C
ZUO

Covestor’s Zuora, Inc. ZUO Stock Holding History

Covestor’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
-176
Closed -$2K – 2853
2024
Q4 		$2K Buy
176
+30
+21% +$291 ﹤0.01% 1961
2024
Q3 		$1K Sell
146
-1
-0.7% -$9 ﹤0.01% 2140
2024
Q2 		$1K Hold
147
– – ﹤0.01% 2165
2024
Q1 		$1K Sell
147
-1
-0.7% -$9 ﹤0.01% 2159
2023
Q4 		$1K Buy
148
+22
+17% +$182 ﹤0.01% 2062
2023
Q3 		$1K Sell
126
-2
-2% -$20 ﹤0.01% 2029
2023
Q2 		$1K Buy
128
+109
+574% +$1.03K ﹤0.01% 2045
2023
Q1 		$0 Buy
19
+7
+58% +$59 ﹤0.01% 2694
2022
Q4 		$0 Sell
12
-1
-8% -$7 ﹤0.01% 2716
2022
Q3 		$0 Sell
13
-3
-19% -$26 ﹤0.01% 2730
2022
Q2 		$0 Sell
16
-4
-20% -$44 ﹤0.01% 2450
2022
Q1 		$0 Sell
20
-5
-20% -$77 ﹤0.01% 2493
2021
Q4 		$0 Buy
+25
New +$502 ﹤0.01% 2328

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

Covestor's ZUO Position: Q1 2025 in Review

Covestor sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 176 shares — an estimated $2K sold.

Covestor first reported a position in ZUO in Q4 2021 and held it in 13 quarters. The position peaked at $2K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Covestor reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Covestor sold 176 Zuora, Inc. shares in Q1 2025, an estimated $2K.
  • Covestor first reported a position in Zuora, Inc. in Q4 2021 and held it in 13 quarters.
  • Covestor's Zuora, Inc. position peaked at $2K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.