IIM
ZUO

INTECH Investment Management’s Zuora, Inc. ZUO Stock Holding History

INTECH Investment Management’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
-61,697
Closed -$612K – 2572
2024
Q4 		$612K Buy
61,697
+26,257
+74% +$255K 0.01% 1440
2024
Q3 		$305K Buy
+35,440
New +$314K ﹤0.01% 1511

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

INTECH Investment Management's ZUO Position: Q1 2025 in Review

INTECH Investment Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 61,697 shares — an estimated $612K sold.

INTECH Investment Management first reported a position in ZUO in Q3 2024 and held it in 2 quarters. The position peaked at $612K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • INTECH Investment Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • INTECH Investment Management sold 61,697 Zuora, Inc. shares in Q1 2025, an estimated $612K.
  • INTECH Investment Management first reported a position in Zuora, Inc. in Q3 2024 and held it in 2 quarters.
  • INTECH Investment Management's Zuora, Inc. position peaked at $612K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on INTECH Investment Management's 13F filing for Q1 2025, filed 20 May 2025.