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
-37,900
Closed -$326K – 9890
2024
Q3 		$326K Buy
37,900
+30,200
+392% +$268K ﹤0.01% 4044
2024
Q2 		$76K Sell
7,700
-14,200
-65% -$137K ﹤0.01% 5666
2024
Q1 		$199K Sell
21,900
-5,500
-20% -$47.9K ﹤0.01% 4876
2023
Q4 		$257K Buy
27,400
+25,400
+1,270% +$210K ﹤0.01% 4403
2023
Q3 		$16K Sell
2,000
-800
-29% -$7.88K ﹤0.01% 6845
2023
Q2 		$30K Sell
2,800
-400
-13% -$3.79K ﹤0.01% 6371
2023
Q1 		$31K Buy
3,200
+1,900
+146% +$15.9K ﹤0.01% 6470
2022
Q4 		$8K Sell
1,300
-3,100
-70% -$21.9K ﹤0.01% 7766
2022
Q3 		$32K Buy
4,400
+1,600
+57% +$13.8K ﹤0.01% 7003
2022
Q2 		$25K Sell
2,800
-2,700
-49% -$30K ﹤0.01% 7362
2022
Q1 		$82K Sell
5,500
-9,500
-63% -$146K ﹤0.01% 6443
2021
Q4 		$280K Buy
15,000
+2,100
+16% +$42.2K ﹤0.01% 4675
2021
Q3 		$222K Buy
12,900
+100
+0.8% +$1.68K ﹤0.01% 5433
2021
Q2 		$220K Buy
12,800
+12,650
+8,433% +$202K ﹤0.01% 5543
2021
Q1 		$222K Sell
150
-744
-83% -$11.1K ﹤0.01% 4597
2020
Q4 		$1.25M Buy
894
+474
+113% +$5.39K ﹤0.01% 2278
2020
Q3 		$434K Buy
420
+207
+97% +$2.4K ﹤0.01% 3182
2020
Q2 		$271K Buy
213
+31
+17% +$345 ﹤0.01% 3648
2020
Q1 		$146K Sell
182
-513
-74% -$6.75K ﹤0.01% 3955
2019
Q4 		$995K Buy
695
+395
+132% +$5.79K ﹤0.01% 2095
2019
Q3 		$451K Sell
300
-46
-13% -$693 ﹤0.01% 2727
2019
Q2 		$530K Buy
346
+185
+115% +$3.5K ﹤0.01% 2507
2019
Q1 		$322K Sell
161
-149
-48% -$3.22K ﹤0.01% 3119
2018
Q4 		$562K Sell
310
-67
-18% -$1.29K ﹤0.01% 2111
2018
Q3 		$871K Sell
377
-360
-49% -$9.6K ﹤0.01% 2034
2018
Q2 		$2M Buy
+737
New +$17.4K 0.01% 1148

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.