Zuora, Inc.
ZUO was delisted on the 13th of February, 2025.
186 hedge funds and large institutions have $969M invested in Zuora, Inc. in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 35 closing their positions.
800% more funds holding in top 10
Funds holding in top 10: 1 → 9 (+8)
568% more call options, than puts
Call options by funds: $3.35M | Put options by funds: $501K
60% more capital invested
Capital invested by funds: $606M → $969M (+$364M)
5% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 64
4% less funds holding
Funds holding: 194 → 186 (-8)
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
+$19.5M |
| 2 |
Bank of New York Mellon
New York
|
+$10.3M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$9.06M |
| 4 |
GS
Gagnon Securities
New York
|
+$9.03M |
| 5 |
SP
Solel Partners
Boston,
Massachusetts
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.7M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$14.1M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
-$5.31M |
| 4 |
Renaissance Technologies
New York
|
-$5.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.1M |
ZUO Hedge Fund Activity: Q1 2023 in Review
186 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2023, worth a combined $969M — up 60% from $606M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ZUO and 28 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 61 added.
The largest buyer was Praesidium Investment Management Company, adding an estimated $19.5M. The largest seller was Fidelity Investments, cutting an estimated $29.7M.
- 186 institutional investors held Zuora, Inc. (ZUO) as of Q1 2023, down from 194 in Q4 2022.
- Funds reported $969M of Zuora, Inc. stock for Q1 2023, up 60% quarter-over-quarter.
- 28 funds opened new Zuora, Inc. positions in Q1 2023 and 35 closed out, a net change of -7 holders.
- The largest Zuora, Inc. buyer in Q1 2023 was Praesidium Investment Management Company, an estimated $19.5M added.
- The largest Zuora, Inc. seller in Q1 2023 was Fidelity Investments, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2023.