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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
ATC
201
Adirondack Trust Company
New York
$4.26K
VCM
202
Versant Capital Management
Arizona
$3.56K
AF
203
Allworth Financial
California
$2.88K -$2K -225 -40%
US Bancorp
204
US Bancorp
Minnesota
$2.83K -$2.31K -261 -44%
HNB
205
Huntington National Bank
Ohio
$2.82K -$284 -32 -9%
FFWM
206
Future Financial Wealth Management
Ohio
$2.59K +$2.66K +300 New
AAP
207
Arax Advisory Partners
Colorado
$2.51K
PWMG
208
Private Wealth Management Group
New Jersey
$2.1K
BHWM
209
Beaird Harris Wealth Management
Texas
$1.88K
PS
210
Principal Securities
Iowa
$1.72K -$443 -50 -20%
SCM
211
Sterling Capital Management
North Carolina
$1.26K +$1.29K +146 New
CPA
212
Capital Performance Advisors
California
$1.25K +$1.29K +145 New
RIL
213
Rothschild Investment LLC
Illinois
$1.16K +$798 +90 +200%
C
214
Covestor
United Kingdom
$1K -$9 -1 -0.7%
Bessemer Group
215
Bessemer Group
New Jersey
$1K +$1.15K +130 New
GI
216
GAMMA Investing
California
$810 -$346 -39 -29%
FFA
217
Farther Finance Advisors
California
$655 -$984 -111 -59%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$517 +$532 +60 New
LC
219
Lindbrook Capital
California
$457 -$2.15K -242 -82%
CFS
220
CGC Financial Services
Oregon
$431
NA
221
NewEdge Advisors
Louisiana
$60
SM
222
Sunriver Management
Connecticut
-$25.7M -2,584,351 Closed
BCM
223
Bares Capital Management
Texas
-$19.3M -1,940,000 Closed
MC
224
MIG Capital
California
-$18.1M -1,827,060 Closed
VC
225
Voss Capital
Texas
-$10.1M -1,017,843 Closed

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.