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ZUO

Zuora, Inc.

Delisted

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

223 hedge funds and large institutions have $948M invested in Zuora, Inc. in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

32% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.3M

6% more funds holding

Funds holding: 211223 (+12)

16% less capital invested

Capital invested by funds: $1.13B → $948M (-$182M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
39
Increased
91
Reduced
56
Closed
26
Calls
$1.71M
Puts
$1.3M
Net Calls
+$411K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$7.39M +$310K +34,922 +4%
KAM
27
Knightsbridge Asset Management
California
$7.12M +$433K +48,881 +6%
NIM
28
Needham Investment Management
New York
$7.11M +$466K +52,500 +7%
DCM
29
Divisar Capital Management
California
$7M +$3.12M +351,400 +76%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.63M -$1.73M -194,776 -20%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$6.53M +$6.72M +757,968 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$6.37M -$1.59M -178,799 -19%
DV
33
DAG Ventures
California
$5.84M
CSS
34
Cubist Systematic Strategies
Connecticut
$5.71M +$4.7M +529,668 +399%
RHJA
35
Rice Hall James & Associates
California
$5.37M -$32.4K -3,650 -0.6%
PCM
36
Peregrine Capital Management
Minnesota
$5.16M +$11.6K +1,313 +0.2%
CG
37
Circumference Group
Arkansas
$4.87M
HCM
38
Horrell Capital Management
Arkansas
$4.87M
BCM
39
Beryl Capital Management
California
$4.8M +$4.93M +556,380 New
Canada Life
40
Canada Life
Manitoba, Canada
$4.69M -$1.39M -156,599 -22%
GA
41
Gagnon Advisors
New York
$4.43M
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.33M +$972K +109,570 +28%
2C
43
272 Capital
Texas
$4.25M +$960K +108,201 +28%
Squarepoint
44
Squarepoint
New York
$4.2M +$1.36M +153,779 +46%
PCM
45
Prelude Capital Management
New York
$3.85M +$3.69M +416,040 +1,385%
PVM
46
Palogic Value Management
Texas
$3.45M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.41M -$5.24M -590,500 -60%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$3.4M -$1.18M -133,608 -25%
BFM
49
Boothbay Fund Management
New York
$3.08M +$1.42M +160,664 +82%
BCM
50
BCK Capital Management
Connecticut
$3.01M

ZUO Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2024, worth a combined $948M — down 16% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ZUO positions and 26 closed out — a net gain of 13 holders — while 91 added to existing stakes and 56 trimmed.

The largest buyer was Scalar Gauge Management, adding an estimated $12.4M. The largest seller was Sunriver Management, exiting entirely with an estimated $25.7M sold.

  • 223 institutional investors held Zuora, Inc. (ZUO) as of Q3 2024, up from 211 in Q2 2024.
  • Funds reported $948M of Zuora, Inc. stock for Q3 2024, down 16% quarter-over-quarter.
  • 39 funds opened new Zuora, Inc. positions in Q3 2024 and 26 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q3 2024 was Scalar Gauge Management, an estimated $12.4M added.
  • The largest Zuora, Inc. seller in Q3 2024 was Sunriver Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.