SG Americas Securities
ZUO

SG Americas Securities’s Zuora, Inc. ZUO Stock Holding History

SG Americas 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
-85,665
Closed -$850K – 3843
2024
Q4 		$850K Buy
85,665
+28,465
+50% +$276K ﹤0.01% 940
2024
Q3 		$493K Buy
+57,200
New +$507K ﹤0.01% 1704
2023
Q2 		– Sell
-68,020
Closed -$672K – 3326
2023
Q1 		$672K Buy
68,020
+57,677
+558% +$483K 0.01% 1478
2022
Q4 		$66K Sell
10,343
-10,161
-50% -$71.8K ﹤0.01% 2804
2022
Q3 		$151K Buy
+20,504
New +$177K ﹤0.01% 2547
2022
Q2 		– Sell
-12,300
Closed -$184K – 3654
2022
Q1 		$184K Sell
12,300
-17,956
-59% -$277K ﹤0.01% 2478
2021
Q4 		$565K Sell
30,256
-161,645
-84% -$3.25M ﹤0.01% 2090
2021
Q3 		$3.18M Buy
191,901
+11,196
+6% +$189K 0.01% 876
2021
Q2 		$3.12M Buy
180,705
+160,620
+800% +$2.57M 0.01% 848
2021
Q1 		$297K Buy
20,085
+8,079
+67% +$120K ﹤0.01% 2388
2020
Q4 		$167K Sell
12,006
-161,890
-93% -$1.84M ﹤0.01% 2735
2020
Q3 		$1.8M Buy
173,896
+45,262
+35% +$524K 0.01% 805
2020
Q2 		$1.64M Buy
128,634
+58,915
+85% +$656K 0.01% 973
2020
Q1 		$561K Sell
69,719
-31,775
-31% -$418K 0.01% 1763
2019
Q4 		$1.45M Buy
101,494
+70,132
+224% +$1.03M 0.01% 1024
2019
Q3 		$472K Buy
31,362
+19,059
+155% +$287K ﹤0.01% 1920
2019
Q2 		$188K Buy
12,303
+5,100
+71% +$96.6K ﹤0.01% 2448
2019
Q1 		$144K Buy
+7,203
New +$155K ﹤0.01% 2807

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

SG Americas Securities's ZUO Position: Q1 2025 in Review

SG Americas Securities sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 85,665 shares — an estimated $850K sold.

SG Americas Securities first reported a position in ZUO in Q1 2019 and held it in 18 quarters. The position peaked at $3.18M in Q3 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • SG Americas Securities reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • SG Americas Securities sold 85,665 Zuora, Inc. shares in Q1 2025, an estimated $850K.
  • SG Americas Securities first reported a position in Zuora, Inc. in Q1 2019 and held it in 18 quarters.
  • SG Americas Securities's Zuora, Inc. position peaked at $3.18M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on SG Americas Securities's 13F filing for Q1 2025, filed 15 Apr 2025.