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ZUO

Zuora, Inc.

Delisted

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

211 hedge funds and large institutions have $1.13B invested in Zuora, Inc. in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.12M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more capital invested

Capital invested by funds: $989M → $1.13B (+$141M)

9% more funds holding

Funds holding: 193211 (+18)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

Holders
211
Holders Change
+18
Holders Change %
+9.33%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
50
Increased
62
Reduced
66
Closed
30
Calls
$3.07M
Puts
$1.12M
Net Calls
+$1.95M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$174M +$2.23M +231,440 +1%
BlackRock
2
BlackRock
New York
$130M -$4.99M -518,381 -4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.1M -$5.62M -584,718 -8%
SGM
4
Scalar Gauge Management
Texas
$50.6M +$12.8M +1,332,343 +35%
SP
5
Solel Partners
Massachusetts
$40.3M +$4.65M +483,445 +14%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.4M -$460K -47,789 -1%
State Street
7
State Street
Massachusetts
$32.7M +$896K +93,118 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$30M +$1.09M +113,145 +4%
PCR
9
Potrero Capital Research
California
$27.1M +$26.3M +2,729,497 New
PIMC
10
Praesidium Investment Management Company
New York
$26.6M -$10.3M -1,074,809 -29%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$26.1M -$15.1M -1,571,979 -37%
SM
12
Sunriver Management
Connecticut
$25.7M +$23.2M +2,410,782 +1,389%
First Trust Advisors
13
First Trust Advisors
Illinois
$21M -$7.03M -730,824 -26%
N
14
Nuveen
North Carolina
$19.9M +$776K +80,638 +4%
BCM
15
Bares Capital Management
Texas
$19.3M +$1.86M +193,708 +11%
MC
16
MIG Capital
California
$18.1M +$1.01M +105,220 +6%
Bank of America
17
Bank of America
North Carolina
$17.2M -$1.37M -142,217 -8%
Morgan Stanley
18
Morgan Stanley
New York
$14.5M +$246K +25,583 +2%
PCM
19
Penn Capital Management
Pennsylvania
$12.5M -$236K -24,503 -2%
EA
20
Emerald Advisers
Pennsylvania
$12.1M -$775K -80,620 -6%
Northern Trust
21
Northern Trust
Illinois
$12M -$230K -23,903 -2%
Charles Schwab
22
Charles Schwab
California
$11.4M -$313K -32,583 -3%
F1I
23
Fund 1 Investments
Puerto Rico
$10.6M +$1.46M +152,026 +17%
GS
24
Gagnon Securities
New York
$10.2M +$106K +10,986 +1%
VC
25
Voss Capital
Texas
$10.1M +$9.79M +1,017,843 New

ZUO Hedge Fund Activity: Q2 2024 in Review

211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q2 2024, worth a combined $1.13B — up 14% from $989M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ZUO positions and 30 closed out — a net gain of 20 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $26.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $15.1M.

  • 211 institutional investors held Zuora, Inc. (ZUO) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $1.13B of Zuora, Inc. stock for Q2 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Zuora, Inc. positions in Q2 2024 and 30 closed out, a net change of +20 holders.
  • The largest Zuora, Inc. buyer in Q2 2024 was Potrero Capital Research, an estimated $26.3M added.
  • The largest Zuora, Inc. seller in Q2 2024 was Baillie Gifford & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.