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
-91,200
Closed -$1.27M – 7596
2020
Q4 		$1.27M Buy
91,200
+28,300
+45% +$322K ﹤0.01% 3303
2020
Q3 		$650K Sell
62,900
-2,900
-4% -$33.6K ﹤0.01% 3630
2020
Q2 		$839K Buy
65,800
+1,300
+2% +$14.5K ﹤0.01% 3744
2020
Q1 		$519K Sell
64,500
-41,500
-39% -$546K ﹤0.01% 3843
2019
Q4 		$1.52M Buy
106,000
+32,200
+44% +$472K ﹤0.01% 3297
2019
Q3 		$1.11M Sell
73,800
-28,500
-28% -$429K ﹤0.01% 3525
2019
Q2 		$1.57M Buy
102,300
+1,200
+1% +$22.7K ﹤0.01% 3125
2019
Q1 		$2.02M Buy
101,100
+64,500
+176% +$1.39M ﹤0.01% 2632
2018
Q4 		$664K Buy
36,600
+35,500
+3,227% +$683K ﹤0.01% 3829
2018
Q3 		$25K Buy
+1,100
New +$29.3K ﹤0.01% 6986

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.