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, Q2 2021
Institutional positions in Zuora 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
- 202
- +13 vs. Q1 2021
- Shares held
- 79.2M
- +5.33M (+7.2%) vs. Q1 2021
- Total value
- $1.37B
- +$271.6M (+24.8%) vs. Q1 2021
- New holders
- 40
- 61 more added
- Sold out
- 27
- 57 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $10 |
| Q1 2026 | 1 | $10 |
| Q4 2025 | 1 | $10 |
| Q3 2025 | 1 | $10 |
| Q2 2025 | 1 | $10 |
| Q1 2025 | 3 | $2.42K |
| Q4 2024 | 216 | $1.25B |
| Q3 2024 | 223 | $947.9M |
| Q2 2024 | 211 | $1.13B |
| Q1 2024 | 193 | $988.9M |
| Q4 2023 | 201 | $1.01B |
| Q3 2023 | 199 | $840.7M |
| Q2 2023 | 200 | $1.10B |
| Q1 2023 | 187 | $967.3M |
| Q4 2022 | 194 | $605.5M |
| Q3 2022 | 200 | $671.3M |
| Q2 2022 | 201 | $817.0M |
| Q1 2022 | 213 | $1.37B |
| Q4 2021 | 217 | $1.64B |
| Q3 2021 | 199 | $1.39B |
| Q2 2021 | 202 | $1.37B |
| Q1 2021 | 189 | $1.09B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 30 | $0 | 0.00% | +30 | New |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 29 | $1.00K | 0.00% | +4+16.0% | Added |
| Clearstead Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Firestone Capital Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 181 | $3.00K | 0.00% | +54+42.5% | Added |
| Brewin Dolphin Ltd | 201 | $3.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $4.00K | 0.00% | +250 | New |
| Salem Investment Counselors Inc | 270 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 316 | $5.00K | 0.00% | +316 | New |
| Aspire Private Capital, LLC | 300 | $5.00K | 0.00% | +300 | New |
| Burleson & Company, LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 350 | $6.04K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 474 | $8.00K | 0.00% | +180+61.2% | Added |
| Resources Management Corp | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $9.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 594 | $10.0K | 0.00% | −256−30.1% | Reduced |
| Dark Forest Capital Management LP | 622 | $11.0K | 0.00% | +622 | New |
| Quadrant Capital Group LLC | 726 | $13.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 770 | $13.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Standard Family Office LLC | 1,072 | $18.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,192 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,500 | $26.0K | 0.00% | +1,500 | New |
| Newbridge Financial Services Group, Inc. | 1,700 | $29.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,825 | $31.5K | 0.00% | −200−9.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,000 | $35.0K | 0.00% | +2,000 | New |
| First Manhattan Co | 2,200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,582 | $44.0K | 0.00% | +2,582 | New |
| Cutler Group LP | 3,180 | $54.0K | 0.00% | −659−17.2% | Reduced |
| AdvisorNet Financial, Inc | 3,300 | $57.0K | 0.00% | +2,500+312.5% | Added |
| Tower Research Capital LLC (TRC) | 3,677 | $63.0K | 0.00% | −3,712−50.2% | Reduced |
| Simplex Trading, LLC | 4,000 | $69.0K | 0.00% | −8,866−68.9% | Reduced |
| Tortoise Index Solutions, LLC | 3,995 | $69.0K | 0.01% | +3,995 | New |
| Edmond de Rothschild Holding S.A. | 4,300 | $74.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,200 | $89.0K | 0.00% | +5,200 | New |
| Neo Ivy Capital Management | 5,281 | $91.0K | 0.09% | +5,281 | New |
| Compagnie Lombard Odier SCmA | 7,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 7,967 | $137.0K | 0.02% | +2,229+38.8% | Added |
