UBS AM
ZUO

UBS AM’s Zuora, Inc. ZUO Stock Holding History

UBS AM’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
-330,869
Closed -$3.28M – 2719
2024
Q4 		$3.28M Buy
330,869
+30,820
+10% +$299K ﹤0.01% 1812
2024
Q3 		$2.59M Buy
300,049
+6,940
+2% +$61.5K ﹤0.01% 1914
2024
Q2 		$2.91M Buy
293,109
+67,863
+30% +$653K ﹤0.01% 1794
2024
Q1 		$2.05M Buy
225,246
+26,182
+13% +$228K ﹤0.01% 1681
2023
Q4 		$1.87M Buy
199,064
+2,194
+1% +$18.1K ﹤0.01% 1725
2023
Q3 		$1.62M Buy
196,870
+2,063
+1% +$20.3K ﹤0.01% 1725
2023
Q2 		$1.92M Hold
194,807
– – ﹤0.01% 1672
2023
Q1 		$1.92M Buy
194,807
+36,213
+23% +$303K ﹤0.01% 1672
2022
Q4 		$1.01M Buy
158,594
+18,874
+14% +$133K ﹤0.01% 1852
2022
Q3 		$1.03M Buy
139,720
+14,106
+11% +$122K ﹤0.01% 1949
2022
Q2 		$1.12M Sell
125,614
-30,306
-19% -$337K ﹤0.01% 1891
2022
Q1 		$2.34M Sell
155,920
-10,009
-6% -$154K ﹤0.01% 1725
2021
Q4 		$3.1M Buy
165,929
+37,105
+29% +$745K ﹤0.01% 1652
2021
Q3 		$2.14M Sell
128,824
-7,365
-5% -$124K ﹤0.01% 1810
2021
Q2 		$2.35M Sell
136,189
-50
-0% -$799 ﹤0.01% 1774
2021
Q1 		$2.02M Buy
136,239
+9,309
+7% +$139K ﹤0.01% 1736
2020
Q4 		$1.77M Buy
126,930
+23,300
+22% +$265K ﹤0.01% 1734
2020
Q3 		$1.07M Sell
103,630
-3,500
-3% -$40.5K ﹤0.01% 1821
2020
Q2 		$1.37M Buy
107,130
+20,899
+24% +$233K ﹤0.01% 1674
2020
Q1 		$694K Buy
86,231
+5,512
+7% +$72.5K ﹤0.01% 1835
2019
Q4 		$1.16M Buy
80,719
+26,851
+50% +$393K ﹤0.01% 1842
2019
Q3 		$811K Buy
53,868
+4,900
+10% +$73.8K ﹤0.01% 2048
2019
Q2 		$750K Buy
+48,968
New +$928K ﹤0.01% 2026

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

UBS AM's ZUO Position: Q1 2025 in Review

UBS AM sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 330,869 shares — an estimated $3.28M sold.

UBS AM first reported a position in ZUO in Q2 2019 and held it in 23 quarters. The position peaked at $3.28M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • UBS AM reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 330,869 Zuora, Inc. shares in Q1 2025, an estimated $3.28M.
  • UBS AM first reported a position in Zuora, Inc. in Q2 2019 and held it in 23 quarters.
  • UBS AM's Zuora, Inc. position peaked at $3.28M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.