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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $671M invested in Zuora, Inc. in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $972K

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

0% more funds holding

Funds holding: 200200 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

18% less capital invested

Capital invested by funds: $817M → $671M (-$146M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
85
Reduced
59
Closed
28
Calls
$1.54M
Puts
$972K
Net Calls
+$568K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.9M +$4.71M +546,378 +5%
BlackRock
2
BlackRock
New York
$71.6M +$5.63M +653,017 +7%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$43.9M -$939K -108,904 -2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$36.1M +$1.7M +197,661 +4%
Brown Advisory
5
Brown Advisory
Maryland
$33.2M -$4.53M -525,474 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.7M +$3.48M +403,093 +11%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M +$4.2M +486,921 +18%
ACM
8
Archon Capital Management
Washington
$22.1M +$973K +112,779 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$21.2M +$4.96M +574,889 +25%
State Street
10
State Street
Massachusetts
$17.9M -$42.1K -4,884 -0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.6M +$1.08M +125,281 +6%
BCM
12
Bares Capital Management
Texas
$14.3M -$2.69M -312,506 -14%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$11.2M +$174K +20,200 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$11.1M +$498K +57,700 +4%
Two Sigma Investments
15
Two Sigma Investments
New York
$11.1M +$352K +40,826 +3%
GS
16
Gagnon Securities
New York
$10.5M +$4.85M +562,274 +65%
N
17
Nuveen
North Carolina
$10.3M +$123K +14,266 +1%
Morgan Stanley
18
Morgan Stanley
New York
$9.55M +$1.06M +122,775 +10%
Northern Trust
19
Northern Trust
Illinois
$8.31M +$343K +39,756 +4%
Millennium Management
20
Millennium Management
New York
$8.02M -$10.8M -1,255,585 -54%
KCM
21
Kornitzer Capital Management
Kansas
$7.66M -$3.58K -415 -0%
Charles Schwab
22
Charles Schwab
California
$7M +$333K +38,613 +4%
Goldman Sachs
23
Goldman Sachs
New York
$6.56M +$2.25M +261,449 +42%
CSS
24
Cubist Systematic Strategies
Connecticut
$6.55M +$2.66M +308,390 +53%
PCR
25
Potrero Capital Research
California
$6.49M +$2.08M +240,944 +38%

ZUO Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2022, worth a combined $671M — down 18% from $817M a quarter earlier.

Fund positioning in ZUO was balanced in Q3 2022: 28 funds opened new positions, 28 closed out, 85 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $5.63M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $671M of Zuora, Inc. stock for Q3 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Zuora, Inc. positions in Q3 2022 and 28 closed out, a net change of 0 holders.
  • The largest Zuora, Inc. buyer in Q3 2022 was BlackRock, an estimated $5.63M added.
  • The largest Zuora, Inc. seller in Q3 2022 was Aaron Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2022.