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ZUO

Zuora, Inc.

Delisted

ZUO was delisted on the 13th of February, 2025.

168 hedge funds and large institutions have $803M invested in Zuora, Inc. in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

127% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 37

68% more capital invested

Capital invested by funds: $479M → $803M (+$324M)

33% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $19.4M

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 171168 (-3)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
26
Increased
84
Reduced
37
Closed
27
Calls
$25.7M
Puts
$19.4M
Net Calls
+$6.33M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.17M +$805K +72,326 +13%
N
27
Nuveen
North Carolina
$7.97M +$365K +32,789 +6%
Citadel Advisors
28
Citadel Advisors
Florida
$7.38M +$508K +45,649 +9%
Morgan Stanley
29
Morgan Stanley
New York
$7.24M -$360K -32,301 -5%
JP Morgan Chase
30
JP Morgan Chase
New York
$6.29M +$3.48M +312,559 +173%
TI
31
Think Investments
California
$6.26M +$5.47M +491,000 New
Norges Bank
32
Norges Bank
Norway
$5.74M +$5.01M +450,200 New
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$4.79M -$1.48M -132,759 -26%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$4.27M +$2.25M +202,360 +156%
Impax Asset Management Group
35
Impax Asset Management Group
United Kingdom
$3.73M
HighTower Advisors
36
HighTower Advisors
Illinois
$3.72M +$517K +46,424 +19%
TFCM
37
Taylor Frigon Capital Management
Arizona
$3.68M +$1.3M +116,558 +68%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$3.29M -$1.23M -110,041 -30%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.25M +$511K +45,849 +22%
Wells Fargo
40
Wells Fargo
California
$3.19M +$2.19M +196,373 +363%
RJA
41
Raymond James & Associates
Florida
$3.19M +$1.26M +112,999 +82%
NIM
42
Needham Investment Management
New York
$3.19M -$1.21M -108,472 -30%
Bank of America
43
Bank of America
North Carolina
$3.17M -$195K -17,532 -7%
PAM
44
Panagora Asset Management
Massachusetts
$3M +$1.52M +136,725 +139%
CCM
45
Cinctive Capital Management
New York
$2.79M +$2.43M +218,668 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.75M +$691K +62,100 +40%
IC
47
IEQ Capital
California
$2.63M -$376K -33,808 -14%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.52M +$194K +17,393 +10%
HP
49
Harbourvest Partners
Massachusetts
$2.39M
PPA
50
Parametric Portfolio Associates
Washington
$2.35M +$1.19M +106,823 +139%

ZUO Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2020, worth a combined $803M — up 68% from $479M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ZUO and 26 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 84 added.

The largest buyer was Fidelity Investments, adding an estimated $19M. The largest seller was SQN Investors, exiting entirely with an estimated $25.9M sold.

  • 168 institutional investors held Zuora, Inc. (ZUO) as of Q2 2020, down from 171 in Q1 2020.
  • Funds reported $803M of Zuora, Inc. stock for Q2 2020, up 68% quarter-over-quarter.
  • 26 funds opened new Zuora, Inc. positions in Q2 2020 and 27 closed out, a net change of -1 holder.
  • The largest Zuora, Inc. buyer in Q2 2020 was Fidelity Investments, an estimated $19M added.
  • The largest Zuora, Inc. seller in Q2 2020 was SQN Investors, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2020.