Palogic Value Management’s Zuora, Inc. ZUO Stock Holding History

Palogic Value 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	-219,983	Closed	-$2.18M	–	182
2024 Q4	$2.18M	Sell	219,983 -180,000	-45%	-$1.75M	0.83%	38
2024 Q3	$3.45M	Hold	399,983	–	–	1.17%	21
2024 Q2	$3.97M	Sell	399,983 -100,017	-20%	-$962K	1.68%	12
2024 Q1	$4.56M	Buy	500,000 +83,000	+20%	+$723K	1.97%	8
2023 Q4	$3.92M	Buy	417,000 +65,000	+18%	+$536K	1.74%	13
2023 Q3	$2.9M	Buy	352,000 +27,000	+8%	+$266K	1.37%	16
2023 Q2	$3.57M	Sell	325,000 -150,000	-32%	-$1.42M	1.67%	14
2023 Q1	$4.69M	Sell	475,000 -162,000	-25%	-$1.36M	2.3%	8
2022 Q4	$4.05M	Buy	+637,000	New	+$4.5M	2.11%	11

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Palogic Value Management's ZUO Position: Q1 2025 in Review

Palogic Value Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 219,983 shares — an estimated $2.18M sold.

Palogic Value Management first reported a position in ZUO in Q4 2022 and held it in 9 quarters. The position peaked at $4.69M in Q1 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Palogic Value Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Palogic Value Management sold 219,983 Zuora, Inc. shares in Q1 2025, an estimated $2.18M.
Palogic Value Management first reported a position in Zuora, Inc. in Q4 2022 and held it in 9 quarters.
Palogic Value Management's Zuora, Inc. position peaked at $4.69M in Q1 2023.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Palogic Value Management's 13F filing for Q1 2025, filed 15 May 2025.