AB
ZUO

Amalgamated Bank’s Zuora, Inc. ZUO Stock Holding History

Amalgamated Bank’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
-4,637
Closed -$46K – 2984
2024
Q4 		$46K Hold
4,637
– – ﹤0.01% 1858
2024
Q3 		$40K Hold
4,637
– – ﹤0.01% 1913
2024
Q2 		$46K Buy
4,637
+295
+7% +$2.84K ﹤0.01% 1872
2024
Q1 		$40K Sell
4,342
-14,699
-77% -$128K ﹤0.01% 1920
2023
Q4 		$179K Buy
19,041
+58
+0.3% +$479 ﹤0.01% 1823
2023
Q3 		$156K Hold
18,983
– – ﹤0.01% 1865
2023
Q2 		$208K Buy
18,983
+1,449
+8% +$13.7K ﹤0.01% 1804
2023
Q1 		$173K Sell
17,534
-2,144
-11% -$18K ﹤0.01% 1860
2022
Q4 		$125K Hold
19,678
– – ﹤0.01% 2045
2022
Q3 		$145K Buy
19,678
+1,921
+11% +$16.6K ﹤0.01% 1980
2022
Q2 		$159K Sell
17,757
-423
-2% -$4.7K ﹤0.01% 1973
2022
Q1 		$272K Sell
18,180
-1,442
-7% -$22.2K ﹤0.01% 1808
2021
Q4 		$367K Sell
19,622
-200
-1% -$4.02K ﹤0.01% 1724
2021
Q3 		$329K Buy
19,822
+8
+0% +$135 ﹤0.01% 1804
2021
Q2 		$342K Buy
19,814
+5,165
+35% +$82.5K ﹤0.01% 1825
2021
Q1 		$217K Sell
14,649
-1,048
-7% -$15.6K 0.01% 1449
2020
Q4 		$219K Buy
15,697
+74
+0.5% +$841 0.01% 1402
2020
Q3 		$162K Sell
15,623
-16
-0.1% -$185 0.01% 1345
2020
Q2 		$199K Sell
15,639
-360
-2% -$4.01K 0.01% 1303
2020
Q1 		$129K Sell
15,999
-881
-5% -$11.6K ﹤0.01% 1457
2019
Q4 		$242K Buy
16,880
+1,640
+11% +$24K ﹤0.01% 1536
2019
Q3 		$229K Sell
15,240
-116
-0.8% -$1.75K ﹤0.01% 1479
2019
Q2 		$235K Buy
+15,356
New +$291K 0.01% 1497

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

Amalgamated Bank's ZUO Position: Q1 2025 in Review

Amalgamated Bank sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 4,637 shares — an estimated $46K sold.

Amalgamated Bank first reported a position in ZUO in Q2 2019 and held it in 23 quarters. The position peaked at $367K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Amalgamated Bank reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Amalgamated Bank sold 4,637 Zuora, Inc. shares in Q1 2025, an estimated $46K.
  • Amalgamated Bank first reported a position in Zuora, Inc. in Q2 2019 and held it in 23 quarters.
  • Amalgamated Bank's Zuora, Inc. position peaked at $367K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.