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ZUO

Zuora, Inc.

Delisted

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

215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $508K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more capital invested

Capital invested by funds: $948M → $1.25B (+$299M)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

4% less funds holding

Funds holding: 223215 (-8)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
66
Increased
59
Reduced
59
Closed
72
Calls
$3.28M
Puts
$508K
Net Calls
+$2.77M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
26
Picton Mahoney Asset Management
Ontario, Canada
$12.4M +$12.1M +1,250,000 New
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$12.1M +$11.9M +1,222,187 New
HSBC Holdings
28
HSBC Holdings
United Kingdom
$12M +$11.2M +1,149,785 +1,893%
NAM
29
Nexpoint Asset Management
Texas
$12M +$11.7M +1,206,409 New
Charles Schwab
30
Charles Schwab
California
$11.9M +$427K +44,029 +4%
N
31
Nuveen
North Carolina
$10.7M -$10.2M -1,050,510 -49%
Morgan Stanley
32
Morgan Stanley
New York
$9.99M -$7.27M -748,848 -43%
Hudson Bay Capital Management
33
Hudson Bay Capital Management
Connecticut
$9.41M +$9.2M +948,577 New
DAM
34
Decagon Asset Management
United Kingdom
$9.35M +$9.15M +942,721 New
FBCM
35
Fort Baker Capital Management
California
$9.17M +$8.97M +924,162 New
GF
36
Gabelli Funds
New York
$8.94M +$8.75M +901,406 New
KAM
37
Knightsbridge Asset Management
California
$8.1M -$88.5K -9,120 -1%
SSA
38
Schonfeld Strategic Advisors
New York
$7.94M +$7.36M +758,451 +1,825%
GCIA
39
Gabelli & Co Investment Advisers
New York
$7.72M +$7.55M +778,300 New
LP
40
LMR Partners
United Kingdom
$6.93M +$6.78M +698,741 New
Jane Street
41
Jane Street
New York
$6.67M +$5.08M +523,997 +354%
CM
42
Capula Management
Cayman Islands
$5.96M +$4.93M +507,949 +544%
HCM
43
Horrell Capital Management
Arkansas
$5.61M
CG
44
Circumference Group
Arkansas
$5.6M
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.43M +$435K +44,822 +9%
AGC
46
Angelo Gordon & Co
New York
$4.96M +$4.85M +500,000 New
Man Group
47
Man Group
United Kingdom
$4.92M +$4.82M +496,403 New
CM
48
Cigogne Management
Luxembourg
$4.91M +$4.8M +495,000 New
Walleye Capital
49
Walleye Capital
New York
$4.43M +$3.86M +397,595 +820%
WSL
50
Western Standard LLC
California
$4.4M -$4.1M -422,939 -49%

ZUO Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.

  • 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
  • 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
  • The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
  • The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.