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 2024
Institutional positions in Zuora Inc as of Mar 31, 2024. 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
- 193
- −7 vs. Q4 2023
- Shares held
- 108.4M
- +764.2K (+0.7%) vs. Q4 2023
- Total value
- $988.9M
- −$23.6M (−2.3%) vs. Q4 2023
- New holders
- 27
- 56 more added
- Sold out
- 34
- 73 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $64 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $137 | 0.00% | +15 | New |
| GAMMA Investing LLC | 21 | $192 | 0.00% | −33−61.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $228 | 0.00% | +25 | New |
| CGC Financial Services, LLC | 50 | $456 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 55 | $502 | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 76 | $674 | 0.00% | +35+85.4% | Added |
| Quadrant Capital Group LLC | 109 | $995 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $1.00K | 0.00% | −1−0.7% | Reduced |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Bokf, NA | 195 | $1.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 218 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $2.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 244 | $2.23K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 250 | $2.28K | 0.00% | −25−9.1% | Reduced |
| Continuum Advisory, LLC | 253 | $2.66K | 0.00% | +253 | New |
| Future Financial Wealth Managment LLC | 300 | $2.74K | 0.00% | +300 | New |
| Signaturefd, LLC | 407 | $3.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 413 | $3.77K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $4.50K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 589 | $5.37K | 0.00% | +293+99.0% | Added |
| AdvisorNet Financial, Inc | 800 | $7.30K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $9.20K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,241 | $11.3K | 0.00% | +1,241 | New |
| Nisa Investment Advisors, LLC | 1,806 | $16.5K | 0.00% | +141+8.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $18.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,185 | $19.9K | 0.00% | −36,826−94.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,776 | $25.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,900 | $26.4K | 0.00% | −27,093−90.3% | Reduced |
| Walleye Capital LLC | 2,948 | $26.9K | 0.00% | −43,751−93.7% | Reduced |
| Amalgamated Bank | 4,342 | $40.0K | 0.00% | −14,699−77.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,601 | $51.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,280 | $57.3K | 0.00% | −250−3.8% | Reduced |
| CWM, LLC | 6,355 | $58.0K | 0.00% | −559−8.1% | Reduced |
| Royal Bank of Canada | 6,891 | $63.0K | 0.00% | −39,449−85.1% | Reduced |
| Metropolitan Life Insurance Co | 7,278 | $66.4K | 0.00% | −259−3.4% | Reduced |
| Parallel Advisors, LLC | 7,533 | $68.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,755 | $79.0K | 0.00% | +8,755 | New |
| Quent Capital, LLC | 9,100 | $83.0K | 0.01% | +9,100 | New |
| State of Wisconsin Investment Board | 10,121 | $92.3K | 0.00% | −67,009−86.9% | Reduced |
| Jefferies Financial Group Inc. | 10,233 | $93.3K | 0.00% | −20,674−66.9% | Reduced |
| CI Private Wealth, LLC | 10,518 | $95.9K | 0.00% | −48,936−82.3% | Reduced |
| Snowden Capital Advisors LLC | 11,192 | $102.1K | 0.00% | +11,192 | New |
| Corton Capital Inc. | 11,461 | $104.5K | 0.04% | −11,089−49.2% | Reduced |
| Gotham Asset Management, LLC | 11,658 | $106.3K | 0.00% | −2,268−16.3% | Reduced |
| DLK Investment Management, LLC | 11,800 | $107.6K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,878 | $108.3K | 0.00% | −1,524−11.4% | Reduced |
| Landscape Capital Management, L.L.C. | 12,247 | $111.7K | 0.01% | −16,755−57.8% | Reduced |
| Cipher Capital LP | 12,506 | $114.1K | 0.05% | −21,025−62.7% | Reduced |
