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Zuora Inc

ZUODelisted Feb 14, 2025
Industry
Services-Prepackaged Software
SEC CIK
0001423774

Zuora Inc was delisted on Feb 14, 2025; its insiders filed their last Form 4 on Feb 19, 2025; 216 institutions reported holding it in 13F filings for Q4 2024, worth $1.25B in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Zuora Inc as of Mar 31, 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
189
No complete 13F data for Q4 2020
Shares held
73.9M
No complete 13F data for Q4 2020
Total value
$1.09B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ZUO 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.

Institutional holdersQ1 2021: 189 institutions
Q1 2021: 189 institutionsQ2 2021: 202 institutionsQ3 2021: 199 institutionsQ4 2021: 217 institutionsQ1 2022: 213 institutionsQ2 2022: 201 institutionsQ3 2022: 200 institutionsQ4 2022: 194 institutionsQ1 2023: 187 institutionsQ2 2023: 200 institutionsQ3 2023: 199 institutionsQ4 2023: 201 institutionsQ1 2024: 193 institutionsQ2 2024: 211 institutionsQ3 2024: 223 institutionsQ4 2024: 216 institutionsQ1 2025: 3 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $1.09B
Q1 2021: $1.09BQ2 2021: $1.37BQ3 2021: $1.39BQ4 2021: $1.64BQ1 2022: $1.37BQ2 2022: $817.0MQ3 2022: $671.3MQ4 2022: $605.5MQ1 2023: $967.3MQ2 2023: $1.10BQ3 2023: $840.7MQ4 2023: $1.01BQ1 2024: $988.9MQ2 2024: $1.13BQ3 2024: $947.9MQ4 2024: $1.25BQ1 2025: $2.42KQ2 2025: $10Q3 2025: $10Q4 2025: $10Q1 2026: $10Q2 2026: $10
Institutions holding ZUO and their total value by quarter
QuarterHoldersValue
Q2 20261$10
Q1 20261$10
Q4 20251$10
Q3 20251$10
Q2 20251$10
Q1 20253$2.42K
Q4 2024216$1.25B
Q3 2024223$947.9M
Q2 2024211$1.13B
Q1 2024193$988.9M
Q4 2023201$1.01B
Q3 2023199$840.7M
Q2 2023200$1.10B
Q1 2023187$967.3M
Q4 2022194$605.5M
Q3 2022200$671.3M
Q2 2022201$817.0M
Q1 2022213$1.37B
Q4 2021217$1.64B
Q3 2021199$1.39B
Q2 2021202$1.37B
Q1 2021189$1.09B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Zuora Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ZUO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp28$00.00%––
Huntington National Bank1$00.00%––
Ancora Advisors, LLC13$00.00%––
Glassman Wealth Services25$00.00%––
Investors Research Corp25$00.00%––
Clearview Wealth Advisors LLC20$00.00%––
Hall Laurie J Trustee50$1.00K0.00%––
BDO Wealth Advisors, LLC60$1.00K0.00%––
Valeo Financial Advisors, LLC39$1.00K0.00%––
Rockefeller Capital Management L.P.100$1.00K0.00%––
Lindbrook Capital, LLC36$1.00K0.00%––
Firestone Capital Management100$1.00K0.00%––
International Assets Investment Management, LLC100$1.00K0.00%––
Anchor Investment Management, LLC72$1.07K0.00%––
Signaturefd, LLC127$2.00K0.00%––
RMR Wealth Builders120$2.00K0.00%––
Steward Partners Investment Advisory, LLC180$2.66K0.00%––
Brewin Dolphin Ltd201$2.98K0.00%––
Harbour Investments, Inc.235$3.00K0.00%––
IFP Advisors, Inc200$3.00K0.00%––
Salem Investment Counselors Inc270$4.00K0.00%––
Captrust Financial Advisors294$4.00K0.00%––
Wealthcare Advisory Partners LLC250$4.00K0.00%––
Orion Capital Management LLC300$4.00K0.00%––
Burleson & Company, LLC340$5.00K0.00%––
Carolina Wealth Advisors, LLC308$5.00K0.00%––
Leonteq Securities AG350$5.18K0.00%––
Parallax Volatility Advisers, L.P.389$6.00K0.00%––
Resources Management Corp500$7.00K0.00%––
