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, Q3 2021
Institutional positions in Zuora Inc as of Sep 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
- 199
- +1 vs. Q2 2021
- Shares held
- 83.6M
- +4.96M (+6.3%) vs. Q2 2021
- Total value
- $1.39B
- +$30.3M (+2.2%) vs. Q2 2021
- New holders
- 28
- 74 more added
- Sold out
- 27
- 52 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 29 | $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 |
| First Horizon Advisors, Inc. | 28 | $0 | 0.00% | +28 | New |
| Liberty Wealth Management LLC | 8 | $0 | 0.00% | +8 | New |
| Arkadios Wealth Advisors | 16 | $0 | 0.00% | +16 | New |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 94 | $1.00K | 0.00% | +64+213.3% | Added |
| Signaturefd, LLC | 127 | $2.00K | 0.00% | −54−29.8% | Reduced |
| IFP Advisors, Inc | 150 | $2.00K | 0.00% | −50−25.0% | Reduced |
| Firestone Capital Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 201 | $3.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $4.00K | 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% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 316 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 350 | $5.80K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 333 | $6.00K | 0.00% | +333 | New |
| Resources Management Corp | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 474 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 620 | $10.0K | 0.01% | −150−19.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 594 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 734 | $12.0K | 0.00% | +8+1.1% | Added |
| Koshinski Asset Management, Inc. | 740 | $12.3K | 0.00% | +740 | New |
| Lumature Wealth Partners, LLC | 800 | $13.0K | 0.01% | +800 | New |
| American Portfolios Advisors | 800 | $13.3K | 0.00% | −1,025−56.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,512 | $25.0K | 0.02% | −188−11.1% | Reduced |
| Acadian Asset Management LLC | 2,152 | $35.0K | 0.00% | −8,788−80.3% | Reduced |
| First Manhattan Co | 2,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,126 | $51.0K | 0.00% | −54−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,260 | $54.0K | 0.01% | +1,260+63.0% | Added |
| AdvisorNet Financial, Inc | 3,300 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 3,940 | $65.0K | 0.02% | −55−1.4% | Reduced |
| Quantbot Technologies LP | 4,076 | $67.0K | 0.00% | +1,494+57.9% | Added |
| Simplex Trading, LLC | 4,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,300 | $71.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,430 | $73.0K | 0.00% | −90,000−95.3% | Reduced |
| Dark Forest Capital Management LP | 5,198 | $86.0K | 0.03% | +4,576+735.7% | Added |
| O'Shaughnessy Asset Management, LLC | 5,361 | $89.0K | 0.00% | +4,169+349.7% | Added |
| Tower Research Capital LLC (TRC) | 6,781 | $112.0K | 0.00% | +3,104+84.4% | Added |
| Ameritas Investment Partners, Inc. | 8,630 | $143.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 9,541 | $158.0K | 0.02% | +1,574+19.8% | Added |
| Raymond James & Associates | 10,025 | $166.0K | 0.00% | −1,525−13.2% | Reduced |
| DekaBank Deutsche Girozentrale | 10,000 | $166.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,306 | $171.0K | 0.00% | −27,446−72.7% | Reduced |
| Creative Planning | 10,573 | $175.0K | 0.00% | −1,663−13.6% | Reduced |
| Janus Henderson Group PLC | 10,928 | $181.0K | 0.00% | +10,928 | New |
| Centiva Capital, LP | 11,224 | $186.0K | 0.02% | +11,224 | New |
| Creative Financial Designs Inc | 11,697 | $194.0K | 0.03% | −790−6.3% | Reduced |
| Royal Bank of Canada | 12,287 | $204.0K | 0.00% | +2,402+24.3% | Added |
| Cypress Growth Fund III LP | 12,500 | $207.0K | 0.17% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,627 | $209.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,948 | $231.0K | 0.00% | +13,948 | New |
| Versor Investments LP | 14,000 | $232.0K | 0.01% | +14,000 | New |
| ProShare Advisors LLC | 14,290 | $237.0K | 0.00% | −12,931−47.5% | Reduced |
| Wolverine Trading, LLC | 14,336 | $239.0K | 0.00% | +14,336 | New |
| Hodges Capital Management Inc. | 15,500 | $257.0K | 0.02% | +15,500 | New |
| Trexquant Investment LP | 15,964 | $265.0K | 0.02% | −3,818−19.3% | Reduced |
| Ieq Capital, LLC | 16,331 | $271.0K | 0.01% | −8,053−33.0% | Reduced |
| Saturna Capital CORP | 17,100 | $284.0K | 0.01% | +500+3.0% | Added |
| Teacher Retirement System of Texas | 17,430 | $289.0K | 0.00% | +4,457+34.4% | Added |
| Russell Investments Group, Ltd. | 18,142 | $300.0K | 0.00% | +3,649+25.2% | Added |
| American Century Companies Inc | 18,771 | $311.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 18,937 | $314.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 19,575 | $324.6K | 0.00% | −2,250−10.3% | Reduced |
| State Board of Administration of Florida Retirement System | 19,668 | $326.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 19,822 | $329.0K | 0.00% | +80.0% | Added |
| Lazard Asset Management LLC | 20,000 | $331.0K | 0.00% | +20,000 | New |
| Gabelli Funds LLC | 20,000 | $332.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,169 | $368.0K | 0.01% | −23,291−51.2% | Reduced |
| Twinbeech Capital LP | 23,852 | $395.0K | 0.03% | +23,852 | New |
| Perigon Wealth Management, LLC | 23,918 | $397.0K | 0.03% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 24,486 | $406.0K | 0.20% | +12,885+111.1% | Added |
| M&T Bank Corp | 26,055 | $432.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,178 | $436.0K | 0.00% | −4,778−15.4% | Reduced |
| Gsa Capital Partners LLP | 26,317 | $436.0K | 0.04% | +26,317 | New |
| Handelsbanken Fonder AB | 27,700 | $459.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 28,459 | $472.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 29,067 | $481.9K | 0.01% | +3,204+12.4% | Added |
| Arizona State Retirement System | 30,305 | $502.0K | 0.00% | +893+3.0% | Added |
| BNP Paribas Arbitrage, SA | 31,323 | $519.3K | 0.00% | +16,517+111.6% | Added |
| Occudo Quantitative Strategies LP | 31,945 | $530.0K | 0.06% | +31,945 | New |
| Gamco Investors, Inc. Et Al | 32,300 | $536.0K | 0.00% | −15,300−32.1% | Reduced |
| Squarepoint Ops LLC | 32,414 | $537.0K | 0.00% | +32,414 | New |
| Mirabella Financial Services LLP | 35,000 | $580.0K | 0.08% | +35,000 | New |
| Public Employees Retirement Association of Colorado | 35,858 | $595.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 36,573 | $606.0K | 0.00% | +36,573 | New |
| MetLife Investment Management | 37,412 | $620.3K | 0.01% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 40,938 | $679.0K | 0.27% | +40,938 | New |
| Voya Investment Management LLC | 44,083 | $730.0K | 0.00% | +1,499+3.5% | Added |
| AlphaCrest Capital Management LLC | 44,682 | $741.0K | 0.04% | −34,209−43.4% | Reduced |
| PEAK6 Investments LLC | 45,770 | $759.0K | 0.02% | −40,121−46.7% | Reduced |
| Group One Trading, L.P. | 46,203 | $766.0K | 0.02% | +20,568+80.2% | Added |