SFI
ZUO

Susquehanna Fundamental Investments’s Zuora, Inc. ZUO Stock Holding History

Susquehanna Fundamental Investments’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
-288,867
Closed -$2.87M – 1259
2024
Q4 		$2.87M Buy
+288,867
New +$2.8M 0.04% 443
2024
Q2 		$2.29M Buy
230,679
+1,100
+0.5% +$10.6K 0.05% 383
2024
Q1 		$2.09M Buy
+229,579
New +$2M 0.1% 223
2022
Q4 		– Sell
-61,010
Closed -$450K – 1545
2022
Q3 		$450K Buy
+61,010
New +$526K 0.01% 1052
2022
Q1 		$2.71M Buy
181,073
+58,000
+47% +$893K 0.05% 474
2021
Q4 		$2.3M Buy
123,073
+25
+0% +$502 0.06% 383
2021
Q3 		$2.04M Buy
123,048
+92,688
+305% +$1.56M 0.04% 594
2021
Q2 		$524K Buy
+30,360
New +$485K 0.01% 1147

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Susquehanna Fundamental Investments's ZUO Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 288,867 shares — an estimated $2.87M sold.

Susquehanna Fundamental Investments first reported a position in ZUO in Q2 2021 and held it in 8 quarters. The position peaked at $2.87M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Susquehanna Fundamental Investments reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 288,867 Zuora, Inc. shares in Q1 2025, an estimated $2.87M.
  • Susquehanna Fundamental Investments first reported a position in Zuora, Inc. in Q2 2021 and held it in 8 quarters.
  • Susquehanna Fundamental Investments's Zuora, Inc. position peaked at $2.87M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.