BFM
ZUO

Boothbay Fund Management’s Zuora, Inc. ZUO Stock Holding History

Boothbay Fund Management’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
2025
Q1 		– Sell
-147,783
Closed -$1.47M – 1895
2024
Q4 		$1.47M Sell
147,783
-209,814
-59% -$2.04M 0.04% 529
2024
Q3 		$3.08M Buy
357,597
+160,664
+82% +$1.42M 0.07% 385
2024
Q2 		$1.96M Sell
196,933
-243,779
-55% -$2.34M 0.05% 507
2024
Q1 		$4.02M Buy
440,712
+403,212
+1,075% +$3.51M 0.08% 293
2023
Q4 		$353K Buy
37,500
+24,070
+179% +$199K 0.01% 1135
2023
Q3 		$111K Buy
+13,430
New +$132K ﹤0.01% 1549
2023
Q1 		– Sell
-14,267
Closed -$90.7K – 2571
2022
Q4 		$90.7K Sell
14,267
-19,052
-57% -$135K ﹤0.01% 1815
2022
Q3 		$246K Buy
33,319
+3,211
+11% +$27.7K 0.01% 1671
2022
Q2 		$269K Buy
30,108
+6,840
+29% +$76K 0.01% 1541
2022
Q1 		$349K Buy
23,268
+3,647
+19% +$56.2K 0.01% 1511
2021
Q4 		$367K Sell
19,621
-49,238
-72% -$989K 0.01% 1167
2021
Q3 		$1.14M Buy
68,859
+27,128
+65% +$457K 0.03% 701
2021
Q2 		$720K Sell
41,731
-630
-1% -$10.1K 0.02% 841
2021
Q1 		$627K Sell
42,361
-5,317
-11% -$79.2K 0.02% 827
2020
Q4 		$664K Buy
+47,678
New +$542K 0.02% 646
2020
Q3 		– Sell
-30,000
Closed -$383K – 1264
2020
Q2 		$383K Buy
+30,000
New +$334K 0.03% 639
2019
Q2 		– Sell
-27,030
Closed -$541K – 929
2019
Q1 		$541K Buy
27,030
+14,531
+116% +$314K 0.05% 364
2018
Q4 		$227K Buy
+12,499
New +$240K 0.03% 460

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Boothbay Fund Management's ZUO Position: Q1 2025 in Review

Boothbay Fund Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 147,783 shares — an estimated $1.47M sold.

Boothbay Fund Management first reported a position in ZUO in Q4 2018 and held it in 18 quarters. The position peaked at $4.02M in Q1 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Boothbay Fund Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Boothbay Fund Management sold 147,783 Zuora, Inc. shares in Q1 2025, an estimated $1.47M.
  • Boothbay Fund Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 18 quarters.
  • Boothbay Fund Management's Zuora, Inc. position peaked at $4.02M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Boothbay Fund Management's 13F filing for Q1 2025, filed 15 May 2025.