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Zuora (ZUO) Institutional Ownership

$9.48
+0.22 (+2.38%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Zuora (NYSE:ZUO)

Current
Institutional Ownership
Percentage
83.02%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$106.03M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$99.15M
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ZUO Institutional Buying and Selling by Quarter

Zuora Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024 Bank of New York Mellon Corp6,554,934$65.09M0.0%-8.2%4.490%
7/25/2024 Baillie Gifford & Co.2,629,975$26.12M0.0%-37.4%1.801%
7/19/2024 Williams Financial LLC12,400$119K0.0%N/A0.008%
7/17/2024 Samson Rock Capital LLP165,000$1.64M1.2%N/A0.113%
7/16/2024 Diversified Trust Co38,872$386K0.0%+9.2%0.027%
7/11/2024 BDF Gestion345,000$3.43M0.3%N/A0.236%
7/10/2024 CWM LLC7,945$79K0.0%+25.0%0.005%
5/16/2024California State Teachers Retirement System128,976$1.18M0.0%-3.6%0.088%
5/16/2024Jacobs Levy Equity Management Inc.102,941$939K0.0%-80.9%0.071%
5/16/2024Bares Capital Management Inc.1,746,292$15.93M0.6%+41.4%1.196%
5/15/2024Public Employees Retirement Association of Colorado20,703$189K0.0%-12.1%0.014%
5/15/2024Price T Rowe Associates Inc. MD67,806$619K0.0%+7.6%0.046%
5/14/2024Archon Capital Management LLC383,320$3.50M1.2%-69.1%0.263%
5/14/2024EntryPoint Capital LLC21,588$197K0.2%+1,629.8%0.015%
5/14/2024CANADA LIFE ASSURANCE Co740,986$6.76M0.0%+33.6%0.508%
5/14/2024Gagnon Securities LLC1,019,240$9.30M2.2%-3.9%0.698%
5/10/2024Acadian Asset Management LLC145,391$1.33M0.0%-64.3%0.100%
5/10/2024Vanguard Group Inc.17,262,494$157.43M0.0%+5.6%11.824%
5/9/2024Dorsey & Whitney Trust CO LLC30,857$281K0.0%-19.0%0.021%
5/9/2024State Board of Administration of Florida Retirement System22,173$219K0.0%-40.1%0.015%
5/8/2024ProShare Advisors LLC26,615$243K0.0%+12.8%0.018%
5/8/2024Russell Investments Group Ltd.80,804$737K0.0%+7.9%0.055%
5/7/2024Sei Investments Co.243,821$2.22M0.0%-31.2%0.167%
5/7/2024Susquehanna Fundamental Investments LLC229,579$2.09M0.1%N/A0.157%
5/7/2024Susquehanna Portfolio Strategies LLC51,659$471K0.0%-71.5%0.035%
5/7/2024Swiss National Bank253,200$2.31M0.0%+2.1%0.173%
5/6/2024George Kaiser Family Foundation178,637$1.63M0.3%-20.8%0.122%
5/3/2024GSA Capital Partners LLP53,777$490K0.0%+419.7%0.037%
5/2/2024Mutual of America Capital Management LLC632,520$5.77M0.1%-5.6%0.433%
5/2/2024 Quent Capital LLC9,100$83K0.0%N/A0.006%
5/2/2024Nordea Investment Management AB398,599$3.69M0.0%-1.6%0.273%
5/1/2024Capstone Investment Advisors LLC80,654$736K0.0%N/A0.055%
5/1/2024BNP Paribas Financial Markets186,225$1.70M0.0%-17.6%0.128%
5/1/2024 Baillie Gifford & Co.4,201,954$38.32M0.0%-5.5%2.878%
4/29/2024Principal Financial Group Inc.18,218$166K0.0%+18.6%0.012%
4/26/2024Sage Rhino Capital LLC26,435$241K0.1%-43.1%0.018%
4/23/2024Rice Hall James & Associates LLC654,099$5.97M0.3%-4.3%0.448%
4/19/2024Taylor Frigon Capital Management LLC362,962$3.31M1.6%+24.8%0.249%
4/5/2024Los Angeles Capital Management LLC67,436$615K0.0%+42.6%0.047%
3/25/2024Quadrature Capital Ltd12,329$116K0.0%-72.6%0.009%
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3/11/2024Vanguard Group Inc.16,344,929$153.64M0.0%+3.8%11.422%
2/15/2024Palogic Value Management L.P.417,000$3.92M1.7%+18.5%0.291%
2/15/2024Penn Capital Management Company LLC1,369,940$12.89M1.2%-2.5%0.957%
2/15/2024Bares Capital Management Inc.1,235,000$11.61M0.5%+54.4%0.863%
2/15/2024Praesidium Investment Management Company LLC5,842,557$54.92M6.8%-13.8%4.083%
2/14/2024Scalar Gauge Management LLC1,342,547$12.62M12.0%N/A0.938%
