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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
CFD
126
Creative Financial Designs
Indiana
$167K -$58.5K -5,150 -30%
AQR Capital Management
127
AQR Capital Management
Connecticut
$164K +$134K +11,805 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$162K -$24.4K -2,143 -16%
FAIM
129
Financial Advocates Investment Management
Washington
$150K -$32.1K -2,825 -21%
RJA
130
Raymond James & Associates
Florida
$147K -$1.86M -163,491 -94%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$146K +$120K +10,542 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$145K -$780K -68,621 -87%
SC
133
Saturna Capital
Washington
$139K
CG
134
Cutler Group
California
$126K +$2.41K +212 +2%
AIP
135
Ameritas Investment Partners
Nebraska
$120K
CLOS
136
Compagnie Lombard Odier SCmA
Switzerland
$98K
EDRH
137
Edmond de Rothschild Holding
Switzerland
$84K
FCH
138
Freestone Capital Holdings
Washington
$69.7K
Simplex Trading
139
Simplex Trading
Illinois
$69K -$323K -28,392 -85%
TRCT
140
Tower Research Capital (TRC)
New York
$56K -$1.12M -98,374 -96%
TIS
141
Tortoise Index Solutions
Kansas
$36K +$182 +16 +0.6%
First Manhattan
142
First Manhattan
New York
$30K -$18.2K -1,600 -42%
APA
143
American Portfolios Advisors
New York
$28.2K -$2.27K -200 -9%
BCV
144
Banque Cantonale Vaudoise
Switzerland
$28K +$12.5K +1,100 +122%
ASN
145
Advisory Services Network
Georgia
$21K -$11 -1 -0.1%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$18K
GWM
147
Geneos Wealth Management
Colorado
$14K
MF
148
Manchester Financial
California
$11K
HWM
149
HighMark Wealth Management
Minnesota
$11K +$2.16K +190 +33%
PHK
150
Point72 Hong Kong
Hong Kong
$10K +$8.04K +707 New

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.