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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$3.2M +$209K +22,066 +8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.17M +$949K +100,205 +53%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$3.05M -$270K -28,471 -9%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$3.04M +$2.62M +276,915 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.89M -$34.1K -3,600 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.86M +$623K +65,800 +34%
TI
57
Trexquant Investment
Connecticut
$2.72M +$1.08M +114,184 +86%
HighTower Advisors
58
HighTower Advisors
Illinois
$2.69M +$1.85K +195 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.68M +$108K +11,379 +5%
WHP
60
Washington Harbour Partners
Virginia
$2.56M
AG
61
Algert Global
California
$2.56M +$2.1M +221,960 +1,961%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.39M -$5.05M -533,424 -71%
Bank of America
63
Bank of America
North Carolina
$2.16M -$488K -51,485 -21%
ECM
64
ExodusPoint Capital Management
New York
$2.15M +$6.5K +686 +0.4%
QP
65
Quilter Plc
United Kingdom
$1.98M
Legal & General Group
66
Legal & General Group
United Kingdom
$1.98M +$399K +42,182 +31%
UBS AM
67
UBS AM
Illinois
$1.92M
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.81M -$3.64K -384 -0.2%
HP
69
Harbourvest Partners
Massachusetts
$1.8M
EIM
70
Essex Investment Management
Massachusetts
$1.78M +$222K +23,479 +17%
Macquarie Group
71
Macquarie Group
Australia
$1.72M +$226K +23,906 +18%
CS
72
Credit Suisse
Switzerland
$1.69M +$61.8K +6,523 +4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$75K -7,915 -5%
EGM
74
Engineers Gate Manager
New York
$1.6M +$504K +53,241 +58%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.47M +$189K +19,975 +18%

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.