VI
ZUO

Versor Investments’s Zuora, Inc. ZUO Stock Holding History

Versor Investments’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
Q1 		– Sell
-25,210
Closed -$237K – 919
2023
Q4 		$237K Buy
25,210
+11,600
+85% +$95.7K 0.05% 605
2023
Q3 		$112K Sell
13,610
-6,647
-33% -$65.5K 0.02% 633
2023
Q2 		$222K Buy
+20,257
New +$192K 0.04% 529
2022
Q4 		– Sell
-84,600
Closed -$624K – 1026
2022
Q3 		$624K Sell
84,600
-16,004
-16% -$138K 0.04% 376
2022
Q2 		$900K Buy
100,604
+77,962
+344% +$866K 0.03% 280
2022
Q1 		$339K Buy
+22,642
New +$349K 0.01% 451
2021
Q4 		– Sell
-14,000
Closed -$232K – 678
2021
Q3 		$232K Buy
+14,000
New +$236K 0.01% 444

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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 $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

Versor Investments's ZUO Position: Q1 2024 in Review

Versor Investments sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 25,210 shares — an estimated $237K sold.

Versor Investments first reported a position in ZUO in Q3 2021 and held it in 7 quarters. The position peaked at $900K in Q2 2022. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Versor Investments reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Versor Investments sold 25,210 Zuora, Inc. shares in Q1 2024, an estimated $237K.
  • Versor Investments first reported a position in Zuora, Inc. in Q3 2021 and held it in 7 quarters.
  • Versor Investments's Zuora, Inc. position peaked at $900K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Versor Investments's 13F filing for Q1 2024, filed 13 May 2024.