2/14/2024Frank Rimerman Advisors LLC85,101$800K0.2%N/A0.059%
2/13/2024Circumference Group LLC680,000$6.39M5.3%N/A0.475%
2/13/2024The Manufacturers Life Insurance Company3,740,046$35.16M0.0%+13.0%2.614%
2/12/2024Millrace Asset Group Inc.116,148$1.09M1.1%N/A0.081%
2/12/2024George Kaiser Family Foundation225,502$2.12M0.4%-48.3%0.158%
2/12/2024Hsbc Holdings PLC118,651$1.13M0.0%+19.7%0.083%
2/9/2024Trexquant Investment LP32,751$308K0.0%-80.4%0.023%
2/9/2024Corient Private Wealth LLC59,454$559K0.0%+473.4%0.042%
2/8/2024Panagora Asset Management Inc.702,125$6.60M0.0%+1.1%0.491%
2/7/2024Ieq Capital LLC151,656$1.43M0.0%+889.9%0.106%
2/7/2024BNP Paribas Financial Markets226,010$2.12M0.0%+20.5%0.158%
2/7/2024Versor Investments LP25,210$237K0.0%+85.2%0.018%
2/6/2024Charles Schwab Investment Management Inc.1,147,650$10.79M0.0%+3.4%0.802%
2/6/2024 Summit Global Investments149,534$1.41M0.1%-28.7%0.104%
2/6/2024Swiss National Bank247,900$2.33M0.0%-8.1%0.173%
2/5/2024Victory Capital Management Inc.17,631$166K0.0%+25.5%0.012%
2/5/2024Russell Investments Group Ltd.74,869$704K0.0%-42.2%0.052%
2/1/2024Jennison Associates LLC87,030$818K0.0%+26.1%0.061%
2/1/2024 CWM LLC6,914$65K0.0%-16.8%0.005%
1/31/2024Kornitzer Capital Management Inc. KS1,064,884$10.01M0.2%-8.6%0.744%
1/31/2024Cornerstone Investment Partners LLC17,621$166K0.0%N/A0.012%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank27,966$263K0.0%+4.6%0.020%
1/30/2024Mackenzie Financial Corp13,220$124K0.0%-81.1%0.009%
1/30/2024Vontobel Holding Ltd.47,795$449K0.0%+4.3%0.033%
1/30/2024Taylor Frigon Capital Management LLC290,939$2.74M1.4%-0.5%0.203%
1/26/2024Mutual of America Capital Management LLC670,260$6.30M0.1%+6.6%0.468%
1/26/2024Peregrine Capital Management LLC589,932$5.55M0.2%-14.5%0.412%
1/26/2024 Baillie Gifford & Co.4,444,865$41.78M0.0%-11.7%3.106%
1/17/2024Roberts Wealth Advisors LLC23,438$220K0.1%N/A0.016%
1/16/2024 Raymond James & Associates87,208$820K0.0%+9.4%0.061%
1/11/2024Horrell Capital Management Inc.680,000$6.39M1.9%+12.4%0.475%
1/10/2024Nordea Investment Management AB405,255$3.85M0.0%-2.6%0.283%
1/8/2024 Diversified Trust Co35,612$335K0.0%-24.2%0.025%
12/18/2023Vanguard Group Inc.15,742,063$129.72M0.0%+5.5%11.001%
12/6/2023Citigroup Inc.17,404$143K0.0%-82.1%0.012%
11/17/2023 Diversified Trust Co47,002$387K0.0%+13.7%0.033%
11/17/2023Jacobs Levy Equity Management Inc.514,463$4.24M0.0%+85.8%0.366%
11/15/2023The Manufacturers Life Insurance Company3,310,341$27.28M0.0%+14.0%2.356%
11/14/2023Quadrature Capital Ltd45,031$371K0.0%+33.5%0.032%
11/14/2023Bares Capital Management Inc.800,000$6.59M0.3%-11.1%0.569%
11/14/2023Sherbrooke Park Advisers LLC10,628$88K0.0%N/A0.008%
11/14/2023Trexquant Investment LP167,394$1.38M0.0%-32.4%0.119%
11/14/2023MQS Management LLC15,606$129K0.1%N/A0.011%
11/13/2023Connor Clark & Lunn Investment Management Ltd.305,151$2.51M0.0%+24.7%0.217%
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11/13/2023Algert Global LLC242,031$1.99M0.1%+3.8%0.172%
11/13/2023Federated Hermes Inc.29,762$245K0.0%+6.2%0.021%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund773,432$6.37M0.0%+196.6%0.550%
11/13/2023Acadian Asset Management LLC533,286$4.39M0.0%+12.5%0.380%
11/13/2023Hsbc Holdings PLC99,115$814K0.0%+171.8%0.071%
11/13/2023George Kaiser Family Foundation436,077$3.59M0.7%+17.5%0.310%
11/13/2023 Baillie Gifford & Co.5,032,539$41.47M0.0%-2.2%3.582%
11/13/2023Lord Abbett & CO. LLC1,247,522$10.28M0.0%-3.4%0.888%
11/13/2023DekaBank Deutsche Girozentrale3,023$25K0.0%N/A0.002%
11/9/2023Deutsche Bank AG64,787$534K0.0%+13.2%0.046%
(Data available from 1/1/2016 forward)

