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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 58,644 | $878.5K | 0.01% | +21,232+56.8% | Added |
| American International Group, Inc. | 56,265 | $843.0K | 0.00% | −2,986−5.0% | Reduced |
| Voya Investment Management LLC | 55,973 | $839.0K | 0.00% | +11,394+25.6% | Added |
| Worth Venture Partners, LLC | 54,457 | $816.0K | 0.38% | +7,144+15.1% | Added |
| Qube Research & Technologies Ltd | 51,636 | $774.0K | 0.01% | −70,508−57.7% | Reduced |
| Franklin Resources Inc | 51,357 | $769.0K | 0.00% | −5,251−9.3% | Reduced |
| Vontobel Holding Ltd. | 51,261 | $768.0K | 0.01% | −7,058−12.1% | Reduced |
| Mirabella Financial Services LLP | 46,739 | $700.0K | 0.08% | +19,519+71.7% | Added |
| Sage Rhino Capital LLC | 46,607 | $698.0K | 0.21% | 00.0% | Unchanged |
| Group One Trading, L.P. | 45,931 | $688.0K | 0.02% | +25,293+122.6% | Added |
| American Century Companies Inc | 41,679 | $623.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 37,212 | $557.0K | 0.00% | +25,110+207.5% | Added |
| Algert Global LLC | 35,411 | $530.0K | 0.03% | −2,472−6.5% | Reduced |
| Lyon Street Capital, LLC | 35,000 | $524.0K | 0.78% | +35,000 | New |
| Vanderbilt University | 32,001 | $479.4K | 0.10% | +32,001 | New |
| Blueshift Asset Management, LLC | 31,378 | $470.0K | 0.04% | +31,378 | New |
| Jeneq Management, LP | 31,300 | $469.0K | 0.12% | +31,300 | New |
| Arizona State Retirement System | 31,221 | $468.0K | 0.00% | +1,238+4.1% | Added |
| Gsa Capital Partners LLP | 30,488 | $457.0K | 0.06% | +30,488 | New |
| Bayesian Capital Management, LP | 30,300 | $454.0K | 0.07% | +30,300 | New |
| Roberts Wealth Advisors, LLC | 30,938 | $453.0K | 0.18% | 00.0% | Unchanged |
| Eaton Vance Management | 28,459 | $426.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 26,146 | $396.0K | 0.00% | +1,447+5.9% | Added |
| ExodusPoint Capital Management, LP | 24,276 | $364.0K | 0.01% | +24,276 | New |
| 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 |
| Public Employees Retirement Association of Colorado | 23,541 | $353.0K | 0.00% | −5,916−20.1% | Reduced |
| Boothbay Fund Management, LLC | 23,268 | $349.0K | 0.01% | +3,647+18.6% | Added |
| Versor Investments LP | 22,642 | $339.0K | 0.01% | +22,642 | New |
| Acadian Asset Management LLC | 22,435 | $334.0K | 0.00% | +15,887+242.6% | Added |
| Angeles Wealth Management, LLC | 22,220 | $333.0K | 0.06% | +22,220 | New |
| ProShare Advisors LLC | 22,138 | $332.0K | 0.00% | −2,223−9.1% | Reduced |
| Janus Henderson Group PLC | 22,028 | $330.0K | 0.00% | +15+0.1% | Added |
| 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 |
| 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 |
| Creative Planning | 20,643 | $309.0K | 0.00% | +10,030+94.5% | Added |
| 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 |
| State Board of Administration of Florida Retirement System | 20,293 | $304.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $300.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 19,075 | $285.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mackenzie Financial Corp | 18,290 | $274.0K | 0.00% | +18,290 | New |
| Spouting Rock Asset Management, LLC | 18,203 | $273.0K | 0.23% | −6,270−25.6% | Reduced |
| 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 |
| Aigen Investment Management, LP | 17,725 | $266.0K | 0.05% | +17,725 | New |
| Gamco Investors, Inc. Et Al | 17,300 | $259.0K | 0.00% | −500−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 20,141 | $252.0K | 0.00% | −6,635−24.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,668 | $250.0K | 0.00% | +4,041+32.0% | Added |
| XTX Topco Ltd | 16,188 | $242.0K | 0.11% | +16,188 | New |
| 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 |
| M&T Bank Corp | 15,061 | $226.0K | 0.00% | −8,768−36.8% | Reduced |
| Capital Fund Management S.A. | 14,922 | $223.5K | 0.01% | +14,922 | New |
| LVW Advisors, LLC | 13,691 | $205.0K | 0.04% | +13,691 | New |
| Creative Financial Designs Inc | 12,750 | $191.0K | 0.03% | +3,950+44.9% | Added |
| Two Sigma Securities, LLC | 12,630 | $189.0K | 0.03% | +12,630 | New |
| Envestnet Asset Management Inc | 12,328 | $185.0K | 0.00% | +594+5.1% | Added |
| SG Americas Securities, LLC | 12,300 | $184.0K | 0.00% | −17,956−59.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,108 | $181.0K | 0.00% | −14,929−55.2% | Reduced |
| Royal Bank of Canada | 11,824 | $177.0K | 0.00% | −13,751−53.8% | Reduced |
| Ensign Peak Advisors, Inc | 10,940 | $164.0K | 0.00% | +4,170+61.6% | Added |
| Ameritas Investment Partners, Inc. | 8,630 | $129.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 8,544 | $128.0K | 0.12% | +4,060+90.5% | Added |
| Metropolitan Life Insurance Co | 7,000 | $104.9K | 0.00% | −21,224−75.2% | Reduced |
| Tortoise Index Solutions, LLC | 4,522 | $68.0K | 0.01% | +655+16.9% | Added |
| Emerald Advisers, LLC | 4,400 | $66.0K | 0.00% | +4,400 | New |
| Edmond de Rothschild Holding S.A. | 4,300 | $64.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 2,657 | $40.0K | 0.00% | −9,927−78.9% | Reduced |
| Bartlett & Co. LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Bartlett & Co. Wealth Management LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| State of Wyoming | 1,840 | $28.0K | 0.01% | −907−33.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,480 | $22.0K | 0.00% | −2,080−58.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,174 | $18.0K | 0.00% | −532−31.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,161 | $17.0K | 0.00% | +1,072+1,204.5% | Added |
| Huntington National Bank | 1,001 | $15.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 781 | $12.0K | 0.00% | +23+3.0% | Added |
| Koshinski Asset Management, Inc. | 740 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 734 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 450 | $6.74K | 0.00% | −350−43.8% | Reduced |
| Howe & Rusling Inc | 389 | $6.00K | 0.00% | +151+63.4% | Added |
| Burleson & Company, LLC | 340 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 304 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |