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ZUO

Zuora, Inc.

Delisted

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

211 hedge funds and large institutions have $1.13B invested in Zuora, Inc. in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.12M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more capital invested

Capital invested by funds: $989M → $1.13B (+$141M)

9% more funds holding

Funds holding: 193211 (+18)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

Holders
211
Holders Change
+18
Holders Change %
+9.33%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
50
Increased
62
Reduced
66
Closed
30
Calls
$3.07M
Puts
$1.12M
Net Calls
+$1.95M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$161K
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$160K +$88.8K +9,237 +134%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$160K -$131K -13,671 -46%
CIP
154
Cornerstone Investment Partners
Georgia
$158K +$153K +15,885 New
Asset Management One
155
Asset Management One
Japan
$154K -$71.5K -7,433 -32%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$151K
I
157
InceptionR
California
$147K -$39.9K -4,146 -22%
PI
158
PEAK6 Investments
Illinois
$137K +$133K +13,812 New
AIP
159
Ameritas Investment Partners
Nebraska
$126K -$10.4K -1,086 -8%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$126K -$4.07K -423 -3%
DIM
161
DLK Investment Management
California
$117K
SCA
162
Snowden Capital Advisors
New York
$111K
Walleye Capital
163
Walleye Capital
New York
$106K +$74.2K +7,719 +262%
Corient Private Wealth
164
Corient Private Wealth
Florida
$104K
PWM
165
Palumbo Wealth Management
New York
$103K +$99.3K +10,326 New
QC
166
Quent Capital
New York
$90.4K
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$85.4K +$82.7K +8,600 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$79K +$15.3K +1,590 +25%
PA
169
Parallel Advisors
California
$74.8K
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.4K
WTC
171
WhitTier Trust Company
Nevada
$55.6K
AB
172
Amalgamated Bank
New York
$46K +$2.84K +295 +7%
PAS
173
Point72 Asia (Singapore)
Singapore
$43.9K +$42.5K +4,424 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$42.5K -$1.25M -130,067 -96%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$26.7K -$856 -89 -3%

ZUO Hedge Fund Activity: Q2 2024 in Review

211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2024, worth a combined $1.13B — up 14% from $989M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ZUO positions and 30 closed out — a net gain of 20 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $26.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $15.1M.

  • 211 institutional investors held Zuora, Inc. (ZUO) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $1.13B of Zuora, Inc. stock for Q2 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Zuora, Inc. positions in Q2 2024 and 30 closed out, a net change of +20 holders.
  • The largest Zuora, Inc. buyer in Q2 2024 was Potrero Capital Research, an estimated $26.3M added.
  • The largest Zuora, Inc. seller in Q2 2024 was Baillie Gifford & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.