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ZUO

Zuora, Inc.

Delisted

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

202 hedge funds and large institutions have $1.34B invested in Zuora, Inc. in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $4.53M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $1.09B → $1.34B (+$246M)

7% more funds holding

Funds holding: 189202 (+13)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
61
Reduced
57
Closed
27
Calls
$27.1M
Puts
$4.53M
Net Calls
+$22.6M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$11.1M +$10M +625,772 +3,250%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$10.6M -$937K -58,631 -9%
NW
28
NewEdge Wealth
Pennsylvania
$9.61M +$8.9M +556,986 New
UBS Group
29
UBS Group
Switzerland
$9.53M -$31.1M -1,943,901 -78%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$9.27M
GH
31
GAM Holding
Switzerland
$9.07M +$1.11M +69,250 +15%
PAM
32
Panagora Asset Management
Massachusetts
$8.87M +$826K +51,718 +11%
SAM
33
Silvercrest Asset Management
New York
$8.72M +$8.08M +505,667 New
Renaissance Technologies
34
Renaissance Technologies
New York
$8.7M +$2.43M +152,300 +43%
Millennium Management
35
Millennium Management
New York
$8.43M +$5.94M +371,560 +317%
CMG
36
Cavalry Management Group
California
$6.85M -$434K -27,180 -6%
TFCM
37
Taylor Frigon Capital Management
Arizona
$6.29M -$371K -23,188 -6%
Norges Bank
38
Norges Bank
Norway
$5.84M +$583K +36,500 +12%
VC
39
Vestor Capital
Illinois
$5.68M +$2.57M +160,793 +95%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$5.37M -$97.6K -6,105 -2%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$5.31M +$4.92M +307,800 New
GS
42
Gagnon Securities
New York
$5.23M +$192K +12,000 +4%
HP
43
Harbourvest Partners
Massachusetts
$5.16M +$2.16M +135,138 +82%
Citadel Advisors
44
Citadel Advisors
Florida
$4.57M +$256K +16,050 +6%
PPA
45
Parametric Portfolio Associates
Washington
$4.5M +$295K +18,434 +8%
HCM
46
Horrell Capital Management
Arkansas
$4.4M
HighTower Advisors
47
HighTower Advisors
Illinois
$4.33M +$57.5K +3,599 +1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.11M -$33.6K -2,100 -0.9%
US Bancorp
49
US Bancorp
Minnesota
$3.31M +$562K +35,192 +22%
PP
50
PDT Partners
New York
$3.27M +$713K +44,592 +31%

ZUO Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2021, worth a combined $1.34B — up 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ZUO positions and 27 closed out — a net gain of 13 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $37.7M. The largest seller was Hound Partners, exiting entirely with an estimated $40.7M sold.

  • 202 institutional investors held Zuora, Inc. (ZUO) as of Q2 2021, up from 189 in Q1 2021.
  • Funds reported $1.34B of Zuora, Inc. stock for Q2 2021, up 23% quarter-over-quarter.
  • 40 funds opened new Zuora, Inc. positions in Q2 2021 and 27 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q2 2021 was Bank of New York Mellon, an estimated $37.7M added.
  • The largest Zuora, Inc. seller in Q2 2021 was Hound Partners, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2021.