AG
ZUO

Algert Global’s Zuora, Inc. ZUO Stock Holding History

Algert Global’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
-226,714
Closed -$2.25M – 1362
2024
Q4 		$2.25M Sell
226,714
-2,141
-0.9% -$20.8K 0.05% 566
2024
Q3 		$1.97M Buy
228,855
+112,420
+97% +$997K 0.05% 554
2024
Q2 		$1.16M Sell
116,435
-26,825
-19% -$258K 0.04% 647
2024
Q1 		$1.31M Sell
143,260
-118,891
-45% -$1.04M 0.05% 547
2023
Q4 		$2.46M Buy
262,151
+20,120
+8% +$166K 0.1% 350
2023
Q3 		$1.99M Buy
242,031
+8,750
+4% +$86.2K 0.09% 362
2023
Q2 		$2.56M Buy
233,281
+221,960
+1,961% +$2.1M 0.11% 309
2023
Q1 		$112K Sell
11,321
-127,880
-92% -$1.07M 0.01% 1079
2022
Q4 		$885K Sell
139,201
-10,660
-7% -$75.4K 0.05% 614
2022
Q3 		$1.11M Buy
149,861
+42,979
+40% +$371K 0.07% 494
2022
Q2 		$957K Buy
106,882
+71,471
+202% +$794K 0.07% 493
2022
Q1 		$530K Sell
35,411
-2,472
-7% -$38.1K 0.03% 791
2021
Q4 		$708K Sell
37,883
-44,011
-54% -$884K 0.09% 399
2021
Q3 		$1.36M Buy
81,894
+66,273
+424% +$1.12M 0.18% 129
2021
Q2 		$269K Buy
+15,621
New +$250K 0.09% 306

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

Algert Global's ZUO Position: Q1 2025 in Review

Algert Global sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 226,714 shares — an estimated $2.25M sold.

Algert Global first reported a position in ZUO in Q2 2021 and held it in 15 quarters. The position peaked at $2.56M in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Algert Global reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 226,714 Zuora, Inc. shares in Q1 2025, an estimated $2.25M.
  • Algert Global first reported a position in Zuora, Inc. in Q2 2021 and held it in 15 quarters.
  • Algert Global's Zuora, Inc. position peaked at $2.56M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.