SS
ZUO

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

SBI 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
Q1 		– Sell
-4,140
Closed -$41.1K – 4248
2024
Q4 		$41.1K Buy
+4,140
New +$40.2K ﹤0.01% 1045

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

SBI Securities's ZUO Position: Q1 2025 in Review

SBI Securities sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 4,140 shares — an estimated $41.1K sold.

SBI Securities first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $41.1K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • SBI Securities reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • SBI Securities sold 4,140 Zuora, Inc. shares in Q1 2025, an estimated $41.1K.
  • SBI Securities first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • SBI Securities's Zuora, Inc. position peaked at $41.1K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on SBI Securities's 13F filing for Q1 2025, filed 2 May 2025.