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ZUO

Zuora, Inc.

Delisted

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

181 hedge funds and large institutions have $829M invested in Zuora, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $11.8M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

3% more funds holding

Funds holding: 176181 (+5)

2% less capital invested

Capital invested by funds: $846M → $829M (-$17.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
74
Reduced
49
Closed
22
Calls
$24.3M
Puts
$11.8M
Net Calls
+$12.6M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M +$21.2M +1,407,275 +25%
BlackRock
2
BlackRock
New York
$99M +$11.1M +736,789 +13%
Brown Advisory
3
Brown Advisory
Maryland
$65.4M +$14.9M +988,250 +29%
BCM
4
Bares Capital Management
Texas
$40.9M +$4.49M +298,011 +12%
CG
5
Carmignac Gestion
France
$32.7M +$66.3K +4,400 +0.2%
SI
6
SQN Investors
California
$28.4M -$26.3M -1,746,741 -48%
State Street
7
State Street
Massachusetts
$25.3M +$540K +35,865 +2%
Fidelity International
8
Fidelity International
Bermuda
$24.6M
UBS Group
9
UBS Group
Switzerland
$21.5M +$7.18M +476,824 +50%
FCM
10
Frontier Capital Management
Massachusetts
$20.8M +$12.2M +809,676 +142%
ACA
11
Abdiel Capital Advisors
New York
$20.5M
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$17.5M +$229K +15,224 +1%
First Trust Advisors
13
First Trust Advisors
Illinois
$16.3M -$3.33M -221,406 -17%
Northern Trust
14
Northern Trust
Illinois
$15.7M +$13M +860,739 +480%
ESCM
15
Echo Street Capital Management
New York
$15.6M +$5.11M +339,108 +49%
Alkeon Capital Management
16
Alkeon Capital Management
New York
$15.6M -$13.9M -920,000 -47%
PCM
17
Peregrine Capital Management
Minnesota
$14.6M +$479K +31,840 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.7M +$6.02M +399,574 +78%
FG
19
Formula Growth
Quebec, Canada
$11.7M +$75.3K +5,000 +0.6%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$10.3M +$1.8M +119,438 +21%
Morgan Stanley
21
Morgan Stanley
New York
$9.77M +$2.51M +166,371 +34%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$9.27M
SCM
23
Spyglass Capital Management
California
$9.22M +$1.57M +104,520 +21%
Charles Schwab
24
Charles Schwab
California
$8.26M +$5.54M +367,903 +204%
GS
25
Gagnon Securities
New York
$8.2M -$1.61M -107,050 -16%

ZUO Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2019, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZUO positions and 22 closed out — a net gain of 5 holders — while 74 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.2M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 181 institutional investors held Zuora, Inc. (ZUO) as of Q3 2019, up from 176 in Q2 2019.
  • Funds reported $829M of Zuora, Inc. stock for Q3 2019, down 2% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q3 2019 and 22 closed out, a net change of +5 holders.
  • The largest Zuora, Inc. buyer in Q3 2019 was Vanguard Group, an estimated $21.2M added.
  • The largest Zuora, Inc. seller in Q3 2019 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2019.