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ZUO

Zuora, Inc.

Delisted

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

178 hedge funds and large institutions have $971M invested in Zuora, Inc. in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $16.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $703M → $971M (+$268M)

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
60
Reduced
52
Closed
31
Calls
$35.7M
Puts
$16.2M
Net Calls
+$19.5M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$7.29M +641,182 +7%
BlackRock
2
BlackRock
New York
$108M +$5.19M +456,852 +6%
HP
3
Hound Partners
New York
$65.6M -$13.8M -1,216,896 -21%
Brown Advisory
4
Brown Advisory
Maryland
$44M -$21.9M -1,926,258 -38%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$42.1M +$15.2M +1,337,643 +79%
GF
6
Greenhouse Funds
Maryland
$40.3M +$211K +18,549 +0.6%
VCM
7
Vector Capital Management
California
$34.8M
UBS Group
8
UBS Group
Switzerland
$33.9M +$9.87M +868,253 +55%
WHP
9
Washington Harbour Partners
Virginia
$31.8M +$25.9M +2,279,494 New
State Street
10
State Street
Massachusetts
$30.7M +$485K +42,668 +2%
ACH
11
ArrowMark Colorado Holdings
Colorado
$26.7M -$997K -87,662 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.6M +$3.79M +333,264 +21%
Fidelity International
13
Fidelity International
Bermuda
$22M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$21.4M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.9M +$1.06M +93,560 +7%
Morgan Stanley
16
Morgan Stanley
New York
$18.8M +$7.89M +694,158 +106%
Goldman Sachs
17
Goldman Sachs
New York
$17.7M +$4.33M +380,632 +43%
PCM
18
Peregrine Capital Management
Minnesota
$16M -$1.18M -103,850 -8%
Northern Trust
19
Northern Trust
Illinois
$15.6M -$714K -62,851 -5%
FG
20
Formula Growth
Quebec, Canada
$14.5M +$2.5M +220,000 +27%
Charles Schwab
21
Charles Schwab
California
$9.91M -$419K -36,869 -5%
N
22
Nuveen
North Carolina
$9.62M +$806K +70,938 +11%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9.27M
Canada Life
24
Canada Life
Manitoba, Canada
$8.41M +$2.16M +189,600 +46%
FCM
25
Frontier Capital Management
Massachusetts
$7.54M -$1.35M -118,881 -18%

ZUO Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2020, worth a combined $971M — up 38% from $703M a quarter earlier.

Fund positioning in ZUO was balanced in Q4 2020: 31 funds opened new positions, 31 closed out, 60 added to existing stakes and 52 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $15.2M. The largest seller was Brown Advisory, cutting an estimated $21.9M.

  • 178 institutional investors held Zuora, Inc. (ZUO) as of Q4 2020, down from 180 in Q3 2020.
  • Funds reported $971M of Zuora, Inc. stock for Q4 2020, up 38% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2020 and 31 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q4 2020 was Baillie Gifford & Co, an estimated $15.2M added.
  • The largest Zuora, Inc. seller in Q4 2020 was Brown Advisory, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2020.