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ZUO

Zuora, Inc.

Delisted

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

181 hedge funds and large institutions have $829M invested in Zuora, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $11.8M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

3% more funds holding

Funds holding: 176181 (+5)

2% less capital invested

Capital invested by funds: $846M → $829M (-$17.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
74
Reduced
49
Closed
22
Calls
$24.3M
Puts
$11.8M
Net Calls
+$12.6M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.21K +80 +100%
GI
177
Gradient Investments
Minnesota
$1K
LJHT
178
Laurie J. Hall Trustee
$1K
PCG
179
Private Capital Group
Connecticut
$1K +$1.07K +71 New
IVGAI
180
Index Venture Growth Associates II
Jersey
-$21.9M -1,428,158 Closed
JM
181
Jeneq Management
New York
-$4.5M -294,000 Closed
BCP
182
Berylson Capital Partners
Massachusetts
-$1.98M -129,000 Closed
MIM
183
Monashee Investment Management
Massachusetts
-$1.35M -87,845 Closed
CC
184
Cipher Capital
New York
-$471K -30,759 Closed
CPC
185
Congress Park Capital
New York
-$337K -21,675 Closed
NIT
186
NumerixS Investment Technologies
British Columbia, Canada
-$234K -15,300 Closed
Two Sigma Advisers
187
Two Sigma Advisers
New York
-$204K -13,300 Closed
NERM
188
New England Research & Management
Illinois
-$198K -12,894 Closed
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
-$181K -11,783 Closed
MUS
190
Mitsubishi UFJ Securities
Japan
-$172K -11,240 Closed
GSWM
191
Golden State Wealth Management
California
-$140K -9,200 Closed
First Manhattan
192
First Manhattan
New York
-$65K -4,300 Closed
BWP
193
Baldwin Wealth Partners
Massachusetts
-$38K -2,500 Closed
KCPG
194
Kavar Capital Partners Group
Kansas
-$9K -600 Closed
AOWM
195
Alpha Omega Wealth Management
Virginia
-$7K -425 Closed
GAM
196
Griffin Asset Management
New York
-$6K -400 Closed
MF
197
Manchester Financial
California
-$6K -400 Closed
AG
198
Aperio Group
California
-$5K -328 Closed
PCP
199
Proficio Capital Partners
Massachusetts
-$1K -60 Closed
CFGS
200
Concourse Financial Group Securities
Alabama
-$753 -50 Closed

ZUO Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2019, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZUO positions and 22 closed out — a net gain of 5 holders — while 74 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.2M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 181 institutional investors held Zuora, Inc. (ZUO) as of Q3 2019, up from 176 in Q2 2019.
  • Funds reported $829M of Zuora, Inc. stock for Q3 2019, down 2% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q3 2019 and 22 closed out, a net change of +5 holders.
  • The largest Zuora, Inc. buyer in Q3 2019 was Vanguard Group, an estimated $21.2M added.
  • The largest Zuora, Inc. seller in Q3 2019 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2019.