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 2022
Institutional positions in Zendesk, Inc. as of Jun 30, 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
- 453
- −37 vs. Q1 2022
- Shares held
- 123.1M
- +4.68M (+4.0%) vs. Q1 2022
- Total value
- $9.14B
- −$5.10B (−35.8%) vs. Q1 2022
- New holders
- 95
- 167 more added
- Sold out
- 132
- 141 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Zendesk, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 1 | $0 | 0.00% | −387−99.7% | Reduced |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | −245−98.0% | Reduced |
| Money Concepts Capital Corp | 2 | $0 | 0.00% | −140−98.6% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | −27−84.4% | Reduced |
| Lee Financial Co | 2 | $0 | 0.00% | −19−90.5% | Reduced |
| Schubert & Co | 5 | $0 | 0.00% | +3+150.0% | Added |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | −77−84.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | −8−44.4% | 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 |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +7+77.8% | Added |
| Clearview Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 13 | $1.00K | 0.00% | +13 | New |
| ACG Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Steward Partners Investment Advisory, LLC | 21 | $2.00K | 0.00% | −460−95.6% | Reduced |
| Sound Income Strategies, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 22 | $2.00K | 0.02% | +22 | New |
| Ronald Blue Trust, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| American Portfolios Advisors | 35 | $2.59K | 0.00% | −58−62.4% | Reduced |
| Allworth Financial LP | 36 | $3.00K | 0.00% | −289−88.9% | Reduced |
| Logan Capital Management Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $3.00K | 0.00% | +12+54.5% | Added |
| Crewe Advisors LLC | 34 | $3.00K | 0.00% | +34 | New |
| State of Wyoming | 47 | $3.00K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 39 | $3.00K | 0.00% | +39 | New |
| Salem Investment Counselors Inc | 50 | $4.00K | 0.00% | −12−19.4% | Reduced |
| Charter Oak Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $4.00K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 73 | $5.00K | 0.00% | −26−26.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 80 | $6.00K | 0.00% | +14+21.2% | Added |
| GPS Wealth Strategies Group, LLC | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 107 | $8.00K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 116 | $9.00K | 0.00% | −19−14.1% | Reduced |
| Huntington National Bank | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 123 | $9.11K | 0.00% | +123 | New |
| Quadrant Capital Group LLC | 132 | $10.0K | 0.00% | −84−38.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 147 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 158 | $12.0K | 0.00% | −221−58.3% | Reduced |
| Lindbrook Capital, LLC | 168 | $12.0K | 0.00% | −189−52.9% | Reduced |
| Fifth Third Bancorp | 157 | $12.0K | 0.00% | −23−12.8% | Reduced |
| BerganKDV Wealth Management, LLC | 161 | $12.0K | 0.00% | +1+0.6% | Added |
| Glassman Wealth Services | 182 | $13.0K | 0.00% | +139+323.3% | Added |
| HM Payson & Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 224 | $17.0K | 0.00% | −48−17.6% | Reduced |
| Bogart Wealth, LLC | 263 | $19.0K | 0.00% | −32,920−99.2% | Reduced |
| Washington Trust Advisors, Inc. | 275 | $20.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 330 | $24.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $26.0K | 0.00% | +350 | New |
| First Horizon Advisors, Inc. | 407 | $29.0K | 0.00% | +381+1,465.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 489 | $36.0K | 0.00% | −222−31.2% | Reduced |
| Independence Bank of Kentucky | 480 | $36.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 568 | $42.0K | 0.00% | +3+0.5% | Added |
| CWM, LLC | 662 | $49.0K | 0.00% | +120+22.1% | Added |
| Covestor Ltd | 711 | $53.0K | 0.04% | +613+625.5% | Added |
| Signaturefd, LLC | 877 | $65.0K | 0.00% | −560−39.0% | Reduced |
| FourThought Financial, LLC | 1,002 | $74.0K | 0.01% | −4,250−80.9% | Reduced |
| Baldwin Brothers Inc | 1,000 | $74.0K | 0.01% | −34−3.3% | Reduced |
| Repertoire Partners LP | 1,000 | $74.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,090 | $81.0K | 0.00% | −1,705−61.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $81.0K | 0.01% | −1,200−52.2% | Reduced |
| Spire Wealth Management | 1,100 | $81.0K | 0.00% | −105−8.7% | Reduced |
| IFP Advisors, Inc | 1,445 | $86.0K | 0.00% | −1,327−47.9% | Reduced |
| Private Capital Group, LLC | 1,167 | $86.0K | 0.06% | +74+6.8% | Added |
| Lazard Asset Management LLC | 1,173 | $86.0K | 0.00% | +548+87.7% | Added |
| Ellevest, Inc. | 1,266 | $94.0K | 0.01% | +433+52.0% | Added |
| Leonteq Securities AG | 1,366 | $101.2K | 0.00% | −1,495−52.3% | Reduced |
| Garde Capital, Inc. | 1,450 | $107.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,464 | $108.0K | 0.01% | −74−4.8% | Reduced |
| American International Group, Inc. | 1,898 | $141.0K | 0.00% | −391−17.1% | Reduced |
| US Bancorp | 1,920 | $142.0K | 0.00% | −1,750−47.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,922 | $142.4K | 0.00% | +710+58.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,000 | $149.0K | 0.00% | −6,480−76.4% | Reduced |
| Hoey Investments, Inc | 2,023 | $150.0K | 0.07% | +415+25.8% | Added |
| Captrust Financial Advisors | 2,442 | $181.0K | 0.00% | +1,513+162.9% | Added |
| Montag A & Associates Inc | 2,500 | $185.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,695 | $200.0K | 0.01% | +2,695 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,759 | $204.0K | 0.00% | −2,082−43.0% | Reduced |
| Motley Fool Asset Management LLC | 2,765 | $205.0K | 0.02% | +109+4.1% | Added |
| Brighton Jones LLC | 2,785 | $206.0K | 0.01% | −28−1.0% | Reduced |
| Vestcor Inc | 2,835 | $210.0K | 0.01% | +923+48.3% | Added |
| Advisor Group Holdings, Inc. | 2,916 | $216.0K | 0.00% | −4,075−58.3% | Reduced |
| Moody Aldrich Partners LLC | 2,927 | $217.0K | 0.04% | −29−1.0% | Reduced |
| Massachusetts Financial Services Co | 3,210 | $237.0K | 0.00% | +35+1.1% | Added |
| Creative Planning | 3,305 | $245.0K | 0.00% | +123+3.9% | Added |
| Redpoint Investment Management Pty Ltd | 3,534 | $262.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 3,732 | $276.0K | 0.00% | +229+6.5% | Added |
| Daniels&Tansey,LLP | 3,800 | $281.0K | 0.11% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,883 | $288.0K | 0.17% | −70−1.8% | Reduced |