PCM
ZUO

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

PenderFund 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
2025
Q1 		– Sell
-56,796
Closed -$810K – 159
2024
Q4 		$810K Buy
+56,796
New +$551K 0.17% 49

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

PenderFund Capital Management's ZUO Position: Q1 2025 in Review

PenderFund Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 56,796 shares — an estimated $810K sold.

PenderFund Capital Management first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $810K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • PenderFund Capital Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • PenderFund Capital Management sold 56,796 Zuora, Inc. shares in Q1 2025, an estimated $810K.
  • PenderFund Capital Management first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • PenderFund Capital Management's Zuora, Inc. position peaked at $810K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

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