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, Q2 2023
Institutional positions in Zuora Inc as of Jun 30, 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
- 200
- +13 vs. Q1 2023
- Shares held
- 99.9M
- +2.03M (+2.1%) vs. Q1 2023
- Total value
- $1.10B
- +$128.8M (+13.3%) vs. Q1 2023
- New holders
- 37
- 63 more added
- Sold out
- 24
- 64 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,919,978 | $163.7M | 0.00% | +1,721,539+13.0% | Added |
| BlackRock Inc. | 11,030,517 | $121.0M | 0.00% | +343,054+3.2% | Added |
| Bank of New York Mellon Corp | 7,302,592 | $80.1M | 0.02% | +267,641+3.8% | Added |
| Praesidium Investment Management Company, LLC | 6,634,596 | $72.8M | 6.61% | −598,430−8.3% | Reduced |
| Baillie Gifford & Co | 5,144,300 | $56.4M | 0.05% | +34,132+0.7% | Added |
| Manufacturers Life Insurance Company, The | 2,903,500 | $31.9M | 0.02% | −458,739−13.6% | Reduced |
| State Street Corp | 2,764,972 | $30.3M | 0.00% | +57,985+2.1% | Added |
| Geode Capital Management, LLC | 2,404,174 | $26.4M | 0.00% | +50,242+2.1% | Added |
| Solel Partners LP | 2,395,339 | $26.3M | 4.19% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 2,324,567 | $25.5M | 0.01% | +960,540+70.4% | Added |
| Morgan Stanley | 2,177,001 | $23.9M | 0.00% | −78,780−3.5% | Reduced |
| Millennium Management LLC | 2,168,819 | $23.8M | 0.03% | +1,617,620+293.5% | Added |
| First Trust Advisors LP | 1,821,978 | $20.0M | 0.02% | −324,429−15.1% | Reduced |
| Kornitzer Capital Management Inc | 1,381,064 | $15.2M | 0.30% | −60,776−4.2% | Reduced |
| Emerald Advisers, LLC | 1,292,049 | $14.2M | 0.62% | +206,120+19.0% | Added |
| Lord, Abbett & Co. LLC | 1,291,377 | $14.2M | 0.05% | +832,530+181.4% | Added |
| Archon Capital Management LLC | 1,251,560 | $13.7M | 4.98% | −1,730,225−58.0% | Reduced |
| Northern Trust Corp | 1,176,828 | $12.9M | 0.00% | −9,619−0.8% | Reduced |
| Potrero Capital Research LLC | 1,164,014 | $12.8M | 8.14% | −7,461−0.6% | Reduced |
| Two Sigma Advisers, LP | 1,102,800 | $12.1M | 0.03% | −254,300−18.7% | Reduced |
| Gagnon Securities LLC | 1,075,325 | $11.8M | 2.45% | −2,238−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,070,920 | $11.7M | 0.64% | +169,419+18.8% | Added |
| Charles Schwab Investment Management Inc | 1,037,735 | $11.4M | 0.00% | +39,761+4.0% | Added |
| Penn Capital Management Co Inc | 923,518 | $10.1M | 0.99% | +197,165+27.1% | Added |
| Bares Capital Management, Inc. | 900,000 | $9.87M | 0.34% | −148,947−14.2% | Reduced |
| Two Sigma Investments, LP | 851,867 | $9.34M | 0.02% | +164,216+23.9% | Added |
| Renaissance Technologies LLC | 756,400 | $8.30M | 0.01% | −86,600−10.3% | Reduced |
| Peregrine Capital Management LLC | 732,363 | $8.03M | 0.22% | +3,430+0.5% | Added |
| New York State Common Retirement Fund | 680,441 | $7.46M | 0.01% | +165,041+32.0% | Added |
| Panagora Asset Management Inc | 637,858 | $7.00M | 0.04% | +48,883+8.3% | Added |
| Frontier Capital Management Co LLC | 605,656 | $6.64M | 0.06% | −39,668−6.1% | Reduced |
| First Washington CORP | 600,817 | $6.59M | 2.89% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 599,526 | $6.58M | 0.07% | −111,339−15.7% | Reduced |
| Rice Hall James & Associates, LLC | 598,277 | $6.56M | 0.37% | −40,293−6.3% | Reduced |
| Needham Investment Management LLC | 588,000 | $6.45M | 1.06% | −512,000−46.5% | Reduced |
| D. E. Shaw & Co., Inc. | 586,560 | $6.43M | 0.01% | −87,587−13.0% | Reduced |
| Horrell Capital Management, Inc. | 580,000 | $6.36M | 1.96% | −180,000−23.7% | Reduced |
| Norges Bank | 577,000 | $6.33M | 0.00% | +274,000+90.4% | Added |
| Great West Life Assurance Co | 561,924 | $6.16M | 0.01% | −1,210−0.2% | Reduced |
| Gagnon Advisors, LLC | 514,247 | $5.64M | 3.77% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 473,936 | $5.20M | 0.02% | +117,274+32.9% | Added |
| Nordea Investment Management AB | 415,691 | $4.52M | 0.01% | +72,881+21.3% | Added |
| Cubist Systematic Strategies, LLC | 407,169 | $4.47M | 0.05% | +395,466+3,379.2% | Added |
| Silvercrest Asset Management Group LLC | 405,321 | $4.45M | 0.03% | +405,321 | New |
| JPMorgan Chase & Co | 402,416 | $4.41M | 0.00% | −706,948−63.7% | Reduced |
| George Kaiser Family Foundation | 371,076 | $4.07M | 0.70% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 346,490 | $3.80M | 0.00% | −48,927−12.4% | Reduced |
