Zendesk, Inc.
ZENDelisted Nov 22, 2022- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001463172
Zendesk, Inc. was delisted on Nov 22, 2022; its insiders filed their last Form 4 on Nov 25, 2022; 400 institutions reported holding it in 13F filings for Q3 2022, worth $9.21B in total; superinvestors Tiger Global Management and Maverick Capital held it.
13F holders, Q2 2021
Institutional positions in Zendesk, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 478
- +29 vs. Q1 2021
- Shares held
- 113.7M
- +3.39M (+3.1%) vs. Q1 2021
- Total value
- $16.4B
- +$1.77B (+12.1%) vs. Q1 2021
- New holders
- 79
- 162 more added
- Sold out
- 50
- 163 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $77 |
| Q1 2026 | 1 | $77 |
| Q4 2025 | 1 | $77 |
| Q3 2025 | 1 | $77 |
| Q2 2025 | 1 | $77 |
| Q1 2025 | 1 | $77 |
| Q4 2024 | 1 | $77 |
| Q3 2024 | 1 | $77 |
| Q2 2024 | 1 | $77 |
| Q1 2024 | 1 | $77 |
| Q4 2023 | 1 | $77 |
| Q3 2023 | 1 | $77 |
| Q2 2023 | 1 | $77 |
| Q1 2023 | 1 | $77 |
| Q4 2022 | 3 | $34.1K |
| Q3 2022 | 400 | $9.21B |
| Q2 2022 | 453 | $9.14B |
| Q1 2022 | 501 | $14.3B |
| Q4 2021 | 467 | $12.5B |
| Q3 2021 | 468 | $13.2B |
| Q2 2021 | 478 | $16.4B |
| Q1 2021 | 453 | $15.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Zendesk, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Ten Capital Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Glassman Wealth Services | 15 | $2.00K | 0.00% | −302−95.3% | Reduced |
| Financial Management Professionals, Inc. | 12 | $2.00K | 0.00% | −12−50.0% | Reduced |
| Bellevue Asset Management, LLC | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| Clearview Wealth Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 12 | $2.00K | 0.00% | +12 | New |
| Lee Financial Co | 12 | $2.00K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $3.00K | 0.00% | +18 | New |
| CVA Family Office, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Enterprise Financial Services Corp | 26 | $4.00K | 0.00% | −8−23.5% | Reduced |
| Financial Enhancement Group LLC | 26 | $4.00K | 0.00% | −14−35.0% | Reduced |
| HHM Wealth Advisors, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $6.00K | 0.00% | −9−18.4% | Reduced |
| Annapolis Financial Services, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Trustcore Financial Services, LLC | 51 | $7.00K | 0.00% | +51 | New |
| Beck Bode, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Arkadios Wealth Advisors | 58 | $8.00K | 0.00% | +44+314.3% | Added |
| American Portfolios Advisors | 58 | $8.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 71 | $10.0K | 0.00% | −1,537−95.6% | Reduced |
| Dark Forest Capital Management LP | 73 | $11.0K | 0.00% | +73 | New |
| Asset Dedication, LLC | 80 | $12.0K | 0.00% | −20−20.0% | Reduced |
| Sierra Capital LLC | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 112 | $16.0K | 0.00% | −145−56.4% | Reduced |
| Meeder Asset Management Inc | 132 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 147 | $21.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 150 | $22.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 160 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $26.0K | 0.01% | −18−9.0% | Reduced |
| Central Trust Co | 178 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 195 | $28.0K | 0.00% | +49+33.6% | Added |
| HM Payson & Co | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 218 | $31.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 221 | $32.0K | 0.01% | +58+35.6% | Added |
| Lazard Asset Management LLC | 239 | $34.0K | 0.00% | +239 | New |
| Quadrant Capital Group LLC | 269 | $39.0K | 0.01% | +125+86.8% | Added |
