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ZUO

Zuora, Inc.

Delisted

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

189 hedge funds and large institutions have $1.09B invested in Zuora, Inc. in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $6.86M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $971M → $1.09B (+$123M)

6% more funds holding

Funds holding: 178189 (+11)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
65
Reduced
48
Closed
29
Calls
$21.6M
Puts
$6.86M
Net Calls
+$14.8M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$154M +$14M +941,254 +10%
BlackRock
2
BlackRock
New York
$122M +$7.41M +497,185 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$75.7M +$47.7M +3,204,096 +168%
Brown Advisory
4
Brown Advisory
Maryland
$72.9M +$26.3M +1,767,164 +56%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$56.9M +$12.3M +822,537 +27%
GF
6
Greenhouse Funds
Maryland
$46.1M +$3.33M +223,415 +8%
HP
7
Hound Partners
New York
$40.7M -$29.2M -1,960,023 -42%
UBS Group
8
UBS Group
Switzerland
$36.9M +$916K +61,465 +3%
State Street
9
State Street
Massachusetts
$32.2M -$388K -26,075 -1%
ACH
10
ArrowMark Colorado Holdings
Colorado
$30.7M +$2.4M +161,035 +8%
Morgan Stanley
11
Morgan Stanley
New York
$24.7M +$4.82M +323,506 +24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.1M +$2.95M +197,767 +14%
Fidelity International
13
Fidelity International
Bermuda
$23.4M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$20.2M -$2.54M -170,300 -11%
N
15
Nuveen
North Carolina
$19.5M +$9.32M +625,352 +91%
FCM
16
Frontier Capital Management
Massachusetts
$18.1M +$10.2M +681,352 +126%
PCH
17
Polar Capital Holdings
United Kingdom
$17.9M +$18.1M +1,211,753 New
Northern Trust
18
Northern Trust
Illinois
$17M +$392K +26,332 +2%
PCM
19
Peregrine Capital Management
Minnesota
$14.9M -$2.08M -139,603 -12%
FG
20
Formula Growth
Quebec, Canada
$14M -$1.42M -94,986 -9%
Canada Life
21
Canada Life
Manitoba, Canada
$11.9M +$3.01M +201,965 +33%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.9M +$5.31M +356,563 +94%
Charles Schwab
23
Charles Schwab
California
$10.3M -$202K -13,527 -2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$9.95M +$10M +672,352 New
BCM
25
Bares Capital Management
Texas
$9.36M +$4.47M +300,004 +90%

ZUO Hedge Fund Activity: Q1 2021 in Review

189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2021, worth a combined $1.09B — up 13% from $971M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ZUO positions and 29 closed out — a net gain of 12 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $47.7M. The largest seller was Vector Capital Management, cutting an estimated $29.8M.

  • 189 institutional investors held Zuora, Inc. (ZUO) as of Q1 2021, up from 178 in Q4 2020.
  • Funds reported $1.09B of Zuora, Inc. stock for Q1 2021, up 13% quarter-over-quarter.
  • 41 funds opened new Zuora, Inc. positions in Q1 2021 and 29 closed out, a net change of +12 holders.
  • The largest Zuora, Inc. buyer in Q1 2021 was Bank of New York Mellon, an estimated $47.7M added.
  • The largest Zuora, Inc. seller in Q1 2021 was Vector Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2021.