Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
ZUO

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Zuora, Inc. ZUO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-1,647,000
Closed -$16.3M – 1299
2024
Q4 		$16.3M Buy
1,647,000
+1,251,868
+317% +$12.1M 0.03% 333
2024
Q3 		$3.41M Sell
395,132
-590,500
-60% -$5.24M 0.01% 562
2024
Q2 		$9.79M Buy
985,632
+212,200
+27% +$2.04M 0.03% 299
2024
Q1 		$7.05M Hold
773,432
– – 0.02% 324
2023
Q4 		$7.27M Hold
773,432
– – 0.02% 346
2023
Q3 		$6.37M Buy
773,432
+512,700
+197% +$5.05M 0.03% 318
2023
Q2 		$2.86M Buy
260,732
+65,800
+34% +$623K 0.01% 520
2023
Q1 		$1.93M Buy
+194,932
New +$1.63M 0.01% 599
2021
Q4 		– Sell
-66,400
Closed -$1.1M – 1967
2021
Q3 		$1.1M Buy
66,400
+52,500
+378% +$884K ﹤0.01% 1061
2021
Q2 		$240K Hold
13,900
– – ﹤0.01% 1427
2021
Q1 		$206K Buy
13,900
+1,100
+9% +$16.4K ﹤0.01% 1203
2020
Q4 		$178K Buy
+12,800
New +$146K ﹤0.01% 1195

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ZUO Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 1,647,000 shares — an estimated $16.3M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in ZUO in Q4 2020 and held it in 12 quarters. The position peaked at $16.3M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 1,647,000 Zuora, Inc. shares in Q1 2025, an estimated $16.3M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Zuora, Inc. in Q4 2020 and held it in 12 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Zuora, Inc. position peaked at $16.3M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.