PCM
ZUO

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

Prelude 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
-39,634
Closed -$393K – 1612
2024
Q4 		$393K Sell
39,634
-406,442
-91% -$3.94M 0.02% 682
2024
Q3 		$3.85M Buy
446,076
+416,040
+1,385% +$3.69M 0.23% 100
2024
Q2 		$298K Sell
30,036
-271,250
-90% -$2.61M 0.02% 796
2024
Q1 		$2.75M Buy
+301,286
New +$2.63M 0.14% 155
2023
Q1 		– Sell
-13,622
Closed -$86.6K – 1527
2022
Q4 		$86.6K Sell
13,622
-28,119
-67% -$199K ﹤0.01% 1096
2022
Q3 		$308K Buy
41,741
+11,143
+36% +$96.1K 0.01% 855
2022
Q2 		$274K Buy
30,598
+12,084
+65% +$134K 0.01% 1117
2022
Q1 		$277K Sell
18,514
-12,673
-41% -$195K 0.01% 1107
2021
Q4 		$583K Sell
31,187
-19,986
-39% -$401K 0.01% 923
2021
Q3 		$848K Buy
51,173
+38
+0.1% +$640 0.02% 636
2021
Q2 		$882K Buy
51,135
+28,755
+128% +$460K 0.03% 678
2021
Q1 		$331K Buy
22,380
+100
+0.4% +$1.49K 0.01% 1094
2020
Q4 		$310K Buy
22,280
+22,180
+22,180% +$252K 0.01% 906
2020
Q3 		$1K Buy
+100
New +$1.16K ﹤0.01% 1746
2019
Q2 		– Sell
-34,704
Closed -$695K – 2221
2019
Q1 		$695K Buy
34,704
+21,000
+153% +$453K 0.04% 416
2018
Q4 		$249K Buy
+13,704
New +$264K 0.02% 660

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

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

Prelude Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 39,634 shares — an estimated $393K sold.

Prelude Capital Management first reported a position in ZUO in Q4 2018 and held it in 16 quarters. The position peaked at $3.85M in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Prelude Capital Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Prelude Capital Management sold 39,634 Zuora, Inc. shares in Q1 2025, an estimated $393K.
  • Prelude Capital Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 16 quarters.
  • Prelude Capital Management's Zuora, Inc. position peaked at $3.85M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

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