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ZUO

Zuora, Inc.

Delisted

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

217 hedge funds and large institutions have $1.6B invested in Zuora, Inc. in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $7.54M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.36B → $1.6B (+$235M)

9% more funds holding

Funds holding: 199217 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
66
Reduced
73
Closed
25
Calls
$25.8M
Puts
$7.54M
Net Calls
+$18.2M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$212M +$2.31M +115,243 +1%
BlackRock
2
BlackRock
New York
$152M +$7.82M +389,153 +5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$146M -$1.62M -80,816 -1%
Brown Advisory
4
Brown Advisory
Maryland
$97.3M -$1.41M -70,008 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$80.8M +$8.09M +402,975 +10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$74M +$25.5M +1,271,066 +47%
GF
7
Greenhouse Funds
Maryland
$56.1M -$4.82M -239,952 -7%
ACM
8
Archon Capital Management
Washington
$44.8M +$701K +34,900 +1%
State Street
9
State Street
Massachusetts
$43.3M +$218K +10,836 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.8M +$3.19M +158,984 +8%
BCM
11
Bares Capital Management
Texas
$31.3M
N
12
Nuveen
North Carolina
$30.5M -$1.02M -50,938 -3%
ACH
13
ArrowMark Colorado Holdings
Colorado
$28.8M -$2.23M -110,858 -7%
NW
14
NewEdge Wealth
Pennsylvania
$28.7M +$2.29M +114,021 +8%
Northern Trust
15
Northern Trust
Illinois
$21.4M -$582K -28,964 -2%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$20.7M +$7.1M +353,462 +47%
FCM
17
Frontier Capital Management
Massachusetts
$20.6M -$15.8M -784,309 -42%
Federated Hermes
18
Federated Hermes
Pennsylvania
$19M -$1.41K -70 -0%
Morgan Stanley
19
Morgan Stanley
New York
$15.6M +$1.22M +60,646 +8%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$15.5M -$1.67M -83,300 -9%
PCM
21
Peregrine Capital Management
Minnesota
$15.4M +$462K +23,002 +3%
Charles Schwab
22
Charles Schwab
California
$15.1M +$686K +34,148 +4%
Goldman Sachs
23
Goldman Sachs
New York
$15.1M -$13.6M -677,870 -46%
GH
24
GAM Holding
Switzerland
$14.5M
MOACM
25
Mutual of America Capital Management
New York
$14.4M +$2.51M +124,892 +19%

ZUO Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2021, worth a combined $1.6B — up 17% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZUO positions and 25 closed out — a net gain of 21 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Frontier Capital Management, cutting an estimated $15.8M.

  • 217 institutional investors held Zuora, Inc. (ZUO) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.6B of Zuora, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 46 funds opened new Zuora, Inc. positions in Q4 2021 and 25 closed out, a net change of +21 holders.
  • The largest Zuora, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $25.5M added.
  • The largest Zuora, Inc. seller in Q4 2021 was Frontier Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.