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ZUO

Zuora, Inc.

Delisted

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

217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $7.54M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.36B → $1.6B (+$235M)

9% more funds holding

Funds holding: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
Gagnon Securities
New York
$13.5M +$273K +13,602 +2%
Canada Life
27
Canada Life
Manitoba, Canada
$13.5M +$101K +5,004 +0.7%
Millennium Management
28
Millennium Management
New York
$13.3M +$9.29M +462,538 +184%
FG
29
Formula Growth
Quebec, Canada
$13.3M -$5.78M -287,620 -29%
Two Sigma Investments
30
Two Sigma Investments
New York
$12.3M -$6.52M -324,743 -33%
SAM
31
Soviero Asset Management
New York
$11.4M +$3.82M +190,000 +45%
SAM
32
Silvercrest Asset Management
New York
$11.2M +$66.9K +3,331 +0.6%
KCM
33
Kornitzer Capital Management
Kansas
$11M +$11.9M +591,395 New
CCPM
34
Cooper Creek Partners Management
New York
$10.1M +$10.8M +538,038 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$9.7M +$10.4M +519,112 New
PAM
36
Panagora Asset Management
Massachusetts
$9.4M -$143K -7,106 -1%
IECM
37
Intrinsic Edge Capital Management
Illinois
$8.67M +$9.32M +464,272 New
JP Morgan Chase
38
JP Morgan Chase
New York
$8.45M +$257K +12,783 +3%
AII
39
AGF Investments Inc
Ontario, Canada
$7.85M +$8.44M +420,000 New
VC
40
Vestor Capital
Illinois
$7.33M +$1.21M +60,318 +18%
GA
41
Gagnon Advisors
New York
$6.31M
UBS Group
42
UBS Group
Switzerland
$6.28M -$1.23M -61,264 -15%
TFCM
43
Taylor Frigon Capital Management
Arizona
$6.04M -$824K -41,041 -11%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$5.99M -$110K -5,466 -2%
PPA
45
Parametric Portfolio Associates
Washington
$5.62M +$763K +38,012 +14%
CSS
46
Cubist Systematic Strategies
Connecticut
$5.56M +$4.65M +231,398 +348%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.59M
HighTower Advisors
48
HighTower Advisors
Illinois
$4.59M -$7.51K -374 -0.2%
US Bancorp
49
US Bancorp
Minnesota
$4.29M +$484K +24,107 +12%
Renaissance Technologies
50
Renaissance Technologies
New York
$4.26M -$3.46M -172,200 -43%

ZUO Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.

  • 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
  • The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
  • The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.