Dimensional Fund Advisors
ZUO

Dimensional Fund Advisors’s Zuora, Inc. ZUO Stock Holding History

Dimensional Fund 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
-131,559
Closed -$1.31M – 3376
2024
Q4 		$1.31M Sell
131,559
-626,409
-83% -$6.08M ﹤0.01% 2875
2024
Q3 		$6.53M Buy
+757,968
New +$6.72M ﹤0.01% 2438

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

Dimensional Fund Advisors's ZUO Position: Q1 2025 in Review

Dimensional Fund Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 131,559 shares — an estimated $1.31M sold.

Dimensional Fund Advisors first reported a position in ZUO in Q3 2024 and held it in 2 quarters. The position peaked at $6.53M in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Dimensional Fund Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 131,559 Zuora, Inc. shares in Q1 2025, an estimated $1.31M.
  • Dimensional Fund Advisors first reported a position in Zuora, Inc. in Q3 2024 and held it in 2 quarters.
  • Dimensional Fund Advisors's Zuora, Inc. position peaked at $6.53M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Dimensional Fund Advisors's 13F filing for Q1 2025, filed 13 May 2025.