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 ↓
Archon Capital Management LLC 2,877,599$25,755,0005.89%
Potrero Capital Research LLC 638,249$5,712,0003.32%
Aaron Wealth Advisors LLC 1,472,439$13,178,0003.31%
Gagnon Advisors, LLC 415,537$3,719,0002.25%
FORMULA GROWTH LTD 751,261$6,724,0001.86%
GAGNON SECURITIES LLC 863,868$7,732,0001.62%
Taylor Frigon Capital Management LLC 308,802$2,764,0001.44%
Horrell Capital Management, Inc. 390,000$3,491,0001.24%
RK Capital 579,000$5,182,0001.22%
NEEDHAM INVESTMENT MANAGEMENT LLC 550,000$4,923,0000.92%
View complete list of ZUORA INC shareholders