SAM
ZUO

Smartleaf Asset Management’s Zuora, Inc. ZUO Stock Holding History

Smartleaf Asset Management’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
-2,743
Closed -$27.2K – 3035
2024
Q4 		$27.2K Buy
2,743
+872
+47% +$8.46K ﹤0.01% 1482
2024
Q3 		$16.3K Buy
1,871
+1,521
+435% +$13.5K ﹤0.01% 1473
2024
Q2 		$3.37K Buy
+350
New +$3.37K ﹤0.01% 1994

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

Smartleaf Asset Management's ZUO Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,743 shares — an estimated $27.2K sold.

Smartleaf Asset Management first reported a position in ZUO in Q2 2024 and held it in 3 quarters. The position peaked at $27.2K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 2,743 Zuora, Inc. shares in Q1 2025, an estimated $27.2K.
  • Smartleaf Asset Management first reported a position in Zuora, Inc. in Q2 2024 and held it in 3 quarters.
  • Smartleaf Asset Management's Zuora, Inc. position peaked at $27.2K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.