CAM
ZUO

Cresset Asset Management’s Zuora, Inc. ZUO Stock Holding History

Cresset Asset Management’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
-20,680
Closed -$205K – 1889
2024
Q4 		$205K Sell
20,680
-1,041
-5% -$10.1K ﹤0.01% 1554
2024
Q3 		$187K Sell
21,721
-739
-3% -$6.55K ﹤0.01% 1988
2024
Q2 		$223K Buy
22,460
+1,286
+6% +$12.4K ﹤0.01% 1854
2024
Q1 		$193K Buy
21,174
+39
+0.2% +$340 ﹤0.01% 1781
2023
Q4 		$199K Sell
21,135
-826
-4% -$6.82K ﹤0.01% 1695
2023
Q3 		$181K Buy
21,961
+677
+3% +$6.67K ﹤0.01% 1648
2023
Q2 		$233K Buy
+21,284
New +$202K ﹤0.01% 1656

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

Cresset Asset Management's ZUO Position: Q1 2025 in Review

Cresset Asset Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 20,680 shares — an estimated $205K sold.

Cresset Asset Management first reported a position in ZUO in Q2 2023 and held it in 7 quarters. The position peaked at $233K in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Cresset Asset Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Cresset Asset Management sold 20,680 Zuora, Inc. shares in Q1 2025, an estimated $205K.
  • Cresset Asset Management first reported a position in Zuora, Inc. in Q2 2023 and held it in 7 quarters.
  • Cresset Asset Management's Zuora, Inc. position peaked at $233K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.