PCR
ZUO

Potrero Capital Research’s Zuora, Inc. ZUO Stock Holding History

Potrero Capital Research’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
-2,226,538
Closed -$22.1M – 32
2024
Q4 		$22.1M Sell
2,226,538
-722,822
-25% -$7.01M 7.39% 3
2024
Q3 		$25.4M Buy
2,949,360
+219,863
+8% +$1.95M 8.04% 2
2024
Q2 		$27.1M Buy
+2,729,497
New +$26.3M 11.55% 1
2024
Q1 		– Sell
-150,879
Closed -$1.42M – 30
2023
Q4 		$1.42M Sell
150,879
-247,093
-62% -$2.04M 0.75% 21
2023
Q3 		$3.28M Sell
397,972
-766,042
-66% -$7.55M 2.17% 15
2023
Q2 		$12.8M Sell
1,164,014
-7,461
-0.6% -$70.7K 7.93% 5
2023
Q1 		$11.6M Buy
1,171,475
+38,433
+3% +$322K 6.9% 5
2022
Q4 		$7.21M Buy
1,133,042
+253,849
+29% +$1.79M 4.76% 11
2022
Q3 		$6.49M Buy
879,193
+240,944
+38% +$2.08M 4.43% 8
2022
Q2 		$5.71M Sell
638,249
-496,290
-44% -$5.51M 3.32% 11
2022
Q1 		$17M Buy
+1,134,539
New +$17.5M 5.69% 6
2020
Q1 		– Sell
-400,658
Closed -$5.74M – 55
2019
Q4 		$5.74M Buy
400,658
+107,574
+37% +$1.58M 3.16% 12
2019
Q3 		$4.41M Buy
293,084
+15,266
+5% +$230K 2.53% 17
2019
Q2 		$4.26M Buy
277,818
+237,517
+589% +$4.5M 2.43% 18
2019
Q1 		$807K Buy
40,301
+15,301
+61% +$330K 0.5% 34
2018
Q4 		$454K Buy
+25,000
New +$481K 0.32% 39
2018
Q3 		– Sell
-149,357
Closed -$4.06M – 45
2018
Q2 		$4.06M Buy
+149,357
New +$3.53M 3.02% 14

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

Potrero Capital Research's ZUO Position: Q1 2025 in Review

Potrero Capital Research sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,226,538 shares — an estimated $22.1M sold.

Potrero Capital Research first reported a position in ZUO in Q2 2018 and held it in 17 quarters. The position peaked at $27.1M in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Potrero Capital Research reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Potrero Capital Research sold 2,226,538 Zuora, Inc. shares in Q1 2025, an estimated $22.1M.
  • Potrero Capital Research first reported a position in Zuora, Inc. in Q2 2018 and held it in 17 quarters.
  • Potrero Capital Research's Zuora, Inc. position peaked at $27.1M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

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