| Cetera Investment Advisers | 13,082 | $119.3K | 0.00% | +13,082 | New |
| Ameritas Investment Partners, Inc. | 13,777 | $125.6K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,178 | $138.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,224 | $138.8K | 0.00% | +15,224 | New |
| Bank of Montreal | 15,466 | $141.5K | 0.00% | −333−2.1% | Reduced |
| Mackenzie Financial Corp | 17,981 | $164.0K | 0.00% | +4,761+36.0% | Added |
| Principal Financial Group Inc | 18,218 | $166.1K | 0.00% | +2,851+18.6% | Added |
| Susquehanna International Group, LLP | 18,529 | $169.0K | 0.00% | −50,717−73.2% | Reduced |
| Inceptionr LLC | 18,956 | $172.9K | 0.04% | +18,956 | New |
| Occudo Quantitative Strategies LP | 20,359 | $185.7K | 0.03% | −114,675−84.9% | Reduced |
| Public Employees Retirement Association of Colorado | 20,703 | $189.0K | 0.00% | −2,838−12.1% | Reduced |
| Handelsbanken Fonder AB | 21,200 | $193.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,174 | $193.1K | 0.00% | +39+0.2% | Added |
| Roberts Wealth Advisors, LLC | 23,438 | $196.2K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 21,588 | $196.9K | 0.18% | +20,340+1,629.8% | Added |
| Lincoln National Corp | 22,071 | $201.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 22,893 | $208.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,173 | $219.1K | 0.00% | −14,870−40.1% | Reduced |
| Citadel Advisors LLC | 24,530 | $223.7K | 0.00% | +18,024+277.0% | Added |
| Envestnet Asset Management Inc | 24,662 | $224.9K | 0.00% | +2,465+11.1% | Added |
| Sage Rhino Capital LLC | 26,435 | $241.1K | 0.06% | −20,000−43.1% | Reduced |
| ProShare Advisors LLC | 26,615 | $242.7K | 0.00% | +3,029+12.8% | Added |
| Qube Research & Technologies Ltd | 29,094 | $265.3K | 0.00% | −143,104−83.1% | Reduced |
| Victory Capital Management Inc | 29,175 | $266.1K | 0.00% | +11,544+65.5% | Added |
| Campbell & CO Investment Adviser LLC | 29,771 | $271.5K | 0.02% | +29,771 | New |
| Dorsey & Whitney Trust CO LLC | 30,857 | $281.4K | 0.02% | −7,220−19.0% | Reduced |
| Ameriprise Financial Inc | 31,091 | $283.5K | 0.00% | −44,046−58.6% | Reduced |
| Squarepoint Ops LLC | 33,923 | $309.4K | 0.00% | +33,923 | New |
| Prudential Financial Inc | 34,800 | $317.4K | 0.00% | +34,800 | New |
| Arizona State Retirement System | 35,246 | $321.4K | 0.00% | +85+0.2% | Added |
| Diversified Trust Co | 35,612 | $324.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,041 | $328.7K | 0.00% | −43,205−54.5% | Reduced |
| Frank, Rimerman Advisors LLC | 40,000 | $364.8K | 0.07% | −45,101−53.0% | Reduced |
| Citigroup Inc | 40,231 | $366.9K | 0.00% | +2,793+7.5% | Added |
| Vontobel Holding Ltd. | 41,894 | $382.1K | 0.00% | −5,901−12.3% | Reduced |
| Engineers Gate Manager LP | 43,375 | $395.6K | 0.01% | +2,171+5.3% | Added |
| Stifel Financial Corp | 50,942 | $464.6K | 0.00% | +2,292+4.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 51,659 | $471.1K | 0.01% | −129,595−71.5% | Reduced |
| Wells Fargo & Company | 52,760 | $481.2K | 0.00% | +4,985+10.4% | Added |
| Gsa Capital Partners LLP | 53,777 | $490.0K | 0.04% | +43,429+419.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,932 | $510.1K | 0.00% | +27,966+100.0% | Added |
| Nebula Research & Development LLC | 58,099 | $529.9K | 0.11% | −4,881−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,764 | $530.3K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 62,177 | $567.1K | 0.74% | −56,980−47.8% | Reduced |
| Petrus Trust Company, LTA | 62,555 | $570.5K | 0.05% | +19,807+46.3% | Added |
| American International Group, Inc. | 66,879 | $609.9K | 0.00% | +726+1.1% | Added |
| MetLife Investment Management | 67,292 | $613.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 67,278 | $613.9K | 0.00% | +180.0% | Added |
| Los Angeles Capital Management LLC | 67,436 | $615.0K | 0.00% | +20,156+42.6% | Added |