SPA
ZUO

Sherbrooke Park Advisers’s Zuora, Inc. ZUO Stock Holding History

Sherbrooke Park Advisers’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
-10,859
Closed -$108K – 987
2024
Q4 		$108K Sell
10,859
-72,913
-87% -$707K 0.03% 662
2024
Q3 		$722K Buy
83,772
+48,247
+136% +$428K 0.17% 175
2024
Q2 		$353K Buy
+35,525
New +$342K 0.06% 558
2023
Q4 		– Sell
-10,628
Closed -$87.6K – 722
2023
Q3 		$87.6K Buy
+10,628
New +$105K 0.03% 463

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

Sherbrooke Park Advisers's ZUO Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 10,859 shares — an estimated $108K sold.

Sherbrooke Park Advisers first reported a position in ZUO in Q3 2023 and held it in 4 quarters. The position peaked at $722K in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 10,859 Zuora, Inc. shares in Q1 2025, an estimated $108K.
  • Sherbrooke Park Advisers first reported a position in Zuora, Inc. in Q3 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Zuora, Inc. position peaked at $722K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.