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ZUO

Zuora, Inc.

Delisted

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

215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $508K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more capital invested

Capital invested by funds: $948M → $1.25B (+$299M)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

4% less funds holding

Funds holding: 223215 (-8)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
66
Increased
59
Reduced
59
Closed
72
Calls
$3.28M
Puts
$508K
Net Calls
+$2.77M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$199K
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$198K +$194K +20,000 New
RS
153
R Squared
Hong Kong
$182K +$178K +18,350 New
Victory Capital Management
154
Victory Capital Management
Texas
$174K -$473K -48,707 -73%
EWA
155
EP Wealth Advisors
California
$164K +$33.8K +3,487 +27%
PWM
156
Palumbo Wealth Management
New York
$160K +$44.8K +4,616 +40%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$156K -$88.3K -9,100 -37%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$151K
AIP
159
Ameritas Investment Partners
Nebraska
$140K
PWM
160
Perigon Wealth Management
California
$138K -$98.3K -10,130 -42%
Creative Planning
161
Creative Planning
Kansas
$133K +$1.36K +140 +1%
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$130K -$247K -25,504 -66%
CWM
163
CIBC World Markets
New York
$130K +$127K +13,063 New
American Century Companies
164
American Century Companies
Missouri
$120K +$117K +12,089 New
Principal Financial Group
165
Principal Financial Group
Iowa
$118K -$8.91K -918 -7%
DIM
166
DLK Investment Management
California
$117K
SPA
167
Sherbrooke Park Advisers
New York
$108K -$707K -72,913 -87%
ZIM
168
Zacks Investment Management
Illinois
$105K -$2.91M -300,195 -97%
Corient Private Wealth
169
Corient Private Wealth
Florida
$104K
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$102K +$99.8K +10,290 New
PCM
171
Peregrine Capital Management
Minnesota
$99K -$5.72M -589,126 -98%
Osaic Holdings
172
Osaic Holdings
Arizona
$88.5K
CP
173
Castleview Partners
Texas
$80.7K -$9.55K -984 -11%
PA
174
Parallel Advisors
California
$74.1K -$572 -59 -0.8%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$56.7K -$970 -100 -2%

ZUO Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.

  • 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
  • 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
  • The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
  • The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.