Connor, Clark & Lunn Investment Management (CC&L)
ZUO

Connor, Clark & Lunn Investment Management (CC&L)’s Zuora, Inc. ZUO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-547,456
Closed -$5.43M – 1646
2024
Q4 		$5.43M Buy
547,456
+44,822
+9% +$435K 0.02% 463
2024
Q3 		$4.33M Buy
502,634
+109,570
+28% +$972K 0.02% 473
2024
Q2 		$3.9M Sell
393,064
-60,567
-13% -$583K 0.02% 487
2024
Q1 		$4.14M Buy
453,631
+144,665
+47% +$1.26M 0.02% 476
2023
Q4 		$2.9M Buy
308,966
+3,815
+1% +$31.5K 0.01% 576
2023
Q3 		$2.51M Buy
305,151
+60,420
+25% +$596K 0.01% 559
2023
Q2 		$2.68M Buy
244,731
+11,379
+5% +$108K 0.01% 532
2023
Q1 		$2.31M Buy
233,352
+30,166
+15% +$253K 0.01% 524
2022
Q4 		$1.29M Sell
203,186
-10,223
-5% -$72.3K 0.01% 645
2022
Q3 		$1.57M Buy
213,409
+138,038
+183% +$1.19M 0.01% 551
2022
Q2 		$675K Buy
75,371
+63,263
+522% +$703K ﹤0.01% 704
2022
Q1 		$181K Sell
12,108
-14,929
-55% -$230K ﹤0.01% 952
2021
Q4 		$505K Sell
27,037
-42,220
-61% -$848K ﹤0.01% 797
2021
Q3 		$1.15M Buy
+69,257
New +$1.17M 0.01% 622

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Connor, Clark & Lunn Investment Management (CC&L)'s ZUO Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 547,456 shares — an estimated $5.43M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ZUO in Q3 2021 and held it in 14 quarters. The position peaked at $5.43M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 547,456 Zuora, Inc. shares in Q1 2025, an estimated $5.43M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Zuora, Inc. in Q3 2021 and held it in 14 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Zuora, Inc. position peaked at $5.43M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.