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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 2022

Institutional positions in Zuora Inc as of Sep 30, 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
200
−1 vs. Q2 2022
Shares held
90.9M
−322.2K (−0.4%) vs. Q2 2022
Total value
$671.3M
−$145.7M (−17.8%) vs. Q2 2022
New holders
27
85 more added
Sold out
28
59 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 200 institutions
Q1 2021: 189 institutionsQ2 2021: 202 institutionsQ3 2021: 199 institutionsQ4 2021: 217 institutionsQ1 2022: 213 institutionsQ2 2022: 201 institutionsQ3 2022: 200 institutionsQ4 2022: 194 institutionsQ1 2023: 187 institutionsQ2 2023: 200 institutionsQ3 2023: 199 institutionsQ4 2023: 201 institutionsQ1 2024: 193 institutionsQ2 2024: 211 institutionsQ3 2024: 223 institutionsQ4 2024: 216 institutionsQ1 2025: 3 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2022: $671.3M
Q1 2021: $1.09BQ2 2021: $1.37BQ3 2021: $1.39BQ4 2021: $1.64BQ1 2022: $1.37BQ2 2022: $817.0MQ3 2022: $671.3MQ4 2022: $605.5MQ1 2023: $967.3MQ2 2023: $1.10BQ3 2023: $840.7MQ4 2023: $1.01BQ1 2024: $988.9MQ2 2024: $1.13BQ3 2024: $947.9MQ4 2024: $1.25BQ1 2025: $2.42KQ2 2025: $10Q3 2025: $10Q4 2025: $10Q1 2026: $10Q2 2026: $10
Institutions holding ZUO and their total value by quarter
QuarterHoldersValue
Q2 20261$10
Q1 20261$10
Q4 20251$10
Q3 20251$10
Q2 20251$10
Q1 20253$2.42K
Q4 2024216$1.25B
Q3 2024223$947.9M
Q2 2024211$1.13B
Q1 2024193$988.9M
Q4 2023201$1.01B
Q3 2023199$840.7M
Q2 2023200$1.10B
Q1 2023187$967.3M
Q4 2022194$605.5M
Q3 2022200$671.3M
Q2 2022201$817.0M
Q1 2022213$1.37B
Q4 2021217$1.64B
Q3 2021199$1.39B
Q2 2021202$1.37B
Q1 2021189$1.09B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q2 2022.

Institutions holding ZUO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc12,181,022$89.9M0.00%+546,378+4.7%Added
BlackRock Inc.9,705,336$71.6M0.00%+653,017+7.2%Added
Bank of New York Mellon Corp5,952,202$43.9M0.01%−108,904−1.8%Reduced
Baillie Gifford & Co4,885,232$36.1M0.04%+197,661+4.2%Added
Brown Advisory Inc4,502,107$33.2M0.06%−525,474−10.5%Reduced
FMR LLC4,029,442$29.7M0.00%+403,093+11.1%Added
Manufacturers Life Insurance Company, The3,196,445$23.6M0.02%+486,921+18.0%Added
Archon Capital Management LLC2,990,378$22.1M9.12%+112,779+3.9%Added
First Trust Advisors LP2,867,787$21.2M0.03%+574,889+25.1%Added
State Street Corp2,429,027$17.9M0.00%−4,884−0.2%Reduced
Geode Capital Management, LLC2,111,263$15.6M0.00%+125,281+6.3%Added
Bares Capital Management, Inc.1,943,242$14.3M0.56%−312,506−13.9%Reduced
Two Sigma Advisers, LP1,517,700$11.2M0.03%+20,200+1.3%Added
Renaissance Technologies LLC1,510,700$11.1M0.02%+57,700+4.0%Added
Two Sigma Investments, LP1,500,983$11.1M0.04%+40,826+2.8%Added
Gagnon Securities LLC1,426,142$10.5M2.31%+562,274+65.1%Added
Nuveen Asset Management, LLC1,402,009$10.3M0.00%+14,266+1.0%Added
Morgan Stanley1,293,753$9.55M0.00%+122,775+10.5%Added
Northern Trust Corp1,126,068$8.31M0.00%+39,756+3.7%Added
Millennium Management LLC1,086,527$8.02M0.01%−1,255,585−53.6%Reduced
Kornitzer Capital Management Inc1,038,410$7.66M0.16%−4150.0%Reduced
Charles Schwab Investment Management Inc949,049$7.00M0.00%+38,613+4.2%Added
Goldman Sachs Group Inc888,465$6.56M0.00%+261,449+41.7%Added
Cubist Systematic Strategies, LLC886,994$6.55M0.05%+308,390+53.3%Added
Potrero Capital Research LLC879,193$6.49M4.43%+240,944+37.8%Added
Gagnon Advisors, LLC831,074$6.13M3.97%+415,537+100.0%Added
Needham Investment Management LLC800,000$5.90M1.16%+250,000+45.5%Added
Frontier Capital Management Co LLC766,922$5.66M0.07%+58,713+8.3%Added
JPMorgan Chase & Co736,301$5.43M0.00%−25,497−3.3%Reduced
Peregrine Capital Management LLC728,832$5.38M0.17%−39,906−5.2%Reduced
Formula Growth Ltd700,000$5.17M1.48%−51,261−6.8%Reduced
Voya Investment Management LLC672,455$4.96M0.01%+128,175+23.5%Added
Mutual of America Capital Management LLC590,229$4.36M0.06%−153,281−20.6%Reduced
Great West Life Assurance Co549,808$4.06M0.01%+107,222+24.2%Added
Acadian Asset Management LLC549,928$4.06M0.02%+378,379+220.6%Added
