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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$19.7K +$9.47K +1,000 +125%
Lazard Asset Management
177
Lazard Asset Management
New York
$15K -$62.1K -6,554 -83%
PB
178
Pinnacle Bancorp
Nebraska
$11.1K
HNB
179
Huntington National Bank
Ohio
$11K
GWS
180
Glassman Wealth Services
Virginia
$6.92K
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$6K -$5.01K -529 -48%
ATC
182
Adirondack Trust Company
New York
$5.79K
S
183
SignatureFD
Georgia
$5.04K -$436 -46 -9%
VCM
184
Versant Capital Management
Arizona
$3.77K +$3.26K +344 New
HIM
185
Hillsdale Investment Management
Ontario, Canada
$3.29K +$2.84K +300 New
SIC
186
Salem Investment Counselors
North Carolina
$2.47K -$426 -45 -17%
AF
187
Allworth Financial
California
$2.47K
HWM
188
HighMark Wealth Management
Minnesota
$2.41K
BHWM
189
Beaird Harris Wealth Management
Texas
$2.39K
MCM
190
Manchester Capital Management
Vermont
$1.47K
LJHT
191
Laurie J. Hall Trustee
$1K
C
192
Covestor
United Kingdom
$1K +$1.03K +109 +574%
CFS
193
CGC Financial Services
Oregon
$549 +$473 +50 New
MFG
194
Mendota Financial Group
Wisconsin
$549 +$473 +50 New
QCG
195
Quadrant Capital Group
Ohio
$505
FFA
196
Farther Finance Advisors
California
$230
CWA
197
Clearview Wealth Advisors
Oregon
$219
NA
198
NewEdge Advisors
Louisiana
$77 -$786 -83 -92%
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
-$2.64M -266,839 Closed
WCM
200
Westerly Capital Management
California
-$2.47M -250,000 Closed

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.