R Squared’s Zuora, Inc. ZUO Stock Holding History

R Squared’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	-18,350	Closed	-$182K	–	1617
2024 Q4	$182K	Buy	+18,350	New	+$178K	0.18%	128

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

R Squared's ZUO Position: Q1 2025 in Review

R Squared sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 18,350 shares — an estimated $182K sold.

R Squared first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $182K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

R Squared reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
R Squared sold 18,350 Zuora, Inc. shares in Q1 2025, an estimated $182K.
R Squared first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
R Squared's Zuora, Inc. position peaked at $182K in Q4 2024.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.