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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
126
Dynamic Technology Lab
Singapore
$347K +$300K +31,659 New
Prudential Financial
127
Prudential Financial
New Jersey
$314K +$271K +28,625 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$308K +$265K +28,033 New
Stifel Financial
129
Stifel Financial
Missouri
$307K -$55.3K -5,841 -17%
Group One Trading
130
Group One Trading
Illinois
$301K -$185K -19,546 -42%
Creative Planning
131
Creative Planning
Kansas
$297K +$26.6K +2,807 +12%
PWM
132
Perigon Wealth Management
California
$263K +$1.54K +163 +0.7%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$258K
RWA
134
Roberts Wealth Advisors
California
$257K -$23.7K -2,500 -10%
CCIA
135
Campbell & Co Investment Adviser
Maryland
$256K +$221K +23,344 New
LNC
136
Lincoln National Corp
Pennsylvania
$242K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$234K +$36.8K +3,890 +22%
CAM
138
Cresset Asset Management
Illinois
$233K +$202K +21,284 New
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$233K
VI
140
Versor Investments
New York
$222K +$192K +20,257 New
AB
141
Amalgamated Bank
New York
$208K +$13.7K +1,449 +8%
PP
142
PDT Partners
New York
$207K +$179K +18,907 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K -$3.5K -370 -2%
SC
144
Saturna Capital
Washington
$202K
TSS
145
Two Sigma Securities
New York
$202K +$174K +18,394 New
CC
146
Corton Capital
Ontario, Canada
$187K +$39K +4,118 +32%
ProShare Advisors
147
ProShare Advisors
Maryland
$186K +$12.7K +1,340 +9%
IC
148
IEQ Capital
California
$168K +$331 +35 +0.2%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$167K
SO
150
STRS Ohio
Ohio
$163K +$141K +14,900 New

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.