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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
201
Frank Rimerman Advisors
California
-$878K -88,901 Closed
SG Americas Securities
202
SG Americas Securities
New York
-$672K -68,020 Closed
GCP
203
GSA Capital Partners
United Kingdom
-$643K -65,047 Closed
Walleye Capital
204
Walleye Capital
New York
-$343K -34,675 Closed
E
205
Ergoteles
New York
-$283K -28,609 Closed
Franklin Resources
206
Franklin Resources
California
-$247K -25,015 Closed
BSG
207
Black Swift Group
Colorado
-$247K -25,000 Closed
AAP
208
Ardsley Advisory Partners
Connecticut
-$217K -22,000 Closed
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
-$136K -13,770 Closed
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
-$126K -12,771 Closed
GI
211
GAMCO Investors
Connecticut
-$107K -10,800 Closed
DU
212
Delphia (USA)
Ontario, Canada
-$103K -10,444 Closed
AT
213
American Trust
Kentucky
-$103K -10,428 Closed
Neuberger Berman Group
214
Neuberger Berman Group
New York
-$100K -10,168 Closed
TWA
215
TCI Wealth Advisors
Arizona
-$11.9K -1,202 Closed
BAM
216
Belpointe Asset Management
Nevada
-$3.01K -305 Closed
Fisher Asset Management
217
Fisher Asset Management
Washington
-$2.76K -279 Closed
Allspring Global Investments
218
Allspring Global Investments
North Carolina
-$2.39K -242 Closed
BTI
219
Blue Trust Inc
Georgia
-$2.25K -238 -99%
EI
220
Ellevest Inc
New York
-$1.6K -162 Closed
AAS
221
Ameritas Advisory Services
Nebraska
-$588 -70 Closed
DWA
222
Delos Wealth Advisors
Texas
-$653 -66 Closed
CG
223
Cutler Group
California
+$549 +58 New

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.