Y-Intercept (HK)’s Zuora, Inc. ZUO Stock Holding History

Y-Intercept (HK)’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	-35,245	Closed	-$304K	–	1773
2024 Q3	$304K	Buy	+35,245	New	+$313K	0.02%	1013
2023 Q3	–	Sell	-10,825	Closed	-$119K	–	1714
2023 Q2	$119K	Buy	+10,825	New	+$103K	0.01%	1047
2022 Q1	–	Sell	-12,081	Closed	-$226K	–	999
2021 Q4	$226K	Buy	+12,081	New	+$243K	0.05%	483
2021 Q3	–	Sell	-12,223	Closed	-$211K	–	970
2021 Q2	$211K	Buy	+12,223	New	+$195K	0.05%	516
2021 Q1	–	Sell	-16,165	Closed	-$228K	–	854
2020 Q4	$228K	Buy	+16,165	New	+$184K	0.1%	416

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Y-Intercept (HK)'s ZUO Position: Q4 2024 in Review

Y-Intercept (HK) sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 35,245 shares — an estimated $304K sold.

Y-Intercept (HK) first reported a position in ZUO in Q4 2020 and held it in 5 quarters. The position peaked at $304K in Q3 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

Y-Intercept (HK) reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
Y-Intercept (HK) sold 35,245 Zuora, Inc. shares in Q4 2024, an estimated $304K.
Y-Intercept (HK) first reported a position in Zuora, Inc. in Q4 2020 and held it in 5 quarters.
Y-Intercept (HK)'s Zuora, Inc. position peaked at $304K in Q3 2024.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.