We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

189 hedge funds and large institutions have $1.09B invested in Zuora, Inc. in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $6.86M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $971M → $1.09B (+$123M)

6% more funds holding

Funds holding: 178189 (+11)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
65
Reduced
48
Closed
29
Calls
$21.6M
Puts
$6.86M
Net Calls
+$14.8M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$386K +$46K +3,085 +13%
NIM
102
Needham Investment Management
New York
$384K -$2.52M -169,350 -87%
BM
103
Brandywine Managers
Delaware
$379K
Osaic Holdings
104
Osaic Holdings
Arizona
$371K +$26.7K +1,791 +8%
TA
105
Tiedemann Advisors
New York
$370K +$372K +24,991 New
IC
106
IEQ Capital
California
$362K -$1.9M -127,272 -84%
PWM
107
Perigon Wealth Management
California
$354K
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$352K -$665K -44,645 -65%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$338K +$22.3K +1,500 +7%
PCM
110
Prelude Capital Management
New York
$331K +$1.49K +100 +0.4%
Principal Financial Group
111
Principal Financial Group
Iowa
$325K -$51.7K -3,470 -14%
Wolverine Trading
112
Wolverine Trading
Illinois
$322K -$149K -10,002 -30%
SG Americas Securities
113
SG Americas Securities
New York
$297K +$120K +8,079 +67%
GF
114
Gabelli Funds
New York
$296K
DT
115
Diversified Trust
Tennessee
$291K -$30.2K -2,026 -9%
Federated Hermes
116
Federated Hermes
Pennsylvania
$285K +$287K +19,252 New
American Century Companies
117
American Century Companies
Missouri
$278K +$280K +18,771 New
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$270K
SRAM
119
Spouting Rock Asset Management
Pennsylvania
$257K +$258K +17,339 New
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$232K
Franklin Resources
121
Franklin Resources
California
$231K +$232K +15,604 New
CFD
122
Creative Financial Designs
Indiana
$228K +$51K +3,425 +29%
AB
123
Amalgamated Bank
New York
$217K -$15.6K -1,048 -7%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$214K +$216K +14,493 New
WG
125
Winton Group
United Kingdom
$213K +$214K +14,367 New

ZUO Hedge Fund Activity: Q1 2021 in Review

189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2021, worth a combined $1.09B — up 13% from $971M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ZUO positions and 29 closed out — a net gain of 12 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $47.7M. The largest seller was Vector Capital Management, cutting an estimated $29.8M.

  • 189 institutional investors held Zuora, Inc. (ZUO) as of Q1 2021, up from 178 in Q4 2020.
  • Funds reported $1.09B of Zuora, Inc. stock for Q1 2021, up 13% quarter-over-quarter.
  • 41 funds opened new Zuora, Inc. positions in Q1 2021 and 29 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q1 2021 was Bank of New York Mellon, an estimated $47.7M added.
  • The largest Zuora, Inc. seller in Q1 2021 was Vector Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2021.