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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, 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.

Institutional holdersQ2 2021: 202 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 heldQ2 2021: $1.37B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q1 2021.

Institutions holding ZUO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arizona State Retirement System29,412$507.0K0.00%−1,241−4.0%Reduced
Susquehanna Fundamental Investments, LLC30,360$524.0K0.01%+30,360New
Advisor Group Holdings, Inc.30,956$534.0K0.00%+6,076+24.4%Added
Public Employees Retirement Association of Colorado35,858$619.0K0.00%+35,858New
QS Investors, LLC36,600$632.0K0.01%+36,600New
MetLife Investment Management37,412$645.4K0.01%+6,973+22.9%Added
D. E. Shaw & Co., Inc.37,752$651.0K0.00%+37,752New
Voloridge Investment Management, LLC38,180$659.0K0.00%+38,180New
Jane Street Group, LLC40,779$703.0K0.00%−36,429−47.2%Reduced
Legal & General Group Plc41,624$717.0K0.00%+10,390+33.3%Added
Boothbay Fund Management, LLC41,731$720.0K0.03%−630−1.5%Reduced
Voya Investment Management LLC42,584$735.0K0.00%−2,783−6.1%Reduced
Jacobs Levy Equity Management, Inc42,793$738.0K0.01%+42,793New
Barclays PLC43,469$749.0K0.00%−77,771−64.1%Reduced
Parallel Advisors, LLC45,460$784.0K0.03%−15,427−25.3%Reduced
Gamco Investors, Inc. Et Al47,600$821.0K0.01%−1,600−3.3%Reduced
Citigroup Inc48,316$833.0K0.00%−8,057−14.3%Reduced
Mitsubishi UFJ Trust & Banking Corp49,654$857.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC51,135$882.0K0.05%+28,755+128.5%Added
Invesco Ltd.53,867$930.0K0.00%+11,583+27.4%Added
Worth Venture Partners, LLC54,445$939.0K0.35%−2,400−4.2%Reduced
Sage Rhino Capital LLC54,595$942.0K0.28%−8,572−13.6%Reduced
Vontobel Holding Ltd.54,727$944.0K0.01%−15,634−22.2%Reduced
American International Group, Inc.58,795$1.01M0.00%−1,380−2.3%Reduced
Manufacturers Life Insurance Company, The59,465$1.03M0.00%+311+0.5%Added
Axel Capital Management, LLC60,000$1.03M0.59%00.0%Unchanged
SEI Investments Co65,875$1.14M0.00%−929−1.4%Reduced
HRT Financial LP74,147$1.28M0.01%+74,147New
Bank of Montreal72,566$1.33M0.00%+5,431+8.1%Added
AlphaCrest Capital Management LLC78,891$1.36M0.06%+21,791+38.2%Added
PEAK6 Investments LLC85,891$1.48M0.04%−3,175−3.6%Reduced
New York State Common Retirement Fund90,346$1.56M0.00%+846+0.9%Added
Wells Fargo & Company90,487$1.56M0.00%+45,402+100.7%Added
Nisa Investment Advisors, LLC94,430$1.63M0.01%+94,430New
Credit Suisse AG89,556$1.65M0.00%+12,493+16.2%Added
Essex Investment Management Co LLC103,660$1.79M0.21%−12,776−11.0%Reduced
Rhumbline Advisers114,798$1.98M0.00%−24,425−17.5%Reduced
Arrowstreet Capital, Limited Partnership118,823$2.05M0.00%+118,823New
First Trust Advisors LP119,218$2.06M0.00%+5,204+4.6%Added
New York Life Investments Alternatives120,221$2.07M1.39%+23,500+24.3%Added
Alliancebernstein L.P.128,270$2.21M0.00%−2,650−2.0%Reduced
Cubist Systematic Strategies, LLC133,545$2.30M0.03%+9,504+7.7%Added
UBS Asset Management Americas Inc136,189$2.35M0.00%−500.0%Reduced
Holocene Advisors, LP141,114$2.43M0.01%−117,774−45.5%Reduced
California State Teachers Retirement System144,630$2.50M0.00%−11,101−7.1%Reduced
Deutsche Bank AG158,679$2.74M0.00%+63,286+66.3%Added
