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ZUO

Zuora, Inc.

Delisted

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

193 hedge funds and large institutions have $989M invested in Zuora, Inc. in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.04B → $989M (-$50.6M)

4% less funds holding

Funds holding: 201193 (-8)

10% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.45M

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

23% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 73

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
56
Reduced
73
Closed
34
Calls
$1.3M
Puts
$1.45M
Net Calls
-$145K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Continuum Advisory
Idaho
$2.66K +$2.21K +253 New
PS
177
Principal Securities
Iowa
$2.28K -$218 -25 -9%
PWMG
178
Private Wealth Management Group
New Jersey
$2.23K
AF
179
Allworth Financial
California
$2.05K
BHWM
180
Beaird Harris Wealth Management
Texas
$1.99K
BF
181
BOK Financial
Oklahoma
$1.73K
C
182
Covestor
United Kingdom
$1K -$9 -1 -0.7%
NS
183
NBC Securities
Alabama
$1K +$436 +50 New
QCG
184
Quadrant Capital Group
Ohio
$995
FFA
185
Farther Finance Advisors
California
$674 +$305 +35 +85%
A
186
AlphaQuest
New York
$502 +$479 +55 New
CFS
187
CGC Financial Services
Oregon
$456
AWM
188
Avior Wealth Management
Nebraska
$228 +$218 +25 New
GI
189
GAMMA Investing
California
$192 -$288 -33 -61%
RIL
190
Rothschild Investment LLC
Illinois
$137 +$131 +15 New
NA
191
NewEdge Advisors
Louisiana
$64
HNB
192
Huntington National Bank
Ohio
$9
SAM
193
Silvercrest Asset Management
New York
-$6.5M -691,035 Closed
FCM
194
Frontier Capital Management
Massachusetts
-$5.18M -550,767 Closed
PCR
195
Potrero Capital Research
California
-$1.42M -150,879 Closed
CSS
196
Cubist Systematic Strategies
Connecticut
-$1.24M -131,497 Closed
FG
197
Formula Growth
Quebec, Canada
-$1.1M -117,261 Closed
MAG
198
Millrace Asset Group
Pennsylvania
-$1.09M -116,148 Closed
ECM
199
ExodusPoint Capital Management
New York
-$1.06M -112,437 Closed
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
-$925K -98,415 Closed

ZUO Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2024, worth a combined $989M — down 4.9% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 27 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 56 added.

The largest buyer was Scalar Gauge Management, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $37.7M.

  • 193 institutional investors held Zuora, Inc. (ZUO) as of Q1 2024, down from 201 in Q4 2023.
  • Funds reported $989M of Zuora, Inc. stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q1 2024 and 34 closed out, a net change of -7 holders.
  • The largest Zuora, Inc. buyer in Q1 2024 was Scalar Gauge Management, an estimated $21.1M added.
  • The largest Zuora, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2024.