SEI Investments
ZUO

SEI Investments’s Zuora, Inc. ZUO Stock Holding History

SEI Investments’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
-294,845
Closed -$2.54M – 2812
2024
Q3 		$2.54M Buy
294,845
+198,035
+205% +$1.76M ﹤0.01% 1572
2024
Q2 		$961K Sell
96,810
-147,011
-60% -$1.41M ﹤0.01% 1919
2024
Q1 		$2.22M Sell
243,821
-110,502
-31% -$963K ﹤0.01% 1590
2023
Q4 		$3.33M Sell
354,323
-11,956
-3% -$98.7K 0.01% 1368
2023
Q3 		$3.02M Buy
366,279
+74,332
+25% +$733K 0.01% 1400
2023
Q2 		$3.2M Buy
291,947
+22,066
+8% +$209K 0.01% 1419
2023
Q1 		$2.67M Sell
269,881
-27,270
-9% -$228K 0.01% 1499
2022
Q4 		$1.89M Buy
297,151
+99,418
+50% +$703K ﹤0.01% 1524
2022
Q3 		$1.46M Buy
197,733
+98,351
+99% +$848K ﹤0.01% 1670
2022
Q2 		$889K Buy
99,382
+21,705
+28% +$241K ﹤0.01% 1882
2022
Q1 		$1.16M Buy
77,677
+12,022
+18% +$185K ﹤0.01% 1765
2021
Q4 		$1.23M Buy
65,655
+871
+1% +$17.5K ﹤0.01% 1767
2021
Q3 		$1.07M Sell
64,784
-1,091
-2% -$18.4K ﹤0.01% 1757
2021
Q2 		$1.14M Sell
65,875
-929
-1% -$14.8K ﹤0.01% 1763
2021
Q1 		$989K Sell
66,804
-1,412
-2% -$21K ﹤0.01% 1758
2020
Q4 		$950K Sell
68,216
-2,506
-4% -$28.5K ﹤0.01% 1710
2020
Q3 		$731K Sell
70,722
-2,188
-3% -$25.3K ﹤0.01% 1745
2020
Q2 		$930K Buy
72,910
+4,525
+7% +$50.4K ﹤0.01% 1586
2020
Q1 		$550K Buy
68,385
+9,046
+15% +$119K ﹤0.01% 1710
2019
Q4 		$850K Buy
59,339
+12,079
+26% +$177K ﹤0.01% 1700
2019
Q3 		$711K Buy
47,260
+647
+1% +$9.74K ﹤0.01% 1726
2019
Q2 		$714K Buy
46,613
+19,507
+72% +$370K ﹤0.01% 1718
2019
Q1 		$543K Buy
27,106
+26,942
+16,428% +$582K ﹤0.01% 1846
2018
Q4 		$4K Hold
164
– – ﹤0.01% 2602
2018
Q3 		$4K Buy
+164
New +$4.37K ﹤0.01% 2469

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

SEI Investments's ZUO Position: Q4 2024 in Review

SEI Investments sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 294,845 shares — an estimated $2.54M sold.

SEI Investments first reported a position in ZUO in Q3 2018 and held it in 25 quarters. The position peaked at $3.33M in Q4 2023. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • SEI Investments reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • SEI Investments sold 294,845 Zuora, Inc. shares in Q4 2024, an estimated $2.54M.
  • SEI Investments first reported a position in Zuora, Inc. in Q3 2018 and held it in 25 quarters.
  • SEI Investments's Zuora, Inc. position peaked at $3.33M in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on SEI Investments's 13F filing for Q4 2024, filed 11 Feb 2025.