Creative Planning’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,385
| Closed | -$133K | – | 3782 |
|
|
2024
Q4 | $133K | Buy |
13,385
+140
| +1% | +$1.36K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $114K | Sell |
13,245
-13,918
| -51% | -$123K | ﹤0.01% | 2990 |
|
|
2024
Q2 | $270K | Buy |
27,163
+11,939
| +78% | +$115K | ﹤0.01% | 2446 |
|
|
2024
Q1 | $139K | Buy |
+15,224
| New | +$133K | ﹤0.01% | 2646 |
|
|
2023
Q4 | – | Sell |
-25,254
| Closed | -$208K | – | 3123 |
|
|
2023
Q3 | $208K | Sell |
25,254
-1,778
| -7% | -$17.5K | ﹤0.01% | 2214 |
|
|
2023
Q2 | $297K | Buy |
27,032
+2,807
| +12% | +$26.6K | ﹤0.01% | 1920 |
|
|
2023
Q1 | $239K | Sell |
24,225
-243
| -1% | -$2.04K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $156K | Sell |
24,468
-1,439
| -6% | -$10.2K | ﹤0.01% | 2072 |
|
|
2022
Q3 | $191K | Sell |
25,907
-589
| -2% | -$5.08K | ﹤0.01% | 1924 |
|
|
2022
Q2 | $237K | Buy |
26,496
+5,853
| +28% | +$65K | ﹤0.01% | 1772 |
|
|
2022
Q1 | $309K | Buy |
20,643
+10,030
| +95% | +$155K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $198K | Buy |
10,613
+40
| +0.4% | +$803 | ﹤0.01% | 1877 |
|
|
2021
Q3 | $175K | Sell |
10,573
-1,663
| -14% | -$28K | ﹤0.01% | 1883 |
|
|
2021
Q2 | $211K | Sell |
12,236
-16,982
| -58% | -$271K | ﹤0.01% | 1781 |
|
|
2021
Q1 | $432K | Buy |
29,218
+14,168
| +94% | +$211K | ﹤0.01% | 1539 |
|
|
2020
Q4 | $210K | Sell |
15,050
-460
| -3% | -$5.23K | ﹤0.01% | 1871 |
|
|
2020
Q3 | $160K | Sell |
15,510
-450
| -3% | -$5.21K | ﹤0.01% | 1736 |
|
|
2020
Q2 | $203K | Buy |
15,960
+510
| +3% | +$5.68K | ﹤0.01% | 1521 |
|
|
2020
Q1 | $124K | Buy |
+15,450
| New | +$203K | ﹤0.01% | 1489 |
|
Other funds holding ZUO
Creative Planning's ZUO Position: Q1 2025 in Review
Creative Planning sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 13,385 shares — an estimated $133K sold.
Creative Planning first reported a position in ZUO in Q1 2020 and held it in 19 quarters. The position peaked at $432K in Q1 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.
- Creative Planning reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
- Creative Planning sold 13,385 Zuora, Inc. shares in Q1 2025, an estimated $133K.
- Creative Planning first reported a position in Zuora, Inc. in Q1 2020 and held it in 19 quarters.
- Creative Planning's Zuora, Inc. position peaked at $432K in Q1 2021.
- 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.
Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.