We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

223 hedge funds and large institutions have $948M invested in Zuora, Inc. in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

32% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.3M

6% more funds holding

Funds holding: 211223 (+12)

16% less capital invested

Capital invested by funds: $1.13B → $948M (-$182M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
39
Increased
91
Reduced
56
Closed
26
Calls
$1.71M
Puts
$1.3M
Net Calls
+$411K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$76.9K -$157K -17,674 -66%
TRCT
177
Tower Research Capital (TRC)
New York
$73.7K -$145K -16,355 -66%
PA
178
Parallel Advisors
California
$64.9K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.8K +$8.87K +1,000 +16%
PHK
180
Point72 Hong Kong
Hong Kong
$62.7K +$64.5K +7,276 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$57K -$12.1K -1,366 -17%
QL
182
Quarry LP
New York
$53.1K +$45.6K +5,145 +505%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$50K +$8.87K +1,000 +21%
WTC
184
WhitTier Trust Company
Nevada
$48.3K
AB
185
Amalgamated Bank
New York
$40K
Simplex Trading
186
Simplex Trading
Illinois
$34K +$35.7K +4,028 New
Walleye Trading
187
Walleye Trading
New York
$24.1K -$419K -47,291 -94%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$23.2K +$53 +6 +0.2%
PD
189
Point72 (DIFC)
United Arab Emirates
$18.3K +$18.9K +2,128 New
BCWM
190
Bartlett & Co Wealth Management
Ohio
$17.2K
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$16.3K -$231 -26 -1%
SAM
192
Smartleaf Asset Management
Massachusetts
$16.3K +$13.5K +1,521 +435%
S
193
SignatureFD
Georgia
$11.9K +$8.63K +973 +239%
ACM
194
Aster Capital Management
United Arab Emirates
$11.9K +$12.2K +1,378 New
PB
195
Pinnacle Bancorp
Nebraska
$8.7K
CFB
196
Cullen/Frost Bankers
Texas
$8.03K +$1.43K +161 +21%
BTI
197
Blue Trust Inc
Georgia
$7.68K +$3.8K +428 +124%
AWM
198
Avior Wealth Management
Nebraska
$7.53K
QCG
199
Quadrant Capital Group
Ohio
$7.09K -$381 -43 -5%
AF
200
Advisornet Financial
Minnesota
$6.9K

ZUO Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2024, worth a combined $948M — down 16% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ZUO positions and 26 closed out — a net gain of 13 holders — while 91 added to existing stakes and 56 trimmed.

The largest buyer was Scalar Gauge Management, adding an estimated $12.4M. The largest seller was Sunriver Management, exiting entirely with an estimated $25.7M sold.

  • 223 institutional investors held Zuora, Inc. (ZUO) as of Q3 2024, up from 211 in Q2 2024.
  • Funds reported $948M of Zuora, Inc. stock for Q3 2024, down 16% quarter-over-quarter.
  • 39 funds opened new Zuora, Inc. positions in Q3 2024 and 26 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q3 2024 was Scalar Gauge Management, an estimated $12.4M added.
  • The largest Zuora, Inc. seller in Q3 2024 was Sunriver Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.