UBP
ZUO

Union Bancaire Privee’s Zuora, Inc. ZUO Stock Holding History

Union Bancaire Privee’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
-21,892
Closed -$217K – 573
2024
Q4 		$217K Buy
+21,892
New +$212K ﹤0.01% 402

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

Union Bancaire Privee's ZUO Position: Q1 2025 in Review

Union Bancaire Privee sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 21,892 shares — an estimated $217K sold.

Union Bancaire Privee first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Union Bancaire Privee reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 21,892 Zuora, Inc. shares in Q1 2025, an estimated $217K.
  • Union Bancaire Privee first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • Union Bancaire Privee's Zuora, Inc. position peaked at $217K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Union Bancaire Privee's 13F filing for Q1 2025, filed 16 Apr 2025.