PCM
ZUO

Philosophy Capital Management’s Zuora, Inc. ZUO Stock Holding History

Philosophy Capital 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
Q3 		– Sell
-997,797
Closed -$9.91M – 37
2024
Q2 		$9.91M Buy
+997,797
New +$9.6M 0.58% 25

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Philosophy Capital Management's ZUO Position: Q3 2024 in Review

Philosophy Capital Management sold out of Zuora, Inc. (ZUO) in Q3 2024, closing a stake of 997,797 shares — an estimated $9.91M sold.

Philosophy Capital Management first reported a position in ZUO in Q2 2024 and held it in 1 quarter. The position peaked at $9.91M in Q2 2024. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

  • Philosophy Capital Management reported no remaining Zuora, Inc. position as of Q3 2024 after selling out during the quarter.
  • Philosophy Capital Management sold 997,797 Zuora, Inc. shares in Q3 2024, an estimated $9.91M.
  • Philosophy Capital Management first reported a position in Zuora, Inc. in Q2 2024 and held it in 1 quarter.
  • Philosophy Capital Management's Zuora, Inc. position peaked at $9.91M in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on Philosophy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.