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 2023
Institutional positions in Zuora Inc as of Sep 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
- 199
- 0 vs. Q2 2023
- Shares held
- 102.0M
- +2.10M (+2.1%) vs. Q2 2023
- Total value
- $840.7M
- −$255.2M (−23.3%) vs. Q2 2023
- New holders
- 21
- 82 more added
- Sold out
- 21
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,742,063 | $129.7M | 0.00% | +822,085+5.5% | Added |
| BlackRock Inc. | 12,546,882 | $103.4M | 0.00% | +1,516,365+13.7% | Added |
| Praesidium Investment Management Company, LLC | 6,774,933 | $55.8M | 7.19% | +140,337+2.1% | Added |
| Bank of New York Mellon Corp | 6,585,154 | $54.3M | 0.01% | −717,438−9.8% | Reduced |
| Baillie Gifford & Co | 5,032,539 | $41.5M | 0.04% | −111,761−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,310,341 | $27.3M | 0.02% | +406,841+14.0% | Added |
| State Street Corp | 2,882,408 | $23.8M | 0.00% | +117,436+4.2% | Added |
| Geode Capital Management, LLC | 2,587,210 | $21.3M | 0.00% | +183,036+7.6% | Added |
| Nuveen Asset Management, LLC | 2,437,886 | $20.1M | 0.01% | +113,319+4.9% | Added |
| Morgan Stanley | 2,424,951 | $20.0M | 0.00% | +247,950+11.4% | Added |
| Solel Partners LP | 2,395,339 | $19.7M | 2.97% | 00.0% | Unchanged |
| First Trust Advisors LP | 2,125,164 | $17.5M | 0.02% | +303,186+16.6% | Added |
| Penn Capital Management Co Inc | 1,404,545 | $11.6M | 1.19% | +481,027+52.1% | Added |
| Emerald Advisers, LLC | 1,292,055 | $10.6M | 0.52% | +60.0% | Added |
| Archon Capital Management LLC | 1,251,560 | $10.3M | 4.62% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,247,522 | $10.3M | 0.04% | −43,855−3.4% | Reduced |
| Northern Trust Corp | 1,225,864 | $10.1M | 0.00% | +49,036+4.2% | Added |
| Kornitzer Capital Management Inc | 1,164,884 | $9.60M | 0.20% | −216,180−15.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,109,517 | $9.14M | 0.00% | +71,782+6.9% | Added |
| Gagnon Securities LLC | 1,073,224 | $8.84M | 2.22% | −2,101−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,070,920 | $8.82M | 0.53% | 00.0% | Unchanged |
| Millennium Management LLC | 1,048,550 | $8.64M | 0.01% | −1,120,269−51.7% | Reduced |
| Two Sigma Advisers, LP | 1,035,400 | $8.53M | 0.02% | −67,400−6.1% | Reduced |
| New York State Common Retirement Fund | 912,164 | $7.52M | 0.01% | +231,723+34.1% | Added |
| Bares Capital Management, Inc. | 800,000 | $6.59M | 0.28% | −100,000−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 773,432 | $6.37M | 0.03% | +512,700+196.6% | Added |
| Renaissance Technologies LLC | 705,136 | $5.81M | 0.01% | −51,264−6.8% | Reduced |
| Panagora Asset Management Inc | 694,775 | $5.72M | 0.04% | +56,917+8.9% | Added |
| Peregrine Capital Management LLC | 689,749 | $5.68M | 0.17% | −42,614−5.8% | Reduced |
| Needham Investment Management LLC | 660,000 | $5.44M | 0.92% | +72,000+12.2% | Added |
| Mutual of America Capital Management LLC | 628,544 | $5.18M | 0.06% | +29,018+4.8% | Added |
| Two Sigma Investments, LP | 616,352 | $5.08M | 0.01% | −235,515−27.6% | Reduced |
| First Washington CORP | 606,024 | $4.99M | 2.02% | +5,207+0.9% | Added |
| Voya Investment Management LLC | 605,187 | $4.99M | 0.01% | +327,502+117.9% | Added |
| Horrell Capital Management, Inc. | 605,000 | $4.99M | 1.66% | +25,000+4.3% | Added |
| Rice Hall James & Associates, LLC | 594,499 | $4.90M | 0.31% | −3,778−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 568,613 | $4.69M | 0.04% | +163,292+40.3% | Added |
| Frontier Capital Management Co LLC | 549,872 | $4.53M | 0.05% | −55,784−9.2% | Reduced |
| Acadian Asset Management LLC | 533,286 | $4.39M | 0.02% | +59,350+12.5% | Added |
| Great West Life Assurance Co | 531,038 | $4.37M | 0.01% | −30,886−5.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 514,463 | $4.24M | 0.03% | +237,548+85.8% | Added |
| Gagnon Advisors, LLC | 514,247 | $4.24M | 3.54% | 00.0% | Unchanged |
| Norges Bank | 505,600 | $4.17M | 0.00% | −71,400−12.4% | Reduced |
| George Kaiser Family Foundation | 436,077 | $3.59M | 0.69% | +65,001+17.5% | Added |
| Nordea Investment Management AB | 415,866 | $3.43M | 0.00% | +1750.0% | Added |
| Potrero Capital Research LLC | 397,972 | $3.28M | 2.17% | −766,042−65.8% | Reduced |
