Nisa Investment Advisors
ZUO

Nisa Investment Advisors’s Zuora, Inc. ZUO Stock Holding History

Nisa Investment 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
-2,265
Closed -$22.5K – 3083
2024
Q4 		$22.5K Buy
2,265
+370
+20% +$3.59K ﹤0.01% 1901
2024
Q3 		$16.3K Sell
1,895
-26
-1% -$231 ﹤0.01% 1973
2024
Q2 		$19.1K Buy
1,921
+115
+6% +$1.11K ﹤0.01% 1959
2024
Q1 		$16.5K Buy
1,806
+141
+8% +$1.23K ﹤0.01% 1950
2023
Q4 		$15.7K Buy
1,665
+1,565
+1,565% +$12.9K ﹤0.01% 1938
2023
Q3 		$824 Sell
100
-2,380
-96% -$23.5K ﹤0.01% 2423
2023
Q2 		$27.2K Sell
2,480
-840
-25% -$7.95K ﹤0.01% 1971
2023
Q1 		$33K Buy
3,320
+3,280
+8,200% +$27.5K ﹤0.01% 1842
2022
Q4 		$0 Sell
40
-67
-63% -$474 ﹤0.01% 2760
2022
Q3 		$1K Buy
+107
New +$923 ﹤0.01% 2542
2022
Q2 		– Sell
-1,480
Closed -$22K – 2526
2022
Q1 		$22K Sell
1,480
-2,080
-58% -$32K ﹤0.01% 2035
2021
Q4 		$59K Sell
3,560
-870
-20% -$17.5K ﹤0.01% 1682
2021
Q3 		$73 Sell
4,430
-90,000
-95% -$1.52M ﹤0.01% 1829
2021
Q2 		$1.63K Buy
+94,430
New +$1.51M 0.01% 778
2020
Q4 		– Sell
-3,350
Closed -$35K – 2369
2020
Q3 		$35K Buy
+3,350
New +$38.8K ﹤0.01% 1947
2020
Q1 		– Sell
-300
Closed -$4K – 2146
2019
Q4 		$4K Buy
+300
New +$4.4K ﹤0.01% 1957

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

Nisa Investment Advisors's ZUO Position: Q1 2025 in Review

Nisa Investment Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,265 shares — an estimated $22.5K sold.

Nisa Investment Advisors first reported a position in ZUO in Q4 2019 and held it in 16 quarters. The position peaked at $59K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Nisa Investment Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,265 Zuora, Inc. shares in Q1 2025, an estimated $22.5K.
  • Nisa Investment Advisors first reported a position in Zuora, Inc. in Q4 2019 and held it in 16 quarters.
  • Nisa Investment Advisors's Zuora, Inc. position peaked at $59K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Nisa Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.