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ZUO

Zuora, Inc.

Delisted

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

215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $508K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more capital invested

Capital invested by funds: $948M → $1.25B (+$299M)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

4% less funds holding

Funds holding: 223215 (-8)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
66
Increased
59
Reduced
59
Closed
72
Calls
$3.28M
Puts
$508K
Net Calls
+$2.77M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Sterling Capital Management
North Carolina
$1.47K +$19 +2 +1%
AF
202
Allworth Financial
California
$1.3K -$1.98K -204 -61%
RIL
203
Rothschild Investment LLC
Illinois
$1.29K -$49 -5 -4%
PAM
204
Parvin Asset Management
South Dakota
$992 +$970 +100 New
GI
205
GAMMA Investing
California
$754 -$175 -18 -19%
FFA
206
Farther Finance Advisors
California
$754
LC
207
Lindbrook Capital
California
$526
CFS
208
CGC Financial Services
Oregon
$496
IA
209
IFP Advisors
Florida
$427
Amundi
210
Amundi
France
$269 +$262 +27 New
CIAM
211
Caitong International Asset Management
Hong Kong
$139 +$136 +14 New
EWA
212
EverSource Wealth Advisors
Alabama
$99 +$97 +10 New
NA
213
NewEdge Advisors
Louisiana
$69
HNB
214
Huntington National Bank
Ohio
$10 -$3.16K -326 -100%
PIMC
215
Praesidium Investment Management Company
New York
-$23.1M -2,674,257 Closed
First Trust Advisors
216
First Trust Advisors
Illinois
-$22.1M -2,564,285 Closed
Baillie Gifford & Co
217
Baillie Gifford & Co
United Kingdom
-$21.2M -2,454,747 Closed
F1I
218
Fund 1 Investments
Puerto Rico
-$11.5M -1,338,768 Closed
GS
219
Gagnon Securities
New York
-$9.05M -1,050,133 Closed
PCM
220
Penn Capital Management
Pennsylvania
-$8.74M -1,013,098 Closed
PAM
221
Panagora Asset Management
Massachusetts
-$7.39M -857,752 Closed
NIM
222
Needham Investment Management
New York
-$7.11M -825,000 Closed
DCM
223
Divisar Capital Management
California
-$7M -812,100 Closed
EMFAT
224
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$6.63M -768,962 Closed
BCM
225
Beryl Capital Management
California
-$4.8M -556,380 Closed

ZUO Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.

  • 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
  • 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
  • The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
  • The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.