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ZUO

Zuora, Inc.

Delisted

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

176 hedge funds and large institutions have $846M invested in Zuora, Inc. in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

9% more funds holding

Funds holding: 161176 (+15)

0% less capital invested

Capital invested by funds: $848M → $846M (-$1.46M)

11% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $15.1M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
176
Holders Change
+15
Holders Change %
+9.32%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
79
Increased
52
Reduced
25
Closed
64
Calls
$13.5M
Puts
$15.1M
Net Calls
-$1.6M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
151
HM Payson & Co
Maine
$13K +$16.5K +872 New
QT
152
Quantamental Technologies
New York
$11K +$13.1K +692 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$9K
KCPG
154
Kavar Capital Partners Group
Kansas
$9K +$11.4K +600 New
HGWM
155
Harvest Group Wealth Management
Massachusetts
$8K
TFA
156
Toth Financial Advisory
Virginia
$8K +$9.47K +500 New
GWM
157
Geneos Wealth Management
Colorado
$7K
AOWM
158
Alpha Omega Wealth Management
Virginia
$7K +$8.05K +425 New
GAM
159
Griffin Asset Management
New York
$6K +$7.58K +400 New
MF
160
Manchester Financial
California
$6K +$7.58K +400 New
VFA
161
Valeo Financial Advisors
Indiana
$5K +$511 +27 +9%
AG
162
Aperio Group
California
$5K +$6.21K +328 New
ASN
163
Advisory Services Network
Georgia
$4K -$52.1K -2,750 -92%
CCM
164
Covington Capital Management
California
$4K +$4.74K +250 New
SPIA
165
Steward Partners Investment Advisory
New York
$4K +$5.68K +300 New
LFG
166
Larson Financial Group
Missouri
$2K
LC
167
Lindbrook Capital
California
$2K
NFG
168
Next Financial Group
Texas
$2K +$2.03K +107 New
CFGS
169
Concourse Financial Group Securities
Alabama
$1K
LJHT
170
Laurie J. Hall Trustee
$1K
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$568 +30 +60%
GI
172
Gradient Investments
Minnesota
$1K +$834 +44 New
PCP
173
Proficio Capital Partners
Massachusetts
$1K +$1.14K +60 New
Ameriprise
174
Ameriprise
Minnesota
-$37.3M -1,863,623 Closed
NIP
175
Nicholas Investment Partners
California
-$26.2M -1,307,764 Closed

ZUO Hedge Fund Activity: Q2 2019 in Review

176 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2019, worth a combined $846M — down 0.17% from $848M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ZUO positions and 64 closed out — a net gain of 15 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $83.8M. The largest seller was Ameriprise, exiting entirely with an estimated $37.3M sold.

  • 176 institutional investors held Zuora, Inc. (ZUO) as of Q2 2019, up from 161 in Q1 2019.
  • Funds reported $846M of Zuora, Inc. stock for Q2 2019, down 0.17% quarter-over-quarter.
  • 79 funds opened new Zuora, Inc. positions in Q2 2019 and 64 closed out, a net change of +15 holders.
  • The largest Zuora, Inc. buyer in Q2 2019 was BlackRock, an estimated $83.8M added.
  • The largest Zuora, Inc. seller in Q2 2019 was Ameriprise, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2019.