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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 100,169 | $994.0K | 0.07% | −671−0.7% | Reduced |
| Alpine Global Management, LLC | 100,000 | $992.0K | 0.29% | +100,000 | New |
| BNP Paribas Arbitrage, SA | 93,744 | $929.9K | 0.00% | −74,526−44.3% | Reduced |
| Susquehanna International Group, LLP | 91,491 | $907.6K | 0.00% | +14,669+19.1% | Added |
| Squarepoint Ops LLC | 89,716 | $890.0K | 0.00% | −397,880−81.6% | Reduced |
| Price T Rowe Associates Inc | 85,605 | $850.0K | 0.00% | +10,042+13.3% | Added |
| SG Americas Securities, LLC | 85,665 | $850.0K | 0.00% | +28,465+49.8% | Added |
| Bank of America Corp | 82,286 | $816.3K | 0.00% | −2,021,549−96.1% | Reduced |
| MetLife Investment Management | 82,012 | $813.6K | 0.00% | +5,139+6.7% | Added |
| PenderFund Capital Management Ltd. | 56,796 | $809.9K | 0.17% | +56,796 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 79,360 | $787.3K | 0.00% | +2,946+3.9% | Added |
| Wells Fargo & Company | 73,800 | $732.1K | 0.00% | +18,176+32.7% | Added |
| Manufacturers Life Insurance Company, The | 70,515 | $699.5K | 0.00% | −3,389,658−98.0% | Reduced |
| ExodusPoint Capital Management, LP | 70,000 | $694.0K | 0.01% | −33,033−32.1% | Reduced |
| Corebridge Financial, Inc. | 69,396 | $688.4K | 0.00% | −5,239−7.0% | Reduced |
| Slotnik Capital, LLC | 67,533 | $669.9K | 0.31% | +67,533 | New |
| Point72 (DIFC) Ltd | 67,134 | $666.0K | 0.06% | +65,006+3,054.8% | Added |
| ProShare Advisors LLC | 67,030 | $664.9K | 0.00% | +12,058+21.9% | Added |
| Janus Henderson Group PLC | 66,588 | $661.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 61,697 | $612.0K | 0.01% | +26,257+74.1% | Added |
| Arrowstreet Capital, Limited Partnership | 60,712 | $602.3K | 0.00% | +60,712 | New |
| Cornercap Investment Counsel Inc | 57,322 | $568.6K | 0.18% | 00.0% | Unchanged |
| Entropy Technologies, LP | 56,573 | $561.2K | 0.06% | +38,600+214.8% | Added |
| Engineers Gate Manager LP | 55,061 | $546.2K | 0.01% | −7,893−12.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 54,092 | $536.6K | 0.14% | +54,092 | New |
| Quinn Opportunity Partners LLC | 49,880 | $494.8K | 0.04% | +49,880 | New |
| Quantbot Technologies LP | 49,730 | $493.3K | 0.02% | +6,095+14.0% | Added |
| Voloridge Investment Management, LLC | 43,525 | $431.8K | 0.00% | +43,525 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,474 | $431.3K | 0.00% | +15,508+55.5% | Added |
| Quest Partners LLC | 41,904 | $415.7K | 0.06% | −86,570−67.4% | Reduced |
| Emerald Advisers, LLC | 41,767 | $414.3K | 0.02% | −1,063,806−96.2% | Reduced |
| Voya Investment Management LLC | 41,205 | $408.8K | 0.00% | −353,701−89.6% | Reduced |
| Wolverine Trading, LLC | 40,140 | $398.2K | 0.01% | +17,483+77.2% | Added |
| Frank, Rimerman Advisors LLC | 40,000 | $396.8K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 39,634 | $393.2K | 0.03% | −406,442−91.1% | Reduced |
| Arizona State Retirement System | 39,425 | $391.1K | 0.00% | +1,197+3.1% | Added |
| New York State Common Retirement Fund | 38,444 | $381.4K | 0.00% | −701,006−94.8% | Reduced |
| State Board of Administration of Florida Retirement System | 37,043 | $367.5K | 0.00% | 00.0% | Unchanged |
| Lynrock Lake LP | 36,666 | $363.7K | 0.03% | +36,666 | New |
| PDT Partners, LLC | 33,321 | $330.5K | 0.03% | −20.0% | Reduced |
| Handelsbanken Fonder AB | 30,300 | $301.0K | 0.00% | +7,600+33.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,854 | $296.2K | 0.00% | +29,854 | New |
| KLP Kapitalforvaltning AS | 24,800 | $246.0K | 0.00% | +24,800 | New |
| Wolverine Asset Management LLC | 23,988 | $238.0K | 0.00% | +23,988 | New |
| Vontobel Holding Ltd. | 23,972 | $237.8K | 0.00% | −17,436−42.1% | Reduced |
| Roberts Wealth Advisors, LLC | 23,438 | $233.9K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,227 | $220.5K | 0.00% | +13,675+159.9% | Added |
