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ZUO

Zuora, Inc.

Delisted

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

194 hedge funds and large institutions have $606M invested in Zuora, Inc. in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.22M

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 200194 (-6)

10% less capital invested

Capital invested by funds: $671M → $606M (-$65.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
64
Reduced
70
Closed
34
Calls
$2.41M
Puts
$1.22M
Net Calls
+$1.2M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cutler Group
California
$2K +$2.74K +387 New
SIC
177
Salem Investment Counselors
North Carolina
$1.72K
AF
178
Allworth Financial
California
$1.43K
HWM
179
HighMark Wealth Management
Minnesota
$1.4K
BHWM
180
Beaird Harris Wealth Management
Texas
$1.39K -$608 -86 -28%
ZB
181
Zions Bancorporation
Utah
$1.37K +$1.53K +216 New
HT
182
Headlands Technologies
Illinois
$1K +$1.34K +190 New
MCM
183
Manchester Capital Management
Vermont
$630 -$495 -70 -41%
DWA
184
Delos Wealth Advisors
Texas
$420 +$467 +66 New
MFG
185
Mendota Financial Group
Wisconsin
$318 +$354 +50 New
FSWA
186
Financial Synergies Wealth Advisors
Texas
$159
FFA
187
Farther Finance Advisors
California
$134 +$148 +21 New
CWA
188
Clearview Wealth Advisors
Oregon
$127
DFCM
189
Dark Forest Capital Management
Puerto Rico
$95 -$5.98K -846 -98%
NA
190
NewEdge Advisors
Louisiana
$1 +$636 +90 New
GS
191
Gagnon Securities
New York
-$10.5M -1,426,142 Closed
Squarepoint
192
Squarepoint
New York
-$1.52M -206,495 Closed
GCM
193
Graham Capital Management
Connecticut
-$1.08M -146,074 Closed
CMG
194
Cavalry Management Group
California
-$1M -136,038 Closed
JF
195
Jump Financial
Illinois
-$850K -115,189 Closed
ACM
196
AlphaCrest Capital Management
New York
-$801K -108,497 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
-$651K -88,152 Closed
VI
198
Versor Investments
New York
-$624K -84,600 Closed
SFI
199
Susquehanna Fundamental Investments
Pennsylvania
-$450K -61,010 Closed
Verition Fund Management
200
Verition Fund Management
Connecticut
-$376K -50,938 Closed

ZUO Hedge Fund Activity: Q4 2022 in Review

194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2022, worth a combined $606M — down 9.8% from $671M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 31 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 64 added.

The largest buyer was Praesidium Investment Management Company, opening a new position worth an estimated $34.7M. The largest seller was Brown Advisory, cutting an estimated $16.2M.

  • 194 institutional investors held Zuora, Inc. (ZUO) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $606M of Zuora, Inc. stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2022 and 34 closed out, a net change of -3 holders.
  • The largest Zuora, Inc. buyer in Q4 2022 was Praesidium Investment Management Company, an estimated $34.7M added.
  • The largest Zuora, Inc. seller in Q4 2022 was Brown Advisory, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.