Principal Securities’s Zuora, Inc. ZUO Stock Holding History

Principal Securities’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 Q2	–	Sell	-200	Closed	-$1.98K	–	3931
2025 Q1	$1.98K	Hold	200	–	–	﹤0.01%	3043
2024 Q4	$1.98K	Hold	200	–	–	﹤0.01%	3037
2024 Q3	$1.72K	Sell	200 -50	-20%	-$443	﹤0.01%	2996
2024 Q2	$2.48K	Hold	250	–	–	﹤0.01%	2846
2024 Q1	$2.28K	Sell	250 -25	-9%	-$218	﹤0.01%	2840
2023 Q4	$2.58K	Buy	+275	New	+$2.27K	﹤0.01%	2742

Other funds holding ZUO

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Principal Securities's ZUO Position: Q2 2025 in Review

Principal Securities sold out of Zuora, Inc. (ZUO) in Q2 2025, closing a stake of 200 shares — an estimated $1.98K sold.

Principal Securities first reported a position in ZUO in Q4 2023 and held it in 6 quarters. The position peaked at $2.58K in Q4 2023. 1 fund tracked by Wall St. Rank holds ZUO as of Q2 2025.

Principal Securities reported no remaining Zuora, Inc. position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 200 Zuora, Inc. shares in Q2 2025, an estimated $1.98K.
Principal Securities first reported a position in Zuora, Inc. in Q4 2023 and held it in 6 quarters.
Principal Securities's Zuora, Inc. position peaked at $2.58K in Q4 2023.
1 fund tracked by Wall St. Rank held Zuora, Inc. as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.