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ZUO

Zuora, Inc.

Delisted

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

186 hedge funds and large institutions have $848M invested in Zuora, Inc. in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

27% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $15M

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more funds holding

Funds holding: 181186 (+5)

2% more capital invested

Capital invested by funds: $829M → $848M (+$18.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
40
Increased
68
Reduced
48
Closed
33
Calls
$19.1M
Puts
$15M
Net Calls
+$4.12M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$2K
LWCFA
177
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
TPWA
178
TRUE Private Wealth Advisors
Oregon
$2K +$2.93K +200 New
AIM
179
Anchor Investment Management
South Carolina
$1.05K +$1.07K +73 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$1K -$5.79K -395 -86%
LJHT
181
Laurie J. Hall Trustee
$1K
TFA
182
Toth Financial Advisory
Virginia
$1K
CFGS
183
Concourse Financial Group Securities
Alabama
$1K +$733 +50 New
BCA
184
Berman Capital Advisors
Georgia
$1K +$1.16K +79 New
ACA
185
Abdiel Capital Advisors
New York
-$20.5M -1,359,600 Closed
Alkeon Capital Management
186
Alkeon Capital Management
New York
-$15.6M -1,034,256 Closed
WA
187
Wasatch Advisors
Utah
-$3.66M -243,337 Closed
GGHC
188
Gilder Gagnon Howe & Co
New York
-$1.24M -82,623 Closed
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
-$1.17M -77,484 Closed
OBGC
190
O'Brien Greene & Co
Pennsylvania
-$701K -46,600 Closed
BAM
191
Blueshift Asset Management
New Jersey
-$542K -36,010 Closed
SMH
192
Sanders Morris Harris
Texas
-$539K -35,800 Closed
LSC
193
Lyon Street Capital
California
-$499K -33,183 Closed
PGH
194
Partners Group Holding
Switzerland
-$471K -31,270 Closed
AAP
195
Ardsley Advisory Partners
Connecticut
-$301K -20,000 Closed
NCM
196
Nelson Capital Management
California
-$240K -15,937 Closed
WC
197
Wexford Capital
Florida
-$239K -15,900 Closed
QCM
198
Quantinno Capital Management
New York
-$233K -15,494 Closed
LNWWM
199
Laird Norton Wetherby Wealth Management
California
-$226K -15,000 Closed
WCM
200
Washington Capital Management
Washington
-$226K -15,000 Closed

ZUO Hedge Fund Activity: Q4 2019 in Review

186 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2019, worth a combined $848M — up 2.2% from $829M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ZUO positions and 33 closed out — a net gain of 7 holders — while 68 added to existing stakes and 48 trimmed.

The largest buyer was SQN Investors, adding an estimated $18.8M. The largest seller was Abdiel Capital Advisors, exiting entirely with an estimated $20.5M sold.

  • 186 institutional investors held Zuora, Inc. (ZUO) as of Q4 2019, up from 181 in Q3 2019.
  • Funds reported $848M of Zuora, Inc. stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 40 funds opened new Zuora, Inc. positions in Q4 2019 and 33 closed out, a net change of +7 holders.
  • The largest Zuora, Inc. buyer in Q4 2019 was SQN Investors, an estimated $18.8M added.
  • The largest Zuora, Inc. seller in Q4 2019 was Abdiel Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2019.