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ZUO

Zuora, Inc.

Delisted

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

186 hedge funds and large institutions have $848M invested in Zuora, Inc. in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

27% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $15M

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more funds holding

Funds holding: 181186 (+5)

2% more capital invested

Capital invested by funds: $829M → $848M (+$18.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
40
Increased
68
Reduced
48
Closed
33
Calls
$19.1M
Puts
$15M
Net Calls
+$4.12M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
151
First Manhattan
New York
$54K +$55.7K +3,800 New
OAM
152
Oppenheimer Asset Management
New York
$43K -$20K -1,363 -31%
NFG
153
Next Financial Group
Texas
$42K -$1.57K -107 -4%
TIS
154
Tortoise Index Solutions
Kansas
$40K +$12K +818 +42%
BWP
155
Baldwin Wealth Partners
Massachusetts
$36K +$36.6K +2,500 New
EW
156
Evoke Wealth
California
$34.4K
APA
157
American Portfolios Advisors
New York
$31.9K
RE
158
RBC Europe
United Kingdom
$20.2K
BFEC
159
Benjamin F. Edwards & Company
Missouri
$18K +$7.33K +500 +67%
TRCT
160
Tower Research Capital (TRC)
New York
$17K -$222K -15,164 -93%
HPC
161
HM Payson & Co
Maine
$12K
MF
162
Manchester Financial
California
$11K +$11.7K +800 New
SFS
163
Sowell Financial Services
Arkansas
$10K -$2.93K -200 -22%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$10K +$3.79K +259 +63%
ATC
165
Adirondack Trust Company
New York
$7K
HGWM
166
Harvest Group Wealth Management
Massachusetts
$7K
HWM
167
HighMark Wealth Management
Minnesota
$7K +$7.33K +500 New
QT
168
Quantbot Technologies
New York
$6K -$1.01M -68,705 -99%
FHA
169
Flagship Harbor Advisors
Massachusetts
$6K
CWA
170
Capital Wealth Alliance
Arizona
$6K +$5.86K +400 New
SPIA
171
Steward Partners Investment Advisory
New York
$4K
VFA
172
Valeo Financial Advisors
Indiana
$4K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$4K +$4.4K +300 New
ASN
174
Advisory Services Network
Georgia
$3K -$440 -30 -13%
GEA
175
Glen Eagle Advisors
New Jersey
$2.87K +$2.93K +200 New

ZUO Hedge Fund Activity: Q4 2019 in Review

186 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2019, worth a combined $848M — up 2.2% from $829M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ZUO positions and 33 closed out — a net gain of 7 holders — while 68 added to existing stakes and 48 trimmed.

The largest buyer was SQN Investors, adding an estimated $18.8M. The largest seller was Abdiel Capital Advisors, exiting entirely with an estimated $20.5M sold.

  • 186 institutional investors held Zuora, Inc. (ZUO) as of Q4 2019, up from 181 in Q3 2019.
  • Funds reported $848M of Zuora, Inc. stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 40 funds opened new Zuora, Inc. positions in Q4 2019 and 33 closed out, a net change of +7 holders.
  • The largest Zuora, Inc. buyer in Q4 2019 was SQN Investors, an estimated $18.8M added.
  • The largest Zuora, Inc. seller in Q4 2019 was Abdiel Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2019.