Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
161 hedge funds and large institutions have $848M invested in Zuora, Inc. in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 23 closing their positions.
183% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 23
132% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 25
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
35% more funds holding
Funds holding: 119 → 161 (+42)
32% more capital invested
Capital invested by funds: $644M → $848M (+$204M)
2% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $23.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$28.3M |
| 2 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$23.3M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$23.2M |
| 4 |
Millennium Management
New York
|
+$13.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.1M |
| 2 |
IVGAI
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
|
-$18.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$12.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$12.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$7.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
KeyBank National Association
Cleveland,
Ohio
| – | -$212K | -11,668 | Closed |
|
|
IWA
177
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$39K | -2,130 | Closed |
|
|
CG
178
Cutler Group
San Francisco,
California
| – | -$19K | -1,094 | Closed |
|
|
TRCT
179
Tower Research Capital (TRC)
New York
| – | -$18K | -1,000 | Closed |
|
|
MPWT
180
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$4.39K | -242 | Closed |
|
181
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -218 | Closed |
|
|
FMP
182
Financial Management Professionals
Austin,
Texas
| – | -$3K | -165 | Closed |
|
|
HI
183
Hudock Inc
Williamsport,
Pennsylvania
| – | -$2K | -133 | Closed |
|
184
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -29 | Closed |
|
ZUO Hedge Fund Activity: Q1 2019 in Review
161 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2019, worth a combined $848M — up 32% from $644M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ZUO positions and 23 closed out — a net gain of 42 holders — while 58 added to existing stakes and 25 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $28.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $67.1M sold.
- 161 institutional investors held Zuora, Inc. (ZUO) as of Q1 2019, up from 119 in Q4 2018.
- Funds reported $848M of Zuora, Inc. stock for Q1 2019, up 32% quarter-over-quarter.
- 65 funds opened new Zuora, Inc. positions in Q1 2019 and 23 closed out, a net change of +42 holders.
- The largest Zuora, Inc. buyer in Q1 2019 was Gilder Gagnon Howe & Co, an estimated $28.3M added.
- The largest Zuora, Inc. seller in Q1 2019 was Wellington Management Group, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2019.