FFA
ZUO

Farther Finance Advisors’s Zuora, Inc. ZUO Stock Holding History

Farther Finance 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
-76
Closed -$754 – 4452
2024
Q4 		$754 Hold
76
– – ﹤0.01% 3335
2024
Q3 		$655 Sell
76
-111
-59% -$984 ﹤0.01% 3360
2024
Q2 		$1.82K Buy
187
+111
+146% +$1.07K ﹤0.01% 2832
2024
Q1 		$674 Buy
76
+35
+85% +$305 ﹤0.01% 2922
2023
Q4 		$385 Buy
41
+20
+95% +$165 ﹤0.01% 3059
2023
Q3 		$173 Hold
21
– – ﹤0.01% 2480
2023
Q2 		$230 Hold
21
– – ﹤0.01% 2340
2023
Q1 		$207 Hold
21
– – ﹤0.01% 2194
2022
Q4 		$134 Buy
+21
New +$148 ﹤0.01% 2107

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

Farther Finance Advisors's ZUO Position: Q1 2025 in Review

Farther Finance Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 76 shares — an estimated $754 sold.

Farther Finance Advisors first reported a position in ZUO in Q4 2022 and held it in 9 quarters. The position peaked at $1.82K in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Farther Finance Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 76 Zuora, Inc. shares in Q1 2025, an estimated $754.
  • Farther Finance Advisors first reported a position in Zuora, Inc. in Q4 2022 and held it in 9 quarters.
  • Farther Finance Advisors's Zuora, Inc. position peaked at $1.82K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.