ATC
ZUO

Adirondack Trust Company’s Zuora, Inc. ZUO Stock Holding History

Adirondack Trust Company’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
-494
Closed -$4.9K – 487
2024
Q4 		$4.9K Hold
494
– – ﹤0.01% 407
2024
Q3 		$4.26K Hold
494
– – ﹤0.01% 413
2024
Q2 		$4.91K Hold
494
– – ﹤0.01% 406
2024
Q1 		$4.5K Hold
494
– – ﹤0.01% 416
2023
Q4 		$3.99K Hold
494
– – ﹤0.01% 424
2023
Q3 		$4.07K Hold
494
– – ﹤0.01% 425
2023
Q2 		$5.79K Hold
494
– – ﹤0.01% 379
2023
Q1 		$4.88K Hold
494
– – ﹤0.01% 404
2022
Q4 		$3.14K Hold
494
– – ﹤0.01% 420
2022
Q3 		$4K Hold
494
– – ﹤0.01% 420
2022
Q2 		$4K Hold
494
– – ﹤0.01% 404
2022
Q1 		$7K Hold
494
– – ﹤0.01% 358
2021
Q4 		$9K Hold
494
– – ﹤0.01% 311
2021
Q3 		$11K Hold
494
– – 0.01% 311
2021
Q2 		$9K Hold
494
– – ﹤0.01% 308
2021
Q1 		$7K Hold
494
– – ﹤0.01% 322
2020
Q4 		$7K Hold
494
– – ﹤0.01% 299
2020
Q3 		$5K Hold
494
– – ﹤0.01% 287
2020
Q2 		$6K Hold
494
– – ﹤0.01% 282
2020
Q1 		$4K Hold
494
– – ﹤0.01% 292
2019
Q4 		$7K Hold
494
– – ﹤0.01% 280
2019
Q3 		$7K Buy
+494
New +$7.44K ﹤0.01% 276

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

Adirondack Trust Company's ZUO Position: Q1 2025 in Review

Adirondack Trust Company sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 494 shares — an estimated $4.9K sold.

Adirondack Trust Company first reported a position in ZUO in Q3 2019 and held it in 22 quarters. The position peaked at $11K in Q3 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Adirondack Trust Company reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Adirondack Trust Company sold 494 Zuora, Inc. shares in Q1 2025, an estimated $4.9K.
  • Adirondack Trust Company first reported a position in Zuora, Inc. in Q3 2019 and held it in 22 quarters.
  • Adirondack Trust Company's Zuora, Inc. position peaked at $11K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Adirondack Trust Company's 13F filing for Q1 2025, filed 3 Apr 2025.