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ZUO

Zuora, Inc.

Delisted

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

200 hedge funds and large institutions have $1.1B invested in Zuora, Inc. in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.04M

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $969M → $1.1B (+$129M)

8% more funds holding

Funds holding: 186200 (+14)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
37
Increased
63
Reduced
64
Closed
23
Calls
$2.79M
Puts
$1.04M
Net Calls
+$1.74M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$164M +$16.3M +1,721,539 +13%
BlackRock
2
BlackRock
New York
$121M +$3.25M +343,054 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$80.1M +$2.53M +267,641 +4%
PIMC
4
Praesidium Investment Management Company
New York
$72.8M -$5.67M -598,430 -8%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$56.4M +$323K +34,132 +0.7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.9M -$4.34M -458,739 -14%
State Street
7
State Street
Massachusetts
$30.3M +$549K +57,985 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26.4M +$476K +50,242 +2%
SP
9
Solel Partners
Massachusetts
$26.3M
N
10
Nuveen
North Carolina
$25.5M +$9.1M +960,540 +70%
Morgan Stanley
11
Morgan Stanley
New York
$23.9M -$746K -78,780 -3%
Millennium Management
12
Millennium Management
New York
$23.8M +$15.3M +1,617,620 +293%
First Trust Advisors
13
First Trust Advisors
Illinois
$20M -$3.07M -324,429 -15%
KCM
14
Kornitzer Capital Management
Kansas
$15.2M -$576K -60,776 -4%
EA
15
Emerald Advisers
Pennsylvania
$14.2M +$1.95M +206,120 +19%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$14.2M +$7.88M +832,530 +181%
ACM
17
Archon Capital Management
Washington
$13.7M -$16.4M -1,730,225 -58%
Northern Trust
18
Northern Trust
Illinois
$12.9M -$91.1K -9,619 -0.8%
PCR
19
Potrero Capital Research
California
$12.8M -$70.7K -7,461 -0.6%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$12.1M -$2.41M -254,300 -19%
GS
21
Gagnon Securities
New York
$11.8M -$21.2K -2,238 -0.2%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.7M +$1.6M +169,419 +19%
Charles Schwab
23
Charles Schwab
California
$11.4M +$377K +39,761 +4%
PCM
24
Penn Capital Management
Pennsylvania
$10.1M +$1.87M +197,165 +27%
BCM
25
Bares Capital Management
Texas
$9.87M -$1.41M -148,947 -14%

ZUO Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2023, worth a combined $1.1B — up 13% from $969M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUO positions and 23 closed out — a net gain of 14 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Archon Capital Management, cutting an estimated $16.4M.

  • 200 institutional investors held Zuora, Inc. (ZUO) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $1.1B of Zuora, Inc. stock for Q2 2023, up 13% quarter-over-quarter.
  • 37 funds opened new Zuora, Inc. positions in Q2 2023 and 23 closed out, a net change of +14 holders.
  • The largest Zuora, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $16.3M added.
  • The largest Zuora, Inc. seller in Q2 2023 was Archon Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.