Circumference Group’s Zuora, Inc. ZUO Stock Holding History

Circumference Group’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	-565,000	Closed	-$5.6M	–	27
2024 Q4	$5.6M	Hold	565,000	–	–	4.82%	5
2024 Q3	$4.87M	Hold	565,000	–	–	5.05%	8
2024 Q2	$5.61M	Sell	565,000 -115,000	-17%	-$1.11M	5.92%	4
2024 Q1	$6.2M	Hold	680,000	–	–	5.82%	2
2023 Q4	$6.39M	Buy	+680,000	New	+$5.61M	5.62%	5

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Circumference Group's ZUO Position: Q1 2025 in Review

Circumference Group sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 565,000 shares — an estimated $5.6M sold.

Circumference Group first reported a position in ZUO in Q4 2023 and held it in 5 quarters. The position peaked at $6.39M in Q4 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Circumference Group reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Circumference Group sold 565,000 Zuora, Inc. shares in Q1 2025, an estimated $5.6M.
Circumference Group first reported a position in Zuora, Inc. in Q4 2023 and held it in 5 quarters.
Circumference Group's Zuora, Inc. position peaked at $6.39M in Q4 2023.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Circumference Group's 13F filing for Q1 2025, filed 15 May 2025.