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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 30,360 | $524.0K | 0.01% | +30,360 | New |
| Arizona State Retirement System | 29,412 | $507.0K | 0.00% | −1,241−4.0% | Reduced |
| Eaton Vance Management | 28,459 | $491.0K | 0.00% | −359−1.2% | Reduced |
| Handelsbanken Fonder AB | 27,700 | $478.0K | 0.00% | +12,000+76.4% | Added |
| Cipher Capital LP | 27,445 | $473.0K | 0.26% | +27,445 | New |
| ProShare Advisors LLC | 27,221 | $470.0K | 0.00% | −380−1.4% | Reduced |
| M&T Bank Corp | 26,055 | $449.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 25,863 | $446.1K | 0.01% | −1,436−5.3% | 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 |
| Ieq Capital, LLC | 24,384 | $421.0K | 0.01% | −92−0.4% | Reduced |
| Perigon Wealth Management, LLC | 23,918 | $413.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 21,825 | $376.5K | 0.00% | −1,000−4.4% | Reduced |
| Gabelli Funds LLC | 20,000 | $345.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 19,969 | $344.0K | 0.02% | −19,271−49.1% | Reduced |
| Amalgamated Bank | 19,814 | $342.0K | 0.00% | +5,165+35.3% | Added |
| Trexquant Investment LP | 19,782 | $341.0K | 0.03% | +19,782 | New |
| State Board of Administration of Florida Retirement System | 19,668 | $339.0K | 0.00% | +1,442+7.9% | Added |
| Diversified Trust Co | 18,937 | $327.0K | 0.01% | −753−3.8% | Reduced |
| American Century Companies Inc | 18,771 | $324.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,319 | $316.0K | 0.00% | +2,715+17.4% | Added |
| Walleye Trading LLC | 17,925 | $309.0K | 0.01% | −9,291−34.1% | Reduced |
| Sciencast Management LP | 16,615 | $293.0K | 0.06% | +16,615 | New |
| Principal Financial Group Inc | 16,777 | $289.0K | 0.00% | −5,192−23.6% | Reduced |
| Saturna Capital CORP | 16,600 | $286.0K | 0.01% | +3,600+27.7% | Added |
| Qube Research & Technologies Ltd | 15,827 | $273.0K | 0.00% | −7,982−33.5% | Reduced |
| Algert Global LLC | 15,621 | $269.0K | 0.09% | +15,621 | New |
| Keebeck Alpha, LP | 15,382 | $265.0K | 0.09% | +15,382 | New |
| Cornerstone Investment Partners, LLC | 15,130 | $261.0K | 0.01% | +15,130 | New |
| BNP Paribas Arbitrage, SA | 14,806 | $255.4K | 0.00% | −16,512−52.7% | Reduced |
| Russell Investments Group, Ltd. | 14,493 | $250.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 13,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 13,198 | $228.0K | 0.00% | −1,063−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 13,125 | $226.0K | 0.00% | +13,125 | New |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,627 | $218.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Financial Designs Inc | 12,487 | $215.0K | 0.04% | −2,903−18.9% | Reduced |
| 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 |
| Ergoteles LLC | 12,200 | $210.0K | 0.00% | +12,200 | New |
| Spouting Rock Asset Management, LLC | 11,601 | $200.0K | 0.06% | −5,738−33.1% | Reduced |
| Raymond James & Associates | 11,550 | $199.0K | 0.00% | −500−4.1% | Reduced |
| Acadian Asset Management LLC | 10,940 | $189.0K | 0.00% | +9,052+479.4% | Added |
| Schonfeld Strategic Advisors LLC | 10,775 | $186.0K | 0.00% | +10,775 | New |
| DekaBank Deutsche Girozentrale | 10,000 | $182.0K | 0.00% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 10,000 | $173.0K | 0.03% | +10,000 | New |
| Royal Bank of Canada | 9,885 | $171.0K | 0.00% | −3,987−28.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,630 | $149.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 7,967 | $137.0K | 0.02% | +2,229+38.8% | Added |
| Compagnie Lombard Odier SCmA | 7,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,281 | $91.0K | 0.09% | +5,281 | New |
| STRS Ohio | 5,200 | $89.0K | 0.00% | +5,200 | New |
| Edmond de Rothschild Holding S.A. | 4,300 | $74.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 3,677 | $63.0K | 0.00% | −3,712−50.2% | Reduced |
| AdvisorNet Financial, Inc | 3,300 | $57.0K | 0.00% | +2,500+312.5% | Added |
| Cutler Group LP | 3,180 | $54.0K | 0.00% | −659−17.2% | Reduced |
| Quantbot Technologies LP | 2,582 | $44.0K | 0.00% | +2,582 | New |
| First Manhattan Co | 2,200 | $37.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,000 | $35.0K | 0.00% | +2,000 | New |
| American Portfolios Advisors | 1,825 | $31.5K | 0.00% | −200−9.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,700 | $29.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,500 | $26.0K | 0.00% | +1,500 | New |
| Gemmer Asset Management LLC | 1,300 | $22.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,192 | $21.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,072 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $17.0K | 0.00% | +1,000 | 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 |
| Dark Forest Capital Management LP | 622 | $11.0K | 0.00% | +622 | New |
| Migdal Insurance & Financial Holdings Ltd. | 594 | $10.0K | 0.00% | −256−30.1% | Reduced |
| Resources Management Corp | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 474 | $8.00K | 0.00% | +180+61.2% | Added |
| Leonteq Securities AG | 350 | $6.04K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $4.00K | 0.00% | +250 | New |
| Brewin Dolphin Ltd | 201 | $3.47K | 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 |
| Firestone Capital Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |