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ZUO

Zuora, Inc.

Delisted

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

194 hedge funds and large institutions have $606M invested in Zuora, Inc. in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.22M

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 200194 (-6)

10% less capital invested

Capital invested by funds: $671M → $606M (-$65.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
64
Reduced
70
Closed
34
Calls
$2.41M
Puts
$1.22M
Net Calls
+$1.2M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.7M +$3.07M +434,508 +143%
NIM
27
Needham Investment Management
New York
$4.63M -$513K -72,512 -9%
FCM
28
Frontier Capital Management
Massachusetts
$4.62M -$284K -40,214 -5%
PCM
29
Peregrine Capital Management
Minnesota
$4.5M -$150K -21,176 -3%
PVM
30
Palogic Value Management
Texas
$4.05M +$4.5M +637,000 New
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$4.04M +$607K +85,840 +16%
FWC
32
First Washington Corp
Washington
$3.82M +$1.68M +237,957 +66%
MOACM
33
Mutual of America Capital Management
New York
$3.68M -$81.6K -11,540 -2%
Goldman Sachs
34
Goldman Sachs
New York
$3.57M -$2.32M -327,728 -37%
PAM
35
Panagora Asset Management
Massachusetts
$3.47M +$159K +22,462 +4%
FG
36
Formula Growth
Quebec, Canada
$3.45M -$1.12M -157,739 -23%
Canada Life
37
Canada Life
Manitoba, Canada
$3.44M -$63.4K -8,970 -2%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$3.35M -$1.03M -144,977 -22%
Citadel Advisors
39
Citadel Advisors
Florida
$3.3M +$2.93M +414,466 +395%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$3.02M +$1.38M +195,724 +70%
RHJA
41
Rice Hall James & Associates
California
$3.01M -$52.2K -7,387 -2%
GA
42
Gagnon Advisors
New York
$2.62M -$2.97M -419,793 -51%
WCM
43
Westerly Capital Management
California
$2.23M +$2.47M +350,000 New
Nordea Investment Management
44
Nordea Investment Management
Sweden
$2.2M -$14.6K -2,060 -0.6%
CC
45
Clearline Capital
New York
$2.19M +$1.05M +147,984 +75%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.01M -$412K -58,277 -16%
SEI Investments
47
SEI Investments
Pennsylvania
$1.89M +$703K +99,418 +50%
TFCM
48
Taylor Frigon Capital Management
Arizona
$1.88M -$118K -16,653 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.86M +$38.2K +5,400 +2%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$1.85M

ZUO Hedge Fund Activity: Q4 2022 in Review

194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2022, worth a combined $606M — down 9.8% from $671M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 31 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 64 added.

The largest buyer was Praesidium Investment Management Company, opening a new position worth an estimated $34.7M. The largest seller was Brown Advisory, cutting an estimated $16.2M.

  • 194 institutional investors held Zuora, Inc. (ZUO) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $606M of Zuora, Inc. stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2022 and 34 closed out, a net change of -3 holders.
  • The largest Zuora, Inc. buyer in Q4 2022 was Praesidium Investment Management Company, an estimated $34.7M added.
  • The largest Zuora, Inc. seller in Q4 2022 was Brown Advisory, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.