| Ameriprise Financial Inc | 22,116 | $219.4K | 0.00% | −2,386−9.7% | Reduced |
| Union Bancaire Privee, UBP SA | 21,892 | $217.2K | 0.00% | +21,892 | New |
| Cresset Asset Management, LLC | 20,680 | $205.1K | 0.00% | −1,041−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,078 | $199.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,000 | $198.4K | 0.00% | +20,000 | New |
| R Squared Ltd | 18,350 | $182.0K | 0.18% | +18,350 | New |
| Victory Capital Management Inc | 17,572 | $174.3K | 0.00% | −48,707−73.5% | Reduced |
| EP Wealth Advisors, LLC | 16,498 | $163.7K | 0.00% | +3,487+26.8% | Added |
| Palumbo Wealth Management LLC | 16,152 | $160.2K | 0.06% | +4,616+40.0% | Added |
| Royal Bank of Canada | 15,690 | $156.0K | 0.00% | −9,100−36.7% | Reduced |
| Pictet Asset Management Holding SA | 15,178 | $150.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,140 | $140.3K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,811 | $137.7K | 0.00% | −10,130−42.3% | Reduced |
| Creative Planning | 13,385 | $132.8K | 0.00% | +140+1.1% | Added |
| State of Wisconsin Investment Board | 13,145 | $130.4K | 0.00% | −25,504−66.0% | Reduced |
| CIBC World Markets Corp | 13,063 | $129.6K | 0.00% | +13,063 | New |
| American Century Companies Inc | 12,089 | $119.9K | 0.00% | +12,089 | New |
| Principal Financial Group Inc | 11,933 | $118.4K | 0.00% | −918−7.1% | Reduced |
| DLK Investment Management, LLC | 11,800 | $117.1K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,859 | $107.7K | 0.03% | −72,913−87.0% | Reduced |
| Zacks Investment Management | 10,605 | $105.2K | 0.00% | −300,195−96.6% | Reduced |
| CI Private Wealth, LLC | 10,518 | $104.3K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 10,290 | $102.1K | 0.00% | +10,290 | New |
| Peregrine Capital Management LLC | 9,975 | $99.0K | 0.00% | −589,126−98.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,920 | $88.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 8,132 | $80.7K | 0.04% | −984−10.8% | Reduced |
| Parallel Advisors, LLC | 7,474 | $74.1K | 0.00% | −59−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,700 | $56.7K | 0.00% | −100−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,601 | $55.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,280 | $52.4K | 0.00% | −2,000−27.5% | Reduced |
| Amalgamated Bank | 4,637 | $46.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,140 | $41.1K | 0.00% | +4,140 | New |
| Vestcor Inc | 3,984 | $40.0K | 0.00% | +3,984 | New |
| Smartleaf Asset Management LLC | 2,743 | $27.2K | 0.00% | +872+46.6% | Added |
| CWM, LLC | 2,718 | $27.0K | 0.00% | −3,861−58.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,648 | $26.3K | 0.00% | −45−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,265 | $22.5K | 0.00% | +370+19.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,055 | $10.5K | 0.00% | +642+155.4% | Added |
| Signaturefd, LLC | 1,030 | $10.2K | 0.00% | −350−25.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,009 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $7.94K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 653 | $6.48K | 0.00% | −169−20.6% | Reduced |
| Adirondack Trust Co | 494 | $4.90K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 328 | $3.25K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $2.98K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 264 | $2.62K | 0.00% | −82,189−99.7% | Reduced |
| Private Wealth Management Group, LLC | 244 | $2.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $2.39K | 0.00% | −50−17.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 218 | $2.16K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $2.00K | 0.00% | +30+20.5% | Added |
| Principal Securities, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $1.98K | 0.00% | +200 | New |