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ZUO

Zuora, Inc.

Delisted

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

168 hedge funds and large institutions have $803M invested in Zuora, Inc. in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

127% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 37

68% more capital invested

Capital invested by funds: $479M → $803M (+$324M)

33% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $19.4M

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 171168 (-3)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
26
Increased
84
Reduced
37
Closed
27
Calls
$25.7M
Puts
$19.4M
Net Calls
+$6.33M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$169K +$148K +13,278 New
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$163K +$142K +12,792 New
WMA
128
Wealth Management Associates
New Jersey
$163K +$142K +12,750 New
Jane Street
129
Jane Street
New York
$162K -$251K -22,566 -64%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$161K +$30K +2,690 +27%
FAIM
131
Financial Advocates Investment Management
Washington
$156K -$10K -900 -7%
Verition Fund Management
132
Verition Fund Management
Connecticut
$148K +$129K +11,598 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$141K -$6.24K -560 -5%
PP
134
Paloma Partners
Connecticut
$138K -$228K -20,452 -65%
EDRH
135
Edmond de Rothschild Holding
Switzerland
$134K -$66.8K -6,000 -36%
CG
136
Cutler Group
California
$117K +$59.7K +5,362 +141%
AIP
137
Ameritas Investment Partners
Nebraska
$110K +$12.4K +1,110 +15%
CLOS
138
Compagnie Lombard Odier SCmA
Switzerland
$89K
Group One Trading
139
Group One Trading
Illinois
$59K -$445K -39,987 -90%
First Manhattan
140
First Manhattan
New York
$48K
BWP
141
Baldwin Wealth Partners
Massachusetts
$32K
APA
142
American Portfolios Advisors
New York
$28.4K
FAM
143
Fred Alger Management
New York
$28K -$3.21M -288,482 -99%
GWM
144
Geneos Wealth Management
Colorado
$12K
MF
145
Manchester Financial
California
$10K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$10K +$8.35K +750 New
CAM
147
Costello Asset Management
Pennsylvania
$10K +$8.35K +750 New
SPIA
148
Steward Partners Investment Advisory
New York
$9K +$4.45K +400 +133%
HWM
149
HighMark Wealth Management
Minnesota
$7K +$891 +80 +16%
ATC
150
Adirondack Trust Company
New York
$6K

ZUO Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2020, worth a combined $803M — up 68% from $479M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ZUO and 26 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 84 added.

The largest buyer was Fidelity Investments, adding an estimated $19M. The largest seller was SQN Investors, exiting entirely with an estimated $25.9M sold.

  • 168 institutional investors held Zuora, Inc. (ZUO) as of Q2 2020, down from 171 in Q1 2020.
  • Funds reported $803M of Zuora, Inc. stock for Q2 2020, up 68% quarter-over-quarter.
  • 26 funds opened new Zuora, Inc. positions in Q2 2020 and 27 closed out, a net change of -1 holder.
  • The largest Zuora, Inc. buyer in Q2 2020 was Fidelity Investments, an estimated $19M added.
  • The largest Zuora, Inc. seller in Q2 2020 was SQN Investors, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2020.