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ZUO

Zuora, Inc.

Delisted

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

223 hedge funds and large institutions have $948M invested in Zuora, Inc. in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

32% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.3M

6% more funds holding

Funds holding: 211223 (+12)

16% less capital invested

Capital invested by funds: $1.13B → $948M (-$182M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
39
Increased
91
Reduced
56
Closed
26
Calls
$1.71M
Puts
$1.3M
Net Calls
+$411K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$173K
MM
152
MQS Management
New York
$161K +$166K +18,679 New
ET
153
Entropy Technologies
New York
$155K +$159K +17,973 New
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$145K +$72.7K +8,200 +95%
CIP
155
Cornerstone Investment Partners
Georgia
$141K +$4.4K +496 +3%
BCM
156
Bayesian Capital Management
New York
$136K -$333K -37,500 -70%
BHCM
157
Brevan Howard Capital Management
Jersey
$131K +$135K +15,236 New
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$131K
GCM
159
Graham Capital Management
Connecticut
$130K +$134K +15,132 New
AIP
160
Ameritas Investment Partners
Nebraska
$122K +$12.8K +1,449 +11%
Creative Planning
161
Creative Planning
Kansas
$114K -$123K -13,918 -51%
EWA
162
EP Wealth Advisors
California
$112K +$115K +13,011 New
Principal Financial Group
163
Principal Financial Group
Iowa
$111K -$41.8K -4,711 -27%
SCA
164
Snowden Capital Advisors
New York
$110K +$14K +1,579 +14%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$107K -$1.85K -209 -2%
DIM
166
DLK Investment Management
California
$102K
GAM
167
Gotham Asset Management
New York
$99.5K +$102K +11,546 New
PWM
168
Palumbo Wealth Management
New York
$99.4K +$10.7K +1,210 +12%
LPL Financial
169
LPL Financial
California
$95.5K +$98.2K +11,076 New
MG
170
Marex Group
$94.8K +$97.6K +11,000 New
MF
171
Magnetar Financial
Illinois
$90.9K +$93.5K +10,543 New
Corient Private Wealth
172
Corient Private Wealth
Florida
$90.7K
DC
173
Diametric Capital
Massachusetts
$86.2K -$291K -32,840 -77%
CP
174
Castleview Partners
Texas
$78.6K +$80.8K +9,116 New
QC
175
Quent Capital
New York
$78.4K

ZUO Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2024, worth a combined $948M — down 16% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ZUO positions and 26 closed out — a net gain of 13 holders — while 91 added to existing stakes and 56 trimmed.

The largest buyer was Scalar Gauge Management, adding an estimated $12.4M. The largest seller was Sunriver Management, exiting entirely with an estimated $25.7M sold.

  • 223 institutional investors held Zuora, Inc. (ZUO) as of Q3 2024, up from 211 in Q2 2024.
  • Funds reported $948M of Zuora, Inc. stock for Q3 2024, down 16% quarter-over-quarter.
  • 39 funds opened new Zuora, Inc. positions in Q3 2024 and 26 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q3 2024 was Scalar Gauge Management, an estimated $12.4M added.
  • The largest Zuora, Inc. seller in Q3 2024 was Sunriver Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.