in Q2 2018 and held it in 23 quarters.
  • Needham Investment Management's Zuora, Inc. position peaked at $10.9M in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Needham Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.