SP
ZUO

Solel Partners’s Zuora, Inc. ZUO Stock Holding History

Solel Partners’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
-419,866
Closed -$4.17M – 23
2024
Q4 		$4.17M Sell
419,866
-1,793,188
-81% -$17.4M 0.82% 21
2024
Q3 		$19.1M Sell
2,213,054
-1,845,254
-45% -$16.4M 3.74% 11
2024
Q2 		$40.3M Buy
4,058,308
+483,445
+14% +$4.65M 6.56% 5
2024
Q1 		$32.6M Hold
3,574,863
– – 5.4% 9
2023
Q4 		$33.6M Buy
3,574,863
+1,179,524
+49% +$9.74M 4.73% 10
2023
Q3 		$19.7M Hold
2,395,339
– – 2.94% 15
2023
Q2 		$26.3M Hold
2,395,339
– – 4.14% 8
2023
Q1 		$23.7M Buy
2,395,339
+1,055,100
+79% +$8.84M 4.84% 9
2022
Q4 		$8.52M Buy
+1,340,239
New +$9.48M 1.91% 18

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Solel Partners's ZUO Position: Q1 2025 in Review

Solel Partners sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 419,866 shares — an estimated $4.17M sold.

Solel Partners first reported a position in ZUO in Q4 2022 and held it in 9 quarters. The position peaked at $40.3M in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Solel Partners reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Solel Partners sold 419,866 Zuora, Inc. shares in Q1 2025, an estimated $4.17M.
  • Solel Partners first reported a position in Zuora, Inc. in Q4 2022 and held it in 9 quarters.
  • Solel Partners's Zuora, Inc. position peaked at $40.3M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Solel Partners's 13F filing for Q1 2025, filed 15 May 2025.