Stifel Financial
ZUO

Stifel Financial’s Zuora, Inc. ZUO Stock Holding History

Stifel Financial’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
-43,813
Closed -$378K – 3499
2024
Q3 		$378K Buy
43,813
+10,981
+33% +$97.4K ﹤0.01% 2837
2024
Q2 		$326K Sell
32,832
-18,110
-36% -$174K ﹤0.01% 2871
2024
Q1 		$465K Buy
50,942
+2,292
+5% +$20K ﹤0.01% 2657
2023
Q4 		$457K Buy
48,650
+21,950
+82% +$181K ﹤0.01% 2615
2023
Q3 		$220K Sell
26,700
-1,325
-5% -$13.1K ﹤0.01% 2943
2023
Q2 		$307K Sell
28,025
-5,841
-17% -$55.3K ﹤0.01% 2808
2023
Q1 		$335K Buy
33,866
+2,118
+7% +$17.7K ﹤0.01% 2741
2022
Q4 		$202K Buy
31,748
+1,000
+3% +$7.07K ﹤0.01% 2977
2022
Q3 		$227K Buy
+30,748
New +$265K ﹤0.01% 2881

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

Stifel Financial's ZUO Position: Q4 2024 in Review

Stifel Financial sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 43,813 shares — an estimated $378K sold.

Stifel Financial first reported a position in ZUO in Q3 2022 and held it in 9 quarters. The position peaked at $465K in Q1 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Stifel Financial reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 43,813 Zuora, Inc. shares in Q4 2024, an estimated $378K.
  • Stifel Financial first reported a position in Zuora, Inc. in Q3 2022 and held it in 9 quarters.
  • Stifel Financial's Zuora, Inc. position peaked at $465K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.