FBCM
ZUO

Fort Baker Capital Management’s Zuora, Inc. ZUO Stock Holding History

Fort Baker Capital 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
2021
Q3 		– Sell
-203,200
Closed -$3.5M – 111
2021
Q2 		$3.5M Buy
+203,200
New +$3.25M 0.98% 32

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Fort Baker Capital Management's ZUO Position: Q1 2025 in Review

Fort Baker Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 924,162 shares — an estimated $9.17M sold.

Fort Baker Capital Management first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $9.17M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Fort Baker Capital Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Fort Baker Capital Management sold 924,162 Zuora, Inc. shares in Q1 2025, an estimated $9.17M.
  • Fort Baker Capital Management first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • Fort Baker Capital Management's Zuora, Inc. position peaked at $9.17M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Fort Baker Capital Management's 13F filing for Q1 2025, filed 15 May 2025.