Citigroup
ZUO

Citigroup’s Zuora, Inc. ZUO Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-83,800
Closed -$1.17M – 7595
2020
Q4 		$1.17M Buy
83,800
+20,900
+33% +$238K ﹤0.01% 3386
2020
Q3 		$650K Buy
62,900
+15,100
+32% +$175K ﹤0.01% 3629
2020
Q2 		$609K Sell
47,800
-900
-2% -$10K ﹤0.01% 4058
2020
Q1 		$392K Sell
48,700
-54,300
-53% -$714K ﹤0.01% 4095
2019
Q4 		$1.48M Sell
103,000
-24,500
-19% -$359K ﹤0.01% 3325
2019
Q3 		$1.92M Buy
127,500
+55,800
+78% +$840K ﹤0.01% 2913
2019
Q2 		$1.1M Buy
71,700
+3,100
+5% +$58.7K ﹤0.01% 3507
2019
Q1 		$1.37M Buy
68,600
+23,100
+51% +$499K ﹤0.01% 3053
2018
Q4 		$825K Buy
45,500
+44,500
+4,450% +$856K ﹤0.01% 3593
2018
Q3 		$23K Buy
+1,000
New +$26.7K ﹤0.01% 7023

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

Citigroup's ZUO Position: Q1 2025 in Review

Citigroup sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 134,716 shares — an estimated $1.34M sold.

Citigroup first reported a position in ZUO in Q2 2018 and held it in 27 quarters. The position peaked at $2.76M in Q1 2019. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Citigroup reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Citigroup sold 134,716 Zuora, Inc. shares in Q1 2025, an estimated $1.34M.
  • Citigroup first reported a position in Zuora, Inc. in Q2 2018 and held it in 27 quarters.
  • Citigroup's Zuora, Inc. position peaked at $2.76M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Citigroup's 13F filing for Q1 2025, filed 12 May 2025.