SGM
ZUO

Scalar Gauge Management’s Zuora, Inc. ZUO Stock Holding History

Scalar Gauge 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
-1,491,501
Closed -$14.8M – 37
2024
Q4 		$14.8M Sell
1,491,501
-4,993,098
-77% -$48.4M 6.83% 7
2024
Q3 		$55.9M Buy
6,484,599
+1,393,327
+27% +$12.4M 29.68% 1
2024
Q2 		$50.6M Buy
5,091,272
+1,332,343
+35% +$12.8M 29.42% 1
2024
Q1 		$34.3M Buy
3,758,929
+2,416,382
+180% +$21.1M 26.4% 1
2023
Q4 		$12.6M Buy
+1,342,547
New +$11.1M 11.97% 2

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Scalar Gauge Management's ZUO Position: Q1 2025 in Review

Scalar Gauge Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 1,491,501 shares — an estimated $14.8M sold.

Scalar Gauge Management first reported a position in ZUO in Q4 2023 and held it in 5 quarters. The position peaked at $55.9M in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Scalar Gauge Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Scalar Gauge Management sold 1,491,501 Zuora, Inc. shares in Q1 2025, an estimated $14.8M.
  • Scalar Gauge Management first reported a position in Zuora, Inc. in Q4 2023 and held it in 5 quarters.
  • Scalar Gauge Management's Zuora, Inc. position peaked at $55.9M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Scalar Gauge Management's 13F filing for Q1 2025, filed 14 May 2025.