Macquarie Group Ltd166,402$2.87M0.00%00.0%Unchanged
State of New Jersey Common Pension Fund D169,368$2.92M0.01%+21,756+14.7%Added
SG Americas Securities, LLC180,705$3.12M0.02%+160,620+799.7%Added
Bank of America Corp181,992$3.14M0.00%−61,425−25.2%Reduced
BIT Capital GmbH184,450$3.18M0.19%+184,450New
PDT Partners, LLC189,837$3.27M0.22%+44,592+30.7%Added
US Bancorp192,122$3.31M0.01%+35,192+22.4%Added
Swiss National Bank238,500$4.11M0.00%−2,100−0.9%Reduced
HighTower Advisors, LLC250,829$4.33M0.01%+3,599+1.5%Added
Horrell Capital Management, Inc.255,000$4.40M1.63%00.0%Unchanged
Parametric Portfolio Associates LLC260,749$4.50M0.00%+18,434+7.6%Added
Citadel Advisors LLC264,980$4.57M0.00%+16,050+6.4%Added
HarbourVest Partners LLC299,032$5.16M0.49%+135,138+82.5%Added
Gagnon Securities LLC303,420$5.23M0.74%+12,000+4.1%Added
Two Sigma Advisers, LP307,800$5.31M0.01%+307,800New
Susquehanna International Group, LLP311,359$5.37M0.01%−6,105−1.9%Reduced
Vestor Capital, LLC329,525$5.68M0.60%+160,793+95.3%Added
Norges Bank338,600$5.84M0.00%+36,500+12.1%Added
Taylor Frigon Capital Management LLC364,676$6.29M1.97%−23,188−6.0%Reduced
Cavalry Management Group, LLC396,854$6.85M0.79%−27,180−6.4%Reduced
Millennium Management LLC488,599$8.43M0.01%+371,560+317.5%Added
Renaissance Technologies LLC504,300$8.70M0.01%+152,300+43.3%Added
Silvercrest Asset Management Group LLC505,667$8.72M0.06%+505,667New
Panagora Asset Management Inc513,919$8.87M0.05%+51,718+11.2%Added
GAM Holding AG528,999$9.07M0.40%+69,250+15.1%Added
CWM, LLC537,491$9.27M0.07%00.0%Unchanged
UBS Group AG552,252$9.53M0.00%−1,943,901−77.9%Reduced
NewEdge Wealth, LLC556,986$9.61M0.73%+556,986New
Lord, Abbett & Co. LLC613,721$10.6M0.03%−58,631−8.7%Reduced
Federated Hermes, Inc.645,024$11.1M0.02%+625,772+3,250.4%Added
JPMorgan Chase & Co663,159$11.4M0.00%−70,981−9.7%Reduced
Bares Capital Management, Inc.723,838$12.5M0.22%+91,161+14.4%Added
Charles Schwab Investment Management Inc724,175$12.5M0.00%+26,087+3.7%Added
Great West Life Assurance Co806,631$13.9M0.03%+1,024+0.1%Added
Formula Growth Ltd950,000$16.4M2.26%+2,725+0.3%Added
Peregrine Capital Management LLC957,810$16.5M0.30%−50,607−5.0%Reduced
Two Sigma Investments, LP963,512$16.6M0.04%+715,463+288.4%Added
Morgan Stanley1,038,392$17.9M0.00%−632,730−37.9%Reduced
FIL Ltd1,130,000$19.5M0.02%−451,868−28.6%Reduced
Northern Trust Corp1,131,834$19.5M0.00%−17,468−1.5%Reduced
Archon Capital Management LLC1,252,552$21.6M4.60%+1,252,552New
Washington Harbour Partners LP1,358,152$23.4M3.69%+999,891+279.1%Added
Polar Capital Holdings Plc1,365,148$23.5M0.13%+153,395+12.7%Added
FMR LLC1,539,302$26.6M0.00%+172,602+12.6%Added
Nuveen Asset Management, LLC1,599,099$27.6M0.01%+283,400+21.5%Added
Goldman Sachs Group Inc1,613,255$27.8M0.01%+1,233,873+325.2%Added
Geode Capital Management, LLC1,786,656$30.8M0.00%+159,677+9.8%Added
Frontier Capital Management Co LLC1,806,609$31.2M0.23%+583,637+47.7%Added
ArrowMark Colorado Holdings LLC1,894,106$32.7M0.25%−182,157−8.8%Reduced
State Street Corp2,270,130$39.2M0.00%+93,529+4.3%Added
Greenhouse Funds LLLP3,592,488$62.0M6.58%+477,150+15.3%Added
Baillie Gifford & Co3,962,494$68.4M0.03%+117,537+3.1%Added
Brown Advisory Inc5,193,867$89.6M0.14%+266,221+5.4%Added
Bank of New York Mellon Corp7,475,036$128.9M0.02%+2,361,382+46.2%Added