Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
102 hedge funds and large institutions have $553M invested in Zuora, Inc. in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 19 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
158% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 19
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
71% more capital invested
Capital invested by funds: $322M → $553M (+$230M)
40% more funds holding
Funds holding: 73 → 102 (+29)
19.73% more ownership
Funds ownership: 19.39% → 39.11% (+20%)
66% less call options, than puts
Call options by funds: $8.24M | Put options by funds: $24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$174M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.9M |
| 3 |
GCM
Glynn Capital Management
Menlo Park,
California
|
+$15.1M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$14.2M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.5M |
| 2 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$7.65M |
| 3 |
PC
Passport Capital
San Francisco,
California
|
-$4.39M |
| 4 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$4.06M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$3.25M |
ZUO Hedge Fund Activity: Q3 2018 in Review
102 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2018, worth a combined $553M — up 71% from $322M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new ZUO positions and 19 closed out — a net gain of 30 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $174M. The largest seller was Fidelity Investments, exiting entirely with an estimated $11.5M sold.
- 102 institutional investors held Zuora, Inc. (ZUO) as of Q3 2018, up from 73 in Q2 2018.
- Funds reported $553M of Zuora, Inc. stock for Q3 2018, up 71% quarter-over-quarter.
- 49 funds opened new Zuora, Inc. positions in Q3 2018 and 19 closed out, a net change of +30 holders.
- The largest Zuora, Inc. buyer in Q3 2018 was Wellington Management Group, an estimated $174M added.
- The largest Zuora, Inc. seller in Q3 2018 was Fidelity Investments, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2018.