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ZUO

Zuora, Inc.

Delisted

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

217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $7.54M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.36B → $1.6B (+$235M)

9% more funds holding

Funds holding: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$3.82M +$1.38M +68,557 +50%
CAM
52
ClariVest Asset Management
California
$3.65M +$3.93M +195,666 New
MAG
53
Millrace Asset Group
Pennsylvania
$3.35M +$3.6M +179,262 New
HCM
54
Horrell Capital Management
Arkansas
$3.27M -$1.61M -80,000 -31%
Macquarie Group
55
Macquarie Group
Australia
$3.19M +$82.3K +4,096 +2%
Barclays
56
Barclays
United Kingdom
$3.15M +$2.19M +109,268 +183%
HIM
57
Hillsdale Investment Management
Ontario, Canada
$3.12M +$3.36M +167,118 New
UBS AM
58
UBS AM
Illinois
$3.1M +$745K +37,105 +29%
HP
59
Harbourvest Partners
Massachusetts
$3.06M
Wells Fargo
60
Wells Fargo
California
$2.9M +$826K +41,141 +36%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.9M +$74.6K +3,716 +2%
CMG
62
Cavalry Management Group
California
$2.82M -$5.01M -249,292 -62%
Citadel Advisors
63
Citadel Advisors
Florida
$2.76M +$2M +99,543 +206%
First Trust Advisors
64
First Trust Advisors
Illinois
$2.47M -$536K -26,662 -17%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.38M -$909K -45,274 -26%
EIM
66
Essex Investment Management
Massachusetts
$2.35M -$24.4K -1,217 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.34M -$971K -48,339 -28%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$2.3M +$502 +25 +0%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$2.28M +$2.45M +122,144 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.26M +$24.1K +1,200 +1%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$2.1M +$1.63M +81,012 +259%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.08M -$343K -17,101 -13%
EGI
73
EAM Global Investors
California
$1.75M +$1.88M +93,846 New
EGM
74
Engineers Gate Manager
New York
$1.75M +$213K +10,597 +13%
GIPM
75
G2 Investment Partners Management
New York
$1.75M +$1.88M +93,719 New

ZUO Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.

  • 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
  • The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
  • The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.