We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

181 hedge funds and large institutions have $829M invested in Zuora, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $11.8M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

3% more funds holding

Funds holding: 176181 (+5)

2% less capital invested

Capital invested by funds: $846M → $829M (-$17.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
74
Reduced
49
Closed
22
Calls
$24.3M
Puts
$11.8M
Net Calls
+$12.6M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Nelson Capital Management
California
$240K
WC
127
Wexford Capital
Florida
$239K -$527K -35,000 -69%
XK
128
Xact Kapitalforvaltning
Sweden
$236K +$236K +15,700 New
QCM
129
Quantinno Capital Management
New York
$233K +$233K +15,494 New
AB
130
Amalgamated Bank
New York
$229K -$1.75K -116 -0.8%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$226K
WCM
132
Washington Capital Management
Washington
$226K
SC
133
Saturna Capital
Washington
$226K +$226K +15,000 New
TI
134
Trexquant Investment
Connecticut
$219K -$220K -14,642 -50%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$208K +$52.3K +3,472 +34%
RC
136
Roundview Capital
New Jersey
$191K -$10.5K -700 -5%
PBCM
137
Point Break Capital Management
Florida
$188K
CFD
138
Creative Financial Designs
Indiana
$182K -$13.6K -905 -7%
LPL Financial
139
LPL Financial
California
$178K -$42.3K -2,808 -19%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$174K +$17.3K +1,150 +11%
AG
141
Advisor Group
Arizona
$144K +$6.67K +443 +5%
AIP
142
Ameritas Investment Partners
Nebraska
$113K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K +$36.1K +2,400 +48%
Canada Life
144
Canada Life
Manitoba, Canada
$102K -$40.1K -2,660 -28%
AF
145
Advisornet Financial
Minnesota
$91K +$91.3K +6,060 New
OAM
146
Oppenheimer Asset Management
New York
$66K +$24.4K +1,622 +59%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$64K +$15.7K +1,044 +33%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$45K -$45.2K -3,000 -50%
NFG
149
Next Financial Group
Texas
$45K +$43.7K +2,900 +2,710%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$45K +$45.2K +3,000 New

ZUO Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2019, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZUO positions and 22 closed out — a net gain of 5 holders — while 74 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.2M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 181 institutional investors held Zuora, Inc. (ZUO) as of Q3 2019, up from 176 in Q2 2019.
  • Funds reported $829M of Zuora, Inc. stock for Q3 2019, down 2% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q3 2019 and 22 closed out, a net change of +5 holders.
  • The largest Zuora, Inc. buyer in Q3 2019 was Vanguard Group, an estimated $21.2M added.
  • The largest Zuora, Inc. seller in Q3 2019 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2019.