Fidelity Investments’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-312,224
| Closed | -$3.1M | – | 5784 |
|
|
2024
Q4 | $3.1M | Buy |
312,224
+65,725
| +27% | +$638K | ﹤0.01% | 2311 |
|
|
2024
Q3 | $2.12M | Buy |
246,499
+68,338
| +38% | +$606K | ﹤0.01% | 2384 |
|
|
2024
Q2 | $1.77M | Sell |
178,161
-51,945
| -23% | -$500K | ﹤0.01% | 2380 |
|
|
2024
Q1 | $2.1M | Buy |
230,106
+267
| +0.1% | +$2.33K | ﹤0.01% | 2323 |
|
|
2023
Q4 | $2.16M | Sell |
229,839
-23,029
| -9% | -$190K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $2.08M | Buy |
252,868
+34,802
| +16% | +$343K | ﹤0.01% | 2270 |
|
|
2023
Q2 | $2.39M | Sell |
218,066
-533,424
| -71% | -$5.05M | ﹤0.01% | 2280 |
|
|
2023
Q1 | $7.42M | Sell |
751,490
-3,541,085
| -82% | -$29.7M | ﹤0.01% | 1982 |
|
|
2022
Q4 | $27.3M | Buy |
4,292,575
+263,133
| +7% | +$1.86M | ﹤0.01% | 1496 |
|
|
2022
Q3 | $29.7M | Buy |
4,029,442
+403,093
| +11% | +$3.48M | ﹤0.01% | 1461 |
|
|
2022
Q2 | $32.5M | Sell |
3,626,349
-1,247,091
| -26% | -$13.9M | ﹤0.01% | 1443 |
|
|
2022
Q1 | $73M | Buy |
4,873,440
+912,939
| +23% | +$14.1M | 0.01% | 1221 |
|
|
2021
Q4 | $74M | Buy |
3,960,501
+1,271,066
| +47% | +$25.5M | 0.01% | 1252 |
|
|
2021
Q3 | $44.6M | Buy |
2,689,435
+1,150,133
| +75% | +$19.4M | ﹤0.01% | 1456 |
|
|
2021
Q2 | $26.6M | Buy |
1,539,302
+172,602
| +13% | +$2.76M | ﹤0.01% | 1722 |
|
|
2021
Q1 | $20.2M | Sell |
1,366,700
-170,300
| -11% | -$2.54M | ﹤0.01% | 1799 |
|
|
2020
Q4 | $21.4M | Hold |
1,537,000
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q3 | $15.9M | Sell |
1,537,000
-172,300
| -10% | -$2M | ﹤0.01% | 1670 |
|
|
2020
Q2 | $21.8M | Buy |
1,709,300
+1,709,296
| +42,732,400% | +$19M | ﹤0.01% | 1513 |
|
|
2020
Q1 | $0 | Sell |
4
-60
| -94% | -$789 | ﹤0.01% | 4344 |
|
|
2019
Q4 | $1K | Sell |
64
-395
| -86% | -$5.79K | ﹤0.01% | 3700 |
|
|
2019
Q3 | $7K | Sell |
459
-2,893,754
| -100% | -$43.6M | ﹤0.01% | 3342 |
|
|
2019
Q2 | $44.3M | Sell |
2,894,213
-1,404,741
| -33% | -$26.6M | 0.01% | 1283 |
|
|
2019
Q1 | $86.1M | Buy |
4,298,954
+257,077
| +6% | +$5.55M | 0.01% | 967 |
|
|
2018
Q4 | $73.3M | Buy |
+4,041,877
| New | +$77.7M | 0.01% | 981 |
|
|
2018
Q3 | – | Sell |
-421,920
| Closed | -$11.5M | – | 3838 |
|
|
2018
Q2 | $11.5M | Buy |
+421,920
| New | +$9.98M | ﹤0.01% | 1909 |
|
Other funds holding ZUO
Fidelity Investments's ZUO Position: Q1 2025 in Review
Fidelity Investments sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 312,224 shares — an estimated $3.1M sold.
Fidelity Investments first reported a position in ZUO in Q2 2018 and held it in 26 quarters. The position peaked at $86.1M in Q1 2019. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.
- Fidelity Investments reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
- Fidelity Investments sold 312,224 Zuora, Inc. shares in Q1 2025, an estimated $3.1M.
- Fidelity Investments first reported a position in Zuora, Inc. in Q2 2018 and held it in 26 quarters.
- Fidelity Investments's Zuora, Inc. position peaked at $86.1M in Q1 2019.
- 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.
Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.