UBS Group’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,955,740
| Closed | -$88.8M | – | 10994 |
|
|
2024
Q4 | $88.8M | Buy |
8,955,740
+8,729,073
| +3,851% | +$84.7M | 0.02% | 997 |
|
|
2024
Q3 | $1.95M | Buy |
226,667
+175,916
| +347% | +$1.56M | ﹤0.01% | 4011 |
|
|
2024
Q2 | $504K | Sell |
50,751
-66,199
| -57% | -$637K | ﹤0.01% | 4994 |
|
|
2024
Q1 | $1.07M | Sell |
116,950
-112,728
| -49% | -$982K | ﹤0.01% | 4550 |
|
|
2023
Q4 | $2.16M | Buy |
229,678
+99,863
| +77% | +$824K | ﹤0.01% | 3736 |
|
|
2023
Q3 | $1.07M | Buy |
129,815
+51,719
| +66% | +$510K | ﹤0.01% | 4011 |
|
|
2023
Q2 | $857K | Buy |
78,096
+53,517
| +218% | +$507K | ﹤0.01% | 4378 |
|
|
2023
Q1 | $243K | Buy |
24,579
+9,151
| +59% | +$76.7K | ﹤0.01% | 5241 |
|
|
2022
Q4 | $98.1K | Sell |
15,428
-14,117
| -48% | -$99.8K | ﹤0.01% | 6117 |
|
|
2022
Q3 | $218K | Sell |
29,545
-5,058
| -15% | -$43.6K | ﹤0.01% | 5017 |
|
|
2022
Q2 | $310K | Sell |
34,603
-252,467
| -88% | -$2.81M | ﹤0.01% | 4611 |
|
|
2022
Q1 | $4.3M | Sell |
287,070
-49,240
| -15% | -$759K | ﹤0.01% | 2675 |
|
|
2021
Q4 | $6.28M | Sell |
336,310
-61,264
| -15% | -$1.23M | ﹤0.01% | 2580 |
|
|
2021
Q3 | $6.59M | Sell |
397,574
-154,678
| -28% | -$2.61M | ﹤0.01% | 2393 |
|
|
2021
Q2 | $9.53M | Sell |
552,252
-1,943,901
| -78% | -$31.1M | ﹤0.01% | 2080 |
|
|
2021
Q1 | $36.9M | Buy |
2,496,153
+61,465
| +3% | +$916K | 0.01% | 1029 |
|
|
2020
Q4 | $33.9M | Buy |
2,434,688
+868,253
| +55% | +$9.87M | 0.01% | 1012 |
|
|
2020
Q3 | $16.2M | Buy |
1,566,435
+674,018
| +76% | +$7.8M | 0.01% | 1313 |
|
|
2020
Q2 | $11.4M | Buy |
892,417
+800,337
| +869% | +$8.91M | ﹤0.01% | 1409 |
|
|
2020
Q1 | $741K | Sell |
92,080
-2,024,605
| -96% | -$26.6M | ﹤0.01% | 3623 |
|
|
2019
Q4 | $30.3M | Buy |
2,116,685
+684,849
| +48% | +$10M | 0.01% | 1082 |
|
|
2019
Q3 | $21.5M | Buy |
1,431,836
+476,824
| +50% | +$7.18M | 0.01% | 1182 |
|
|
2019
Q2 | $14.6M | Buy |
955,012
+938,832
| +5,802% | +$17.8M | 0.01% | 1452 |
|
|
2019
Q1 | $324K | Buy |
16,180
+2,697
| +20% | +$58.2K | ﹤0.01% | 4329 |
|
|
2018
Q4 | $245K | Buy |
13,483
+1,776
| +15% | +$34.1K | ﹤0.01% | 4808 |
|
|
2018
Q3 | $271K | Sell |
11,707
-27,069
| -70% | -$722K | ﹤0.01% | 4833 |
|
|
2018
Q2 | $1.05M | Buy |
+38,776
| New | +$917K | ﹤0.01% | 3747 |
|
Other funds holding ZUO
UBS Group's ZUO Position: Q1 2025 in Review
UBS Group sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 8,955,740 shares — an estimated $88.8M sold.
UBS Group first reported a position in ZUO in Q2 2018 and held it in 27 quarters. The position peaked at $88.8M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.
- UBS Group reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
- UBS Group sold 8,955,740 Zuora, Inc. shares in Q1 2025, an estimated $88.8M.
- UBS Group first reported a position in Zuora, Inc. in Q2 2018 and held it in 27 quarters.
- UBS Group's Zuora, Inc. position peaked at $88.8M in Q4 2024.
- 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.
Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.