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, Q1 2022
Institutional positions in Zuora Inc as of Mar 31, 2022. 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
- 213
- −2 vs. Q4 2021
- Shares held
- 113.7M
- +26.1M (+29.8%) vs. Q4 2021
- Total value
- $1.37B
- −$264.1M (−16.1%) vs. Q4 2021
- New holders
- 35
- 85 more added
- Sold out
- 37
- 62 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 29 | $0 | 0.00% | −28−49.1% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $0 | 0.00% | −5−20.0% | Reduced |
| TCWP LLC | 24 | $0 | 0.00% | +24 | New |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $1.50K | 0.00% | −250−71.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 124 | $2.00K | 0.00% | +124 | New |
| HighMark Wealth Management LLC | 220 | $3.00K | 0.00% | −150−40.5% | Reduced |
| Signaturefd, LLC | 218 | $3.00K | 0.00% | +75+52.4% | Added |
| Future Financial Wealth Managment LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 260 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 301 | $4.00K | 0.00% | +301 | New |
| Burleson & Company, LLC | 340 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 304 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 389 | $6.00K | 0.00% | +151+63.4% | Added |
| American Portfolios Advisors | 450 | $6.74K | 0.00% | −350−43.8% | Reduced |
| Resources Management Corp | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $7.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 475 | $7.00K | 0.00% | +475 | New |
| Walleye Trading LLC | 636 | $10.0K | 0.00% | −31,273−98.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 662 | $10.0K | 0.00% | +91+15.9% | Added |
| IFP Advisors, Inc | 357 | $10.0K | 0.00% | +207+138.0% | Added |
| Quadrant Capital Group LLC | 734 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 740 | $11.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 781 | $12.0K | 0.00% | +23+3.0% | Added |
| Huntington National Bank | 1,001 | $15.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,161 | $17.0K | 0.00% | +1,072+1,204.5% | Added |
| Tower Research Capital LLC (TRC) | 1,174 | $18.0K | 0.00% | −532−31.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,480 | $22.0K | 0.00% | −2,080−58.4% | Reduced |
| State of Wyoming | 1,840 | $28.0K | 0.01% | −907−33.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Bartlett & Co. LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| PEAK6 Investments LLC | 2,657 | $40.0K | 0.00% | −9,927−78.9% | Reduced |
| AdvisorNet Financial, Inc | 3,300 | $49.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,260 | $49.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,300 | $64.0K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,400 | $66.0K | 0.00% | +4,400 | New |
| Tortoise Index Solutions, LLC | 4,522 | $68.0K | 0.01% | +655+16.9% | Added |
| Metropolitan Life Insurance Co | 7,000 | $104.9K | 0.00% | −21,224−75.2% | Reduced |
| Neo Ivy Capital Management | 8,544 | $128.0K | 0.12% | +4,060+90.5% | Added |
| Ameritas Investment Partners, Inc. | 8,630 | $129.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 10,940 | $164.0K | 0.00% | +4,170+61.6% | Added |
| Royal Bank of Canada | 11,824 | $177.0K | 0.00% | −13,751−53.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,108 | $181.0K | 0.00% | −14,929−55.2% | Reduced |
| SG Americas Securities, LLC | 12,300 | $184.0K | 0.00% | −17,956−59.3% | Reduced |
| Envestnet Asset Management Inc | 12,328 | $185.0K | 0.00% | +594+5.1% | Added |
| Two Sigma Securities, LLC | 12,630 | $189.0K | 0.03% | +12,630 | New |
| Creative Financial Designs Inc | 12,750 | $191.0K | 0.03% | +3,950+44.9% | Added |