| Ameritas Investment Partners, Inc. | 8,630 | $149.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,885 | $171.0K | 0.00% | −3,987−28.7% | Reduced |
| Ardsley Advisory Partners LP | 10,000 | $173.0K | 0.03% | +10,000 | New |
| DekaBank Deutsche Girozentrale | 10,000 | $182.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,775 | $186.0K | 0.00% | +10,775 | New |
| Acadian Asset Management LLC | 10,940 | $189.0K | 0.00% | +9,052+479.4% | Added |
| Raymond James & Associates | 11,550 | $199.0K | 0.00% | −500−4.1% | Reduced |
| Spouting Rock Asset Management, LLC | 11,601 | $200.0K | 0.06% | −5,738−33.1% | Reduced |
| Ergoteles LLC | 12,200 | $210.0K | 0.00% | +12,200 | New |
| Creative Planning | 12,236 | $211.0K | 0.00% | −16,982−58.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,223 | $211.0K | 0.05% | +12,223 | New |
| Creative Financial Designs Inc | 12,487 | $215.0K | 0.04% | −2,903−18.9% | Reduced |
| Winton Group Ltd | 12,495 | $216.0K | 0.01% | −1,872−13.0% | Reduced |
| Cypress Growth Fund III LP | 12,500 | $216.0K | 0.18% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,627 | $218.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,973 | $224.0K | 0.00% | +2,062+18.9% | Added |
| Quadrature Capital Ltd | 12,991 | $224.0K | 0.01% | +12,991 | New |
| Commonwealth Equity Services, LLC | 13,125 | $226.0K | 0.00% | +13,125 | New |
| Tudor Investment Corp Et Al | 13,198 | $228.0K | 0.00% | −1,063−7.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,493 | $250.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,806 | $255.4K | 0.00% | −16,512−52.7% | Reduced |
| Cornerstone Investment Partners, LLC | 15,130 | $261.0K | 0.01% | +15,130 | New |
| Keebeck Alpha, LP | 15,382 | $265.0K | 0.09% | +15,382 | New |
| Algert Global LLC | 15,621 | $269.0K | 0.09% | +15,621 | New |
| Qube Research & Technologies Ltd | 15,827 | $273.0K | 0.00% | −7,982−33.5% | Reduced |
| Saturna Capital CORP | 16,600 | $286.0K | 0.01% | +3,600+27.7% | Added |
| Principal Financial Group Inc | 16,777 | $289.0K | 0.00% | −5,192−23.6% | Reduced |
| Sciencast Management LP | 16,615 | $293.0K | 0.06% | +16,615 | New |
| Walleye Trading LLC | 17,925 | $309.0K | 0.01% | −9,291−34.1% | Reduced |
| Franklin Resources Inc | 18,319 | $316.0K | 0.00% | +2,715+17.4% | Added |
| American Century Companies Inc | 18,771 | $324.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 18,937 | $327.0K | 0.01% | −753−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,668 | $339.0K | 0.00% | +1,442+7.9% | Added |
| Trexquant Investment LP | 19,782 | $341.0K | 0.03% | +19,782 | New |
| Amalgamated Bank | 19,814 | $342.0K | 0.00% | +5,165+35.3% | Added |
| Engineers Gate Manager LP | 19,969 | $344.0K | 0.02% | −19,271−49.1% | Reduced |
| Gabelli Funds LLC | 20,000 | $345.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 21,825 | $376.5K | 0.00% | −1,000−4.4% | Reduced |
| Perigon Wealth Management, LLC | 23,918 | $413.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 24,384 | $421.0K | 0.01% | −92−0.4% | Reduced |
| Brandywine Managers, LLC | 25,600 | $442.0K | 0.50% | 00.0% | Unchanged |
| Group One Trading, L.P. | 25,635 | $442.0K | 0.01% | +25,635 | New |
| Metropolitan Life Insurance Co | 25,863 | $446.1K | 0.01% | −1,436−5.3% | Reduced |
| M&T Bank Corp | 26,055 | $449.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 27,221 | $470.0K | 0.00% | −380−1.4% | Reduced |
| Cipher Capital LP | 27,445 | $473.0K | 0.26% | +27,445 | New |
| Handelsbanken Fonder AB | 27,700 | $478.0K | 0.00% | +12,000+76.4% | Added |
| Eaton Vance Management | 28,459 | $491.0K | 0.00% | −359−1.2% | Reduced |