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ZUO

Zuora, Inc.

Delisted

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

202 hedge funds and large institutions have $1.34B invested in Zuora, Inc. in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $4.53M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $1.09B → $1.34B (+$246M)

7% more funds holding

Funds holding: 189202 (+13)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
61
Reduced
57
Closed
27
Calls
$27.1M
Puts
$4.53M
Net Calls
+$22.6M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$184M +$4.73M +295,772 +3%
BlackRock
2
BlackRock
New York
$135M -$6.55M -409,989 -5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$129M +$37.7M +2,361,382 +46%
Brown Advisory
4
Brown Advisory
Maryland
$89.6M +$4.25M +266,221 +5%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$68.4M +$1.88M +117,537 +3%
GF
6
Greenhouse Funds
Maryland
$62M +$7.63M +477,150 +15%
State Street
7
State Street
Massachusetts
$39.2M +$1.49M +93,529 +4%
ACH
8
ArrowMark Colorado Holdings
Colorado
$32.7M -$2.91M -182,157 -9%
FCM
9
Frontier Capital Management
Massachusetts
$31.2M +$9.33M +583,637 +48%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30.8M +$2.55M +159,677 +10%
Goldman Sachs
11
Goldman Sachs
New York
$27.8M +$19.7M +1,233,873 +325%
N
12
Nuveen
North Carolina
$27.6M +$4.53M +283,400 +22%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$26.6M +$2.76M +172,602 +13%
WHP
14
Washington Harbour Partners
Virginia
$23.4M +$16M +999,891 +279%
ACM
15
Archon Capital Management
Washington
$21.6M +$20M +1,252,552 New
Northern Trust
16
Northern Trust
Illinois
$19.5M -$279K -17,468 -2%
Fidelity International
17
Fidelity International
Bermuda
$19.5M -$7.22M -451,868 -29%
Morgan Stanley
18
Morgan Stanley
New York
$17.9M -$10.1M -632,730 -38%
Two Sigma Investments
19
Two Sigma Investments
New York
$16.6M +$11.4M +715,463 +288%
PCM
20
Peregrine Capital Management
Minnesota
$16.5M -$809K -50,607 -5%
FG
21
Formula Growth
Quebec, Canada
$16.4M +$43.5K +2,725 +0.3%
Canada Life
22
Canada Life
Manitoba, Canada
$13.9M +$16.4K +1,024 +0.1%
Charles Schwab
23
Charles Schwab
California
$12.5M +$417K +26,087 +4%
BCM
24
Bares Capital Management
Texas
$12.5M +$1.46M +91,161 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$11.4M -$1.13M -70,981 -10%

ZUO Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2021, worth a combined $1.34B — up 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ZUO positions and 27 closed out — a net gain of 13 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $37.7M. The largest seller was Hound Partners, exiting entirely with an estimated $40.7M sold.

  • 202 institutional investors held Zuora, Inc. (ZUO) as of Q2 2021, up from 189 in Q1 2021.
  • Funds reported $1.34B of Zuora, Inc. stock for Q2 2021, up 23% quarter-over-quarter.
  • 40 funds opened new Zuora, Inc. positions in Q2 2021 and 27 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q2 2021 was Bank of New York Mellon, an estimated $37.7M added.
  • The largest Zuora, Inc. seller in Q2 2021 was Hound Partners, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2021.