Citadel Advisors
ZUO

Citadel Advisors’s Zuora, Inc. ZUO Stock Holding History

Citadel Advisors’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
-13,900
Closed -$138K – 15971
2024
Q4 		$138K Sell
13,900
-24,800
-64% -$241K ﹤0.01% 11013
2024
Q3 		$334K Buy
38,700
+18,300
+90% +$162K ﹤0.01% 9104
2024
Q2 		$203K Sell
20,400
-32,600
-62% -$314K ﹤0.01% 9913
2024
Q1 		$483K Buy
53,000
+21,200
+67% +$185K ﹤0.01% 8493
2023
Q4 		$299K Buy
31,800
+6,000
+23% +$49.5K ﹤0.01% 9163
2023
Q3 		$213K Sell
25,800
-40,900
-61% -$403K ﹤0.01% 9784
2023
Q2 		$732K Buy
66,700
+40,800
+158% +$386K ﹤0.01% 7103
2023
Q1 		$256K Sell
25,900
-50,600
-66% -$424K ﹤0.01% 9708
2022
Q4 		$487K Buy
76,500
+24,500
+47% +$173K ﹤0.01% 8304
2022
Q3 		$384K Sell
52,000
-45,000
-46% -$388K ﹤0.01% 9037
2022
Q2 		$868K Buy
97,000
+27,300
+39% +$303K ﹤0.01% 7346
2022
Q1 		$1.04M Sell
69,700
-125,200
-64% -$1.93M ﹤0.01% 7588
2021
Q4 		$3.64M Buy
194,900
+100,900
+107% +$2.03M ﹤0.01% 4945
2021
Q3 		$1.56M Sell
94,000
-33,500
-26% -$564K ﹤0.01% 6997
2021
Q2 		$2.2M Buy
127,500
+15,000
+13% +$240K ﹤0.01% 6355
2021
Q1 		$1.67M Sell
112,500
-64,000
-36% -$953K ﹤0.01% 6847
2020
Q4 		$2.46M Buy
176,500
+700
+0.4% +$7.96K ﹤0.01% 4924
2020
Q3 		$1.82M Buy
175,800
+68,600
+64% +$794K ﹤0.01% 4898
2020
Q2 		$1.37M Buy
107,200
+11,600
+12% +$129K ﹤0.01% 5255
2020
Q1 		$770K Sell
95,600
-80,300
-46% -$1.06M ﹤0.01% 5767
2019
Q4 		$2.52M Buy
175,900
+11,500
+7% +$169K ﹤0.01% 4049
2019
Q3 		$2.47M Buy
164,400
+9,000
+6% +$136K ﹤0.01% 4142
2019
Q2 		$2.38M Sell
155,400
-5,600
-3% -$106K ﹤0.01% 4223
2019
Q1 		$3.23M Buy
161,000
+70,500
+78% +$1.52M ﹤0.01% 3643
2018
Q4 		$1.64M Sell
90,500
-244,300
-73% -$4.7M ﹤0.01% 4468
2018
Q3 		$7.74M Buy
334,800
+188,600
+129% +$5.03M ﹤0.01% 2444
2018
Q2 		$3.98M Buy
+146,200
New +$3.46M ﹤0.01% 3087

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

Citadel Advisors's ZUO Position: Q1 2025 in Review

Citadel Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 105,153 shares — an estimated $1.04M sold.

Citadel Advisors first reported a position in ZUO in Q2 2018 and held it in 26 quarters. The position peaked at $8.54M in Q1 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Citadel Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 105,153 Zuora, Inc. shares in Q1 2025, an estimated $1.04M.
  • Citadel Advisors first reported a position in Zuora, Inc. in Q2 2018 and held it in 26 quarters.
  • Citadel Advisors's Zuora, Inc. position peaked at $8.54M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.