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ZUO

Zuora, Inc.

Delisted

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

211 hedge funds and large institutions have $1.13B invested in Zuora, Inc. in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.12M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more capital invested

Capital invested by funds: $989M → $1.13B (+$141M)

9% more funds holding

Funds holding: 193211 (+18)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

Holders
211
Holders Change
+18
Holders Change %
+9.33%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
50
Increased
62
Reduced
66
Closed
30
Calls
$3.07M
Puts
$1.12M
Net Calls
+$1.95M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$19.9K
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$19.1K +$1.11K +115 +6%
QL
178
Quarry LP
New York
$10.1K -$2.13K -222 -18%
PB
179
Pinnacle Bancorp
Nebraska
$10K
SSG
180
Summit Securities Group
New York
$10K +$9.62K +1,000 New
AWM
181
Avior Wealth Management
Nebraska
$8.67K +$8.16K +848 +3,392%
QCG
182
Quadrant Capital Group
Ohio
$8.59K +$7.27K +756 +694%
AF
183
Advisornet Financial
Minnesota
$7.94K
CFB
184
Cullen/Frost Bankers
Texas
$7.65K +$7.41K +770 New
US Bancorp
185
US Bancorp
Minnesota
$5.85K
AF
186
Allworth Financial
California
$5.17K +$3.21K +334 +148%
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$5K +$5.43K +565 New
ATC
188
Adirondack Trust Company
New York
$4.91K
VCM
189
Versant Capital Management
Arizona
$4.1K
S
190
SignatureFD
Georgia
$4.04K
CFM
191
Catalyst Funds Management
Australia
$3.97K +$3.85K +400 New
CA
192
Continuum Advisory
Idaho
$3.74K +$1.19K +124 +49%
HNB
193
Huntington National Bank
Ohio
$3.56K +$3.44K +358 +35,800%
SAM
194
Smartleaf Asset Management
Massachusetts
$3.37K +$3.37K +350 New
BTI
195
Blue Trust Inc
Georgia
$3.15K +$3.32K +345 New
LC
196
Lindbrook Capital
California
$2.93K +$2.84K +295 New
AAP
197
Arax Advisory Partners
Colorado
$2.89K +$2.8K +291 New
PS
198
Principal Securities
Iowa
$2.48K
PWMG
199
Private Wealth Management Group
New Jersey
$2.42K
BHWM
200
Beaird Harris Wealth Management
Texas
$2.17K

ZUO Hedge Fund Activity: Q2 2024 in Review

211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2024, worth a combined $1.13B — up 14% from $989M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ZUO positions and 30 closed out — a net gain of 20 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $26.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $15.1M.

  • 211 institutional investors held Zuora, Inc. (ZUO) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $1.13B of Zuora, Inc. stock for Q2 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Zuora, Inc. positions in Q2 2024 and 30 closed out, a net change of +20 holders.
  • The largest Zuora, Inc. buyer in Q2 2024 was Potrero Capital Research, an estimated $26.3M added.
  • The largest Zuora, Inc. seller in Q2 2024 was Baillie Gifford & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.