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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $817M invested in Zuora, Inc. in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.53M

29% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 213200 (-13)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

71% less capital invested

Capital invested by funds: $2.84B → $817M (-$2.02B)

Holders
200
Holders Change
-13
Holders Change %
-6.1%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
80
Reduced
62
Closed
36
Calls
$5.42M
Puts
$1.53M
Net Calls
+$3.9M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$6.82M +$1.35M +121,074 +19%
FG
27
Formula Growth
Quebec, Canada
$6.72M -$1.89M -170,000 -18%
MOACM
28
Mutual of America Capital Management
New York
$6.65M -$103K -9,310 -1%
GGHC
29
Gilder Gagnon Howe & Co
New York
$6.47M -$6.22M -559,755 -44%
FCM
30
Frontier Capital Management
Massachusetts
$6.34M -$857K -77,159 -10%
EGM
31
Engineers Gate Manager
New York
$6.17M +$5.54M +498,280 +261%
PCR
32
Potrero Capital Research
California
$5.71M -$5.51M -496,290 -44%
Goldman Sachs
33
Goldman Sachs
New York
$5.61M +$462K +41,621 +7%
RCMC
34
RK Capital Management (Colorado)
Colorado
$5.18M +$6.43M +579,000 New
CSS
35
Cubist Systematic Strategies
Connecticut
$5.18M +$908K +81,736 +16%
NIM
36
Needham Investment Management
New York
$4.92M +$3.33M +300,000 +120%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$4.87M +$5.43M +488,307 +872%
PAM
38
Panagora Asset Management
Massachusetts
$4.66M -$87.2K -7,847 -1%
Canada Life
39
Canada Life
Manitoba, Canada
$3.96M +$346K +31,099 +8%
AII
40
AGF Investments Inc
Ontario, Canada
$3.76M
GA
41
Gagnon Advisors
New York
$3.72M +$842K +75,742 +22%
HCM
42
Horrell Capital Management
Arkansas
$3.49M +$2.06M +185,000 +90%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$3.48M -$648K -58,299 -13%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$3.07M +$344K +30,949 +10%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.03M +$3.76M +338,620 New
TFCM
46
Taylor Frigon Capital Management
Arizona
$2.76M -$174K -15,644 -5%
JAM
47
Jupiter Asset Management
United Kingdom
$2.74M +$2.1M +188,887 +161%
VC
48
Vestor Capital
Illinois
$2.52M -$1.29M -116,153 -29%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.48M +$37.8K +3,400 +1%
Bank of America
50
Bank of America
North Carolina
$2.46M +$763K +68,638 +33%

ZUO Hedge Fund Activity: Q2 2022 in Review

200 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2022, worth a combined $817M — down 71% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZUO and 27 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 80 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.9M. The largest seller was Aaron Wealth Advisors, cutting an estimated $229M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2022, down from 213 in Q1 2022.
  • Funds reported $817M of Zuora, Inc. stock for Q2 2022, down 71% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q2 2022 and 36 closed out, a net change of -9 holders.
  • The largest Zuora, Inc. buyer in Q2 2022 was Renaissance Technologies, an estimated $11.9M added.
  • The largest Zuora, Inc. seller in Q2 2022 was Aaron Wealth Advisors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2022.