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 2022
Institutional positions in Zuora Inc as of Dec 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
- 194
- −3 vs. Q3 2022
- Shares held
- 95.2M
- +4.29M (+4.7%) vs. Q3 2022
- Total value
- $605.5M
- −$65.5M (−9.8%) vs. Q3 2022
- New holders
- 31
- 64 more added
- Sold out
- 34
- 70 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 40 | $0 | 0.00% | −67−62.6% | Reduced |
| Hall Laurie J Trustee | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $0 | 0.00% | −1−7.7% | Reduced |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | +35 | New |
| GWM Advisors LLC | 90 | $1 | 0.00% | +90 | New |
| Dark Forest Capital Management LP | 15 | $95 | 0.00% | −846−98.3% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $127 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $134 | 0.00% | +21 | New |
| Financial Synergies Wealth Advisors, Inc. | 25 | $159 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $318 | 0.00% | +50 | New |
| Delos Wealth Advisors, LLC | 66 | $420 | 0.00% | +66 | New |
| Manchester Capital Management LLC | 99 | $630 | 0.00% | −70−41.4% | Reduced |
| Headlands Technologies LLC | 190 | $1.00K | 0.00% | +190 | New |
| Zions Bancorporation, N.A. | 216 | $1.37K | 0.00% | +216 | New |
| Beaird Harris Wealth Management, LLC | 218 | $1.39K | 0.00% | −86−28.3% | Reduced |
| HighMark Wealth Management LLC | 220 | $1.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $1.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 387 | $2.00K | 0.00% | +387 | New |
| Burleson & Company, LLC | 340 | $2.16K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 406 | $2.58K | 0.00% | +405+40,500.0% | Added |
| Adirondack Trust Co | 494 | $3.14K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 525 | $3.34K | 0.00% | +239+83.6% | Added |
| Federated Hermes, Inc. | 586 | $3.73K | 0.00% | +586 | New |
| Glassman Wealth Services | 631 | $4.01K | 0.00% | +631 | New |
| Signaturefd, LLC | 797 | $5.07K | 0.00% | −1,070−57.3% | Reduced |
| AdvisorNet Financial, Inc | 800 | $5.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,001 | $6.37K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,202 | $7.64K | 0.00% | +1,202 | New |
| Bartlett & Co. Wealth Management LLC | 2,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,749 | $17.5K | 0.02% | +2,749 | New |
| The PNC Financial Services Group, Inc. | 2,891 | $18.4K | 0.00% | +2,828+4,488.9% | Added |
| Belpointe Asset Management LLC | 4,340 | $27.6K | 0.00% | +4,340 | New |
| Emerald Advisers, LLC | 4,800 | $30.5K | 0.00% | −3,200−40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,601 | $35.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,347 | $40.4K | 0.00% | −139−2.1% | Reduced |
| US Bancorp | 6,993 | $44.5K | 0.00% | −13,916−66.6% | Reduced |
| Metropolitan Life Insurance Co | 7,705 | $49.0K | 0.00% | +705+10.1% | Added |
| Lazard Asset Management LLC | 7,942 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,153 | $52.0K | 0.00% | −476−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,630 | $60.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,297 | $65.5K | 0.01% | +10,297 | New |
| SG Americas Securities, LLC | 10,343 | $66.0K | 0.00% | −10,161−49.6% | Reduced |
| American Trust | 10,644 | $67.7K | 0.01% | −264−2.4% | Reduced |
| Envestnet Asset Management Inc | 10,802 | $68.7K | 0.00% | +458+4.4% | Added |
| Point72 Middle East FZE | 13,062 | $83.1K | 0.01% | +13,062 | New |
| Winton Group Ltd | 13,177 | $83.8K | 0.01% | +13,177 | New |
| Teacher Retirement System of Texas | 13,360 | $85.0K | 0.00% | −3,788−22.1% | Reduced |
| Simplex Trading, LLC | 13,444 | $85.0K | 0.00% | +9,818+270.8% | Added |
| Quantbot Technologies LP | 13,371 | $85.0K | 0.01% | −12,475−48.3% | Reduced |
