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ZUO

Zuora, Inc.

Delisted

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

168 hedge funds and large institutions have $803M invested in Zuora, Inc. in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

127% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 37

68% more capital invested

Capital invested by funds: $479M → $803M (+$324M)

33% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $19.4M

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 171168 (-3)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
26
Increased
84
Reduced
37
Closed
27
Calls
$25.7M
Puts
$19.4M
Net Calls
+$6.33M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$113M +$16.5M +1,480,869 +20%
BlackRock
2
BlackRock
New York
$88.9M +$1.73M +155,236 +2%
Brown Advisory
3
Brown Advisory
Maryland
$59.7M +$2.68M +240,628 +5%
HP
4
Hound Partners
New York
$36.6M -$5.83M -523,613 -15%
First Trust Advisors
5
First Trust Advisors
Illinois
$31.9M +$15.6M +1,405,100 +128%
VCM
6
Vector Capital Management
California
$31.9M +$457K +41,000 +2%
State Street
7
State Street
Massachusetts
$27.5M +$2.49M +223,690 +12%
ACH
8
ArrowMark Colorado Holdings
Colorado
$23.8M +$6.94M +623,144 +50%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$21.8M +$19M +1,709,296 +42,732,400%
Fidelity International
10
Fidelity International
Bermuda
$20.2M -$599K -53,778 -3%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$18.3M +$2.51M +225,072 +19%
FCM
12
Frontier Capital Management
Massachusetts
$17.5M +$10.2M +912,185 +197%
PCM
13
Peregrine Capital Management
Minnesota
$17.5M -$510K -45,781 -3%
Northern Trust
14
Northern Trust
Illinois
$15.1M +$1.63M +146,441 +14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.9M +$1.14M +102,360 +10%
BCM
16
Bares Capital Management
Texas
$13.3M -$15.6M -1,401,547 -57%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$12.9M +$5.59M +502,102 +98%
UBS Group
18
UBS Group
Switzerland
$11.4M +$8.91M +800,337 +869%
Goldman Sachs
19
Goldman Sachs
New York
$10.7M +$5.55M +498,529 +148%
FG
20
Formula Growth
Quebec, Canada
$10.5M +$1.31M +118,000 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.58M +$3.97M +356,925 +91%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$9.27M
Renaissance Technologies
23
Renaissance Technologies
New York
$9.23M +$904K +81,200 +13%
Deutsche Bank
24
Deutsche Bank
Germany
$8.74M +$5.48M +491,748 +254%
Two Sigma Investments
25
Two Sigma Investments
New York
$8.22M +$5.91M +530,677 +464%

ZUO Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2020, worth a combined $803M — up 68% from $479M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ZUO and 26 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 84 added.

The largest buyer was Fidelity Investments, adding an estimated $19M. The largest seller was SQN Investors, exiting entirely with an estimated $25.9M sold.

  • 168 institutional investors held Zuora, Inc. (ZUO) as of Q2 2020, down from 171 in Q1 2020.
  • Funds reported $803M of Zuora, Inc. stock for Q2 2020, up 68% quarter-over-quarter.
  • 26 funds opened new Zuora, Inc. positions in Q2 2020 and 27 closed out, a net change of -1 holder.
  • The largest Zuora, Inc. buyer in Q2 2020 was Fidelity Investments, an estimated $19M added.
  • The largest Zuora, Inc. seller in Q2 2020 was SQN Investors, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2020.