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ZUO

Zuora, Inc.

Delisted

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

171 hedge funds and large institutions have $479M invested in Zuora, Inc. in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.66M

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 186171 (-15)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

43% less capital invested

Capital invested by funds: $848M → $479M (-$368M)

Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
54
Reduced
52
Closed
44
Calls
$8.26M
Puts
$4.66M
Net Calls
+$3.59M
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$10K
GWM
152
Geneos Wealth Management
Colorado
$8K +$13.2K +1,000 New
MF
153
Manchester Financial
California
$6K
ATC
154
Adirondack Trust Company
New York
$4K
HGWM
155
Harvest Group Wealth Management
Massachusetts
$4K
HWM
156
HighMark Wealth Management
Minnesota
$4K
MAM
157
Meeder Asset Management
Ohio
$3K +$5.55K +422 New
OPS
158
Orion Portfolio Solutions
Nebraska
$3K +$5.55K +422 New
SPIA
159
Steward Partners Investment Advisory
New York
$2K
CFGS
160
Concourse Financial Group Securities
Alabama
$2K +$1.97K +150 +300%
SFS
161
Sowell Financial Services
Arkansas
$1K -$7.04K -535 -77%
LFG
162
Larson Financial Group
Missouri
$1K
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
LC
164
Lindbrook Capital
California
$1K +$1.57K +119 New
S
165
SignatureFD
Georgia
$1K +$1.67K +127 New
AIM
166
Anchor Investment Management
South Carolina
$588
CG
167
Carmignac Gestion
France
-$19.4M -1,352,148 Closed
ESCM
168
Echo Street Capital Management
New York
-$10.2M -713,707 Closed
ACM
169
Archon Capital Management
Washington
-$7.88M -550,174 Closed
PCR
170
Potrero Capital Research
California
-$5.74M -400,658 Closed
GA
171
Gagnon Advisors
New York
-$4.29M -299,526 Closed
RA
172
Royce & Associates
New York
-$2.44M -170,520 Closed
ARTA
173
A.R.T. Advisors
New York
-$2.35M -164,200 Closed
BCP
174
Berylson Capital Partners
Massachusetts
-$2.02M -141,000 Closed
ASP
175
Adams Street Partners
Illinois
-$1.45M -101,353 Closed

ZUO Hedge Fund Activity: Q1 2020 in Review

171 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2020, worth a combined $479M — down 43% from $848M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ZUO and 33 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Hound Partners, opening a new position worth an estimated $44.7M. The largest seller was UBS Group, cutting an estimated $26.6M.

  • 171 institutional investors held Zuora, Inc. (ZUO) as of Q1 2020, down from 186 in Q4 2019.
  • Funds reported $479M of Zuora, Inc. stock for Q1 2020, down 43% quarter-over-quarter.
  • 33 funds opened new Zuora, Inc. positions in Q1 2020 and 44 closed out, a net change of -11 holders.
  • The largest Zuora, Inc. buyer in Q1 2020 was Hound Partners, an estimated $44.7M added.
  • The largest Zuora, Inc. seller in Q1 2020 was UBS Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2020.