| Palogic Value Management, L.P. | 325,000 | $3.57M | 1.67% | −150,000−31.6% | Reduced |
| Citadel Advisors LLC | 314,977 | $3.46M | 0.00% | −549,548−63.6% | Reduced |
| Taylor Frigon Capital Management LLC | 292,691 | $3.21M | 1.57% | +3,060+1.1% | Added |
| SEI Investments Co | 291,947 | $3.20M | 0.01% | +22,066+8.2% | Added |
| Susquehanna International Group, LLP | 289,361 | $3.17M | 0.01% | +100,205+53.0% | Added |
| Voya Investment Management LLC | 277,685 | $3.05M | 0.00% | −28,471−9.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 276,915 | $3.04M | 0.02% | +276,915 | New |
| Swiss National Bank | 263,600 | $2.89M | 0.00% | −3,600−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 260,732 | $2.86M | 0.01% | +65,800+33.8% | Added |
| Trexquant Investment LP | 247,544 | $2.72M | 0.07% | +114,184+85.6% | Added |
| HighTower Advisors, LLC | 245,521 | $2.69M | 0.01% | +195+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 244,731 | $2.68M | 0.01% | +11,379+4.9% | Added |
| Washington Harbour Partners LP | 233,443 | $2.56M | 5.11% | 00.0% | Unchanged |
| Algert Global LLC | 233,281 | $2.56M | 0.11% | +221,960+1,960.6% | Added |
| FMR LLC | 218,066 | $2.39M | 0.00% | −533,424−71.0% | Reduced |
| Bank of America Corp | 196,962 | $2.16M | 0.00% | −51,485−20.7% | Reduced |
| ExodusPoint Capital Management, LP | 196,135 | $2.15M | 0.03% | +686+0.4% | Added |
| Legal & General Group Plc | 180,114 | $1.98M | 0.00% | +42,182+30.6% | Added |
| UBS Asset Management Americas Inc | 194,807 | $1.92M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 165,367 | $1.81M | 0.00% | −384−0.2% | Reduced |
| HarbourVest Partners LLC | 163,894 | $1.80M | 0.51% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 162,525 | $1.78M | 0.25% | +23,479+16.9% | Added |
| Macquarie Group Ltd | 156,506 | $1.72M | 0.00% | +23,906+18.0% | Added |
| Credit Suisse AG | 153,604 | $1.69M | 0.00% | +6,523+4.4% | Added |
| California State Teachers Retirement System | 147,668 | $1.62M | 0.00% | −7,915−5.1% | Reduced |
| Engineers Gate Manager LP | 145,454 | $1.60M | 0.06% | +53,241+57.7% | Added |
| Alliancebernstein L.P. | 134,041 | $1.47M | 0.00% | +19,975+17.5% | Added |
| Jump Financial, LLC | 128,100 | $1.41M | 0.05% | +128,100 | New |
| Tudor Investment Corp Et Al | 125,872 | $1.38M | 0.02% | +125,872 | New |
| Occudo Quantitative Strategies LP | 112,876 | $1.24M | 0.13% | +99,780+761.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 109,900 | $1.21M | 0.01% | −71,300−39.3% | Reduced |
| Invesco Ltd. | 103,640 | $1.14M | 0.00% | +993+1.0% | Added |
| Graham Capital Management, L.P. | 100,537 | $1.10M | 0.04% | +100,537 | New |
| Citigroup Inc | 97,301 | $1.07M | 0.00% | +59,702+158.8% | Added |
| EAM Investors, LLC | 96,799 | $1.06M | 0.20% | +96,799 | New |
| Capital Impact Advisors, LLC | 95,432 | $1.05M | 1.15% | 00.0% | Unchanged |
| Mariner, LLC | 95,361 | $1.05M | 0.00% | +7,973+9.1% | Added |
| Quantbot Technologies LP | 81,874 | $898.2K | 0.06% | +81,874 | New |
| UBS Group AG | 78,096 | $856.7K | 0.00% | +53,517+217.7% | Added |
| Legato Capital Management LLC | 76,175 | $835.6K | 0.11% | +21,359+39.0% | Added |
| Ameriprise Financial Inc | 75,727 | $830.7K | 0.00% | −8,268−9.8% | Reduced |
| BNP Paribas Arbitrage, SA | 73,313 | $804.2K | 0.00% | −7,372−9.1% | Reduced |
| State of Wisconsin Investment Board | 72,969 | $800.5K | 0.00% | −19,927−21.5% | Reduced |
| Janus Henderson Group PLC | 67,335 | $738.3K | 0.00% | −58−0.1% | Reduced |
| Barclays PLC | 66,662 | $731.3K | 0.00% | −42,452−38.9% | Reduced |
| Raymond James & Associates | 66,024 | $724.3K | 0.00% | −5,226−7.3% | Reduced |
| MetLife Investment Management | 65,747 | $721.2K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 65,632 | $720.0K | 0.12% | +54,029+465.6% | Added |
| Wells Fargo & Company | 63,755 | $699.4K | 0.00% | +8,769+15.9% | Added |
| Russell Investments Group, Ltd. | 60,991 | $667.4K | 0.00% | +26,590+77.3% | Added |
| Price T Rowe Associates Inc | 59,951 | $658.0K | 0.00% | −2,411−3.9% | Reduced |
| Jennison Associates LLC | 59,789 | $655.9K | 0.00% | −11,682−16.3% | Reduced |
| American International Group, Inc. | 59,571 | $653.5K | 0.00% | −1,216−2.0% | Reduced |