WCMNY
ZUO

Westchester Capital Management (New York)’s Zuora, Inc. ZUO Stock Holding History

Westchester Capital Management (New York)’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
-1,406,225
Closed -$13.9M – 206
2024
Q4 		$13.9M Buy
+1,406,225
New +$13.6M 0.76% 27

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 $18.1B AUM 24.69% 1-Year Est. Return

Westchester Capital Management (New York)'s ZUO Position: Q1 2025 in Review

Westchester Capital Management (New York) sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 1,406,225 shares — an estimated $13.9M sold.

Westchester Capital Management (New York) first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $13.9M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Westchester Capital Management (New York) reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,406,225 Zuora, Inc. shares in Q1 2025, an estimated $13.9M.
  • Westchester Capital Management (New York) first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Zuora, Inc. position peaked at $13.9M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2025, filed 14 May 2025.