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ZUO

Zuora, Inc.

Delisted

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

217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $7.54M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.36B → $1.6B (+$235M)

9% more funds holding

Funds holding: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$263K +$283K +14,100 New
CAN
152
Cetera Advisor Networks
California
$260K +$280K +13,927 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$236K
PI
154
PEAK6 Investments
Illinois
$235K -$667K -33,186 -73%
RJA
155
Raymond James & Associates
Florida
$226K +$41.7K +2,077 +21%
YIH
156
Y-Intercept (HK)
Hong Kong
$226K +$243K +12,081 New
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$219K -$44.5K -2,214 -16%
Creative Planning
158
Creative Planning
Kansas
$198K +$803 +40 +0.4%
Mitsubishi UFJ Trust & Banking
159
Mitsubishi UFJ Trust & Banking
Japan
$190K -$750K -37,364 -79%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$190K
BC
161
Bridgefront Capital
Texas
$189K +$204K +10,137 New
CFD
162
Creative Financial Designs
Indiana
$164K -$58.2K -2,897 -25%
AIP
163
Ameritas Investment Partners
Nebraska
$161K
TC
164
Telemus Capital
Michigan
$144K +$155K +7,712 New
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$126K +$136K +6,770 New
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$122K +$88.3K +4,396 +204%
NICM
167
Neo Ivy Capital Management
New York
$84K +$90.1K +4,484 New
EDRH
168
Edmond de Rothschild Holding
Switzerland
$80K
TIS
169
Tortoise Index Solutions
Kansas
$72K -$1.47K -73 -2%
CG
170
Cutler Group
California
$69K +$12.1K +600 +19%
AS
171
Altshuler Shaham
Israel
$65K +$69.4K +3,455 New
AF
172
Advisornet Financial
Minnesota
$62K
AAP
173
Arax Advisory Partners
Colorado
$61K
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$59K -$17.5K -870 -20%
SOW
175
State of Wyoming
Wyoming
$51K +$55.2K +2,747 New

ZUO Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.

  • 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
  • The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
  • The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.