Osaic Holdings
ZUO

Osaic Holdings’s Zuora, Inc. ZUO Stock Holding History

Osaic 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
2020
Q4 		– Sell
-15
Closed -$2K – 6619
2020
Q3 		$2K Buy
+15
New +$174 ﹤0.01% 5910

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

Osaic Holdings's ZUO Position: Q1 2025 in Review

Osaic Holdings sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 8,920 shares — an estimated $88.5K sold.

Osaic Holdings first reported a position in ZUO in Q1 2020 and held it in 20 quarters. The position peaked at $534K in Q2 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Osaic Holdings reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Osaic Holdings sold 8,920 Zuora, Inc. shares in Q1 2025, an estimated $88.5K.
  • Osaic Holdings first reported a position in Zuora, Inc. in Q1 2020 and held it in 20 quarters.
  • Osaic Holdings's Zuora, Inc. position peaked at $534K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.