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ZUO

Zuora, Inc.

Delisted

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

181 hedge funds and large institutions have $829M invested in Zuora, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $11.8M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

3% more funds holding

Funds holding: 176181 (+5)

2% less capital invested

Capital invested by funds: $846M → $829M (-$17.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
74
Reduced
49
Closed
22
Calls
$24.3M
Puts
$11.8M
Net Calls
+$12.6M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
151
Evoke Wealth
California
$36.1K +$36.1K +2,400 New
APA
152
American Portfolios Advisors
New York
$33.5K +$7.53K +500 +29%
Victory Capital Management
153
Victory Capital Management
Texas
$33K +$33K +2,189 New
TIS
154
Tortoise Index Solutions
Kansas
$30K +$11.4K +755 +62%
QT
155
Quantamental Technologies
New York
$25K +$15.1K +1,000 +145%
QCG
156
Quadrant Capital Group
Ohio
$22K +$22.4K +1,486 New
RE
157
RBC Europe
United Kingdom
$21.2K +$3.03K +201 +17%
WCM
158
Whitener Capital Management
North Carolina
$15K
HPC
159
HM Payson & Co
Maine
$13K
SFS
160
Sowell Financial Services
Arkansas
$13K +$13.5K +894 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$11K +$11.3K +750 New
HGWM
162
Harvest Group Wealth Management
Massachusetts
$8K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$7.34K -$44.4K -2,948 -86%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$7K -$43.6M -2,893,754 -100%
GWM
165
Geneos Wealth Management
Colorado
$7K
ATC
166
Adirondack Trust Company
New York
$7K +$7.44K +494 New
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$6K -$13.7K -911 -69%
FHA
168
Flagship Harbor Advisors
Massachusetts
$6K -$3.15K -209 -32%
VFA
169
Valeo Financial Advisors
Indiana
$4K -$888 -59 -18%
ASN
170
Advisory Services Network
Georgia
$4K
CCM
171
Covington Capital Management
California
$4K
SPIA
172
Steward Partners Investment Advisory
New York
$4K
LC
173
Lindbrook Capital
California
$3K
TFA
174
Toth Financial Advisory
Virginia
$2K -$6.02K -400 -80%
LFG
175
Larson Financial Group
Missouri
$2K

ZUO Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2019, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZUO positions and 22 closed out — a net gain of 5 holders — while 74 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.2M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 181 institutional investors held Zuora, Inc. (ZUO) as of Q3 2019, up from 176 in Q2 2019.
  • Funds reported $829M of Zuora, Inc. stock for Q3 2019, down 2% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q3 2019 and 22 closed out, a net change of +5 holders.
  • The largest Zuora, Inc. buyer in Q3 2019 was Vanguard Group, an estimated $21.2M added.
  • The largest Zuora, Inc. seller in Q3 2019 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2019.