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, Q4 2021
Institutional positions in Zuora Inc as of Dec 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
- 217
- +21 vs. Q3 2021
- Shares held
- 87.6M
- +4.07M (+4.9%) vs. Q3 2021
- Total value
- $1.64B
- +$251.3M (+18.1%) vs. Q3 2021
- New holders
- 46
- 66 more added
- Sold out
- 25
- 73 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 19 | $0 | 0.00% | +19 | New |
| Covestor Ltd | 25 | $0 | 0.00% | +25 | New |
| Simplex Trading, LLC | 100 | $1.00K | 0.00% | −3,900−97.5% | Reduced |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $1.00K | 0.00% | +28+96.6% | Added |
| Clearview Wealth Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 60 | $1.00K | 0.00% | +60 | New |
| Ellevest, Inc. | 69 | $1.00K | 0.00% | +69 | New |
| Bivin & Associates, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 100 | $2.00K | 0.00% | −135−57.4% | Reduced |
| The PNC Financial Services Group, Inc. | 89 | $2.00K | 0.00% | +89 | New |
| Newbridge Financial Services Group, Inc. | 150 | $3.00K | 0.00% | −1,362−90.1% | Reduced |
| Signaturefd, LLC | 143 | $3.00K | 0.00% | +16+12.6% | Added |
| IFP Advisors, Inc | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 238 | $4.00K | 0.00% | +238 | New |
| Manchester Capital Management LLC | 261 | $5.00K | 0.00% | −72−21.6% | Reduced |
| Salem Investment Counselors Inc | 270 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 288 | $5.00K | 0.00% | +288 | New |
| Burleson & Company, LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $6.00K | 0.00% | +300 | New |
| Beaird Harris Wealth Management, LLC | 304 | $6.00K | 0.00% | +304 | New |
| Leonteq Securities AG | 350 | $6.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 370 | $7.00K | 0.00% | −250−40.3% | Reduced |
| Adirondack Trust Co | 494 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 571 | $11.0K | 0.00% | −23−3.9% | Reduced |
| Koshinski Asset Management, Inc. | 740 | $13.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 734 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 758 | $14.0K | 0.00% | +284+59.9% | Added |
| American Portfolios Advisors | 800 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,001 | $19.0K | 0.00% | +1,000+100,000.0% | Added |
| Dark Forest Capital Management LP | 1,074 | $20.0K | 0.01% | −4,124−79.3% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $21.0K | 0.04% | +1,100 | New |
| Tower Research Capital LLC (TRC) | 1,706 | $32.0K | 0.00% | −5,075−74.8% | Reduced |
| First Manhattan Co | 2,000 | $37.0K | 0.00% | −200−9.1% | Reduced |
| State of Wyoming | 2,747 | $51.0K | 0.02% | +2,747 | New |
| Nisa Investment Advisors, LLC | 3,560 | $59.0K | 0.00% | −870−19.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,260 | $61.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,455 | $65.0K | 0.00% | +3,455 | New |
| Cutler Group LP | 3,726 | $69.0K | 0.00% | +600+19.2% | Added |
| Tortoise Index Solutions, LLC | 3,867 | $72.0K | 0.02% | −73−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,300 | $80.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,484 | $84.0K | 0.12% | +4,484 | New |
| Acadian Asset Management LLC | 6,548 | $122.0K | 0.00% | +4,396+204.3% | Added |
| Ensign Peak Advisors, Inc | 6,770 | $126.0K | 0.00% | +6,770 | New |
| Telemus Capital, LLC | 7,712 | $144.0K | 0.01% | +7,712 | New |
| Ameritas Investment Partners, Inc. | 8,630 | $161.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8,800 | $164.0K | 0.02% | −2,897−24.8% | Reduced |
