Canada Life
ZUO

Canada Life’s Zuora, Inc. ZUO Stock Holding History

Canada Life’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
-440,082
Closed -$4.37M – 2030
2024
Q4 		$4.37M Sell
440,082
-104,613
-19% -$1.01M 0.01% 907
2024
Q3 		$4.69M Sell
544,695
-156,599
-22% -$1.39M 0.01% 905
2024
Q2 		$6.95M Sell
701,294
-39,692
-5% -$382K 0.01% 662
2024
Q1 		$6.76M Buy
740,986
+186,329
+34% +$1.62M 0.01% 675
2023
Q4 		$5.21M Buy
554,657
+23,619
+4% +$195K 0.01% 750
2023
Q3 		$4.37M Sell
531,038
-30,886
-5% -$304K 0.01% 794
2023
Q2 		$6.16M Sell
561,924
-1,210
-0.2% -$11.5K 0.01% 639
2023
Q1 		$5.55M Buy
563,134
+22,296
+4% +$187K 0.01% 697
2022
Q4 		$3.44M Sell
540,838
-8,970
-2% -$63.4K 0.01% 943
2022
Q3 		$4.06M Buy
549,808
+107,222
+24% +$925K 0.01% 762
2022
Q2 		$3.96M Buy
442,586
+31,099
+8% +$346K 0.01% 793
2022
Q1 		$6.31M Sell
411,487
-312,017
-43% -$4.81M 0.01% 698
2021
Q4 		$13.5M Buy
723,504
+5,004
+0.7% +$101K 0.03% 518
2021
Q3 		$12M Sell
718,500
-88,131
-11% -$1.48M 0.03% 524
2021
Q2 		$13.9M Buy
806,631
+1,024
+0.1% +$16.4K 0.03% 506
2021
Q1 		$11.9M Buy
805,607
+201,965
+33% +$3.01M 0.03% 552
2020
Q4 		$8.41M Buy
603,642
+189,600
+46% +$2.16M 0.02% 662
2020
Q3 		$4.28M Buy
414,042
+273,565
+195% +$3.17M 0.01% 773
2020
Q2 		$1.79M Buy
140,477
+102,565
+271% +$1.14M ﹤0.01% 1135
2020
Q1 		$305K Buy
+37,912
New +$499K ﹤0.01% 1731
2019
Q4 		– Sell
-6,776
Closed -$102K – 2783
2019
Q3 		$102K Sell
6,776
-2,660
-28% -$40.1K ﹤0.01% 1010
2019
Q2 		$144K Buy
+9,436
New +$179K ﹤0.01% 2113

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

Canada Life's ZUO Position: Q1 2025 in Review

Canada Life sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 440,082 shares — an estimated $4.37M sold.

Canada Life first reported a position in ZUO in Q2 2019 and held it in 22 quarters. The position peaked at $13.9M in Q2 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Canada Life reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Canada Life sold 440,082 Zuora, Inc. shares in Q1 2025, an estimated $4.37M.
  • Canada Life first reported a position in Zuora, Inc. in Q2 2019 and held it in 22 quarters.
  • Canada Life's Zuora, Inc. position peaked at $13.9M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Canada Life's 13F filing for Q1 2025, filed 15 May 2025.