Creative Planning Zuora Inc Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Zuora Inc stock. As of the latest transaction made, Creative Planning holds 15,224 shares of ZUO stock, worth $146,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,224

Holding current value

$146,150

% of portfolio

0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$7.92 - $9.49 $120,574 - $144,475	15,224 New	15,224 $138,000
Q3 2023 Nov 16, 2023	SELL	$8.0 - $11.76 $14,224 - $20,909	-1,778 Reduced 6.58%	25,254 $208,000
Q2 2023 Jul 21, 2023	BUY	$7.34 - $11.81 $20,603 - $33,150	2,807 Added 11.59%	27,032 $296,000
Q1 2023 May 15, 2023	SELL	$6.48 - $10.05 $1,574 - $2,442	-243 Reduced 0.99%	24,225 $239,000
Q4 2022 Feb 10, 2023	SELL	$5.6 - $8.35 $8,058 - $12,015	-1,439 Reduced 5.55%	24,468 $155,000

Q3 2022 Nov 03, 2022	SELL	$7.12 - $10.25 $4,193 - $6,037	-589 Reduced 2.22%	25,907 $191,000
Q2 2022 Aug 15, 2022	BUY	$8.35 - $15.36 $48,872 - $89,902	5,853 Added 28.35%	26,496 $237,000
Q1 2022 May 16, 2022	BUY	$12.69 - $18.35 $127,280 - $184,050	10,030 Added 94.51%	20,643 $309,000
Q4 2021 Feb 11, 2022	BUY	$16.13 - $23.08 $645 - $923	40 Added 0.38%	10,613 $198,000
Q3 2021 Nov 10, 2021	SELL	$15.27 - $18.4 $25,394 - $30,599	-1,663 Reduced 13.59%	10,573 $175,000
Q2 2021 Aug 04, 2021	SELL	$14.43 - $18.38 $245,050 - $312,129	-16,982 Reduced 58.12%	12,236 $211,000
Q1 2021 Apr 30, 2021	BUY	$13.21 - $16.83 $187,159 - $238,447	14,168 Added 94.14%	29,218 $432,000
Q4 2020 Jan 29, 2021	SELL	$9.51 - $14.71 $4,374 - $6,766	-460 Reduced 2.97%	15,050 $210,000
Q3 2020 Nov 05, 2020	SELL	$9.41 - $16.17 $4,234 - $7,276	-450 Reduced 2.82%	15,510 $160,000
Q2 2020 Jul 23, 2020	BUY	$7.82 - $13.52 $3,988 - $6,895	510 Added 3.3%	15,960 $203,000
Q1 2020 May 05, 2020	SELL	$7.19 - $16.15 $143,318 - $321,917	-19,933 Reduced 56.33%	15,450 $124,000
Q4 2018 Feb 01, 2019	BUY	$16.08 - $21.85 $568,958 - $773,118	35,383 New	35,383 $642,000

Others Institutions Holding ZUO

# of Institutions

202

Shares Held

101M

Call Options Held

127K

Put Options Held

133K

Vanguard Group Inc Valley Forge, PA

17.3M
Shares

$166 Million
0.0% of portfolio
Black Rock Inc. New York, NY

13.6M
Shares

$131 Million
0.0% of portfolio
Baillie Gifford & CO

4.2M
Shares

$40.3 Million
0.03% of portfolio
Scalar Gauge Management, LLC Dallas, TX

3.76M
Shares

$36.1 Million
26.4% of portfolio
Praesidium Investment Management Company, LLC New York, NY

3.75M
Shares

$36 Million
5.04% of portfolio

View Full List

About ZUORA INC

Ticker ZUO
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 123,800,000
Market Cap $1.19B
Description
Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations. Its produc...

More about ZUO

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