We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$160K +$7.13K +753 +5%
Victory Capital Management
152
Victory Capital Management
Texas
$149K -$2.99K -316 -2%
AIM
153
Aigen Investment Management
New York
$144K +$124K +13,107 New
Verition Fund Management
154
Verition Fund Management
Connecticut
$141K +$122K +12,845 New
ACM
155
Aquatic Capital Management
Illinois
$134K -$16.1K -1,700 -12%
BCM
156
Bayesian Capital Management
New York
$133K -$216K -22,800 -65%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$132K +$114K +12,047 New
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$125K -$213K -22,528 -66%
CMF
159
Counterpoint Mutual Funds
California
$120K +$104K +10,945 New
YIH
160
Y-Intercept (HK)
Hong Kong
$119K +$103K +10,825 New
Corient Private Wealth
161
Corient Private Wealth
Florida
$114K
AIP
162
Ameritas Investment Partners
Nebraska
$106K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$100K -$2.79M -294,566 -97%
SOW
164
State of Wyoming
Wyoming
$98.6K +$85.1K +8,986 New
PA
165
Parallel Advisors
California
$85.9K -$101K -10,711 -58%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$74.7K
WTC
167
WhitTier Trust Company
Nevada
$61.4K
TRCT
168
Tower Research Capital (TRC)
New York
$56.2K +$23.6K +2,495 +95%
CP
169
Castleview Partners
Texas
$36.7K +$31.7K +3,347 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$33.5K +$3.97K +419 +16%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$27.2K -$7.95K -840 -25%
QL
172
Quarry LP
New York
$26.3K +$22.7K +2,400 New
US Bancorp
173
US Bancorp
Minnesota
$25K -$17.9K -1,895 -45%
BC
174
Bartlett & Co
Ohio
$22K
BCWM
175
Bartlett & Co Wealth Management
Ohio
$21.9K

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.