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ZUO

Zuora, Inc.

Delisted

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

193 hedge funds and large institutions have $989M invested in Zuora, Inc. in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.04B → $989M (-$50.6M)

4% less funds holding

Funds holding: 201193 (-8)

10% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.45M

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

23% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 73

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
56
Reduced
73
Closed
34
Calls
$1.3M
Puts
$1.45M
Net Calls
-$145K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
126
Asset Management One
Japan
$209K
LNC
127
Lincoln National Corp
Pennsylvania
$201K
EC
128
EntryPoint Capital
New York
$197K +$177K +20,340 +1,630%
RWA
129
Roberts Wealth Advisors
California
$196K
CAM
130
Cresset Asset Management
Illinois
$193K +$340 +39 +0.2%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$193K
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$189K -$24.7K -2,838 -12%
OQS
133
Occudo Quantitative Strategies
Florida
$186K -$999K -114,675 -85%
I
134
InceptionR
California
$173K +$165K +18,956 New
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$169K -$442K -50,717 -73%
Principal Financial Group
136
Principal Financial Group
Iowa
$166K +$24.8K +2,851 +19%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$164K +$41.5K +4,761 +36%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$142K -$2.9K -333 -2%
Creative Planning
139
Creative Planning
Kansas
$139K +$133K +15,224 New
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$138K
AIP
141
Ameritas Investment Partners
Nebraska
$126K
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$119K +$114K +13,082 New
CC
143
Cipher Capital
New York
$114K -$183K -21,025 -63%
LCM
144
Landscape Capital Management
New Jersey
$112K -$146K -16,755 -58%
Osaic Holdings
145
Osaic Holdings
Arizona
$108K -$13.3K -1,524 -11%
DIM
146
DLK Investment Management
California
$108K
GAM
147
Gotham Asset Management
New York
$106K -$19.8K -2,268 -16%
CC
148
Corton Capital
Ontario, Canada
$105K -$96.6K -11,089 -49%
SCA
149
Snowden Capital Advisors
New York
$102K +$97.5K +11,192 New
Corient Private Wealth
150
Corient Private Wealth
Florida
$95.9K -$426K -48,936 -82%

ZUO Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2024, worth a combined $989M — down 4.9% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 27 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 56 added.

The largest buyer was Scalar Gauge Management, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $37.7M.

  • 193 institutional investors held Zuora, Inc. (ZUO) as of Q1 2024, down from 201 in Q4 2023.
  • Funds reported $989M of Zuora, Inc. stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q1 2024 and 34 closed out, a net change of -7 holders.
  • The largest Zuora, Inc. buyer in Q1 2024 was Scalar Gauge Management, an estimated $21.1M added.
  • The largest Zuora, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2024.