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ZUO

Zuora, Inc.

Delisted

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

193 hedge funds and large institutions have $989M invested in Zuora, Inc. in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.04B → $989M (-$50.6M)

4% less funds holding

Funds holding: 201193 (-8)

10% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.45M

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

23% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 73

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
56
Reduced
73
Closed
34
Calls
$1.3M
Puts
$1.45M
Net Calls
-$145K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$8.37M +$52K +5,962 +0.7%
PAM
27
Panagora Asset Management
Massachusetts
$7.24M +$800K +91,840 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.05M
NIM
29
Needham Investment Management
New York
$7.05M -$109K -12,500 -2%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$7.04M -$1.71M -195,900 -20%
Canada Life
31
Canada Life
Manitoba, Canada
$6.76M +$1.62M +186,329 +34%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$6.38M +$237K +27,199 +4%
HCM
33
Horrell Capital Management
Arkansas
$6.2M
CG
34
Circumference Group
Arkansas
$6.2M
DV
35
DAG Ventures
California
$6.18M
Goldman Sachs
36
Goldman Sachs
New York
$6.11M +$1.71M +196,640 +42%
RHJA
37
Rice Hall James & Associates
California
$5.97M -$259K -29,743 -4%
MOACM
38
Mutual of America Capital Management
New York
$5.77M -$329K -37,740 -6%
PCM
39
Peregrine Capital Management
Minnesota
$5.38M +$1.71K +196 +0%
GA
40
Gagnon Advisors
New York
$4.69M
PVM
41
Palogic Value Management
Texas
$4.56M +$723K +83,000 +20%
2C
42
272 Capital
Texas
$4.46M +$3.62M +415,648 +566%
Two Sigma Investments
43
Two Sigma Investments
New York
$4.41M -$433K -49,742 -9%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.14M +$1.26M +144,665 +47%
BFM
45
Boothbay Fund Management
New York
$4.02M +$3.51M +403,212 +1,075%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$3.69M -$58K -6,656 -2%
FWC
47
First Washington Corp
Washington
$3.63M -$1.39M -159,280 -29%
CP
48
CenterBook Partners
Connecticut
$3.6M +$3.44M +394,240 New
ACM
49
Archon Capital Management
Washington
$3.5M -$7.48M -858,240 -69%
TFCM
50
Taylor Frigon Capital Management
Arizona
$3.31M +$628K +72,023 +25%

ZUO Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2024, worth a combined $989M — down 4.9% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 27 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 56 added.

The largest buyer was Scalar Gauge Management, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $37.7M.

  • 193 institutional investors held Zuora, Inc. (ZUO) as of Q1 2024, down from 201 in Q4 2023.
  • Funds reported $989M of Zuora, Inc. stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q1 2024 and 34 closed out, a net change of -7 holders.
  • The largest Zuora, Inc. buyer in Q1 2024 was Scalar Gauge Management, an estimated $21.1M added.
  • The largest Zuora, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2024.