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, Q4 2024
Institutional positions in Zuora Inc as of Dec 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
ZUO is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 216
- −5 vs. Q3 2024
- Shares held
- 125.6M
- +16.3M (+14.9%) vs. Q3 2024
- Total value
- $1.25B
- +$305.1M (+32.4%) vs. Q3 2024
- New holders
- 67
- 59 more added
- Sold out
- 72
- 59 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Zuora Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 9 | $0 | 0.00% | −43−82.7% | Reduced |
| Huntington National Bank | 1 | $10 | 0.00% | −326−99.7% | Reduced |
| GWM Advisors LLC | 7 | $69 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $99 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 14 | $139 | 0.00% | +14 | New |
| Amundi | 27 | $269 | 0.00% | +27 | New |
| IFP Advisors, Inc | 0 | $427 | 0.00% | 0 | New |
| CGC Financial Services, LLC | 50 | $496 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 53 | $526 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 76 | $754 | 0.00% | −18−19.1% | Reduced |
| Farther Finance Advisors, LLC | 76 | $754 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $992 | 0.00% | +100 | New |
| Rothschild Investment LLC | 130 | $1.29K | 0.00% | −5−3.7% | Reduced |
| Allworth Financial LP | 130 | $1.30K | 0.00% | −204−61.1% | Reduced |
| Sterling Capital Management LLC | 148 | $1.47K | 0.00% | +2+1.4% | Added |
| Principal Securities, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $1.98K | 0.00% | +200 | New |
| Covestor Ltd | 176 | $2.00K | 0.00% | +30+20.5% | Added |
| Beaird Harris Wealth Management, LLC | 218 | $2.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $2.39K | 0.00% | −50−17.2% | Reduced |
| Private Wealth Management Group, LLC | 244 | $2.42K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 264 | $2.62K | 0.00% | −82,189−99.7% | Reduced |
| Future Financial Wealth Managment LLC | 300 | $2.98K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 328 | $3.25K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 494 | $4.90K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 653 | $6.48K | 0.00% | −169−20.6% | Reduced |
| AdvisorNet Financial, Inc | 800 | $7.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,030 | $10.2K | 0.00% | −350−25.4% | Reduced |
| Versant Capital Management, Inc | 1,055 | $10.5K | 0.00% | +642+155.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,265 | $22.5K | 0.00% | +370+19.5% | Added |
| The PNC Financial Services Group, Inc. | 2,648 | $26.3K | 0.00% | −45−1.7% | Reduced |
| CWM, LLC | 2,718 | $27.0K | 0.00% | −3,861−58.7% | Reduced |
| Smartleaf Asset Management LLC | 2,743 | $27.2K | 0.00% | +872+46.6% | Added |
| Vestcor Inc | 3,984 | $40.0K | 0.00% | +3,984 | New |
| SBI Securities Co., Ltd. | 4,140 | $41.1K | 0.00% | +4,140 | New |
| Amalgamated Bank | 4,637 | $46.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,280 | $52.4K | 0.00% | −2,000−27.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,601 | $55.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,700 | $56.7K | 0.00% | −100−1.7% | Reduced |
| Parallel Advisors, LLC | 7,474 | $74.1K | 0.00% | −59−0.8% | Reduced |
| Castleview Partners, LLC | 8,132 | $80.7K | 0.04% | −984−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,920 | $88.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 9,975 | $99.0K | 0.00% | −589,126−98.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 10,290 | $102.1K | 0.00% | +10,290 | New |
| CI Private Wealth, LLC | 10,518 | $104.3K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 10,605 | $105.2K | 0.00% | −300,195−96.6% | Reduced |
| Sherbrooke Park Advisers LLC | 10,859 | $107.7K | 0.03% | −72,913−87.0% | Reduced |
| DLK Investment Management, LLC | 11,800 | $117.1K | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,933 | $118.4K | 0.00% | −918−7.1% | Reduced |
