We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

189 hedge funds and large institutions have $1.09B invested in Zuora, Inc. in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $6.86M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $971M → $1.09B (+$123M)

6% more funds holding

Funds holding: 178189 (+11)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
65
Reduced
48
Closed
29
Calls
$21.6M
Puts
$6.86M
Net Calls
+$14.8M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$16K
SFO
152
Standard Family Office
South Dakota
$16K +$4.95K +332 +45%
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$13K +$12.7K +850 New
AF
154
Advisornet Financial
Minnesota
$12K -$391K -26,250 -97%
MF
155
Manchester Financial
California
$12K
HWM
156
HighMark Wealth Management
Minnesota
$11K
QCG
157
Quadrant Capital Group
Ohio
$11K
ATC
158
Adirondack Trust Company
New York
$7K
RMC
159
Resources Management Corp
Connecticut
$7K
YAL
160
Your Advocates Ltd
Texas
$7K +$7.12K +478 New
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$6K +$1.58K +106 +37%
LSA
162
Leonteq Securities AG
Switzerland
$5.18K +$5.21K +350 New
CWA
163
Carolina Wealth Advisors
South Carolina
$5K -$2.53K -170 -36%
BC
164
Burleson & Co
California
$5K +$5.07K +340 New
OCM
165
Orion Capital Management
California
$4K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.73K +250 New
SIC
167
Salem Investment Counselors
North Carolina
$4K +$4.02K +270 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$4K +$4.38K +294 New
IA
169
IFP Advisors
Florida
$3K +$2.98K +200 New
HI
170
Harbour Investments
Wisconsin
$3K +$3.5K +235 New
RE
171
RBC Europe
United Kingdom
$2.98K
SPIA
172
Steward Partners Investment Advisory
New York
$2.66K +$2.68K +180 New
S
173
SignatureFD
Georgia
$2K
RWB
174
RMR Wealth Builders
New Jersey
$2K +$1.79K +120 New
AIM
175
Anchor Investment Management
South Carolina
$1.07K -$15 -1 -1%

ZUO Hedge Fund Activity: Q1 2021 in Review

189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2021, worth a combined $1.09B — up 13% from $971M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ZUO positions and 29 closed out — a net gain of 12 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $47.7M. The largest seller was Vector Capital Management, cutting an estimated $29.8M.

  • 189 institutional investors held Zuora, Inc. (ZUO) as of Q1 2021, up from 178 in Q4 2020.
  • Funds reported $1.09B of Zuora, Inc. stock for Q1 2021, up 13% quarter-over-quarter.
  • 41 funds opened new Zuora, Inc. positions in Q1 2021 and 29 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q1 2021 was Bank of New York Mellon, an estimated $47.7M added.
  • The largest Zuora, Inc. seller in Q1 2021 was Vector Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2021.