Panagora Asset Management Inc522,563$3.86M0.03%+1,420+0.3%Added
Horrell Capital Management, Inc.485,000$3.58M1.31%+95,000+24.4%Added
Rice Hall James & Associates, LLC481,368$3.55M0.21%+481,368New
CWM, LLC374,038$2.76M0.02%−14,929−3.8%Reduced
First Washington CORP362,860$2.68M1.35%+362,860New
Nordea Investment Management AB351,362$2.63M0.00%−971−0.3%Reduced
ExodusPoint Capital Management, LP322,645$2.38M0.03%+322,645New
Taylor Frigon Capital Management LLC312,618$2.31M1.20%+3,816+1.2%Added
Jupiter Asset Management Ltd306,011$2.26M0.03%−306−0.1%Reduced
Bank of America Corp303,745$2.24M0.00%+28,723+10.4%Added
State of New Jersey Common Pension Fund D291,466$2.15M0.01%+73,660+33.8%Added
Swiss National Bank287,200$2.12M0.00%+10,700+3.9%Added
D. E. Shaw & Co., Inc.279,608$2.06M0.00%−59,012−17.4%Reduced
HighTower Advisors, LLC245,278$1.81M0.00%+289+0.1%Added
Connor, Clark & Lunn Investment Management Ltd.213,409$1.57M0.01%+138,038+183.1%Added
Engineers Gate Manager LP209,457$1.55M0.10%−480,019−69.6%Reduced
Squarepoint Ops LLC206,495$1.52M0.01%+100,969+95.7%Added
SEI Investments Co197,733$1.46M0.00%+98,351+99.0%Added
Clearline Capital LP196,586$1.45M0.20%+152,872+349.7%Added
Macquarie Group Ltd175,929$1.31M0.00%−1,976−1.1%Reduced
Essex Investment Management Co LLC164,276$1.21M0.19%+35,484+27.6%Added
HarbourVest Partners LLC163,894$1.21M0.40%00.0%Unchanged
Schonfeld Strategic Advisors LLC163,917$1.21M0.01%+30,017+22.4%Added
Occudo Quantitative Strategies LP157,533$1.16M0.09%−27,428−14.8%Reduced
California State Teachers Retirement System152,266$1.12M0.00%+4,009+2.7%Added
Algert Global LLC149,861$1.11M0.07%+42,979+40.2%Added
Graham Capital Management, L.P.146,074$1.08M0.05%−13,608−8.5%Reduced
Rhumbline Advisers144,943$1.07M0.00%+14,561+11.2%Added
ClariVest Asset Management LLC144,399$1.06M0.05%−23,967−14.2%Reduced
UBS Asset Management Americas Inc139,720$1.03M0.00%+14,106+11.2%Added
Cavalry Management Group, LLC136,038$1.00M0.13%−7,099−5.0%Reduced
Jennison Associates LLC128,024$945.0K0.00%+43,099+50.7%Added
BNP Paribas Arbitrage, SA122,606$904.8K0.00%+87,802+252.3%Added
Credit Suisse AG121,034$894.0K0.00%−3,420−2.7%Reduced
Alliancebernstein L.P.116,513$860.0K0.00%+138+0.1%Added
Jump Financial, LLC115,189$850.0K0.03%−1,019−0.9%Reduced
AlphaCrest Capital Management LLC108,497$801.0K0.05%−106,761−49.6%Reduced
Citadel Advisors LLC105,022$775.0K0.00%−144,600−57.9%Reduced
Legal & General Group Plc92,481$683.0K0.00%+3,234+3.6%Added
Mariner, LLC91,736$677.0K0.00%+4,282+4.9%Added
Qube Research & Technologies Ltd88,152$651.0K0.00%−142,529−61.8%Reduced
Versor Investments LP84,600$624.0K0.04%−16,004−15.9%Reduced
Susquehanna International Group, LLP83,491$616.0K0.00%−59,516−41.6%Reduced
AQR Capital Management LLC82,426$608.0K0.00%+82,426New
New York State Common Retirement Fund78,702$581.0K0.00%+8,796+12.6%Added
Invesco Ltd.78,007$576.0K0.00%+6,914+9.7%Added
Barclays PLC71,331$526.0K0.00%−665−0.9%Reduced
MetLife Investment Management63,261$466.9K0.00%+4,617+7.9%Added
Mackenzie Financial Corp62,473$461.0K0.00%+43,273+225.4%Added
Susquehanna Fundamental Investments, LLC61,010$450.0K0.01%+61,010New
Raymond James & Associates58,498$432.0K0.00%+17,380+42.3%Added
American International Group, Inc.57,745$426.0K0.00%+4,900+9.3%Added
Ameriprise Financial Inc56,899$420.0K0.00%+56,899New
Capital Impact Advisors, LLC51,653$405.0K0.40%+3,158+6.5%Added
Deutsche Bank AG54,576$403.0K0.00%−23,908−30.5%Reduced
HSBC Holdings PLC52,244$391.0K0.00%+5,229+11.1%Added
Vontobel Holding Ltd.52,212$385.0K0.00%+12,629+31.9%Added
Verition Fund Management LLC50,938$376.0K0.01%+34,592+211.6%Added
Diversified Trust Co47,953$354.0K0.02%+23,846+98.9%Added
Potomac Capital Management, Inc.48,000$354.0K0.49%+48,000New
Mirabella Financial Services LLP47,083$351.0K0.04%−20,637−30.5%Reduced
Sage Rhino Capital LLC46,539$343.0K0.14%+160.0%Added
Mirae Asset Global Investments Co., Ltd.46,528$343.0K0.00%+14,450+45.0%Added
Walleye Capital LLC43,655$322.0K0.01%+43,655New
Price T Rowe Associates Inc42,488$314.0K0.00%+8,372+24.5%Added