We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

180 hedge funds and large institutions have $703M invested in Zuora, Inc. in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

7% more funds holding

Funds holding: 168180 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $22.8M

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

12% less capital invested

Capital invested by funds: $803M → $703M (-$100M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
52
Reduced
55
Closed
26
Calls
$22.1M
Puts
$22.8M
Net Calls
-$704K
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.1M -$192K -16,617 -0.2%
BlackRock
2
BlackRock
New York
$75.5M +$3.85M +332,385 +5%
HP
3
Hound Partners
New York
$61.3M +$35.3M +3,051,558 +106%
Brown Advisory
4
Brown Advisory
Maryland
$52.6M +$4.65M +401,965 +9%
GF
5
Greenhouse Funds
Maryland
$29.7M +$33.3M +2,873,374 New
VCM
6
Vector Capital Management
California
$25.9M
State Street
7
State Street
Massachusetts
$22.3M +$64.6K +5,575 +0.3%
ACH
8
ArrowMark Colorado Holdings
Colorado
$20.7M +$1.58M +136,811 +7%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$17.4M +$2.87M +248,017 +17%
Fidelity International
10
Fidelity International
Bermuda
$16.4M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.3M +$9.55M +825,063 +110%
UBS Group
12
UBS Group
Switzerland
$16.2M +$7.8M +674,018 +76%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$15.9M -$2M -172,300 -10%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$14.7M +$4.65M +401,508 +40%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.8M +$1.95M +168,398 +14%
PCM
16
Peregrine Capital Management
Minnesota
$12.9M -$1.37M -118,450 -9%
Northern Trust
17
Northern Trust
Illinois
$12.3M +$1.83K +158 +0%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9.27M
Goldman Sachs
19
Goldman Sachs
New York
$9.23M +$652K +56,350 +7%
FG
20
Formula Growth
Quebec, Canada
$8.5M
Charles Schwab
21
Charles Schwab
California
$7.74M +$1.25M +107,652 +17%
FCM
22
Frontier Capital Management
Massachusetts
$6.83M -$8.26M -713,755 -52%
Morgan Stanley
23
Morgan Stanley
New York
$6.76M +$992K +85,675 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$6.41M +$481K +41,519 +7%
N
25
Nuveen
North Carolina
$6.41M -$62.2K -5,373 -0.9%

ZUO Hedge Fund Activity: Q3 2020 in Review

180 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2020, worth a combined $703M — down 12% from $803M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ZUO positions and 26 closed out — a net gain of 12 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Hound Partners, adding an estimated $35.3M. The largest seller was First Trust Advisors, cutting an estimated $27.7M.

  • 180 institutional investors held Zuora, Inc. (ZUO) as of Q3 2020, up from 168 in Q2 2020.
  • Funds reported $703M of Zuora, Inc. stock for Q3 2020, down 12% quarter-over-quarter.
  • 38 funds opened new Zuora, Inc. positions in Q3 2020 and 26 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q3 2020 was Hound Partners, an estimated $35.3M added.
  • The largest Zuora, Inc. seller in Q3 2020 was First Trust Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2020.