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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $671M invested in Zuora, Inc. in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $972K

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

0% more funds holding

Funds holding: 200200 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

18% less capital invested

Capital invested by funds: $817M → $671M (-$146M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
85
Reduced
59
Closed
28
Calls
$1.54M
Puts
$972K
Net Calls
+$568K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
KHCM
201
Kettle Hill Capital Management
New York
-$1.87M -209,003 Closed
HIM
202
Hillsdale Investment Management
Ontario, Canada
-$1.58M -176,518 Closed
DTL
203
Dynamic Technology Lab
Singapore
-$1.15M -128,847 Closed
BC
204
Brookfield Corp
Ontario, Canada
-$1.15M -128,830 Closed
TI
205
Trexquant Investment
Connecticut
-$1.03M -115,216 Closed
PI
206
PFS Investments
Georgia
-$818K -91,348 Closed
TC
207
TwinBeech Capital
New York
-$787K -87,967 Closed
EMG
208
ETF Managers Group
New Jersey
-$493K -53,647 Closed
Capital Fund Management (CFM)
209
Capital Fund Management (CFM)
France
-$420K -46,927 Closed
BAM
210
Blueshift Asset Management
New Jersey
-$320K -35,743 Closed
DIM
211
DC Investments Management
Virginia
-$279K -31,172 Closed
RA
212
Royce & Associates
New York
-$194K -21,700 Closed
FRM
213
Fox Run Management
Connecticut
-$193K -21,556 Closed
GH
214
GAM Holding
Switzerland
-$277K -19,272 Closed
E
215
Ergoteles
New York
-$172K -19,176 Closed
Marshall Wace
216
Marshall Wace
United Kingdom
-$119K -13,300 Closed
GF
217
Gabelli Funds
New York
-$90K -10,000 Closed
TIS
218
Tortoise Index Solutions
Kansas
-$43K -4,821 Closed
MIFH
219
Migdal Insurance & Financial Holdings
Israel
-$7K -736 Closed
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
-$6K -721 Closed
RMC
221
Resources Management Corp
Connecticut
-$4K -500 Closed
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2K -250 Closed
EI
223
Ellevest Inc
New York
-$1.23K -142 -99%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
-$1.13K -131 -68%
C
225
Covestor
United Kingdom
-$26 -3 -19%

ZUO Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2022, worth a combined $671M — down 18% from $817M a quarter earlier.

Fund positioning in ZUO was balanced in Q3 2022: 28 funds opened new positions, 28 closed out, 85 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $5.63M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $671M of Zuora, Inc. stock for Q3 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Zuora, Inc. positions in Q3 2022 and 28 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q3 2022 was BlackRock, an estimated $5.63M added.
  • The largest Zuora, Inc. seller in Q3 2022 was Aaron Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2022.