Frank Rimerman Advisors’s Zuora, Inc. ZUO Stock Holding History

Frank Rimerman 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	-40,000	Closed	-$397K	–	560
2024 Q4	$397K	Hold	40,000	–	–	0.03%	354
2024 Q3	$345K	Hold	40,000	–	–	0.02%	395
2024 Q2	$397K	Hold	40,000	–	–	0.03%	389
2024 Q1	$365K	Sell	40,000 -45,101	-53%	-$393K	0.07%	76
2023 Q4	$800K	Buy	+85,101	New	+$702K	0.17%	55
2023 Q2	–	Sell	-88,901	Closed	-$878K	–	116
2023 Q1	$878K	Buy	+88,901	New	+$745K	0.24%	47

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Frank Rimerman Advisors's ZUO Position: Q1 2025 in Review

Frank Rimerman Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 40,000 shares — an estimated $397K sold.

Frank Rimerman Advisors first reported a position in ZUO in Q1 2023 and held it in 6 quarters. The position peaked at $878K in Q1 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Frank Rimerman Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 40,000 Zuora, Inc. shares in Q1 2025, an estimated $397K.
Frank Rimerman Advisors first reported a position in Zuora, Inc. in Q1 2023 and held it in 6 quarters.
Frank Rimerman Advisors's Zuora, Inc. position peaked at $878K in Q1 2023.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Frank Rimerman Advisors's 13F filing for Q1 2025, filed 12 May 2025.