WSL
ZUO

Western Standard LLC’s Zuora, Inc. ZUO Stock Holding History

Western Standard LLC’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
-443,846
Closed -$4.4M – 35
2024
Q4 		$4.4M Sell
443,846
-422,939
-49% -$4.1M 2.93% 13
2024
Q3 		$7.47M Buy
866,785
+111,550
+15% +$989K 7.01% 4
2024
Q2 		$7.5M Buy
+755,235
New +$7.26M 7.76% 3

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

Western Standard LLC's ZUO Position: Q1 2025 in Review

Western Standard LLC sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 443,846 shares — an estimated $4.4M sold.

Western Standard LLC first reported a position in ZUO in Q2 2024 and held it in 3 quarters. The position peaked at $7.5M in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Western Standard LLC reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Western Standard LLC sold 443,846 Zuora, Inc. shares in Q1 2025, an estimated $4.4M.
  • Western Standard LLC first reported a position in Zuora, Inc. in Q2 2024 and held it in 3 quarters.
  • Western Standard LLC's Zuora, Inc. position peaked at $7.5M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Western Standard LLC's 13F filing for Q1 2025, filed 15 May 2025.