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ZUO

Zuora, Inc.

Delisted

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

202 hedge funds and large institutions have $1.34B invested in Zuora, Inc. in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $4.53M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $1.09B → $1.34B (+$246M)

7% more funds holding

Funds holding: 189202 (+13)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
61
Reduced
57
Closed
27
Calls
$27.1M
Puts
$4.53M
Net Calls
+$22.6M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$8K +$2.88K +180 +61%
LSA
177
Leonteq Securities AG
Switzerland
$6.04K
BC
178
Burleson & Co
California
$6K
OCM
179
Orion Capital Management
California
$5K
SIC
180
Salem Investment Counselors
North Carolina
$5K
APC
181
Aspire Private Capital
North Carolina
$5K +$4.79K +300 New
TWA
182
TCI Wealth Advisors
Arizona
$5K +$5.05K +316 New
HI
183
Harbour Investments
Wisconsin
$4K
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +250 New
RE
185
RBC Europe
United Kingdom
$3.47K
IA
186
IFP Advisors
Florida
$3K
S
187
SignatureFD
Georgia
$3K +$863 +54 +43%
FCM
188
Firestone Capital Management
Florida
$2K
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$1.63K +$1.51M +94,430 New
AIG
190
American International Group
New York
$1.01K -$22.1K -1,380 -2%
BWA
191
BDO Wealth Advisors
Florida
$1K
LJHT
192
Laurie J. Hall Trustee
$1K
LC
193
Lindbrook Capital
California
$1K
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$1K
GWS
195
Glassman Wealth Services
Virginia
$1K +$64 +4 +16%
CA
196
Clearstead Advisors
Ohio
$1K +$799 +50 New
HP
197
Hound Partners
New York
-$40.7M -2,748,313 Closed
VCM
198
Vector Capital Management
California
-$7.38M -498,896 Closed
California Public Employees Retirement System
199
California Public Employees Retirement System
California
-$3.02M -204,300 Closed
CCM
200
Cinctive Capital Management
New York
-$1.9M -128,559 Closed

ZUO Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2021, worth a combined $1.34B — up 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ZUO positions and 27 closed out — a net gain of 13 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $37.7M. The largest seller was Hound Partners, exiting entirely with an estimated $40.7M sold.

  • 202 institutional investors held Zuora, Inc. (ZUO) as of Q2 2021, up from 189 in Q1 2021.
  • Funds reported $1.34B of Zuora, Inc. stock for Q2 2021, up 23% quarter-over-quarter.
  • 40 funds opened new Zuora, Inc. positions in Q2 2021 and 27 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q2 2021 was Bank of New York Mellon, an estimated $37.7M added.
  • The largest Zuora, Inc. seller in Q2 2021 was Hound Partners, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2021.