Paloma Partners’s Zuora, Inc. ZUO Stock Holding History

Paloma Partners’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	-45,192	Closed	-$390K	–	1147
2024 Q3	$390K	Buy	+45,192	New	+$401K	0.01%	709
2022 Q1	–	Sell	-25,518	Closed	-$477K	–	2329
2021 Q4	$477K	Buy	+25,518	New	+$513K	0.01%	1127
2020 Q4	–	Sell	-18,421	Closed	-$190K	–	2336
2020 Q3	$190K	Buy	18,421 +7,598	+70%	+$88K	﹤0.01%	1777
2020 Q2	$138K	Sell	10,823 -20,452	-65%	-$228K	﹤0.01%	1827
2020 Q1	$252K	Sell	31,275 -15,556	-33%	-$205K	0.01%	781
2019 Q4	$671K	Buy	+46,831	New	+$686K	0.01%	1201
2019 Q2	–	Sell	-12,314	Closed	-$247K	–	2263
2019 Q1	$247K	Buy	+12,314	New	+$266K	0.01%	1407

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Paloma Partners's ZUO Position: Q4 2024 in Review

Paloma Partners sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 45,192 shares — an estimated $390K sold.

Paloma Partners first reported a position in ZUO in Q1 2019 and held it in 7 quarters. The position peaked at $671K in Q4 2019. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

Paloma Partners reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 45,192 Zuora, Inc. shares in Q4 2024, an estimated $390K.
Paloma Partners first reported a position in Zuora, Inc. in Q1 2019 and held it in 7 quarters.
Paloma Partners's Zuora, Inc. position peaked at $671K in Q4 2019.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.