We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

176 hedge funds and large institutions have $846M invested in Zuora, Inc. in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

9% more funds holding

Funds holding: 161176 (+15)

0% less capital invested

Capital invested by funds: $848M → $846M (-$1.46M)

11% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $15.1M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
176
Holders Change
+15
Holders Change %
+9.32%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
79
Increased
52
Reduced
25
Closed
64
Calls
$13.5M
Puts
$15.1M
Net Calls
-$1.6M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$89.5M +$83.8M +4,424,576 +313%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.7M +$19.5M +1,027,054 +22%
SI
3
SQN Investors
California
$55.7M +$67.6M +3,567,756 +5,396%
Brown Advisory
4
Brown Advisory
Maryland
$51.4M +$29.2M +1,538,931 +85%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.3M -$26.6M -1,404,741 -33%
BCM
6
Bares Capital Management
Texas
$37.1M +$45.9M +2,420,736 New
CG
7
Carmignac Gestion
France
$33.2M +$2.18M +115,096 +6%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$29.9M +$4.81M +253,900 +15%
State Street
9
State Street
Massachusetts
$25.2M +$30.1M +1,590,005 +2,790%
Fidelity International
10
Fidelity International
Bermuda
$25.1M +$31M +1,635,646 New
IVGAI
11
Index Venture Growth Associates II
Jersey
$21.9M
ACA
12
Abdiel Capital Advisors
New York
$20.8M
First Trust Advisors
13
First Trust Advisors
Illinois
$20M +$24.7M +1,305,595 New
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$17.5M +$1.3M +68,412 +6%
UBS Group
15
UBS Group
Switzerland
$14.6M +$17.8M +938,832 +5,802%
PCM
16
Peregrine Capital Management
Minnesota
$14.4M -$36.7K -1,939 -0.2%
FG
17
Formula Growth
Quebec, Canada
$11.9M +$5.02M +265,000 +52%
ESCM
18
Echo Street Capital Management
New York
$10.7M +$13.2M +697,581 New
GS
19
Gagnon Securities
New York
$9.99M +$6.35M +335,276 +106%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.27M
FCM
21
Frontier Capital Management
Massachusetts
$8.74M +$1.77M +93,190 +20%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$8.62M -$9.39M -495,541 -47%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.83M +$7.73M +408,153 +398%
SCM
24
Spyglass Capital Management
California
$7.79M +$9.63M +508,408 New
Morgan Stanley
25
Morgan Stanley
New York
$7.4M +$4.02M +212,363 +79%

ZUO Hedge Fund Activity: Q2 2019 in Review

176 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2019, worth a combined $846M — down 0.17% from $848M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ZUO positions and 64 closed out — a net gain of 15 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $83.8M. The largest seller was Ameriprise, exiting entirely with an estimated $37.3M sold.

  • 176 institutional investors held Zuora, Inc. (ZUO) as of Q2 2019, up from 161 in Q1 2019.
  • Funds reported $846M of Zuora, Inc. stock for Q2 2019, down 0.17% quarter-over-quarter.
  • 79 funds opened new Zuora, Inc. positions in Q2 2019 and 64 closed out, a net change of +15 holders.
  • The largest Zuora, Inc. buyer in Q2 2019 was BlackRock, an estimated $83.8M added.
  • The largest Zuora, Inc. seller in Q2 2019 was Ameriprise, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2019.