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ZUO

Zuora, Inc.

Delisted

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

217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $7.54M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.36B → $1.6B (+$235M)

9% more funds holding

Funds holding: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$5K +$5.79K +288 New
HR
202
Howe & Rusling
New York
$4K +$4.78K +238 New
NFSG
203
Newbridge Financial Services Group
Florida
$3K -$27.4K -1,362 -90%
IA
204
IFP Advisors
Florida
$3K
S
205
SignatureFD
Georgia
$3K +$321 +16 +13%
HI
206
Harbour Investments
Wisconsin
$2K -$2.71K -135 -57%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$2K +$1.79K +89 New
Simplex Trading
208
Simplex Trading
Illinois
$1K -$78.3K -3,900 -98%
CWA
209
Clearview Wealth Advisors
Oregon
$1K
LJHT
210
Laurie J. Hall Trustee
$1K
LC
211
Lindbrook Capital
California
$1K
GWS
212
Glassman Wealth Services
Virginia
$1K +$562 +28 +97%
BA
213
Bivin & Associates
Oklahoma
$1K +$1K +50 New
MFAM
214
Motley Fool Asset Management
Virginia
$1K +$1.21K +60 New
EI
215
Ellevest Inc
New York
$1K +$1.39K +69 New
Jacobs Levy Equity Management
216
Jacobs Levy Equity Management
New Jersey
-$4.86M -293,093 Closed
PP
217
PDT Partners
New York
-$2.54M -153,500 Closed
Norges Bank
218
Norges Bank
Norway
-$2.3M -138,500 Closed
Arrowstreet Capital
219
Arrowstreet Capital
Massachusetts
-$1.83M -110,300 Closed
Canada Pension Plan Investment Board
220
Canada Pension Plan Investment Board
Ontario, Canada
-$1.28M -77,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.1M -66,400 Closed
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
-$1.06M -64,016 Closed
ACM
223
Axel Capital Management
New York
-$995K -60,000 Closed
Holocene Advisors
224
Holocene Advisors
New York
-$929K -56,008 Closed
GCP
225
GSA Capital Partners
United Kingdom
-$436K -26,317 Closed

ZUO Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.

  • 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
  • The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
  • The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.