| Cubist Systematic Strategies, LLC | 386,001 | $3.18M | 0.04% | −21,168−5.2% | Reduced |
| SEI Investments Co | 366,279 | $3.02M | 0.01% | +74,332+25.5% | Added |
| Palogic Value Management, L.P. | 352,000 | $2.90M | 1.43% | +27,000+8.3% | Added |
| JPMorgan Chase & Co | 327,227 | $2.70M | 0.00% | −75,189−18.7% | Reduced |
| Bank of America Corp | 319,928 | $2.64M | 0.00% | +122,966+62.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 305,151 | $2.51M | 0.01% | +60,420+24.7% | Added |
| Taylor Frigon Capital Management LLC | 292,507 | $2.41M | 1.34% | −184−0.1% | Reduced |
| Swiss National Bank | 269,700 | $2.22M | 0.00% | +6,100+2.3% | Added |
| Goldman Sachs Group Inc | 264,232 | $2.18M | 0.00% | −82,258−23.7% | Reduced |
| FMR LLC | 252,868 | $2.08M | 0.00% | +34,802+16.0% | Added |
| HighTower Advisors, LLC | 245,381 | $2.02M | 0.00% | −140−0.1% | Reduced |
| Algert Global LLC | 242,031 | $1.99M | 0.09% | +8,750+3.8% | Added |
| Washington Harbour Partners LP | 233,443 | $1.92M | 4.47% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 223,782 | $1.84M | 0.00% | −362,778−61.8% | Reduced |
| Summit Global Investments | 209,733 | $1.73M | 0.12% | +175,781+517.7% | Added |
| Susquehanna International Group, LLP | 201,832 | $1.66M | 0.00% | −87,529−30.2% | Reduced |
| UBS Asset Management Americas Inc | 196,870 | $1.62M | 0.00% | +2,063+1.1% | Added |
| BNP Paribas Arbitrage, SA | 187,550 | $1.55M | 0.00% | +114,237+155.8% | Added |
| AQR Capital Management LLC | 184,186 | $1.52M | 0.00% | +134,668+272.0% | Added |
| Legal & General Group Plc | 175,270 | $1.44M | 0.00% | −4,844−2.7% | Reduced |
| Rhumbline Advisers | 172,236 | $1.42M | 0.00% | +6,869+4.2% | Added |
| Trexquant Investment LP | 167,394 | $1.38M | 0.03% | −80,150−32.4% | Reduced |
| HarbourVest Partners LLC | 163,894 | $1.35M | 0.46% | 00.0% | Unchanged |
| Macquarie Group Ltd | 159,619 | $1.31M | 0.00% | +3,113+2.0% | Added |
| Credit Suisse AG | 154,538 | $1.27M | 0.00% | +934+0.6% | Added |
| Tudor Investment Corp Et Al | 154,208 | $1.27M | 0.02% | +28,336+22.5% | Added |
| California State Teachers Retirement System | 137,071 | $1.13M | 0.00% | −10,597−7.2% | Reduced |
| Alliancebernstein L.P. | 134,090 | $1.10M | 0.00% | +490.0% | Added |
| Engineers Gate Manager LP | 133,261 | $1.10M | 0.04% | −12,193−8.4% | Reduced |
| UBS Group AG | 129,815 | $1.07M | 0.00% | +51,719+66.2% | Added |
| Russell Investments Group, Ltd. | 129,470 | $1.07M | 0.00% | +68,479+112.3% | Added |
| Marshall Wace, LLP | 127,517 | $1.05M | 0.00% | +127,517 | New |
| Cornercap Investment Counsel Inc | 115,668 | $953.1K | 0.17% | +115,668 | New |
| Invesco Ltd. | 114,717 | $945.3K | 0.00% | +11,077+10.7% | Added |
| Occudo Quantitative Strategies LP | 109,665 | $903.6K | 0.12% | −3,211−2.8% | Reduced |
| HSBC Holdings PLC | 99,115 | $813.9K | 0.00% | +62,643+171.8% | Added |
| Capital Impact Advisors, LLC | 95,432 | $786.4K | 1.31% | 00.0% | Unchanged |
| Mariner, LLC | 95,237 | $784.8K | 0.00% | −124−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 91,200 | $751.0K | 0.00% | −18,700−17.0% | Reduced |
| Jump Financial, LLC | 84,025 | $692.4K | 0.03% | −44,075−34.4% | Reduced |
| State of Wisconsin Investment Board | 82,873 | $682.9K | 0.00% | +9,904+13.6% | Added |
| Barclays PLC | 80,552 | $663.7K | 0.00% | +13,890+20.8% | Added |
| Raymond James & Associates | 79,683 | $656.6K | 0.00% | +13,659+20.7% | Added |
| Ameriprise Financial Inc | 74,875 | $617.0K | 0.00% | −852−1.1% | Reduced |
| Citadel Advisors LLC | 74,729 | $615.8K | 0.00% | −240,248−76.3% | Reduced |
| ExodusPoint Capital Management, LP | 73,018 | $602.0K | 0.01% | −123,117−62.8% | Reduced |
| Jennison Associates LLC | 69,017 | $568.7K | 0.00% | +9,228+15.4% | Added |
| Qube Research & Technologies Ltd | 68,810 | $567.0K | 0.00% | +68,810 | New |
| Janus Henderson Group PLC | 67,347 | $554.6K | 0.00% | +120.0% | Added |
| MetLife Investment Management | 67,292 | $554.5K | 0.00% | +1,545+2.3% | Added |
| Mackenzie Financial Corp | 69,943 | $539.3K | 0.00% | +25,452+57.2% | Added |
| Deutsche Bank AG | 64,787 | $533.8K | 0.00% | +7,536+13.2% | Added |
| American International Group, Inc. | 64,780 | $533.8K | 0.00% | +5,209+8.7% | Added |
| Price T Rowe Associates Inc | 58,513 | $483.0K | 0.00% | −1,438−2.4% | Reduced |