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ZUO

Zuora, Inc.

Delisted

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

178 hedge funds and large institutions have $971M invested in Zuora, Inc. in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $16.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $703M → $971M (+$268M)

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
60
Reduced
52
Closed
31
Calls
$35.7M
Puts
$16.2M
Net Calls
+$19.5M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BM
101
Brandywine Managers
Delaware
$357K
Principal Financial Group
102
Principal Financial Group
Iowa
$354K +$116K +10,187 +67%
PWM
103
Perigon Wealth Management
California
$333K
Osaic Holdings
104
Osaic Holdings
Arizona
$322K +$36.5K +3,209 +16%
M&T Bank
105
M&T Bank
New York
$320K
ProShare Advisors
106
ProShare Advisors
Maryland
$310K +$113K +9,937 +81%
PCM
107
Prelude Capital Management
New York
$310K +$252K +22,180 +22,180%
DT
108
Diversified Trust
Tennessee
$303K +$128K +11,246 +107%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$52.3K +4,600 +28%
AAP
110
Ardsley Advisory Partners
Connecticut
$279K -$279K -24,500 -55%
GF
111
Gabelli Funds
New York
$279K +$22.7K +2,000 +11%
SCA
112
Spearhead Capital Advisors
Florida
$257K +$9.91K +872 +5%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$254K
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$249K -$284K -24,942 -58%
YIH
115
Y-Intercept (HK)
Hong Kong
$228K +$184K +16,165 New
ACM
116
AlphaCrest Capital Management
New York
$219K -$134K -11,800 -43%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$219K
AB
118
Amalgamated Bank
New York
$219K +$841 +74 +0.5%
Creative Planning
119
Creative Planning
Kansas
$210K -$5.23K -460 -3%
BC
120
Bridgefront Capital
Texas
$186K +$151K +13,319 New
TAM
121
Tocqueville Asset Management
New York
$181K +$3.41K +300 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
122
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$178K +$146K +12,800 New
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$176K
CGFI
124
Cypress Growth Fund III
California
$174K +$142K +12,500 New
SG Americas Securities
125
SG Americas Securities
New York
$167K -$1.84M -161,890 -93%

ZUO Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2020, worth a combined $971M — up 38% from $703M a quarter earlier.

Fund positioning in ZUO was balanced in Q4 2020: 31 funds opened new positions, 31 closed out, 60 added to existing stakes and 52 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $15.2M. The largest seller was Brown Advisory, cutting an estimated $21.9M.

  • 178 institutional investors held Zuora, Inc. (ZUO) as of Q4 2020, down from 180 in Q3 2020.
  • Funds reported $971M of Zuora, Inc. stock for Q4 2020, up 38% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2020 and 31 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q4 2020 was Baillie Gifford & Co, an estimated $15.2M added.
  • The largest Zuora, Inc. seller in Q4 2020 was Brown Advisory, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2020.