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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $817M invested in Zuora, Inc. in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.53M

29% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 213200 (-13)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

71% less capital invested

Capital invested by funds: $2.84B → $817M (-$2.02B)

Holders
200
Holders Change
-13
Holders Change %
-6.1%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
80
Reduced
62
Closed
36
Calls
$5.42M
Puts
$1.53M
Net Calls
+$3.9M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$10K +$9.93K +894 +410%
HNB
177
Huntington National Bank
Ohio
$9K
MIFH
178
Migdal Insurance & Financial Holdings
Israel
$7K +$822 +74 +11%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$6K -$667 -60 -8%
IA
180
IFP Advisors
Florida
$6K
ACM
181
Aquatic Capital Management
Illinois
$5K +$6.67K +600 New
ATC
182
Adirondack Trust Company
New York
$4K
RMC
183
Resources Management Corp
Connecticut
$4K
HR
184
Howe & Rusling
New York
$4K +$844 +76 +20%
BHWM
185
Beaird Harris Wealth Management
Texas
$3K
BC
186
Burleson & Co
California
$3K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$2K -$10.7K -967 -83%
HWM
188
HighMark Wealth Management
Minnesota
$2K
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
SIC
190
Salem Investment Counselors
North Carolina
$2K
LC
191
Lindbrook Capital
California
$2K +$2.2K +198 +550%
APA
192
American Portfolios Advisors
New York
$1.79K -$2.78K -250 -56%
MCM
193
Manchester Capital Management
Vermont
$1K -$2.27K -204 -78%
HI
194
Harbour Investments
Wisconsin
$1K +$1.11K +100 New
EI
195
Ellevest Inc
New York
$1K +$1.59K +143 New
LSA
196
Leonteq Securities AG
Switzerland
$895
FSWA
197
Financial Synergies Wealth Advisors
Texas
$206 +$256 +23 New
CCPM
198
Cooper Creek Partners Management
New York
-$21.5M -1,438,309 Closed
ACH
199
ArrowMark Colorado Holdings
Colorado
-$16.3M -1,088,827 Closed
Federated Hermes
200
Federated Hermes
Pennsylvania
-$11.2M -750,833 Closed

ZUO Hedge Fund Activity: Q2 2022 in Review

200 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2022, worth a combined $817M — down 71% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZUO and 27 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 80 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.9M. The largest seller was Aaron Wealth Advisors, cutting an estimated $229M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2022, down from 213 in Q1 2022.
  • Funds reported $817M of Zuora, Inc. stock for Q2 2022, down 71% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q2 2022 and 36 closed out, a net change of -9 holders.
  • The largest Zuora, Inc. buyer in Q2 2022 was Renaissance Technologies, an estimated $11.9M added.
  • The largest Zuora, Inc. seller in Q2 2022 was Aaron Wealth Advisors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2022.