| Bridgefront Capital, LLC | 10,137 | $189.0K | 0.18% | +10,137 | New |
| Mitsubishi UFJ Trust & Banking Corp | 10,161 | $190.0K | 0.00% | −37,364−78.6% | Reduced |
| DekaBank Deutsche Girozentrale | 10,000 | $190.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,613 | $198.0K | 0.00% | +40+0.4% | Added |
| Envestnet Asset Management Inc | 11,734 | $219.0K | 0.00% | −2,214−15.9% | Reduced |
| Raymond James & Associates | 12,102 | $226.0K | 0.00% | +2,077+20.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,081 | $226.0K | 0.05% | +12,081 | New |
| PEAK6 Investments LLC | 12,584 | $235.0K | 0.01% | −33,186−72.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,627 | $236.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,927 | $260.0K | 0.00% | +13,927 | New |
| State of Wisconsin Investment Board | 14,100 | $263.0K | 0.00% | +14,100 | New |
| Jupiter Asset Management Ltd | 14,156 | $269.0K | 0.00% | +14,156 | New |
| Hodges Capital Management Inc. | 15,500 | $290.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 15,877 | $302.0K | 0.00% | +1,541+10.7% | Added |
| Ieq Capital, LLC | 16,237 | $303.0K | 0.01% | −94−0.6% | Reduced |
| Saturna Capital CORP | 17,350 | $324.0K | 0.01% | +250+1.5% | Added |
| Gamco Investors, Inc. Et Al | 17,800 | $333.0K | 0.00% | −14,500−44.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,075 | $356.3K | 0.00% | −500−2.6% | Reduced |
| HAP Trading, LLC | 19,504 | $364.0K | 0.03% | +19,504 | New |
| Boothbay Fund Management, LLC | 19,621 | $367.0K | 0.01% | −49,238−71.5% | Reduced |
| Amalgamated Bank | 19,622 | $367.0K | 0.00% | −200−1.0% | Reduced |
| Gabelli Funds LLC | 20,000 | $374.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 20,293 | $379.0K | 0.00% | +625+3.2% | Added |
| Diversified Trust Co | 20,354 | $380.0K | 0.01% | +1,417+7.5% | Added |
| Group One Trading, L.P. | 20,638 | $386.0K | 0.01% | −25,565−55.3% | Reduced |
| Trexquant Investment LP | 21,340 | $399.0K | 0.02% | +5,376+33.7% | Added |
| Teacher Retirement System of Texas | 21,858 | $408.0K | 0.00% | +4,428+25.4% | Added |
| Parallel Advisors, LLC | 21,912 | $409.0K | 0.02% | −257−1.2% | Reduced |
| Janus Henderson Group PLC | 22,013 | $411.0K | 0.00% | +11,085+101.4% | Added |
| Perigon Wealth Management, LLC | 23,651 | $442.0K | 0.03% | −267−1.1% | Reduced |
| M&T Bank Corp | 23,829 | $445.0K | 0.00% | −2,226−8.5% | Reduced |
| ProShare Advisors LLC | 24,361 | $456.0K | 0.00% | +10,071+70.5% | Added |
| Spouting Rock Asset Management, LLC | 24,473 | $457.0K | 0.36% | −13−0.1% | Reduced |
| HSBC Holdings PLC | 24,699 | $462.0K | 0.00% | +24,699 | New |
| Price T Rowe Associates Inc | 24,891 | $465.0K | 0.00% | +24,891 | New |
| Royal Bank of Canada | 25,575 | $477.0K | 0.00% | +13,288+108.1% | Added |
| Paloma Partners Management Co | 25,518 | $477.0K | 0.02% | +25,518 | New |
| Advisor Group Holdings, Inc. | 26,776 | $498.0K | 0.00% | +598+2.3% | Added |
| Jane Street Group, LLC | 26,675 | $498.0K | 0.00% | +26,675 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 27,037 | $505.0K | 0.00% | −42,220−61.0% | Reduced |
| Mirabella Financial Services LLP | 27,220 | $509.0K | 0.05% | −7,780−22.2% | Reduced |
| Handelsbanken Fonder AB | 27,700 | $517.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 30,347 | $526.0K | 0.09% | +30,347 | New |
| Metropolitan Life Insurance Co | 28,224 | $527.2K | 0.01% | −843−2.9% | Reduced |
| Eaton Vance Management | 28,459 | $532.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 29,457 | $550.0K | 0.00% | −6,401−17.9% | Reduced |