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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $671M invested in Zuora, Inc. in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $972K

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

0% more funds holding

Funds holding: 200200 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

18% less capital invested

Capital invested by funds: $817M → $671M (-$146M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
85
Reduced
59
Closed
28
Calls
$1.54M
Puts
$972K
Net Calls
+$568K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gagnon Advisors
New York
$6.13M +$3.58M +415,537 +100%
NIM
27
Needham Investment Management
New York
$5.9M +$2.16M +250,000 +45%
FCM
28
Frontier Capital Management
Massachusetts
$5.66M +$506K +58,713 +8%
JP Morgan Chase
29
JP Morgan Chase
New York
$5.43M -$220K -25,497 -3%
PCM
30
Peregrine Capital Management
Minnesota
$5.38M -$344K -39,906 -5%
FG
31
Formula Growth
Quebec, Canada
$5.17M -$442K -51,261 -7%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$4.96M +$1.11M +128,175 +24%
MOACM
33
Mutual of America Capital Management
New York
$4.36M -$1.32M -153,281 -21%
Canada Life
34
Canada Life
Manitoba, Canada
$4.06M +$925K +107,222 +24%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$4.06M +$3.26M +378,379 +221%
PAM
36
Panagora Asset Management
Massachusetts
$3.86M +$12.2K +1,420 +0.3%
HCM
37
Horrell Capital Management
Arkansas
$3.58M +$819K +95,000 +24%
RHJA
38
Rice Hall James & Associates
California
$3.55M +$4.15M +481,368 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.76M -$129K -14,929 -4%
FWC
40
First Washington Corp
Washington
$2.68M +$3.13M +362,860 New
Nordea Investment Management
41
Nordea Investment Management
Sweden
$2.63M -$8.37K -971 -0.3%
ECM
42
ExodusPoint Capital Management
New York
$2.38M +$2.78M +322,645 New
TFCM
43
Taylor Frigon Capital Management
Arizona
$2.31M +$32.9K +3,816 +1%
JAM
44
Jupiter Asset Management
United Kingdom
$2.26M -$2.64K -306 -0.1%
Bank of America
45
Bank of America
North Carolina
$2.24M +$248K +28,723 +10%
State of New Jersey Common Pension Fund D
46
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$635K +73,660 +34%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.12M +$92.3K +10,700 +4%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.06M -$509K -59,012 -17%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.81M +$2.49K +289 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.57M +$1.19M +138,038 +183%

ZUO Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2022, worth a combined $671M — down 18% from $817M a quarter earlier.

Fund positioning in ZUO was balanced in Q3 2022: 28 funds opened new positions, 28 closed out, 85 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $5.63M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $671M of Zuora, Inc. stock for Q3 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Zuora, Inc. positions in Q3 2022 and 28 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q3 2022 was BlackRock, an estimated $5.63M added.
  • The largest Zuora, Inc. seller in Q3 2022 was Aaron Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2022.