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ZUO

Zuora, Inc.

Delisted

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

194 hedge funds and large institutions have $606M invested in Zuora, Inc. in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.22M

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 200194 (-6)

10% less capital invested

Capital invested by funds: $671M → $606M (-$65.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
64
Reduced
70
Closed
34
Calls
$2.41M
Puts
$1.22M
Net Calls
+$1.2M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$80.7M +$3.61M +511,204 +4%
BlackRock
2
BlackRock
New York
$67M +$5.84M +825,577 +9%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$36.9M -$1.01M -142,820 -2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$32.6M +$1.65M +233,022 +5%
PIMC
5
Praesidium Investment Management Company
New York
$31.2M +$34.7M +4,900,796 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$27.3M +$1.86M +263,133 +7%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M +$3.15M +445,291 +14%
ACM
8
Archon Capital Management
Washington
$20.1M +$1.22M +172,007 +6%
State Street
9
State Street
Massachusetts
$16.1M +$711K +100,616 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$15.5M -$3.05M -431,108 -15%
Brown Advisory
11
Brown Advisory
Maryland
$14.1M -$16.2M -2,287,418 -51%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14M +$594K +83,964 +4%
Morgan Stanley
13
Morgan Stanley
New York
$11.9M +$4.12M +583,214 +45%
BCM
14
Bares Capital Management
Texas
$10.7M -$1.85M -260,970 -13%
Renaissance Technologies
15
Renaissance Technologies
New York
$9.18M -$479K -67,700 -4%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$9.17M -$539K -76,300 -5%
SP
17
Solel Partners
Massachusetts
$8.52M +$9.48M +1,340,239 New
KCM
18
Kornitzer Capital Management
Kansas
$8.06M +$1.61M +228,180 +22%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.68M +$3.33M +471,519 +64%
N
20
Nuveen
North Carolina
$7.46M -$1.62M -228,902 -16%
Two Sigma Investments
21
Two Sigma Investments
New York
$7.29M -$2.5M -354,075 -24%
Northern Trust
22
Northern Trust
Illinois
$7.25M +$94.3K +13,338 +1%
PCR
23
Potrero Capital Research
California
$7.21M +$1.79M +253,849 +29%
Charles Schwab
24
Charles Schwab
California
$6.24M +$227K +32,034 +3%
HCM
25
Horrell Capital Management
Arkansas
$4.83M +$1.94M +275,000 +57%

ZUO Hedge Fund Activity: Q4 2022 in Review

194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2022, worth a combined $606M — down 9.8% from $671M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 31 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 64 added.

The largest buyer was Praesidium Investment Management Company, opening a new position worth an estimated $34.7M. The largest seller was Brown Advisory, cutting an estimated $16.2M.

  • 194 institutional investors held Zuora, Inc. (ZUO) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $606M of Zuora, Inc. stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 31 funds opened new Zuora, Inc. positions in Q4 2022 and 34 closed out, a net change of -3 holders.
  • The largest Zuora, Inc. buyer in Q4 2022 was Praesidium Investment Management Company, an estimated $34.7M added.
  • The largest Zuora, Inc. seller in Q4 2022 was Brown Advisory, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.