EWA
ZUO

EP Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

EP Wealth 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
-16,498
Closed -$164K – 1379
2024
Q4 		$164K Buy
16,498
+3,487
+27% +$33.8K ﹤0.01% 1125
2024
Q3 		$112K Buy
+13,011
New +$115K ﹤0.01% 1131

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

EP Wealth Advisors's ZUO Position: Q1 2025 in Review

EP Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 16,498 shares — an estimated $164K sold.

EP Wealth Advisors first reported a position in ZUO in Q3 2024 and held it in 2 quarters. The position peaked at $164K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • EP Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 16,498 Zuora, Inc. shares in Q1 2025, an estimated $164K.
  • EP Wealth Advisors first reported a position in Zuora, Inc. in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Zuora, Inc. position peaked at $164K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.