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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $0 | 0.00% | +7+58.3% | Added |
| Clearview Wealth Advisors LLC | 20 | $198 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $207 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 46 | $455 | 0.00% | −479−91.2% | Reduced |
| Ameritas Advisory Services, LLC | 70 | $588 | 0.00% | +70 | New |
| Delos Wealth Advisors, LLC | 66 | $653 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $889 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $1.32K | 0.00% | +35+35.4% | Added |
| Ellevest, Inc. | 162 | $1.60K | 0.00% | −244−60.1% | Reduced |
| Ronald Blue Trust, Inc. | 241 | $2.00K | 0.00% | +206+588.6% | Added |
| Beaird Harris Wealth Management, LLC | 218 | $2.15K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 220 | $2.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $2.22K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 242 | $2.39K | 0.00% | −6,105−96.2% | Reduced |
| Salem Investment Counselors Inc | 270 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 279 | $2.76K | 0.00% | +279 | New |
| Belpointe Asset Management LLC | 305 | $3.01K | 0.00% | −4,035−93.0% | Reduced |
| Adirondack Trust Co | 494 | $4.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 505 | $4.99K | 0.00% | −292−36.6% | Reduced |
| Glassman Wealth Services | 631 | $6.23K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $7.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,001 | $9.89K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $9.97K | 0.00% | +1,009 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,108 | $10.0K | 0.00% | +1,108 | New |
| TCI Wealth Advisors, Inc. | 1,202 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,629 | $26.0K | 0.00% | −5,524−67.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,634 | $26.0K | 0.00% | −257−8.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,320 | $33.0K | 0.00% | +3,280+8,200.0% | Added |
| US Bancorp | 4,170 | $41.2K | 0.00% | −2,823−40.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,601 | $55.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,805 | $67.2K | 0.00% | −900−11.7% | Reduced |
| Lazard Asset Management LLC | 7,942 | $78.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,630 | $95.1K | 0.00% | +1,000+11.6% | Added |
| Mackenzie Financial Corp | 10,007 | $98.9K | 0.00% | −8,111−44.8% | Reduced |
| Neuberger Berman Group LLC | 10,168 | $100.5K | 0.00% | +10,168 | New |
| CI Private Wealth, LLC | 10,368 | $102.4K | 0.00% | +10,368 | New |
| American Trust | 10,428 | $103.0K | 0.01% | −216−2.0% | Reduced |
| Delphia (USA) Inc. | 10,444 | $103.2K | 0.13% | +10,444 | New |
| Balyasny Asset Management LLC | 10,514 | $103.9K | 0.00% | +10,514 | New |
| Gamco Investors, Inc. Et Al | 10,800 | $106.7K | 0.00% | −5,200−32.5% | Reduced |
| Algert Global LLC | 11,321 | $111.9K | 0.01% | −127,880−91.9% | Reduced |
| Cipher Capital LP | 11,603 | $114.6K | 0.02% | +11,603 | New |
| Cubist Systematic Strategies, LLC | 11,703 | $115.6K | 0.00% | −180,980−93.9% | Reduced |
| Bank of Montreal | 12,771 | $126.2K | 0.00% | +12,771 | New |
| Corton Capital Inc. | 12,886 | $127.3K | 0.09% | +12,886 | New |
| Occudo Quantitative Strategies LP | 13,096 | $129.4K | 0.01% | −183,178−93.3% | Reduced |
| Teacher Retirement System of Texas | 13,770 | $136.0K | 0.00% | +410+3.1% | Added |
| Principal Financial Group Inc | 13,856 | $136.9K | 0.00% | −868−5.9% | Reduced |
| Aquatic Capital Management LLC | 13,900 | $137.0K | 0.01% | −41,400−74.9% | Reduced |
