Simplex Trading
ZUO

Simplex Trading’s Zuora, Inc. ZUO Stock Holding History

Simplex Trading’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
-4,028
Closed -$39.1K – 9889
2024
Q3 		$34K Buy
+4,028
New +$35.7K ﹤0.01% 6249
2024
Q2 		– Sell
-8,755
Closed -$84.2K – 10063
2024
Q1 		$79K Buy
+8,755
New +$76.3K ﹤0.01% 5838
2023
Q1 		– Sell
-13,444
Closed -$113K – 10367
2022
Q4 		$85K Buy
13,444
+9,818
+271% +$69.4K ﹤0.01% 5275
2022
Q3 		$26K Sell
3,626
-79,940
-96% -$689K ﹤0.01% 7255
2022
Q2 		$747K Buy
+83,566
New +$928K ﹤0.01% 2959
2022
Q1 		– Sell
-100
Closed -$1.54K – 11598
2021
Q4 		$1K Sell
100
-3,900
-98% -$78.3K ﹤0.01% 10281
2021
Q3 		$69K Hold
4,000
– – ﹤0.01% 7108
2021
Q2 		$69K Sell
4,000
-8,866
-69% -$142K ﹤0.01% 7241
2021
Q1 		$190K Buy
12,866
+7,898
+159% +$118K ﹤0.01% 4821
2020
Q4 		$69K Sell
4,968
-28,392
-85% -$323K ﹤0.01% 5832
2020
Q3 		$344K Sell
33,360
-15,546
-32% -$180K ﹤0.01% 3452
2020
Q2 		$623K Buy
48,906
+44,517
+1,014% +$496K ﹤0.01% 2656
2020
Q1 		$35K Sell
4,389
-51,648
-92% -$680K ﹤0.01% 5500
2019
Q4 		$803K Buy
56,037
+10,813
+24% +$158K ﹤0.01% 2291
2019
Q3 		$680K Buy
45,224
+27,195
+151% +$410K ﹤0.01% 2308
2019
Q2 		$276K Buy
18,029
+3,300
+22% +$62.5K ﹤0.01% 3156
2019
Q1 		$295K Buy
14,729
+4,681
+47% +$101K ﹤0.01% 3212
2018
Q4 		$182K Buy
10,048
+1,652
+20% +$31.8K ﹤0.01% 3250
2018
Q3 		$194K Sell
8,396
-23,110
-73% -$616K ﹤0.01% 3669
2018
Q2 		$856K Buy
+31,506
New +$745K ﹤0.01% 1933

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Simplex Trading's ZUO Position: Q4 2024 in Review

Simplex Trading sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 4,028 shares — an estimated $39.1K sold.

Simplex Trading first reported a position in ZUO in Q2 2018 and held it in 20 quarters. The position peaked at $856K in Q2 2018. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Simplex Trading reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 4,028 Zuora, Inc. shares in Q4 2024, an estimated $39.1K.
  • Simplex Trading first reported a position in Zuora, Inc. in Q2 2018 and held it in 20 quarters.
  • Simplex Trading's Zuora, Inc. position peaked at $856K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

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