Ancora Advisors’s Zuora, Inc. ZUO Stock Holding History

Ancora Advisors’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	-200	Closed	-$1.98K	–	1906
2024 Q4	$1.98K	Buy	+200	New	+$1.94K	﹤0.01%	1571
2021 Q4	–	Sell	-13	Closed	–	–	2466
2021 Q3	$0	Hold	13	–	–	﹤0.01%	2311
2021 Q2	$0	Hold	13	–	–	﹤0.01%	2022
2021 Q1	$0	Hold	13	–	–	﹤0.01%	1852
2020 Q4	$0	Buy	13 +11	+550%	+$125	﹤0.01%	1551
2020 Q3	$0	Buy	+2	New	+$23	﹤0.01%	1466

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Ancora Advisors's ZUO Position: Q1 2025 in Review

Ancora Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 200 shares — an estimated $1.98K sold.

Ancora Advisors first reported a position in ZUO in Q3 2020 and held it in 6 quarters. The position peaked at $1.98K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Ancora Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Ancora Advisors sold 200 Zuora, Inc. shares in Q1 2025, an estimated $1.98K.
Ancora Advisors first reported a position in Zuora, Inc. in Q3 2020 and held it in 6 quarters.
Ancora Advisors's Zuora, Inc. position peaked at $1.98K in Q4 2024.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.