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ZUO

Zuora, Inc.

Delisted

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

180 hedge funds and large institutions have $703M invested in Zuora, Inc. in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

7% more funds holding

Funds holding: 168180 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $22.8M

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

12% less capital invested

Capital invested by funds: $803M → $703M (-$100M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
52
Reduced
55
Closed
26
Calls
$22.1M
Puts
$22.8M
Net Calls
-$704K
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$2 +$2.32K +200 New
TI
177
Think Investments
California
-$6.26M -491,000 Closed
CCM
178
Cinctive Capital Management
New York
-$2.79M -218,668 Closed
Luther King Capital Management (LKCM)
179
Luther King Capital Management (LKCM)
Texas
-$1.64M -128,655 Closed
ASP
180
Adams Street Partners
Illinois
-$927K -72,714 Closed
HLA
181
Hamilton Lane Advisors
Pennsylvania
-$711K -55,800 Closed
QC
182
Quadrature Capital
United Kingdom
-$501K -39,287 Closed
IAA
183
Independent Advisor Alliance
North Carolina
-$435K -34,079 Closed
Holocene Advisors
184
Holocene Advisors
New York
-$430K -33,715 Closed
CFM
185
Comprehensive Financial Management
California
-$427K -33,481 Closed
BFM
186
Boothbay Fund Management
New York
-$383K -30,000 Closed
BCM
187
Bayesian Capital Management
New York
-$302K -23,687 Closed
DTL
188
Dynamic Technology Lab
Singapore
-$246K -19,281 Closed
AQR Capital Management
189
AQR Capital Management
Connecticut
-$190K -14,916 Closed
CIM
190
CIM Investment Management
Pennsylvania
-$180K -14,150 Closed
NA
191
NewEdge Advisors
Louisiana
-$174K -13,642 Closed
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
-$163K -12,792 Closed
Verition Fund Management
193
Verition Fund Management
Connecticut
-$148K -11,598 Closed
BWP
194
Baldwin Wealth Partners
Massachusetts
-$32K -2,500 Closed
FAM
195
Fred Alger Management
New York
-$28K -2,203 Closed
CAM
196
Costello Asset Management
Pennsylvania
-$10K -750 Closed
SPIA
197
Steward Partners Investment Advisory
New York
-$9K -700 Closed
TI
198
tru Independence
Oregon
-$9 -690 Closed
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -160 Closed
OPS
200
Orion Portfolio Solutions
Nebraska
-$2K -155 Closed

ZUO Hedge Fund Activity: Q3 2020 in Review

180 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2020, worth a combined $703M — down 12% from $803M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ZUO positions and 26 closed out — a net gain of 12 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Hound Partners, adding an estimated $35.3M. The largest seller was First Trust Advisors, cutting an estimated $27.7M.

  • 180 institutional investors held Zuora, Inc. (ZUO) as of Q3 2020, up from 168 in Q2 2020.
  • Funds reported $703M of Zuora, Inc. stock for Q3 2020, down 12% quarter-over-quarter.
  • 38 funds opened new Zuora, Inc. positions in Q3 2020 and 26 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q3 2020 was Hound Partners, an estimated $35.3M added.
  • The largest Zuora, Inc. seller in Q3 2020 was First Trust Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2020.