Zurich Cantonal Bank
ZUO

Zurich Cantonal Bank’s Zuora, Inc. ZUO Stock Holding History

Zurich Cantonal Bank’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
-43,474
Closed -$431K – 2703
2024
Q4 		$431K Buy
43,474
+15,508
+55% +$150K ﹤0.01% 1713
2024
Q3 		$241K Hold
27,966
– – ﹤0.01% 2010
2024
Q2 		$278K Sell
27,966
-27,966
-50% -$269K ﹤0.01% 1878
2024
Q1 		$510K Buy
55,932
+27,966
+100% +$244K ﹤0.01% 1452
2023
Q4 		$263K Buy
27,966
+1,239
+5% +$10.2K ﹤0.01% 1920
2023
Q3 		$220K Buy
26,727
+5,420
+25% +$53.4K ﹤0.01% 1920
2023
Q2 		$234K Buy
21,307
+3,890
+22% +$36.8K ﹤0.01% 1825
2023
Q1 		$172K Hold
17,417
– – ﹤0.01% 1972
2022
Q4 		$111K Sell
17,417
-3,093
-15% -$21.9K ﹤0.01% 2204
2022
Q3 		$151K Buy
20,510
+8,171
+66% +$70.5K ﹤0.01% 1937
2022
Q2 		$110K Sell
12,339
-4,329
-26% -$48.1K ﹤0.01% 2166
2022
Q1 		$250K Buy
16,668
+4,041
+32% +$62.2K ﹤0.01% 1753
2021
Q4 		$236K Hold
12,627
– – ﹤0.01% 1956
2021
Q3 		$209K Hold
12,627
– – ﹤0.01% 1896
2021
Q2 		$218K Hold
12,627
– – ﹤0.01% 1746
2021
Q1 		$187K Hold
12,627
– – ﹤0.01% 1820
2020
Q4 		$176K Hold
12,627
– – ﹤0.01% 1933
2020
Q3 		$131K Hold
12,627
– – ﹤0.01% 1854
2020
Q2 		$161K Buy
12,627
+2,690
+27% +$30K ﹤0.01% 1662
2020
Q1 		$80K Buy
9,937
+2,823
+40% +$37.1K ﹤0.01% 1729
2019
Q4 		$102K Buy
7,114
+2,877
+68% +$42.2K ﹤0.01% 1709
2019
Q3 		$64K Buy
4,237
+1,044
+33% +$15.7K ﹤0.01% 1865
2019
Q2 		$49K Buy
+3,193
New +$60.5K ﹤0.01% 2075

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

Zurich Cantonal Bank's ZUO Position: Q1 2025 in Review

Zurich Cantonal Bank sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 43,474 shares — an estimated $431K sold.

Zurich Cantonal Bank first reported a position in ZUO in Q2 2019 and held it in 23 quarters. The position peaked at $510K in Q1 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Zurich Cantonal Bank reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 43,474 Zuora, Inc. shares in Q1 2025, an estimated $431K.
  • Zurich Cantonal Bank first reported a position in Zuora, Inc. in Q2 2019 and held it in 23 quarters.
  • Zurich Cantonal Bank's Zuora, Inc. position peaked at $510K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.