| Prelude Capital Management, LLC | 13,622 | $86.6K | 0.01% | −28,119−67.4% | Reduced |
| Victory Capital Management Inc | 13,910 | $88.5K | 0.00% | −60.0% | Reduced |
| Boothbay Fund Management, LLC | 14,267 | $90.7K | 0.00% | −19,052−57.2% | Reduced |
| Principal Financial Group Inc | 14,724 | $93.6K | 0.00% | −2,803−16.0% | Reduced |
| Alpine Global Management, LLC | 15,126 | $96.0K | 0.03% | +15,126 | New |
| Ieq Capital, LLC | 15,237 | $96.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 15,178 | $97.0K | 0.00% | +15,178 | New |
| UBS Group AG | 15,428 | $98.1K | 0.00% | −14,117−47.8% | Reduced |
| Gamco Investors, Inc. Et Al | 16,000 | $101.8K | 0.00% | −300−1.8% | Reduced |
| ProShare Advisors LLC | 16,922 | $107.6K | 0.00% | +2,441+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,417 | $110.8K | 0.00% | −3,093−15.1% | Reduced |
| Petrus Trust Company, LTA | 17,988 | $114.4K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 18,118 | $115.2K | 0.00% | −44,355−71.0% | Reduced |
| Quadrature Capital Ltd | 18,167 | $115.6K | 0.00% | −19,215−51.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,075 | $121.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 19,678 | $125.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,200 | $135.0K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 22,071 | $140.4K | 0.00% | +22,071 | New |
| Janus Henderson Group PLC | 22,059 | $140.4K | 0.00% | −20.0% | Reduced |
| State Board of Administration of Florida Retirement System | 22,173 | $141.0K | 0.00% | +1,870+9.2% | Added |
| Parallel Advisors, LLC | 22,605 | $143.8K | 0.01% | +354+1.6% | Added |
| Public Employees Retirement Association of Colorado | 23,541 | $150.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 23,651 | $150.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 23,900 | $152.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 24,241 | $154.2K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 24,468 | $155.6K | 0.00% | −1,439−5.6% | Reduced |
| Franklin Resources Inc | 25,067 | $159.4K | 0.00% | −3,086−11.0% | Reduced |
| Wells Fargo & Company | 25,325 | $161.1K | 0.00% | −2,092−7.6% | Reduced |
| XTX Topco Ltd | 27,843 | $177.1K | 0.04% | −8,462−23.3% | Reduced |
| Woodline Partners LP | 28,964 | $184.2K | 0.00% | +28,964 | New |
| Man Group plc | 29,539 | $187.9K | 0.00% | +16,239+122.1% | Added |
| Roberts Wealth Advisors, LLC | 30,938 | $201.1K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 31,748 | $201.9K | 0.00% | +1,000+3.3% | Added |
| Walleye Trading LLC | 33,588 | $213.6K | 0.01% | +30,967+1,181.5% | Added |
| Citigroup Inc | 33,662 | $214.1K | 0.00% | −803−2.3% | Reduced |
| Arizona State Retirement System | 34,199 | $217.5K | 0.00% | +1,283+3.9% | Added |
| Advisor Group Holdings, Inc. | 35,611 | $227.2K | 0.00% | +15,916+80.8% | Added |
| Ergoteles LLC | 35,836 | $227.9K | 0.01% | +35,836 | New |
| Atom Investors LP | 35,932 | $228.5K | 0.11% | +35,932 | New |
| Russell Investments Group, Ltd. | 36,100 | $229.6K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 36,604 | $232.8K | 0.14% | +36,604 | New |
| BNP Paribas Arbitrage, SA | 36,927 | $234.9K | 0.00% | −85,679−69.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,077 | $242.2K | 0.02% | +12,539+49.1% | Added |
| Amundi | 37,174 | $249.4K | 0.00% | +37,174 | New |
| Sage Rhino Capital LLC | 46,435 | $295.3K | 0.09% | −104−0.2% | Reduced |
| Mirabella Financial Services LLP | 47,083 | $299.4K | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 54,816 | $348.6K | 0.07% | +54,816 | New |
| Ameriprise Financial Inc | 54,840 | $349.0K | 0.00% | −2,059−3.6% | Reduced |
| Aquatic Capital Management LLC | 55,300 | $352.0K | 0.03% | +47,200+582.7% | Added |