IC
ZUO

IEQ Capital’s Zuora, Inc. ZUO Stock Holding History

IEQ Capital’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
-102,950
Closed -$1.02M – 1764
2024
Q4 		$1.02M Sell
102,950
-48,378
-32% -$469K 0.01% 655
2024
Q3 		$1.3M Hold
151,328
– – 0.02% 469
2024
Q2 		$1.5M Hold
151,328
– – 0.02% 396
2024
Q1 		$1.38M Sell
151,328
-328
-0.2% -$2.86K 0.02% 395
2023
Q4 		$1.43M Buy
151,656
+136,335
+890% +$1.13M 0.02% 346
2023
Q3 		$126K Buy
15,321
+49
+0.3% +$483 ﹤0.01% 874
2023
Q2 		$168K Buy
15,272
+35
+0.2% +$331 ﹤0.01% 817
2023
Q1 		$151K Hold
15,237
– – ﹤0.01% 835
2022
Q4 		$96.9K Hold
15,237
– – ﹤0.01% 771
2022
Q3 		$112K Sell
15,237
-384
-2% -$3.31K ﹤0.01% 798
2022
Q2 		$140K Hold
15,621
– – ﹤0.01% 753
2022
Q1 		$234K Sell
15,621
-616
-4% -$9.49K 0.01% 715
2021
Q4 		$303K Sell
16,237
-94
-0.6% -$1.89K 0.01% 589
2021
Q3 		$271K Sell
16,331
-8,053
-33% -$136K 0.01% 592
2021
Q2 		$421K Sell
24,384
-92
-0.4% -$1.47K 0.01% 393
2021
Q1 		$362K Sell
24,476
-127,272
-84% -$1.9M 0.02% 331
2020
Q4 		$2.11M Sell
151,748
-59,918
-28% -$681K 0.09% 120
2020
Q3 		$2.19M Buy
211,666
+5,400
+3% +$62.5K 0.12% 108
2020
Q2 		$2.63M Sell
206,266
-33,808
-14% -$376K 0.17% 90
2020
Q1 		$1.93M Buy
240,074
+81,850
+52% +$1.08M 0.16% 93
2019
Q4 		$2.27M Buy
+158,224
New +$2.32M 0.2% 82

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

IEQ Capital's ZUO Position: Q1 2025 in Review

IEQ Capital sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 102,950 shares — an estimated $1.02M sold.

IEQ Capital first reported a position in ZUO in Q4 2019 and held it in 21 quarters. The position peaked at $2.63M in Q2 2020. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • IEQ Capital reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • IEQ Capital sold 102,950 Zuora, Inc. shares in Q1 2025, an estimated $1.02M.
  • IEQ Capital first reported a position in Zuora, Inc. in Q4 2019 and held it in 21 quarters.
  • IEQ Capital's Zuora, Inc. position peaked at $2.63M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.