UBS Group
ZUO

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

UBS Group’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
2022
Q1 		– Sell
-27,000
Closed -$504K – 11043
2021
Q4 		$504K Buy
+27,000
New +$542K ﹤0.01% 4975

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 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.