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Zuora (ZUO) Institutional Ownership

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-0.05 (-0.47%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Zuora (NYSE:ZUO)

Current
Institutional Ownership
Percentage
83.02%
Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$105.45M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$77.90M
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ZUO Institutional Buying and Selling by Quarter

Zuora Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Dorsey & Whitney Trust CO LLC30,857$281K0.0%-19.0%0.021%
5/9/2024 State Board of Administration of Florida Retirement System22,173$219K0.0%-40.1%0.015%
5/8/2024 ProShare Advisors LLC26,615$243K0.0%+12.8%0.018%
5/8/2024 Russell Investments Group Ltd.80,804$737K0.0%+7.9%0.055%
5/7/2024 Sei 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%
5/7/2024 Swiss National Bank253,200$2.31M0.0%+2.1%0.173%
5/6/2024 George Kaiser Family Foundation178,637$1.63M0.3%-20.8%0.122%
5/3/2024 GSA Capital Partners LLP53,777$490K0.0%+419.7%0.037%
5/2/2024 Mutual 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%
5/2/2024 Nordea Investment Management AB398,599$3.69M0.0%-1.6%0.273%
5/1/2024 Capstone Investment Advisors LLC80,654$736K0.0%N/A0.055%
5/1/2024 BNP 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%
4/29/2024 Principal Financial Group Inc.18,218$166K0.0%+18.6%0.012%
4/26/2024 Sage Rhino Capital LLC26,435$241K0.1%-43.1%0.018%
4/23/2024 Rice Hall James & Associates LLC654,099$5.97M0.3%-4.3%0.448%
4/19/2024 Taylor Frigon Capital Management LLC362,962$3.31M1.6%+24.8%0.249%
4/5/2024 Los Angeles Capital Management LLC67,436$615K0.0%+42.6%0.047%
3/25/2024Quadrature Capital Ltd12,329$116K0.0%-72.6%0.009%
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%
2/14/2024 Frank 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 Company 3,740,046$35.16M0.0%+13.0%2.614%
2/12/2024Millrace Asset Group Inc.116,148$1.09M1.1%N/A0.081%
2/12/2024 George 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%
2/9/2024 Corient Private Wealth LLC59,454$559K0.0%+473.4%0.042%
2/8/2024 Panagora Asset Management Inc.702,125$6.60M0.0%+1.1%0.491%
2/7/2024 Ieq Capital LLC151,656$1.43M0.0%+889.9%0.106%
2/7/2024 BNP Paribas Financial Markets226,010$2.12M0.0%+20.5%0.158%
2/7/2024Versor Investments LP25,210$237K0.0%+85.2%0.018%
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2/6/2024 Charles 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%
2/6/2024 Swiss National Bank247,900$2.33M0.0%-8.1%0.173%
2/5/2024 Victory Capital Management Inc.17,631$166K0.0%+25.5%0.012%
2/5/2024 Russell Investments Group Ltd.74,869$704K0.0%-42.2%0.052%
2/1/2024 Jennison Associates LLC87,030$818K0.0%+26.1%0.061%
2/1/2024 CWM LLC6,914$65K0.0%-16.8%0.005%
1/31/2024 Kornitzer Capital Management Inc. KS1,064,884$10.01M0.2%-8.6%0.744%
1/31/2024 Cornerstone Investment Partners LLC17,621$166K0.0%N/A0.012%
1/30/2024 Zurcher 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%
1/30/2024 Taylor Frigon Capital Management LLC290,939$2.74M1.4%-0.5%0.203%
1/26/2024 Mutual of America Capital Management LLC670,260$6.30M0.1%+6.6%0.468%
1/26/2024 Peregrine 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%
1/17/2024 Roberts Wealth Advisors LLC23,438$220K0.1%N/A0.016%
1/16/2024 Raymond James & Associates87,208$820K0.0%+9.4%0.061%
1/11/2024 Horrell Capital Management Inc.680,000$6.39M1.9%+12.4%0.475%
1/10/2024 Nordea 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%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.305,151$2.51M0.0%+24.7%0.217%
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%
11/13/2023 George 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%
11/13/2023 Lord Abbett & CO. LLC1,247,522$10.28M0.0%-3.4%0.888%
11/13/2023 DekaBank Deutsche Girozentrale3,023$25K0.0%N/A0.002%
11/9/2023Deutsche Bank AG64,787$534K0.0%+13.2%0.046%
11/9/2023Skandinaviska Enskilda Banken AB publ91,200$751K0.0%-17.0%0.065%
11/9/2023 Mutual of America Capital Management LLC628,544$5.18M0.1%+4.8%0.447%
11/8/2023 State Board of Administration of Florida Retirement System37,043$305K0.0%+5.4%0.026%
11/8/2023 Charles Schwab Investment Management Inc.1,109,517$9.14M0.0%+6.9%0.790%
11/8/2023 Swiss National Bank269,700$2.22M0.0%+2.3%0.192%
11/7/2023 Quantbot Technologies LP3,895$32K0.0%-95.2%0.003%
11/7/2023 New York State Common Retirement Fund912,164$7.52M0.0%+34.1%0.649%
11/7/2023Barclays PLC80,552$663K0.0%+20.8%0.057%
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11/7/2023Jump Financial LLC84,025$692K0.0%-34.4%0.060%
11/6/2023Versor Investments LP13,610$112K0.0%-32.8%0.010%
11/6/2023 Los Angeles Capital Management LLC46,846$386K0.0%-4.7%0.033%
11/2/2023 Rice Hall James & Associates LLC594,499$4.90M0.3%-0.6%0.423%
11/1/2023 Horrell Capital Management Inc.605,000$4.99M1.7%+4.3%0.431%
10/31/2023 Panagora Asset Management Inc.694,775$5.73M0.0%+8.9%0.495%
10/31/2023 Jennison Associates LLC69,017$569K0.0%+15.4%0.049%
10/31/2023 Kornitzer Capital Management Inc. KS1,164,884$9.60M0.2%-15.7%0.829%
10/27/2023 Allspring Global Investments Holdings LLC3,021$25K0.0%N/A0.002%
10/26/2023Strs Ohio37,100$305K0.0%+149.0%0.026%
(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. ($153.64M), Praesidium Investment Management Company LLC ($54.92M), Bank of New York Mellon Corp ($54.26M), Baillie Gifford & Co. ($38.32M), The Manufacturers Life Insurance Company ($35.16M), FMR LLC ($32.46M), 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 135 institutional investors that purchased Zuora stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aaron Wealth Advisors LLC ($22.06M), Solel Partners LP ($2.40M), Gagnon Securities LLC ($1.77M), The Manufacturers Life Insurance Company ($1.77M), Bank of New York Mellon Corp ($1.49M), Vanguard Group Inc. ($1.42M), and Potrero Capital Research LLC ($1.41M).

How much institutional buying is happening at Zuora?

Institutional investors have bought a total of 54,350,953 shares in the last 24 months. This purchase volume represents approximately $640.54M in transactions.

Which Zuora major shareholders have been selling company stock?

Of the 82 institutional investors that sold Zuora stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($20.59M), Brown Advisory Inc. ($3.75M), NewEdge Wealth LLC ($1.97M), Bank of New York Mellon Corp ($1.96M), Praesidium Investment Management Company LLC ($1.53M), 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 40,212,258 shares in the last 24 months. This volume of shares sold represents approximately $361.16M in transactions.


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This page (NYSE:ZUO) was last updated on 5/10/2024 by MarketBeat.com Staff

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