Adirondack Trust Co494$7.00K0.00%––
Your Advocates Ltd., LLP478$7.00K0.01%––
Quadrant Capital Group LLC726$11.0K0.00%––
HighMark Wealth Management LLC770$11.0K0.01%––
Manchester Financial Inc800$12.0K0.01%––
AdvisorNet Financial, Inc800$12.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.850$13.0K0.00%––
Geneos Wealth Management Inc.1,000$16.0K0.00%––
Standard Family Office LLC1,072$16.0K0.00%––
O'Shaughnessy Asset Management, LLC1,192$18.0K0.00%––
Gemmer Asset Management LLC1,300$19.0K0.00%––
Newbridge Financial Services Group, Inc.1,700$25.0K0.02%––
Acadian Asset Management LLC1,888$28.0K0.00%––
American Portfolios Advisors2,025$30.0K0.00%––
Banque Cantonale Vaudoise2,000$30.0K0.00%––
First Manhattan Co2,200$32.0K0.00%––
Cutler Group LP3,839$56.0K0.00%––
Edmond de Rothschild Holding S.A.4,300$64.0K0.00%––
First Mercantile Trust Co5,738$85.0K0.01%––
Compagnie Lombard Odier SCmA7,000$104.0K0.00%––
Tower Research Capital LLC (TRC)7,389$109.0K0.00%––
Ameritas Investment Partners, Inc.8,630$128.0K0.00%––
DekaBank Deutsche Girozentrale10,000$141.0K0.00%––
Teacher Retirement System of Texas10,911$161.0K0.00%––
Raymond James & Associates12,050$178.0K0.00%––
Verition Fund Management LLC12,328$182.0K0.00%––
Cypress Growth Fund III LP12,500$185.0K0.16%––
Zurcher Kantonalbank (Zurich Cantonalbank)12,627$187.0K0.00%––
Simplex Trading, LLC12,866$190.0K0.01%––
Duality Advisers, LP12,899$191.0K0.02%––
Saturna Capital CORP13,000$192.0K0.00%––
Royal Bank of Canada13,872$205.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund13,900$206.0K0.00%––
Tudor Investment Corp Et Al14,261$211.0K0.00%––
Winton Group Ltd14,367$213.0K0.01%––
Russell Investments Group, Ltd.14,493$214.0K0.00%––
Amalgamated Bank14,649$217.0K0.01%––
Creative Financial Designs Inc15,390$228.0K0.04%––
Franklin Resources Inc15,604$231.0K0.00%––
Handelsbanken Fonder AB15,700$232.0K0.00%––
Spouting Rock Asset Management, LLC17,339$257.0K0.08%––
State Board of Administration of Florida Retirement System18,226$270.0K0.00%––
American Century Companies Inc18,771$278.0K0.00%––
Federated Hermes, Inc.19,252$285.0K0.00%––
Diversified Trust Co19,690$291.0K0.01%––
Gabelli Funds LLC20,000$296.0K0.00%––
SG Americas Securities, LLC20,085$297.0K0.00%––
Wolverine Trading, LLC22,826$322.0K0.01%––
Principal Financial Group Inc21,969$325.0K0.00%––
Prelude Capital Management, LLC22,380$331.0K0.02%––
Federation des caisses Desjardins du Quebec22,825$337.8K0.00%––
Qube Research & Technologies Ltd23,809$352.0K0.01%––
Perigon Wealth Management, LLC23,918$354.0K0.04%––
Ieq Capital, LLC24,476$362.0K0.01%––
Tiedemann Advisors, LLC24,991$370.0K0.02%––
Advisor Group Holdings, Inc.24,880$371.0K0.00%––
Brandywine Managers, LLC25,600$379.0K0.50%––
Needham Investment Management LLC25,950$384.0K0.05%––
M&T Bank Corp26,055$386.0K0.00%––
Walleye Trading LLC27,216$403.0K0.01%––
Metropolitan Life Insurance Co27,299$404.0K0.01%––
ProShare Advisors LLC27,601$408.0K0.00%––
Eaton Vance Management28,818$427.0K0.00%––
Creative Planning29,218$432.0K0.00%––
MetLife Investment Management30,439$450.5K0.00%––
Arizona State Retirement System30,653$454.0K0.00%––
Legal & General Group Plc31,234$462.0K0.00%––
BNP Paribas Arbitrage, SA31,318$463.5K0.00%––
Squarepoint Ops LLC37,203$551.0K0.01%––
Engineers Gate Manager LP39,240$581.0K0.03%––
Invesco Ltd.42,284$626.0K0.00%––