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ZUO

NewEdge Advisors’s Zuora, Inc. ZUO Stock Holding History

NewEdge 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
-7
Closed -$69 – 4141
2024
Q4 		$69 Hold
7
– – ﹤0.01% 3809
2024
Q3 		$60 Hold
7
– – ﹤0.01% 3738
2024
Q2 		$70 Hold
7
– – ﹤0.01% 3703
2024
Q1 		$64 Hold
7
– – ﹤0.01% 3721
2023
Q4 		$66 Hold
7
– – ﹤0.01% 3655
2023
Q3 		$58 Hold
7
– – ﹤0.01% 3388
2023
Q2 		$77 Sell
7
-83
-92% -$786 ﹤0.01% 3428
2023
Q1 		$889 Hold
90
– – ﹤0.01% 3172
2022
Q4 		$1 Buy
+90
New +$636 ﹤0.01% 4055
2020
Q3 		– Sell
-13,642
Closed -$174K – 992
2020
Q2 		$174K Buy
13,642
+3,262
+31% +$36.3K 0.01% 784
2020
Q1 		$84K Buy
+10,380
New +$137K ﹤0.01% 749

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

NewEdge Advisors's ZUO Position: Q1 2025 in Review

NewEdge Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 7 shares — an estimated $69 sold.

NewEdge Advisors first reported a position in ZUO in Q1 2020 and held it in 11 quarters. The position peaked at $174K in Q2 2020. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • NewEdge Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 7 Zuora, Inc. shares in Q1 2025, an estimated $69.
  • NewEdge Advisors first reported a position in Zuora, Inc. in Q1 2020 and held it in 11 quarters.
  • NewEdge Advisors's Zuora, Inc. position peaked at $174K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.