Ameritas Investment Partners’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,140
| Closed | -$140K | – | 3168 |
|
|
2024
Q4 | $140K | Hold |
14,140
| – | – | ﹤0.01% | 1553 |
|
|
2024
Q3 | $122K | Buy |
14,140
+1,449
| +11% | +$12.8K | ﹤0.01% | 1661 |
|
|
2024
Q2 | $126K | Sell |
12,691
-1,086
| -8% | -$10.4K | ﹤0.01% | 1585 |
|
|
2024
Q1 | $126K | Hold |
13,777
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q4 | $130K | Buy |
13,777
+1,480
| +12% | +$12.2K | ﹤0.01% | 1565 |
|
|
2023
Q3 | $101K | Buy |
12,297
+2,667
| +28% | +$26.3K | ﹤0.01% | 1647 |
|
|
2023
Q2 | $106K | Hold |
9,630
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q1 | $95.1K | Buy |
9,630
+1,000
| +12% | +$8.38K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $60.9K | Hold |
8,630
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q3 | $63K | Hold |
8,630
| – | – | ﹤0.01% | 1819 |
|
|
2022
Q2 | $77K | Hold |
8,630
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q1 | $129K | Hold |
8,630
| – | – | ﹤0.01% | 1471 |
|
|
2021
Q4 | $161K | Hold |
8,630
| – | – | 0.01% | 1374 |
|
|
2021
Q3 | $143K | Hold |
8,630
| – | – | 0.01% | 1467 |
|
|
2021
Q2 | $149K | Hold |
8,630
| – | – | 0.01% | 1465 |
|
|
2021
Q1 | $128K | Hold |
8,630
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q4 | $120K | Hold |
8,630
| – | – | 0.01% | 1467 |
|
|
2020
Q3 | $89K | Hold |
8,630
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q2 | $110K | Buy |
8,630
+1,110
| +15% | +$12.4K | 0.01% | 1360 |
|
|
2020
Q1 | $61K | Hold |
7,520
| – | – | ﹤0.01% | 1556 |
|
|
2019
Q4 | $108K | Hold |
7,520
| – | – | ﹤0.01% | 1471 |
|
|
2019
Q3 | $113K | Hold |
7,520
| – | – | 0.01% | 1391 |
|
|
2019
Q2 | $115K | Buy |
+7,520
| New | +$142K | 0.01% | 1413 |
|
Other funds holding ZUO
Ameritas Investment Partners's ZUO Position: Q1 2025 in Review
Ameritas Investment Partners sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 14,140 shares — an estimated $140K sold.
Ameritas Investment Partners first reported a position in ZUO in Q2 2019 and held it in 23 quarters. The position peaked at $161K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.
- Ameritas Investment Partners reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
- Ameritas Investment Partners sold 14,140 Zuora, Inc. shares in Q1 2025, an estimated $140K.
- Ameritas Investment Partners first reported a position in Zuora, Inc. in Q2 2019 and held it in 23 quarters.
- Ameritas Investment Partners's Zuora, Inc. position peaked at $161K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.
Based on Ameritas Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.