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
2025
Q1 		– Sell
-104,500
Closed -$1.04M – 9996
2024
Q4 		$1.04M Buy
104,500
+55,100
+112% +$535K ﹤0.01% 2811
2024
Q3 		$425K Sell
49,400
-55,900
-53% -$496K ﹤0.01% 3773
2024
Q2 		$1.04M Buy
105,300
+94,100
+840% +$905K ﹤0.01% 2870
2024
Q1 		$102K Buy
11,200
+1,700
+18% +$14.8K ﹤0.01% 5553
2023
Q4 		$89K Sell
9,500
-11,800
-55% -$97.4K ﹤0.01% 5506
2023
Q3 		$175K Buy
21,300
+12,700
+148% +$125K ﹤0.01% 4497
2023
Q2 		$94K Sell
8,600
-6,800
-44% -$64.4K ﹤0.01% 5157
2023
Q1 		$152K Sell
15,400
-13,900
-47% -$116K ﹤0.01% 4655
2022
Q4 		$186K Buy
29,300
+6,100
+26% +$43.1K ﹤0.01% 4315
2022
Q3 		$171K Buy
23,200
+1,900
+9% +$16.4K ﹤0.01% 4823
2022
Q2 		$190K Sell
21,300
-14,800
-41% -$164K ﹤0.01% 4680
2022
Q1 		$540K Sell
36,100
-90,600
-72% -$1.4M ﹤0.01% 3752
2021
Q4 		$2.37M Sell
126,700
-17,800
-12% -$358K ﹤0.01% 1865
2021
Q3 		$2.5M Sell
144,500
-2,000
-1% -$33.7K ﹤0.01% 1883
2021
Q2 		$2.53M Buy
146,500
+145,416
+13,415% +$2.32M ﹤0.01% 1868
2021
Q1 		$1.6M Sell
1,084
-1,363
-56% -$20.3K ﹤0.01% 1862
2020
Q4 		$3.41M Buy
2,447
+1,127
+85% +$12.8K ﹤0.01% 1286
2020
Q3 		$1.36M Buy
1,320
+797
+152% +$9.23K ﹤0.01% 1900
2020
Q2 		$666K Buy
523
+51
+11% +$568 ﹤0.01% 2567
2020
Q1 		$379K Sell
472
-460
-49% -$6.05K ﹤0.01% 2901
2019
Q4 		$1.33M Sell
932
-5
-0.5% -$73 ﹤0.01% 1823
2019
Q3 		$1.41M Buy
937
+686
+273% +$10.3K ﹤0.01% 1624
2019
Q2 		$384K Sell
251
-738
-75% -$14K ﹤0.01% 2837
2019
Q1 		$1.98M Buy
989
+710
+254% +$15.3K 0.01% 1384
2018
Q4 		$506K Sell
279
-356
-56% -$6.84K ﹤0.01% 2223
2018
Q3 		$1.47M Buy
635
+538
+555% +$14.3K ﹤0.01% 1514
2018
Q2 		$263K Buy
+97
New +$2.29K ﹤0.01% 3171

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.