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, Q1 2022
Institutional positions in Zendesk, Inc. as of Mar 31, 2022. 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
- 501
- +37 vs. Q4 2021
- Shares held
- 118.9M
- −1.11M (−0.9%) vs. Q4 2021
- Total value
- $14.3B
- +$1.80B (+14.4%) vs. Q4 2021
- New holders
- 91
- 175 more added
- Sold out
- 54
- 167 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Zendesk, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $0 | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | −27−79.4% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| First Manhattan Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Providence Capital Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| First Horizon Advisors, Inc. | 26 | $3.00K | 0.00% | −273−91.3% | Reduced |
| Lee Financial Co | 21 | $3.00K | 0.00% | −89−80.9% | Reduced |
| Financial Enhancement Group LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $3.00K | 0.00% | +7+46.7% | Added |
| Harvest Group Wealth Management, LLC | 28 | $3.00K | 0.00% | +9+47.4% | Added |
| Sound Income Strategies, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $4.00K | 0.00% | +28+700.0% | Added |
| Logan Capital Management Inc | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $5.00K | 0.00% | +16+59.3% | Added |
| Charter Oak Capital Management, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 62 | $7.00K | 0.00% | +12+24.0% | Added |
| Asset Dedication, LLC | 61 | $7.00K | 0.00% | +11+22.0% | Added |
| Ten Capital Wealth Advisors, LLC | 70 | $8.00K | 0.00% | −9−11.4% | Reduced |
| Umb Bank N A | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 65 | $8.00K | 0.00% | +65 | New |
| HHM Wealth Advisors, LLC | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 93 | $11.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $12.0K | 0.00% | −123−55.7% | Reduced |
| Geneos Wealth Management Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 98 | $12.0K | 0.01% | +36+58.1% | Added |
| Meeder Asset Management Inc | 99 | $12.0K | 0.00% | +99 | New |
| TCWP LLC | 102 | $12.0K | 0.00% | +102 | New |
| Rockbridge Investment Management, LCC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 107 | $13.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $14.0K | 0.00% | +115+11,500.0% | Added |
| Whittier Trust Co | 135 | $16.0K | 0.00% | +73+117.7% | Added |
| SJS Investment Consulting Inc. | 140 | $17.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 142 | $17.0K | 0.00% | +142 | New |
| Riverview Trust Co | 142 | $17.0K | 0.01% | +142 | New |
| Kistler-Tiffany Companies, LLC | 147 | $18.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 150 | $18.0K | 0.00% | +150 | New |
| BerganKDV Wealth Management, LLC | 160 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 180 | $22.0K | 0.00% | +85+89.5% | Added |
| Global Retirement Partners, LLC | 250 | $22.0K | 0.00% | +250 | New |
| HM Payson & Co | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 216 | $26.0K | 0.00% | −43−16.6% | Reduced |
| Achmea Investment Management B.V. | 217 | $26.0K | 0.00% | +217 | New |
| Washington Trust Advisors, Inc. | 275 | $33.0K | 0.00% | +75+37.5% | Added |
| Prospera Financial Services Inc | 272 | $33.0K | 0.00% | +272 | New |
| Capital Advisory Group Advisory Services, LLC | 283 | $34.0K | 0.02% | +283 | New |
| Allworth Financial LP | 325 | $39.0K | 0.00% | +121+59.3% | Added |
| Brown Brothers Harriman & Co | 330 | $40.0K | 0.00% | −53−13.8% | Reduced |
| Lindbrook Capital, LLC | 357 | $43.0K | 0.01% | +240+205.1% | Added |
| Elequin Capital LP | 379 | $46.0K | 0.01% | +379 | New |
| GHP Investment Advisors, Inc. | 388 | $47.0K | 0.00% | +388 | New |
| Independence Bank of Kentucky | 480 | $58.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 481 | $58.0K | 0.00% | +336+231.7% | Added |
| CWM, LLC | 542 | $65.0K | 0.00% | +330+155.7% | Added |
| Penserra Capital Management LLC | 565 | $67.0K | 0.00% | +34+6.4% | Added |
| Lazard Asset Management LLC | 625 | $75.0K | 0.00% | +138+28.3% | Added |
| GoalVest Advisory LLC | 704 | $85.0K | 0.05% | +704 | New |
| Harel Insurance Investments & Financial Services Ltd. | 711 | $86.0K | 0.00% | −659−48.1% | Reduced |
| Clear Street Markets LLC | 800 | $96.0K | 0.03% | +800 | New |
| Ellevest, Inc. | 833 | $100.0K | 0.01% | −659−44.2% | Reduced |
| Wolverine Asset Management LLC | 860 | $103.0K | 0.00% | −6,625−88.5% | Reduced |
| Fieldpoint Private Securities, LLC | 930 | $112.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 929 | $112.0K | 0.00% | +486+109.7% | Added |
| Belpointe Asset Management LLC | 967 | $117.0K | 0.01% | −25−2.5% | Reduced |
| Repertoire Partners LP | 1,000 | $120.0K | 0.06% | −49,000−98.0% | Reduced |
| Baldwin Brothers Inc | 1,034 | $124.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,093 | $132.0K | 0.03% | −130−10.6% | Reduced |
| Spire Wealth Management | 1,205 | $145.0K | 0.00% | +50+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,212 | $145.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,313 | $157.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,772 | $164.0K | 0.00% | +1,490+116.2% | Added |
| Signaturefd, LLC | 1,437 | $173.0K | 0.01% | +192+15.4% | Added |
| Garde Capital, Inc. | 1,450 | $174.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,538 | $185.0K | 0.01% | −17−1.1% | Reduced |
| Hoey Investments, Inc | 1,608 | $193.0K | 0.05% | −695−30.2% | Reduced |
| Cypress Capital Management LLC | 1,667 | $201.0K | 0.03% | +1,667 | New |
| Enlightenment Research, LLC | 1,700 | $204.0K | 0.27% | +1,700 | New |
| QCM Cayman, Ltd. | 1,713 | $206.0K | 0.90% | +1,713 | New |
| Fulton Bank, N.A. | 1,737 | $209.0K | 0.01% | +1,737 | New |
| Yousif Capital Management, LLC | 1,776 | $214.0K | 0.00% | +1,776 | New |
| Toroso Investments, LLC | 1,792 | $216.0K | 0.01% | +1,792 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,806 | $217.0K | 0.08% | +1,806 | New |