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 2023
Institutional positions in Zuora Inc as of Mar 31, 2023. 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
- 187
- −6 vs. Q4 2022
- Shares held
- 97.9M
- +2.71M (+2.9%) vs. Q4 2022
- Total value
- $967.3M
- +$361.8M (+59.8%) vs. Q4 2022
- New holders
- 28
- 61 more added
- Sold out
- 34
- 64 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,198,439 | $130.4M | 0.00% | +506,213+4.0% | Added |
| BlackRock Inc. | 10,687,463 | $105.6M | 0.00% | +156,550+1.5% | Added |
| Praesidium Investment Management Company, LLC | 7,233,026 | $71.5M | 6.46% | +2,332,230+47.6% | Added |
| Bank of New York Mellon Corp | 7,034,951 | $69.5M | 0.02% | +1,225,569+21.1% | Added |
| Baillie Gifford & Co | 5,110,168 | $50.5M | 0.05% | −8,086−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,362,239 | $33.2M | 0.02% | −279,497−7.7% | Reduced |
| Archon Capital Management LLC | 2,981,785 | $29.5M | 10.44% | −180,600−5.7% | Reduced |
| State Street Corp | 2,706,987 | $26.7M | 0.00% | +177,344+7.0% | Added |
| Solel Partners LP | 2,395,339 | $23.7M | 4.84% | +1,055,100+78.7% | Added |
| Geode Capital Management, LLC | 2,353,932 | $23.3M | 0.00% | +158,705+7.2% | Added |
| Morgan Stanley | 2,255,781 | $22.3M | 0.00% | +378,814+20.2% | Added |
| First Trust Advisors LP | 2,146,407 | $21.2M | 0.02% | −290,272−11.9% | Reduced |
| Kornitzer Capital Management Inc | 1,441,840 | $14.2M | 0.28% | +175,250+13.8% | Added |
| Nuveen Asset Management, LLC | 1,364,027 | $13.5M | 0.01% | +190,920+16.3% | Added |
| Two Sigma Advisers, LP | 1,357,100 | $13.4M | 0.03% | −84,300−5.8% | Reduced |
| Northern Trust Corp | 1,186,447 | $11.7M | 0.00% | +47,041+4.1% | Added |
| Potrero Capital Research LLC | 1,171,475 | $11.6M | 7.78% | +38,433+3.4% | Added |
| JPMorgan Chase & Co | 1,109,364 | $11.0M | 0.00% | −98,456−8.2% | Reduced |
| Needham Investment Management LLC | 1,100,000 | $10.9M | 1.87% | +372,512+51.2% | Added |
| Emerald Advisers, LLC | 1,085,929 | $10.7M | 0.51% | +1,081,129+22,523.5% | Added |
| Gagnon Securities LLC | 1,077,563 | $10.6M | 2.24% | +1,077,563 | New |
| Bares Capital Management, Inc. | 1,048,947 | $10.4M | 0.37% | −633,325−37.6% | Reduced |
| Charles Schwab Investment Management Inc | 997,974 | $9.86M | 0.00% | +16,891+1.7% | Added |
| Emerald Mutual Fund Advisers Trust | 901,501 | $8.91M | 0.53% | +901,501 | New |
| Citadel Advisors LLC | 864,525 | $8.54M | 0.01% | +345,037+66.4% | Added |
| Renaissance Technologies LLC | 843,000 | $8.33M | 0.01% | −600,000−41.6% | Reduced |
| Horrell Capital Management, Inc. | 760,000 | $7.51M | 2.35% | 00.0% | Unchanged |
| FMR LLC | 751,490 | $7.42M | 0.00% | −3,541,085−82.5% | Reduced |
| Peregrine Capital Management LLC | 728,933 | $7.20M | 0.21% | +21,277+3.0% | Added |
| Penn Capital Management Co Inc | 726,353 | $7.11M | 0.71% | +726,353 | New |
| Mutual of America Capital Management LLC | 710,865 | $7.02M | 0.08% | +132,176+22.8% | Added |
| Two Sigma Investments, LP | 687,651 | $6.79M | 0.02% | −459,257−40.0% | Reduced |
| D. E. Shaw & Co., Inc. | 674,147 | $6.66M | 0.01% | +198,815+41.8% | Added |
| Frontier Capital Management Co LLC | 645,324 | $6.38M | 0.07% | −81,384−11.2% | Reduced |
| Rice Hall James & Associates, LLC | 638,570 | $6.31M | 0.36% | +164,589+34.7% | Added |
| First Washington CORP | 600,817 | $5.94M | 2.93% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 588,975 | $5.82M | 0.04% | +43,950+8.1% | Added |
| Great West Life Assurance Co | 563,134 | $5.55M | 0.01% | +22,296+4.1% | Added |
| Millennium Management LLC | 551,199 | $5.45M | 0.01% | +363,157+193.1% | Added |
| New York State Common Retirement Fund | 515,400 | $5.09M | 0.01% | +436,688+554.8% | Added |
| Gagnon Advisors, LLC | 514,247 | $5.08M | 3.41% | +102,966+25.0% | Added |
| Palogic Value Management, L.P. | 475,000 | $4.69M | 2.30% | −162,000−25.4% | Reduced |
| Lord, Abbett & Co. LLC | 458,847 | $4.53M | 0.02% | +458,847 | New |
| Formula Growth Ltd | 400,000 | $3.95M | 1.27% | −142,261−26.2% | Reduced |
| Goldman Sachs Group Inc | 395,417 | $3.91M | 0.00% | −165,320−29.5% | Reduced |
| George Kaiser Family Foundation | 371,076 | $3.67M | 0.59% | +114,710+44.7% | Added |
| Acadian Asset Management LLC | 356,662 | $3.52M | 0.02% | −279,106−43.9% | Reduced |
