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ZUO

Sunriver Management’s Zuora, Inc. ZUO Stock Holding History

Sunriver Management’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
Q3 		– Sell
-2,584,351
Closed -$25.7M – 21
2024
Q2 		$25.7M Buy
2,584,351
+2,410,782
+1,389% +$23.2M 3.25% 15
2024
Q1 		$1.58M Buy
+173,569
New +$1.51M 0.21% 20

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sunriver Management's ZUO Position: Q3 2024 in Review

Sunriver Management sold out of Zuora, Inc. (ZUO) in Q3 2024, closing a stake of 2,584,351 shares — an estimated $25.7M sold.

Sunriver Management first reported a position in ZUO in Q1 2024 and held it in 2 quarters. The position peaked at $25.7M in Q2 2024. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

  • Sunriver Management reported no remaining Zuora, Inc. position as of Q3 2024 after selling out during the quarter.
  • Sunriver Management sold 2,584,351 Zuora, Inc. shares in Q3 2024, an estimated $25.7M.
  • Sunriver Management first reported a position in Zuora, Inc. in Q1 2024 and held it in 2 quarters.
  • Sunriver Management's Zuora, Inc. position peaked at $25.7M in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on Sunriver Management's 13F filing for Q3 2024, filed 13 Nov 2024.