NewEdge Wealth, LLC
- SEC CIK
- 0001861796
- Latest filing
- Aug 10, 2026
ZUO holding history
Zuora Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ZUO overviewAll 13F holders of ZUOFull Q2 2026 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −15,376−100.0% | Sold out | Holders |
| Q3 2022 | 15,376 | $113.0K | <0.1% | −3,147−17.0% | Reduced | Holders |
| Q2 2022 | 18,523 | $166.0K | <0.1% | −1,968,542−99.1% | Reduced | Holders |
| Q1 2022 | 1,987,065 | $29.8M | 1.3% | +449,508+29.2% | Added | Holders |
| Q4 2021 | 1,537,557 | $28.7M | 1.2% | +114,021+8.0% | Added | Holders |
| Q3 2021 | 1,423,536 | $23.6M | 1.4% | +866,550+155.6% | Added | Holders |
| Q2 2021 | 556,986 | $9.61M | 0.7% | +556,986 | New | Holders |