OQS
ZUO

Occudo Quantitative Strategies’s Zuora, Inc. ZUO Stock Holding History

Occudo Quantitative Strategies’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
-43,381
Closed -$374K – 1008
2024
Q3 		$374K Buy
+43,381
New +$385K 0.07% 367
2024
Q2 		– Sell
-20,359
Closed -$186K – 1051
2024
Q1 		$186K Sell
20,359
-114,675
-85% -$999K 0.03% 608
2023
Q4 		$1.27M Buy
135,034
+25,369
+23% +$209K 0.17% 162
2023
Q3 		$904K Sell
109,665
-3,211
-3% -$31.6K 0.12% 298
2023
Q2 		$1.24M Buy
112,876
+99,780
+762% +$945K 0.13% 261
2023
Q1 		$129K Sell
13,096
-183,178
-93% -$1.53M 0.01% 796
2022
Q4 		$1.25M Buy
196,274
+38,741
+25% +$274K 0.15% 223
2022
Q3 		$1.16M Sell
157,533
-27,428
-15% -$237K 0.09% 346
2022
Q2 		$1.66M Buy
184,961
+13,041
+8% +$145K 0.14% 232
2022
Q1 		$2.58M Buy
171,920
+140,835
+453% +$2.17M 0.22% 108
2021
Q4 		$581K Sell
31,085
-860
-3% -$17.3K 0.05% 564
2021
Q3 		$530K Buy
+31,945
New +$538K 0.06% 518

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

Occudo Quantitative Strategies's ZUO Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 43,381 shares — an estimated $374K sold.

Occudo Quantitative Strategies first reported a position in ZUO in Q3 2021 and held it in 12 quarters. The position peaked at $2.58M in Q1 2022. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 43,381 Zuora, Inc. shares in Q4 2024, an estimated $374K.
  • Occudo Quantitative Strategies first reported a position in Zuora, Inc. in Q3 2021 and held it in 12 quarters.
  • Occudo Quantitative Strategies's Zuora, Inc. position peaked at $2.58M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.