ZIM
ZUO

Zacks Investment Management’s Zuora, Inc. ZUO Stock Holding History

Zacks Investment 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
-10,605
Closed -$105K – 778
2024
Q4 		$105K Sell
10,605
-300,195
-97% -$2.91M ﹤0.01% 645
2024
Q3 		$2.68M Buy
310,800
+42,054
+16% +$373K 0.02% 297
2024
Q2 		$2.67M Buy
+268,746
New +$2.58M 0.03% 253

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

Zacks Investment Management's ZUO Position: Q1 2025 in Review

Zacks Investment Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 10,605 shares — an estimated $105K sold.

Zacks Investment Management first reported a position in ZUO in Q2 2024 and held it in 3 quarters. The position peaked at $2.68M in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Zacks Investment Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 10,605 Zuora, Inc. shares in Q1 2025, an estimated $105K.
  • Zacks Investment Management first reported a position in Zuora, Inc. in Q2 2024 and held it in 3 quarters.
  • Zacks Investment Management's Zuora, Inc. position peaked at $2.68M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

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