Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
198 hedge funds and large institutions have $843M invested in Zuora, Inc. in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 21 closing their positions.
93% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $945K
39% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 59
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
1% less funds holding
Funds holding: 200 → 198 (-2)
23% less capital invested
Capital invested by funds: $1.1B → $843M (-$255M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.1M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.05M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$4.74M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$11M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$7.55M |
| 3 |
Bank of New York Mellon
New York
|
-$7.07M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.58M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.37M |
ZUO Hedge Fund Activity: Q3 2023 in Review
198 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2023, worth a combined $843M — down 23% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of ZUO and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 82 added.
The largest buyer was BlackRock, adding an estimated $14.9M. The largest seller was Millennium Management, cutting an estimated $11M.
- 198 institutional investors held Zuora, Inc. (ZUO) as of Q3 2023, down from 200 in Q2 2023.
- Funds reported $843M of Zuora, Inc. stock for Q3 2023, down 23% quarter-over-quarter.
- 20 funds opened new Zuora, Inc. positions in Q3 2023 and 21 closed out, a net change of -1 holder.
- The largest Zuora, Inc. buyer in Q3 2023 was BlackRock, an estimated $14.9M added.
- The largest Zuora, Inc. seller in Q3 2023 was Millennium Management, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2023.