We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

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

223 hedge funds and large institutions have $948M invested in Zuora, Inc. in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

32% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.3M

6% more funds holding

Funds holding: 211223 (+12)

16% less capital invested

Capital invested by funds: $1.13B → $948M (-$182M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
39
Increased
91
Reduced
56
Closed
26
Calls
$1.71M
Puts
$1.3M
Net Calls
+$411K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$155M +$4M +451,311 +3%
BlackRock
2
BlackRock
New York
$119M +$5.91M +666,759 +5%
SGM
3
Scalar Gauge Management
Texas
$55.9M +$12.4M +1,393,327 +27%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47.7M -$9.03M -1,018,557 -16%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M -$24.2K -2,725 -0.1%
State Street
6
State Street
Massachusetts
$28.5M +$92.4K +10,424 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27M +$1.06M +119,439 +4%
PCR
8
Potrero Capital Research
California
$25.4M +$1.95M +219,863 +8%
PIMC
9
Praesidium Investment Management Company
New York
$23.1M
First Trust Advisors
10
First Trust Advisors
Illinois
$22.1M +$4.01M +451,648 +21%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$21.2M -$1.55M -175,228 -7%
SP
12
Solel Partners
Massachusetts
$19.1M -$16.4M -1,845,254 -45%
N
13
Nuveen
North Carolina
$18.4M +$1.16M +130,768 +7%
Bank of America
14
Bank of America
North Carolina
$18.1M +$3.33M +375,635 +22%
Morgan Stanley
15
Morgan Stanley
New York
$15.1M +$2.63M +296,094 +20%
Goldman Sachs
16
Goldman Sachs
New York
$12.5M +$3.98M +448,241 +45%
F1I
17
Fund 1 Investments
Puerto Rico
$11.5M +$2.36M +266,494 +25%
Northern Trust
18
Northern Trust
Illinois
$10.5M +$131K +14,819 +1%
Charles Schwab
19
Charles Schwab
California
$9.94M +$39.3K +4,432 +0.4%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.71M +$3.44M +387,876 +53%
EA
21
Emerald Advisers
Pennsylvania
$9.53M -$968K -109,185 -9%
GS
22
Gagnon Securities
New York
$9.05M +$177K +19,907 +2%
PCM
23
Penn Capital Management
Pennsylvania
$8.74M -$2.16M -243,172 -19%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$8.14M +$7.38M +831,614 +739%
WSL
25
Western Standard LLC
California
$7.47M +$989K +111,550 +15%

ZUO Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q3 2024, worth a combined $948M — down 16% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ZUO positions and 26 closed out — a net gain of 13 holders — while 91 added to existing stakes and 56 trimmed.

The largest buyer was Scalar Gauge Management, adding an estimated $12.4M. The largest seller was Sunriver Management, exiting entirely with an estimated $25.7M sold.

  • 223 institutional investors held Zuora, Inc. (ZUO) as of Q3 2024, up from 211 in Q2 2024.
  • Funds reported $948M of Zuora, Inc. stock for Q3 2024, down 16% quarter-over-quarter.
  • 39 funds opened new Zuora, Inc. positions in Q3 2024 and 26 closed out, a net change of +13 holders.
  • The largest Zuora, Inc. buyer in Q3 2024 was Scalar Gauge Management, an estimated $12.4M added.
  • The largest Zuora, Inc. seller in Q3 2024 was Sunriver Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.