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ZUO

Zuora, Inc.

Delisted

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

171 hedge funds and large institutions have $479M invested in Zuora, Inc. in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.66M

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 186171 (-15)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

43% less capital invested

Capital invested by funds: $848M → $479M (-$368M)

Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
54
Reduced
52
Closed
44
Calls
$8.26M
Puts
$4.66M
Net Calls
+$3.59M
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$59.1M +$3.33M +253,370 +4%
BlackRock
2
BlackRock
New York
$54.9M -$2.1M -159,308 -2%
Brown Advisory
3
Brown Advisory
Maryland
$35.8M +$966K +73,443 +2%
HP
4
Hound Partners
New York
$27.3M +$44.7M +3,397,287 New
SI
5
SQN Investors
California
$25.9M +$655K +49,764 +2%
VCM
6
Vector Capital Management
California
$19.8M +$32.4M +2,459,000 New
BCM
7
Bares Capital Management
Texas
$19.7M -$7.54M -573,216 -19%
SCM
8
Spyglass Capital Management
California
$17.5M +$13.6M +1,030,468 +90%
State Street
9
State Street
Massachusetts
$15.5M +$1.17M +88,649 +5%
Fidelity International
10
Fidelity International
Bermuda
$13.2M
PCM
11
Peregrine Capital Management
Minnesota
$11.4M +$2.93M +222,879 +19%
ACH
12
ArrowMark Colorado Holdings
Colorado
$10M +$10.3M +782,056 +170%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$9.76M +$151K +11,496 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$9.27M
First Trust Advisors
15
First Trust Advisors
Illinois
$8.82M +$333K +25,288 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.57M +$1.29M +98,120 +10%
Northern Trust
17
Northern Trust
Illinois
$8.37M +$178K +13,567 +1%
FG
18
Formula Growth
Quebec, Canada
$5.67M -$3.29M -250,000 -26%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.17M +$4.15M +315,500 +96%
Morgan Stanley
20
Morgan Stanley
New York
$4.83M -$6.12M -465,488 -44%
N
21
Nuveen
North Carolina
$4.76M +$199K +15,111 +3%
Charles Schwab
22
Charles Schwab
California
$4.58M +$37.6K +2,861 +0.5%
Citadel Advisors
23
Citadel Advisors
Florida
$4.29M +$1.45M +110,481 +26%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$4.13M -$3.45M -262,565 -34%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$4.09M -$4.26M -323,429 -39%

ZUO Hedge Fund Activity: Q1 2020 in Review

171 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2020, worth a combined $479M — down 43% from $848M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ZUO and 33 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Hound Partners, opening a new position worth an estimated $44.7M. The largest seller was UBS Group, cutting an estimated $26.6M.

  • 171 institutional investors held Zuora, Inc. (ZUO) as of Q1 2020, down from 186 in Q4 2019.
  • Funds reported $479M of Zuora, Inc. stock for Q1 2020, down 43% quarter-over-quarter.
  • 33 funds opened new Zuora, Inc. positions in Q1 2020 and 44 closed out, a net change of -11 holders.
  • The largest Zuora, Inc. buyer in Q1 2020 was Hound Partners, an estimated $44.7M added.
  • The largest Zuora, Inc. seller in Q1 2020 was UBS Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2020.