| Victory Capital Management Inc | 13,920 | $137.5K | 0.00% | +10+0.1% | Added |
| Man Group plc | – | $143.8K | 0.00% | – | – |
| Pictet Asset Management SA | 15,178 | $150.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,237 | $150.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,624 | $154.4K | 0.00% | −1,298−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,417 | $172.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 17,534 | $173.0K | 0.00% | −2,144−10.9% | Reduced |
| Saturna Capital CORP | 18,401 | $181.8K | 0.00% | +18,401 | New |
| Parallel Advisors, LLC | 18,539 | $183.2K | 0.01% | −4,066−18.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,075 | $188.5K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,200 | $209.0K | 0.00% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 22,000 | $217.4K | 0.05% | −66,000−75.0% | Reduced |
| Lincoln National Corp | 22,071 | $218.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,173 | $219.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 23,541 | $233.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 23,828 | $235.4K | 0.01% | +177+0.7% | Added |
| Diversified Trust Co | 24,098 | $238.1K | 0.01% | −34,121−58.6% | Reduced |
| Creative Planning | 24,225 | $239.3K | 0.00% | −243−1.0% | Reduced |
| Roberts Wealth Advisors, LLC | 25,938 | $242.3K | 0.11% | −5,000−16.2% | Reduced |
| UBS Group AG | 24,579 | $242.8K | 0.00% | +9,151+59.3% | Added |
| Black Swift Group, LLC | 25,000 | $247.0K | 0.09% | +25,000 | New |
| Franklin Resources Inc | 25,015 | $247.1K | 0.00% | −52−0.2% | Reduced |
| Gotham Asset Management, LLC | 25,945 | $256.3K | 0.01% | +25,945 | New |
| Ergoteles LLC | 28,609 | $282.7K | 0.01% | −7,227−20.2% | Reduced |
| Stifel Financial Corp | 33,866 | $334.6K | 0.00% | +2,118+6.7% | Added |
| Royal Bank of Canada | 33,997 | $336.0K | 0.00% | −27,266−44.5% | Reduced |
| Russell Investments Group, Ltd. | 34,401 | $339.9K | 0.00% | −1,699−4.7% | Reduced |
| Walleye Capital LLC | 34,675 | $342.6K | 0.01% | +34,675 | New |
| Bayesian Capital Management, LP | 34,900 | $344.8K | 0.04% | +34,900 | New |
| Arizona State Retirement System | 35,871 | $354.4K | 0.00% | +1,672+4.9% | Added |
| Citigroup Inc | 37,599 | $371.5K | 0.00% | +3,937+11.7% | Added |
| Vontobel Holding Ltd. | 37,989 | $375.3K | 0.00% | −18,893−33.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,077 | $376.2K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 38,278 | $378.2K | 0.00% | −48,344−55.8% | Reduced |
| Advisor Group Holdings, Inc. | 42,774 | $419.5K | 0.00% | +7,163+20.1% | Added |
| Sage Rhino Capital LLC | 46,435 | $458.8K | 0.13% | 00.0% | Unchanged |
| Group One Trading, L.P. | 47,012 | $464.5K | 0.02% | −19,758−29.6% | Reduced |
| Legato Capital Management LLC | 54,816 | $541.6K | 0.10% | 00.0% | Unchanged |
| Wells Fargo & Company | 54,986 | $543.3K | 0.00% | +29,661+117.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,764 | $550.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 60,787 | $600.6K | 0.00% | +2,017+3.4% | Added |
| Price T Rowe Associates Inc | 62,362 | $617.0K | 0.00% | +3,708+6.3% | Added |
| HSBC Holdings PLC | 64,858 | $627.1K | 0.00% | −7,578−10.5% | Reduced |
| Gsa Capital Partners LLP | 65,047 | $643.0K | 0.06% | +65,047 | New |
| MetLife Investment Management | 65,747 | $649.6K | 0.00% | +6,720+11.4% | Added |
| Janus Henderson Group PLC | 67,393 | $664.8K | 0.00% | +45,334+205.5% | Added |
| SG Americas Securities, LLC | 68,020 | $672.0K | 0.01% | +57,677+557.6% | Added |
| AQR Capital Management LLC | 69,271 | $684.4K | 0.00% | −11,605−14.3% | Reduced |