ZUO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZUO shares?

During the previous two years, 158 institutional investors and hedge funds held shares of Zuora. The most heavily invested institutionals were Vanguard Group Inc. ($157.43M), Bank of New York Mellon Corp ($65.09M), Praesidium Investment Management Company LLC ($54.92M), The Manufacturers Life Insurance Company ($35.16M), FMR LLC ($32.46M), Baillie Gifford & Co. ($26.12M), and Solel Partners LP ($23.67M).Learn more on ZUO's institutional investors.

What percentage of Zuora stock is owned by institutional investors?

83.02% of Zuora stock is owned by institutional investors. Learn more on ZUO's institutional investor holdings.

Which institutional investors have been buying Zuora stock?

Of the 133 institutional investors that purchased Zuora stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Solel Partners LP ($2.40M), Vanguard Group Inc. ($2.34M), Gagnon Securities LLC ($1.77M), The Manufacturers Life Insurance Company ($1.77M), Bank of New York Mellon Corp ($1.49M), Scalar Gauge Management LLC ($1.34M), and Renaissance Technologies LLC ($1.13M).

How much institutional buying is happening at Zuora?

Institutional investors have bought a total of 29,771,839 shares in the last 24 months. This purchase volume represents approximately $261.40M in transactions.

Which Zuora major shareholders have been selling company stock?

Of the 83 institutional investors that sold Zuora stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($3.75M), Baillie Gifford & Co. ($2.52M), NewEdge Wealth LLC ($1.97M), Praesidium Investment Management Company LLC ($1.53M), Bank of New York Mellon Corp ($1.52M), FMR LLC ($1.25M), and Bares Capital Management Inc. ($1.19M).

How much institutional selling is happening at Zuora?

Institutional investors have sold a total of 22,050,801 shares in the last 24 months. This volume of shares sold represents approximately $193.82M in transactions.


This page (NYSE:ZUO) was last updated on 7/27/2024 by MarketBeat.com Staff

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