Roberts Wealth Advisors, LLC - ZUORA INC ownership

ZUORA INC's ticker is ZUO and the CUSIP is 98983V106. A total of 197 filers reported holding ZUORA INC in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of ZUORA INC
ValueSharesWeighting
Q2 2023$257,115
+6.1%
23,438
-9.6%
0.11%
+1.8%
Q1 2023$242,261
+20.5%
25,938
-16.2%
0.11%
+14.4%
Q4 2022$201,097
-16.9%
30,9380.0%0.10%
-18.5%
Q3 2022$242,000
-21.7%
30,9380.0%0.12%
-11.9%
Q2 2022$309,000
-31.8%
30,9380.0%0.14%
-23.7%
Q1 2022$453,000
-20.2%
30,9380.0%0.18%
-13.7%
Q4 2021$568,000
-16.3%
30,938
-24.4%
0.20%
-23.8%
Q3 2021$679,00040,9380.27%
Other shareholders
ZUORA INC shareholders Q3 2023
NameSharesValueWeighting ↓
Vector Capital Management, L.P. 2,500,000$25,850,0005.59%
Greenhouse Funds LLLP 2,873,374$29,711,0004.53%
Hound Partners 5,925,232$61,267,0004.15%
Taylor Frigon Capital Management LLC 376,795$3,896,0001.72%
FORMULA GROWTH LTD 822,261$8,502,0001.59%
PA Capital LLC 95,084$983,0000.69%
HARBOURVEST PARTNERS LLC 163,894$1,695,0000.63%
BRANDYWINE MANAGERS, LLC 25,600$265,0000.50%
NEEDHAM INVESTMENT MANAGEMENT LLC 457,000$4,726,0000.47%
GenTrust, LLC 475,000$4,912,0000.45%
View complete list of ZUORA INC shareholders