| LVW Advisors, LLC | 13,691 | $205.0K | 0.04% | +13,691 | New |
| Capital Fund Management S.A. | 14,922 | $223.5K | 0.01% | +14,922 | New |
| M&T Bank Corp | 15,061 | $226.0K | 0.00% | −8,768−36.8% | Reduced |
| Saturna Capital CORP | 15,650 | $234.0K | 0.00% | −1,700−9.8% | Reduced |
| Ieq Capital, LLC | 15,621 | $234.0K | 0.01% | −616−3.8% | Reduced |
| XTX Topco Ltd | 16,188 | $242.0K | 0.11% | +16,188 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,668 | $250.0K | 0.00% | +4,041+32.0% | Added |
| Advisor Group Holdings, Inc. | 20,141 | $252.0K | 0.00% | −6,635−24.8% | Reduced |
| Gamco Investors, Inc. Et Al | 17,300 | $259.0K | 0.00% | −500−2.8% | Reduced |
| Aigen Investment Management, LP | 17,725 | $266.0K | 0.05% | +17,725 | New |
| Amalgamated Bank | 18,180 | $272.0K | 0.00% | −1,442−7.3% | Reduced |
| Amalgamated Financial Corp. | 18,180 | $272.0K | 0.00% | +18,180 | New |
| Spouting Rock Asset Management, LLC | 18,203 | $273.0K | 0.23% | −6,270−25.6% | Reduced |
| Mackenzie Financial Corp | 18,290 | $274.0K | 0.00% | +18,290 | New |
| GAM Holding AG | 19,272 | $277.0K | 0.01% | −755,937−97.5% | Reduced |
| Prelude Capital Management, LLC | 18,514 | $277.0K | 0.01% | −12,673−40.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,075 | $285.7K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $300.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 20,293 | $304.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,576 | $308.0K | 0.00% | −45,411−68.8% | Reduced |
| Point72 Hong Kong Ltd | 20,565 | $308.0K | 0.03% | +20,565 | New |
| Creative Planning | 20,643 | $309.0K | 0.00% | +10,030+94.5% | Added |
| Handelsbanken Fonder AB | 21,200 | $318.0K | 0.00% | −6,500−23.5% | Reduced |
| PDT Partners, LLC | 21,238 | $318.0K | 0.03% | +21,238 | New |
| Parallel Advisors, LLC | 21,919 | $328.0K | 0.01% | +70.0% | Added |
| Malaga Cove Capital, LLC | 21,915 | $328.0K | 0.15% | +21,915 | New |
| Janus Henderson Group PLC | 22,028 | $330.0K | 0.00% | +15+0.1% | Added |
| ProShare Advisors LLC | 22,138 | $332.0K | 0.00% | −2,223−9.1% | Reduced |
| Angeles Wealth Management, LLC | 22,220 | $333.0K | 0.06% | +22,220 | New |
| Acadian Asset Management LLC | 22,435 | $334.0K | 0.00% | +15,887+242.6% | Added |
| Versor Investments LP | 22,642 | $339.0K | 0.01% | +22,642 | New |
| Boothbay Fund Management, LLC | 23,268 | $349.0K | 0.01% | +3,647+18.6% | Added |
| Public Employees Retirement Association of Colorado | 23,541 | $353.0K | 0.00% | −5,916−20.1% | Reduced |
| Perigon Wealth Management, LLC | 23,651 | $354.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,652 | $354.0K | 0.00% | +1,794+8.2% | Added |
| Diversified Trust Co | 23,625 | $354.0K | 0.01% | +3,271+16.1% | Added |
| ExodusPoint Capital Management, LP | 24,276 | $364.0K | 0.01% | +24,276 | New |
| HSBC Holdings PLC | 26,146 | $396.0K | 0.00% | +1,447+5.9% | Added |
| Eaton Vance Management | 28,459 | $426.0K | 0.00% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 30,938 | $453.0K | 0.18% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 30,300 | $454.0K | 0.07% | +30,300 | New |
| Gsa Capital Partners LLP | 30,488 | $457.0K | 0.06% | +30,488 | New |
| Arizona State Retirement System | 31,221 | $468.0K | 0.00% | +1,238+4.1% | Added |
| Jeneq Management, LP | 31,300 | $469.0K | 0.12% | +31,300 | New |
| Blueshift Asset Management, LLC | 31,378 | $470.0K | 0.04% | +31,378 | New |
| Vanderbilt University | 32,001 | $479.4K | 0.10% | +32,001 | New |
| Lyon Street Capital, LLC | 35,000 | $524.0K | 0.78% | +35,000 | New |
| Algert Global LLC | 35,411 | $530.0K | 0.03% | −2,472−6.5% | Reduced |