MIFH
ZUO

Migdal Insurance & Financial Holdings’s Zuora, Inc. ZUO Stock Holding History

Migdal Insurance & Financial Holdings’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
-9
Closed – – 502
2024
Q4 		$0 Sell
9
-43
-83% -$417 ﹤0.01% 508
2024
Q3 		$0 Sell
52
-513
-91% -$4.55K ﹤0.01% 536
2024
Q2 		$5K Buy
+565
New +$5.43K ﹤0.01% 489
2024
Q1 		– Sell
-523
Closed -$5K – 521
2023
Q4 		$5K Sell
523
-56
-10% -$462 ﹤0.01% 461
2023
Q3 		$5K Hold
579
– – ﹤0.01% 458
2023
Q2 		$6K Sell
579
-529
-48% -$5.01K ﹤0.01% 429
2023
Q1 		$10K Buy
+1,108
New +$9.28K ﹤0.01% 460
2022
Q3 		– Sell
-736
Closed -$7K – 630
2022
Q2 		$7K Buy
736
+74
+11% +$822 ﹤0.01% 544
2022
Q1 		$10K Buy
662
+91
+16% +$1.4K ﹤0.01% 551
2021
Q4 		$11K Sell
571
-23
-4% -$462 ﹤0.01% 592
2021
Q3 		$10K Hold
594
– – ﹤0.01% 601
2021
Q2 		$10K Sell
594
-256
-30% -$4.09K ﹤0.01% 542
2021
Q1 		$13K Buy
+850
New +$12.7K ﹤0.01% 624

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

Migdal Insurance & Financial Holdings's ZUO Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 9 shares.

Migdal Insurance & Financial Holdings first reported a position in ZUO in Q1 2021 and held it in 13 quarters. The position peaked at $13K in Q1 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 9 Zuora, Inc. shares in Q1 2025.
  • Migdal Insurance & Financial Holdings first reported a position in Zuora, Inc. in Q1 2021 and held it in 13 quarters.
  • Migdal Insurance & Financial Holdings's Zuora, Inc. position peaked at $13K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.