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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $671M invested in Zuora, Inc. in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $972K

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

0% more funds holding

Funds holding: 200200 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

18% less capital invested

Capital invested by funds: $817M → $671M (-$146M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
85
Reduced
59
Closed
28
Calls
$1.54M
Puts
$972K
Net Calls
+$568K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$6K -$4.05K -470 -37%
IA
177
IFP Advisors
Florida
$6K
DFCM
178
Dark Forest Capital Management
Puerto Rico
$6K +$7.42K +861 New
ATC
179
Adirondack Trust Company
New York
$4K
HR
180
Howe & Rusling
New York
$4K +$923 +107 +23%
BC
181
Burleson & Co
California
$3K
BHWM
182
Beaird Harris Wealth Management
Texas
$2K
HWM
183
HighMark Wealth Management
Minnesota
$2K
SIC
184
Salem Investment Counselors
North Carolina
$2K
AF
185
Allworth Financial
California
$2K +$1.94K +225 New
QCG
186
Quadrant Capital Group
Ohio
$2K +$2.47K +286 New
APA
187
American Portfolios Advisors
New York
$1.48K
LC
188
Lindbrook Capital
California
$1K -$681 -79 -34%
HI
189
Harbour Investments
Wisconsin
$1K
MBFW
190
Morton Brown Family Wealth
Pennsylvania
$1K +$604 +70 New
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$1K +$923 +107 New
MCM
192
Manchester Capital Management
Vermont
$1K +$974 +113 +202%
LSA
193
Leonteq Securities AG
Switzerland
$738
FSWA
194
Financial Synergies Wealth Advisors
Texas
$185 +$17 +2 +9%
AWA
195
Aaron Wealth Advisors
Illinois
-$13.2M -1,472,439 Closed
Lord, Abbett & Co
196
Lord, Abbett & Co
New Jersey
-$6.98M -779,630 Closed
GGHC
197
Gilder Gagnon Howe & Co
New York
-$6.47M -723,029 Closed
RCMC
198
RK Capital Management (Colorado)
Colorado
-$5.18M -579,000 Closed
AII
199
AGF Investments Inc
Ontario, Canada
-$3.76M -420,000 Closed
VC
200
Vestor Capital
Illinois
-$2.52M -281,079 Closed

ZUO Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2022, worth a combined $671M — down 18% from $817M a quarter earlier.

Fund positioning in ZUO was balanced in Q3 2022: 28 funds opened new positions, 28 closed out, 85 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $5.63M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $671M of Zuora, Inc. stock for Q3 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Zuora, Inc. positions in Q3 2022 and 28 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q3 2022 was BlackRock, an estimated $5.63M added.
  • The largest Zuora, Inc. seller in Q3 2022 was Aaron Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2022.