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ZUO

Emerald Advisers’s Zuora, Inc. ZUO Stock Holding History

Emerald Advisers’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
-41,767
Closed -$414K – 274
2024
Q4 		$414K Sell
41,767
-1,063,806
-96% -$10.3M 0.02% 187
2024
Q3 		$9.53M Sell
1,105,573
-109,185
-9% -$968K 0.37% 89
2024
Q2 		$12.1M Sell
1,214,758
-80,620
-6% -$775K 0.51% 73
2024
Q1 		$11.8M Buy
1,295,378
+25,073
+2% +$218K 0.48% 88
2023
Q4 		$11.9M Sell
1,270,305
-21,750
-2% -$180K 0.51% 82
2023
Q3 		$10.6M Buy
1,292,055
+6
+0% +$59 0.52% 84
2023
Q2 		$14.2M Buy
1,292,049
+206,120
+19% +$1.95M 0.62% 76
2023
Q1 		$10.7M Buy
1,085,929
+1,081,129
+22,524% +$9.06M 0.51% 83
2022
Q4 		$30.5K Sell
4,800
-3,200
-40% -$22.6K ﹤0.01% 228
2022
Q3 		$59K Buy
8,000
+2,900
+57% +$25K ﹤0.01% 220
2022
Q2 		$46K Buy
5,100
+700
+16% +$7.78K ﹤0.01% 231
2022
Q1 		$66K Buy
+4,400
New +$67.8K ﹤0.01% 233

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

Emerald Advisers's ZUO Position: Q1 2025 in Review

Emerald Advisers sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 41,767 shares — an estimated $414K sold.

Emerald Advisers first reported a position in ZUO in Q1 2022 and held it in 12 quarters. The position peaked at $14.2M in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Emerald Advisers reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Emerald Advisers sold 41,767 Zuora, Inc. shares in Q1 2025, an estimated $414K.
  • Emerald Advisers first reported a position in Zuora, Inc. in Q1 2022 and held it in 12 quarters.
  • Emerald Advisers's Zuora, Inc. position peaked at $14.2M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Emerald Advisers's 13F filing for Q1 2025, filed 1 May 2025.