CP
ZUO

Castleview Partners’s Zuora, Inc. ZUO Stock Holding History

Castleview Partners’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
-8,132
Closed -$80.7K – 602
2024
Q4 		$80.7K Sell
8,132
-984
-11% -$9.55K 0.04% 277
2024
Q3 		$78.6K Buy
+9,116
New +$80.8K 0.05% 261
2023
Q3 		– Sell
-3,347
Closed -$36.7K – 778
2023
Q2 		$36.7K Buy
+3,347
New +$31.7K 0.03% 301

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

Castleview Partners's ZUO Position: Q1 2025 in Review

Castleview Partners sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 8,132 shares — an estimated $80.7K sold.

Castleview Partners first reported a position in ZUO in Q2 2023 and held it in 3 quarters. The position peaked at $80.7K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Castleview Partners reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 8,132 Zuora, Inc. shares in Q1 2025, an estimated $80.7K.
  • Castleview Partners first reported a position in Zuora, Inc. in Q2 2023 and held it in 3 quarters.
  • Castleview Partners's Zuora, Inc. position peaked at $80.7K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.