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ZUO

Zuora, Inc.

Delisted

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

189 hedge funds and large institutions have $1.09B invested in Zuora, Inc. in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $6.86M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $971M → $1.09B (+$123M)

6% more funds holding

Funds holding: 178189 (+11)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
65
Reduced
48
Closed
29
Calls
$21.6M
Puts
$6.86M
Net Calls
+$14.8M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$9.27M
VCM
27
Vector Capital Management
California
$7.38M -$29.8M -2,001,104 -80%
PAM
28
Panagora Asset Management
Massachusetts
$6.84M +$336K +22,535 +5%
GH
29
GAM Holding
Switzerland
$6.8M +$2.79M +187,604 +69%
CMG
30
Cavalry Management Group
California
$6.28M +$330K +22,143 +6%
TFCM
31
Taylor Frigon Capital Management
Arizona
$5.74M +$43.1K +2,894 +0.8%
Goldman Sachs
32
Goldman Sachs
New York
$5.62M -$13.3M -893,992 -70%
WHP
33
Washington Harbour Partners
Virginia
$5.3M -$28.6M -1,921,233 -84%
Renaissance Technologies
34
Renaissance Technologies
New York
$5.21M -$317K -21,300 -6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.7M -$2.86M -192,027 -38%
Norges Bank
36
Norges Bank
Norway
$4.47M -$1.37M -92,100 -23%
GS
37
Gagnon Securities
New York
$4.31M +$1.83M +122,728 +73%
Holocene Advisors
38
Holocene Advisors
New York
$3.83M +$2.87M +192,634 +291%
HCM
39
Horrell Capital Management
Arkansas
$3.77M
Citadel Advisors
40
Citadel Advisors
Florida
$3.68M -$522K -35,022 -12%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.67M -$2.65M -178,081 -42%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.66M +$3.68M +247,230 New
Bank of America
43
Bank of America
North Carolina
$3.6M +$1.51M +101,090 +71%
PPA
44
Parametric Portfolio Associates
Washington
$3.59M +$491K +32,933 +16%
Swiss National Bank
45
Swiss National Bank
Switzerland
$3.56M +$219K +14,700 +7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.02M
VC
47
Vestor Capital
Illinois
$2.5M +$72.3K +4,855 +3%
Macquarie Group
48
Macquarie Group
Australia
$2.46M +$348K +23,377 +16%
HP
49
Harbourvest Partners
Massachusetts
$2.43M
US Bancorp
50
US Bancorp
Minnesota
$2.32M +$868K +58,254 +59%

ZUO Hedge Fund Activity: Q1 2021 in Review

189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2021, worth a combined $1.09B — up 13% from $971M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ZUO positions and 29 closed out — a net gain of 12 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $47.7M. The largest seller was Vector Capital Management, cutting an estimated $29.8M.

  • 189 institutional investors held Zuora, Inc. (ZUO) as of Q1 2021, up from 178 in Q4 2020.
  • Funds reported $1.09B of Zuora, Inc. stock for Q1 2021, up 13% quarter-over-quarter.
  • 41 funds opened new Zuora, Inc. positions in Q1 2021 and 29 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q1 2021 was Bank of New York Mellon, an estimated $47.7M added.
  • The largest Zuora, Inc. seller in Q1 2021 was Vector Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2021.