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ZUO

Zuora, Inc.

Delisted

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

211 hedge funds and large institutions have $1.13B invested in Zuora, Inc. in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.12M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more capital invested

Capital invested by funds: $989M → $1.13B (+$141M)

9% more funds holding

Funds holding: 193211 (+18)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

Holders
211
Holders Change
+18
Holders Change %
+9.33%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
50
Increased
62
Reduced
66
Closed
30
Calls
$3.07M
Puts
$1.12M
Net Calls
+$1.95M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Philosophy Capital Management
California
$9.91M +$9.6M +997,797 New
Goldman Sachs
27
Goldman Sachs
New York
$9.9M +$3.15M +326,992 +49%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.79M +$2.04M +212,200 +27%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.57M
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$9.12M +$693 +72 +0%
PAM
31
Panagora Asset Management
Massachusetts
$8.17M +$278K +28,865 +4%
KAM
32
Knightsbridge Asset Management
California
$7.72M +$7.48M +777,249 New
NIM
33
Needham Investment Management
New York
$7.67M
WSL
34
Western Standard LLC
California
$7.5M +$7.26M +755,235 New
MOACM
35
Mutual of America Capital Management
New York
$7.41M +$1.09M +113,597 +18%
JP Morgan Chase
36
JP Morgan Chase
New York
$7.34M +$3.99M +415,155 +128%
Canada Life
37
Canada Life
Manitoba, Canada
$6.95M -$382K -39,692 -5%
DV
38
DAG Ventures
California
$6.73M
RHJA
39
Rice Hall James & Associates
California
$6.22M -$269K -27,922 -4%
PCM
40
Peregrine Capital Management
Minnesota
$5.94M +$73.7K +7,660 +1%
CG
41
Circumference Group
Arkansas
$5.61M -$1.11M -115,000 -17%
HCM
42
Horrell Capital Management
Arkansas
$5.61M -$1.11M -115,000 -17%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$5.25M -$1.65M -171,526 -25%
GA
44
Gagnon Advisors
New York
$5.11M
SI
45
Sora Investors
Pennsylvania
$4.96M +$4.81M +500,000 New
NCL
46
Nishkama Capital LLC
Puerto Rico
$4.76M +$4.61M +479,475 New
DCM
47
Divisar Capital Management
California
$4.57M +$4.43M +460,700 New
PVM
48
Palogic Value Management
Texas
$3.97M -$962K -100,017 -20%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.9M -$583K -60,567 -13%
2C
50
272 Capital
Texas
$3.83M -$999K -103,822 -21%

ZUO Hedge Fund Activity: Q2 2024 in Review

211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2024, worth a combined $1.13B — up 14% from $989M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ZUO positions and 30 closed out — a net gain of 20 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $26.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $15.1M.

  • 211 institutional investors held Zuora, Inc. (ZUO) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $1.13B of Zuora, Inc. stock for Q2 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Zuora, Inc. positions in Q2 2024 and 30 closed out, a net change of +20 holders.
  • The largest Zuora, Inc. buyer in Q2 2024 was Potrero Capital Research, an estimated $26.3M added.
  • The largest Zuora, Inc. seller in Q2 2024 was Baillie Gifford & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.