| Harbour Investments, Inc. | 306 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 316 | $45.0K | 0.00% | −31−8.9% | Reduced |
| Parkside Financial Bank & Trust | 338 | $48.0K | 0.01% | +25+8.0% | Added |
| NuWave Investment Management, LLC | 351 | $51.0K | 0.06% | +351 | New |
| Endurance Wealth Management, Inc. | 362 | $52.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 370 | $53.0K | 0.01% | +79+27.1% | Added |
| Penserra Capital Management LLC | 383 | $55.0K | 0.00% | +98+34.4% | Added |
| Harbor Investment Advisory, LLC | 387 | $56.0K | 0.01% | −13−3.3% | Reduced |
| Paragon Wealth Strategies, LLC | 400 | $58.0K | 0.02% | +400 | New |
| Robeco Institutional Asset Management B.V. | 414 | $60.0K | 0.00% | −11,331−96.5% | Reduced |
| Captrust Financial Advisors | 419 | $60.0K | 0.00% | −205−32.9% | Reduced |
| Harvest Fund Management Co., Ltd | 464 | $66.0K | 0.01% | −31−6.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $72.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 551 | $79.0K | 0.01% | −10−1.8% | Reduced |
| Sonora Investment Management, LLC | 600 | $87.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 654 | $94.0K | 0.01% | +654 | New |
| Smithfield Trust Co | 672 | $97.0K | 0.01% | −24−3.4% | Reduced |
| Greenspring Associates, LLC | 824 | $119.0K | 0.01% | +824 | New |
| Baldwin Brothers Inc | 834 | $120.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 837 | $120.0K | 0.02% | +695+489.4% | Added |
| Private Capital Group, LLC | 835 | $121.0K | 0.03% | −88−9.5% | Reduced |
| Fieldpoint Private Securities, LLC | 968 | $122.0K | 0.03% | −12−1.2% | Reduced |
| Quantbot Technologies LP | 1,026 | $148.0K | 0.01% | −26,564−96.3% | Reduced |
| Spire Wealth Management | 1,067 | $154.0K | 0.00% | −34−3.1% | Reduced |
| IFP Advisors, Inc | 1,177 | $170.0K | 0.00% | −341−22.5% | Reduced |
| Belpointe Asset Management LLC | 1,185 | $171.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,198 | $173.0K | 0.00% | −9,529−88.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,200 | $173.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,206 | $174.0K | 0.01% | −108−8.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,302 | $188.0K | 0.00% | +243+22.9% | Added |
| State of Wyoming | 1,303 | $188.0K | 0.12% | +624+91.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,311 | $189.0K | 0.00% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,405 | $203.0K | 0.00% | +1,405 | New |
| Evolution Wealth Advisors, LLC | 1,403 | $203.0K | 0.04% | +1,403 | New |
| Toroso Investments, LLC | 1,449 | $209.0K | 0.01% | +1,449 | New |
| Garde Capital, Inc. | 1,450 | $209.0K | 0.02% | +1,450 | New |
| Ssi Investment Management LLC | 1,475 | $214.0K | 0.01% | +1,475 | New |
| Bluestein R H & Co | 1,500 | $217.0K | 0.01% | +1,500 | New |
| Fulton Bank, N.A. | 1,550 | $223.0K | 0.01% | +1,550 | New |
| Corient Capital Partners, LLC | 1,548 | $223.0K | 0.02% | +1,548 | New |
| Cetera Investment Advisers | 1,562 | $225.0K | 0.00% | +1,562 | New |
| Benjamin F. Edwards & Company, Inc. | 1,564 | $226.0K | 0.01% | −1,752−52.8% | Reduced |
| Woodward Diversified Capital, LLC | 1,600 | $231.0K | 0.13% | +1,600 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,607 | $232.0K | 0.01% | −2,783−63.4% | Reduced |
| Veritable, L.P. | 1,629 | $235.0K | 0.00% | −2,838−63.5% | Reduced |
| Wealth Management Associates, Inc. | 1,665 | $240.3K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,682 | $242.0K | 0.03% | +23+1.4% | Added |
| Hoey Investments, Inc | 1,686 | $243.0K | 0.07% | +351+26.3% | Added |
| Oakmont Corp | 1,712 | $247.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,758 | $254.0K | 0.09% | +1,758 | New |