| American Century Companies Inc | 12,089 | $119.9K | 0.00% | +12,089 | New |
| CIBC World Markets Corp | 13,063 | $129.6K | 0.00% | +13,063 | New |
| State of Wisconsin Investment Board | 13,145 | $130.4K | 0.00% | −25,504−66.0% | Reduced |
| Creative Planning | 13,385 | $132.8K | 0.00% | +140+1.1% | Added |
| Perigon Wealth Management, LLC | 13,811 | $137.7K | 0.00% | −10,130−42.3% | Reduced |
| Ameritas Investment Partners, Inc. | 14,140 | $140.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,178 | $150.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,690 | $156.0K | 0.00% | −9,100−36.7% | Reduced |
| Palumbo Wealth Management LLC | 16,152 | $160.2K | 0.06% | +4,616+40.0% | Added |
| EP Wealth Advisors, LLC | 16,498 | $163.7K | 0.00% | +3,487+26.8% | Added |
| Victory Capital Management Inc | 17,572 | $174.3K | 0.00% | −48,707−73.5% | Reduced |
| R Squared Ltd | 18,350 | $182.0K | 0.18% | +18,350 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,000 | $198.4K | 0.00% | +20,000 | New |
| Public Employees Retirement Association of Colorado | 20,078 | $199.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,680 | $205.1K | 0.00% | −1,041−4.8% | Reduced |
| Union Bancaire Privee, UBP SA | 21,892 | $217.2K | 0.00% | +21,892 | New |
| Ameriprise Financial Inc | 22,116 | $219.4K | 0.00% | −2,386−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 22,227 | $220.5K | 0.00% | +13,675+159.9% | Added |
| Roberts Wealth Advisors, LLC | 23,438 | $233.9K | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 23,972 | $237.8K | 0.00% | −17,436−42.1% | Reduced |
| Wolverine Asset Management LLC | 23,988 | $238.0K | 0.00% | +23,988 | New |
| KLP Kapitalforvaltning AS | 24,800 | $246.0K | 0.00% | +24,800 | New |
| Police & Firemen's Retirement System of New Jersey | 29,854 | $296.2K | 0.00% | +29,854 | New |
| Handelsbanken Fonder AB | 30,300 | $301.0K | 0.00% | +7,600+33.5% | Added |
| PDT Partners, LLC | 33,321 | $330.5K | 0.03% | −20.0% | Reduced |
| Lynrock Lake LP | 36,666 | $363.7K | 0.03% | +36,666 | New |
| State Board of Administration of Florida Retirement System | 37,043 | $367.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 38,444 | $381.4K | 0.00% | −701,006−94.8% | Reduced |
| Arizona State Retirement System | 39,425 | $391.1K | 0.00% | +1,197+3.1% | Added |
| Prelude Capital Management, LLC | 39,634 | $393.2K | 0.03% | −406,442−91.1% | Reduced |
| Frank, Rimerman Advisors LLC | 40,000 | $396.8K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 40,140 | $398.2K | 0.01% | +17,483+77.2% | Added |
| Voya Investment Management LLC | 41,205 | $408.8K | 0.00% | −353,701−89.6% | Reduced |
| Emerald Advisers, LLC | 41,767 | $414.3K | 0.02% | −1,063,806−96.2% | Reduced |
| Quest Partners LLC | 41,904 | $415.7K | 0.06% | −86,570−67.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,474 | $431.3K | 0.00% | +15,508+55.5% | Added |
| Voloridge Investment Management, LLC | 43,525 | $431.8K | 0.00% | +43,525 | New |
| Quantbot Technologies LP | 49,730 | $493.3K | 0.02% | +6,095+14.0% | Added |
| Quinn Opportunity Partners LLC | 49,880 | $494.8K | 0.04% | +49,880 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 54,092 | $536.6K | 0.14% | +54,092 | New |
| Engineers Gate Manager LP | 55,061 | $546.2K | 0.01% | −7,893−12.5% | Reduced |
| Entropy Technologies, LP | 56,573 | $561.2K | 0.06% | +38,600+214.8% | Added |
| Cornercap Investment Counsel Inc | 57,322 | $568.6K | 0.18% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 60,712 | $602.3K | 0.00% | +60,712 | New |
| Intech Investment Management LLC | 61,697 | $612.0K | 0.01% | +26,257+74.1% | Added |
| Janus Henderson Group PLC | 66,588 | $661.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 67,030 | $664.9K | 0.00% | +12,058+21.9% | Added |
| Point72 (DIFC) Ltd | 67,134 | $666.0K | 0.06% | +65,006+3,054.8% | Added |