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ZUO

Zuora, Inc.

Delisted

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

215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $508K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more capital invested

Capital invested by funds: $948M → $1.25B (+$299M)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

4% less funds holding

Funds holding: 223215 (-8)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
66
Increased
59
Reduced
59
Closed
72
Calls
$3.28M
Puts
$508K
Net Calls
+$2.77M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$167M -$11.1M -1,145,814 -6%
BlackRock
2
BlackRock
New York
$132M -$4.66M -479,835 -3%
UBS Group
3
UBS Group
Switzerland
$88.8M +$84.7M +8,729,073 +3,851%
GCL
4
Glazer Capital LLC
New York
$71.9M +$70.3M +7,250,000 New
State Street
5
State Street
Massachusetts
$34.6M +$1.81M +186,789 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$31.6M +$506K +52,168 +2%
TAL
7
TIG Advisors LLC
New York
$28.5M +$27.8M +2,870,428 New
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$27.5M +$17.8M +1,832,138 +194%
WIC
9
Water Island Capital
New York
$24M +$23.5M +2,422,511 New
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$23.8M +$23.3M +2,398,713 New
Goldman Sachs
11
Goldman Sachs
New York
$23.5M +$8.96M +923,698 +64%
JP Morgan Chase
12
JP Morgan Chase
New York
$23.4M +$11.9M +1,231,026 +109%
UOC
13
UBS O'Connor
Illinois
$22.7M +$22.2M +2,285,873 New
PCR
14
Potrero Capital Research
California
$22.1M -$7.01M -722,822 -25%
SRC
15
Samson Rock Capital
United Kingdom
$20.8M +$17.4M +1,795,340 +598%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$19.3M +$16.1M +1,664,000 +592%
WP
17
Woodline Partners
California
$18.8M +$18.4M +1,900,000 New
Two Sigma Investments
18
Two Sigma Investments
New York
$17.4M +$13.8M +1,417,338 +415%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.3M +$12.1M +1,251,868 +317%
SGM
20
Scalar Gauge Management
Texas
$14.8M -$48.4M -4,993,098 -77%
Millennium Management
21
Millennium Management
New York
$14.7M +$13M +1,343,536 +939%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$14.4M +$14.1M +1,456,579 New
WCMNY
23
Westchester Capital Management (New York)
New York
$13.9M +$13.6M +1,406,225 New
Northern Trust
24
Northern Trust
Illinois
$13.4M +$1.31M +134,790 +11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.1M -$40.9M -4,212,382 -76%

ZUO Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.

  • 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
  • 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
  • The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
  • The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.