Vontobel Holding
ZUO

Vontobel Holding’s Zuora, Inc. ZUO Stock Holding History

Vontobel Holding’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
-23,972
Closed -$238K – 1179
2024
Q4 		$238K Sell
23,972
-17,436
-42% -$169K ﹤0.01% 961
2024
Q3 		$357K Sell
41,408
-465
-1% -$4.12K ﹤0.01% 875
2024
Q2 		$416K Sell
41,873
-21
-0.1% -$202 ﹤0.01% 822
2024
Q1 		$382K Sell
41,894
-5,901
-12% -$51.4K ﹤0.01% 843
2023
Q4 		$449K Buy
47,795
+1,969
+4% +$16.3K ﹤0.01% 824
2023
Q3 		$378K Buy
45,826
+8,474
+23% +$83.5K ﹤0.01% 839
2023
Q2 		$410K Sell
37,352
-637
-2% -$6.03K ﹤0.01% 842
2023
Q1 		$375K Sell
37,989
-18,893
-33% -$158K ﹤0.01% 838
2022
Q4 		$362K Buy
56,882
+4,670
+9% +$33K ﹤0.01% 849
2022
Q3 		$385K Buy
52,212
+12,629
+32% +$109K ﹤0.01% 799
2022
Q2 		$354K Sell
39,583
-11,678
-23% -$130K ﹤0.01% 808
2022
Q1 		$768K Sell
51,261
-7,058
-12% -$109K 0.01% 686
2021
Q4 		$1.09M Buy
58,319
+2,854
+5% +$57.3K 0.01% 609
2021
Q3 		$920K Buy
55,465
+738
+1% +$12.4K 0.01% 645
2021
Q2 		$944K Sell
54,727
-15,634
-22% -$250K 0.01% 603
2021
Q1 		$1.04M Sell
70,361
-22,143
-24% -$330K 0.01% 522
2020
Q4 		$1.29M Buy
+92,504
New +$1.05M 0.01% 492

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

Vontobel Holding's ZUO Position: Q1 2025 in Review

Vontobel Holding sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 23,972 shares — an estimated $238K sold.

Vontobel Holding first reported a position in ZUO in Q4 2020 and held it in 17 quarters. The position peaked at $1.29M in Q4 2020. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Vontobel Holding reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Vontobel Holding sold 23,972 Zuora, Inc. shares in Q1 2025, an estimated $238K.
  • Vontobel Holding first reported a position in Zuora, Inc. in Q4 2020 and held it in 17 quarters.
  • Vontobel Holding's Zuora, Inc. position peaked at $1.29M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.