| Nordea Investment Management AB | 342,810 | $3.23M | 0.00% | −6,492−1.9% | Reduced |
| Voya Investment Management LLC | 306,156 | $3.02M | 0.00% | −221,322−42.0% | Reduced |
| CWM, LLC | 303,670 | $3.00M | 0.02% | −12,091−3.8% | Reduced |
| Norges Bank | 303,000 | $2.99M | 0.00% | +303,000 | New |
| Taylor Frigon Capital Management LLC | 289,631 | $2.86M | 1.56% | −6,334−2.1% | Reduced |
| SEI Investments Co | 269,881 | $2.67M | 0.00% | −27,270−9.2% | Reduced |
| Swiss National Bank | 267,200 | $2.64M | 0.00% | −25,400−8.7% | Reduced |
| State of New Jersey Common Pension Fund D | 266,839 | $2.64M | 0.01% | −24,627−8.4% | Reduced |
| Westerly Capital Management, LLC | 250,000 | $2.47M | 1.78% | −100,000−28.6% | Reduced |
| Bank of America Corp | 248,447 | $2.45M | 0.00% | −489,806−66.3% | Reduced |
| HighTower Advisors, LLC | 245,326 | $2.42M | 0.01% | −604−0.2% | Reduced |
| Washington Harbour Partners LP | 233,443 | $2.31M | 4.40% | +233,443 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 233,352 | $2.31M | 0.01% | +30,166+14.8% | Added |
| ExodusPoint Capital Management, LP | 195,449 | $1.93M | 0.02% | +111,617+133.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 194,932 | $1.93M | 0.01% | +194,932 | New |
| UBS Asset Management Americas Inc | 194,807 | $1.92M | 0.00% | +36,213+22.8% | Added |
| Susquehanna International Group, LLP | 189,156 | $1.87M | 0.00% | +115,802+157.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 181,200 | $1.79M | 0.01% | +181,200 | New |
| Rhumbline Advisers | 165,751 | $1.64M | 0.00% | +14,750+9.8% | Added |
| HarbourVest Partners LLC | 163,894 | $1.62M | 0.55% | 00.0% | Unchanged |
| California State Teachers Retirement System | 155,583 | $1.54M | 0.00% | +716+0.5% | Added |
| Credit Suisse AG | 147,081 | $1.45M | 0.00% | +9,122+6.6% | Added |
| Essex Investment Management Co LLC | 139,046 | $1.37M | 0.20% | +26,467+23.5% | Added |
| Legal & General Group Plc | 137,932 | $1.36M | 0.00% | +14,490+11.7% | Added |
| Trexquant Investment LP | 133,360 | $1.32M | 0.04% | +133,360 | New |
| Macquarie Group Ltd | 132,600 | $1.31M | 0.00% | −1,600−1.2% | Reduced |
| Alliancebernstein L.P. | 114,066 | $1.13M | 0.00% | −2,360−2.0% | Reduced |
| Barclays PLC | 109,114 | $1.08M | 0.00% | +28,789+35.8% | Added |
| Invesco Ltd. | 102,647 | $1.01M | 0.00% | +29,475+40.3% | Added |
| Capital Impact Advisors, LLC | 95,432 | $942.9K | 1.16% | −1,513−1.6% | Reduced |
| State of Wisconsin Investment Board | 92,896 | $917.8K | 0.00% | −43,617−32.0% | Reduced |
| Engineers Gate Manager LP | 92,213 | $911.1K | 0.04% | +30,648+49.8% | Added |
| Frank, Rimerman Advisors LLC | 88,901 | $878.3K | 0.24% | +88,901 | New |
| Deutsche Bank AG | 88,787 | $877.2K | 0.00% | +26,090+41.6% | Added |
| Mariner, LLC | 87,388 | $863.0K | 0.00% | +913+1.1% | Added |
| Ameriprise Financial Inc | 83,995 | $829.9K | 0.00% | +29,155+53.2% | Added |
| BNP Paribas Arbitrage, SA | 80,685 | $797.2K | 0.00% | +43,758+118.5% | Added |
| Jennison Associates LLC | 71,471 | $706.1K | 0.00% | −88,660−55.4% | Reduced |
| Raymond James & Associates | 71,250 | $704.0K | 0.00% | −1,640−2.2% | Reduced |
| AQR Capital Management LLC | 69,271 | $684.4K | 0.00% | −11,605−14.3% | Reduced |
| SG Americas Securities, LLC | 68,020 | $672.0K | 0.01% | +57,677+557.6% | Added |
| Janus Henderson Group PLC | 67,393 | $664.8K | 0.00% | +45,334+205.5% | Added |
| MetLife Investment Management | 65,747 | $649.6K | 0.00% | +6,720+11.4% | Added |
| Gsa Capital Partners LLP | 65,047 | $643.0K | 0.06% | +65,047 | New |
| HSBC Holdings PLC | 64,858 | $627.1K | 0.00% | −7,578−10.5% | Reduced |
| Price T Rowe Associates Inc | 62,362 | $617.0K | 0.00% | +3,708+6.3% | Added |
| American International Group, Inc. | 60,787 | $600.6K | 0.00% | +2,017+3.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,764 | $550.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 54,986 | $543.3K | 0.00% | +29,661+117.1% | Added |
| Legato Capital Management LLC | 54,816 | $541.6K | 0.10% | 00.0% | Unchanged |
| Group One Trading, L.P. | 47,012 | $464.5K | 0.02% | −19,758−29.6% | Reduced |
| Sage Rhino Capital LLC | 46,435 | $458.8K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42,774 | $419.5K | 0.00% | +7,163+20.1% | Added |