Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
199 hedge funds and large institutions have $1.39B invested in Zuora, Inc. in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 27 closing their positions.
366% more call options, than puts
Call options by funds: $21.8M | Put options by funds: $4.68M
38% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 53
4% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 27
1% more capital invested
Capital invested by funds: $1.37B → $1.39B (+$19.4M)
1% less funds holding
Funds holding: 202 → 199 (-3)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.4M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$18.7M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$16M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$14.6M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHP
Washington Harbour Partners
Arlington,
Virginia
|
-$23.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$19.5M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$5.87M |
| 4 |
Morgan Stanley
New York
|
-$4.43M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$4.06M |
ZUO Hedge Fund Activity: Q3 2021 in Review
199 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2021, worth a combined $1.39B — up 1.4% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ZUO positions and 27 closed out — a net gain of 1 holder — while 73 added to existing stakes and 53 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $19.4M. The largest seller was Washington Harbour Partners, exiting entirely with an estimated $23.4M sold.
- 199 institutional investors held Zuora, Inc. (ZUO) as of Q3 2021, down from 202 in Q2 2021.
- Funds reported $1.39B of Zuora, Inc. stock for Q3 2021, up 1.4% quarter-over-quarter.
- 28 funds opened new Zuora, Inc. positions in Q3 2021 and 27 closed out, a net change of +1 holder.
- The largest Zuora, Inc. buyer in Q3 2021 was Fidelity Investments, an estimated $19.4M added.
- The largest Zuora, Inc. seller in Q3 2021 was Washington Harbour Partners, an estimated $23.4M sold.
Based on aggregated 13F filings for Q3 2021.