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ZUO

Zuora, Inc.

Delisted

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

193 hedge funds and large institutions have $989M invested in Zuora, Inc. in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.04B → $989M (-$50.6M)

4% less funds holding

Funds holding: 201193 (-8)

10% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.45M

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

23% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 73

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
56
Reduced
73
Closed
34
Calls
$1.3M
Puts
$1.45M
Net Calls
-$145K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$157M +$8M +917,565 +6%
BlackRock
2
BlackRock
New York
$124M -$1.53M -176,107 -1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.1M -$693K -79,579 -1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$38.3M -$2.12M -242,911 -5%
SGM
5
Scalar Gauge Management
Texas
$34.3M +$21.1M +2,416,382 +180%
PIMC
6
Praesidium Investment Management Company
New York
$34.2M -$18.2M -2,093,491 -36%
SP
7
Solel Partners
Massachusetts
$32.6M
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32M -$2M -229,359 -6%
State Street
9
State Street
Massachusetts
$29.2M +$643K +73,821 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.5M +$1.1M +126,332 +5%
First Trust Advisors
11
First Trust Advisors
Illinois
$25.9M +$5.97M +684,635 +32%
N
12
Nuveen
North Carolina
$17.5M -$5.85M -671,392 -26%
Bank of America
13
Bank of America
North Carolina
$17.1M +$12.1M +1,393,290 +292%
BCM
14
Bares Capital Management
Texas
$15.9M +$4.46M +511,292 +41%
MC
15
MIG Capital
California
$15.7M +$15M +1,721,840 New
SCM
16
Scopia Capital Management
New York
$14.1M +$13.5M +1,546,019 New
Morgan Stanley
17
Morgan Stanley
New York
$13.1M -$37.7M -4,321,754 -75%
EA
18
Emerald Advisers
Pennsylvania
$11.8M +$218K +25,073 +2%
PCM
19
Penn Capital Management
Pennsylvania
$11.7M -$777K -89,167 -7%
Northern Trust
20
Northern Trust
Illinois
$11.2M -$42.3K -4,850 -0.4%
Charles Schwab
21
Charles Schwab
California
$10.8M +$295K +33,873 +3%
KCM
22
Kornitzer Capital Management
Kansas
$9.71M
GS
23
Gagnon Securities
New York
$9.3M -$360K -41,291 -4%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.79M
F1I
25
Fund 1 Investments
Puerto Rico
$8.39M +$8.02M +920,248 New

ZUO Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q1 2024, worth a combined $989M — down 4.9% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ZUO and 27 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 56 added.

The largest buyer was Scalar Gauge Management, adding an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $37.7M.

  • 193 institutional investors held Zuora, Inc. (ZUO) as of Q1 2024, down from 201 in Q4 2023.
  • Funds reported $989M of Zuora, Inc. stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 27 funds opened new Zuora, Inc. positions in Q1 2024 and 34 closed out, a net change of -7 holders.
  • The largest Zuora, Inc. buyer in Q1 2024 was Scalar Gauge Management, an estimated $21.1M added.
  • The largest Zuora, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2024.