Zuora Ownership 2024 | Who Owns Zuora Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

16.82%

Insider Ownership

1.69%

Retail Ownership

81.50%

Institutional Holders

73.00

Zuora Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC11.93%0.00%17,493,934231,4401.34%173,714,765Jun 30, 2024
BLACKROCK INC.8.94%0.00%13,115,625-518,381-3.80%130,238,157Jun 30, 2024
BANK OF NEW YORK MELLON CORP4.47%0.01%6,554,934-584,718-8.19%65,090,495Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC3.47%29.42%5,091,2721,332,34335.44%50,556,331Jun 30, 2024
SOLEL PARTNERS LP2.77%6.56%4,058,308483,44513.52%40,298,998Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.36%0.03%3,462,898-47,789-1.36%34,386,577Jun 30, 2024
STATE STREET CORP2.24%0.00%3,292,38793,1182.91%32,693,403,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.06%0.00%3,017,568113,1453.90%29,971,086Jun 30, 2024
POTRERO CAPITAL RESEARCH LLC1.86%11.55%2,729,4972,729,497100.00%27,103,905Jun 30, 2024
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC1.82%5.05%2,674,257-1,074,809-28.67%26,555,372Jun 30, 2024
BAILLIE GIFFORD & CO1.79%0.02%2,629,975-1,571,979-37.41%26,115,651Jun 30, 2024
SUNRIVER MANAGEMENT LLC1.76%3.25%2,584,3512,410,7821388.95%25,662,605Jun 30, 2024
FIRST TRUST ADVISORS LP1.44%0.02%2,112,637-730,824-25.70%20,978,485Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.37%0.01%2,002,32980,6384.20%19,883,127Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.1.32%0.93%1,940,000193,70811.09%19,264,200Jun 30, 2024
MIG CAPITAL, LLC1.25%2.42%1,827,060105,2206.11%18,142,706Jun 30, 2024
BANK OF AMERICA CORP /DE/1.18%0.00%1,728,200-142,217-7.60%17,161,025Jun 30, 2024
MORGAN STANLEY1.00%0.00%1,459,85125,5831.78%14,496,329Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.86%1.18%1,256,270-24,503-1.91%12,491,712Jun 30, 2024
EMERALD ADVISERS, LLC0.83%0.51%1,214,758-80,620-6.22%12,062,547Jun 30, 2024

Zuora's largest institutional shareholder is VANGUARD GROUP INC, holding 11.93% of the company's total share outstanding, currently valued at $173.71M. The top 10 institutional shareholders own together 41.92% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DAG VENTURES, LLC0.46%83.36%678,044--6,732,977Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC3.47%29.42%5,091,2721,332,34335.44%50,556,331Jun 30, 2024
POTRERO CAPITAL RESEARCH LLC1.86%11.55%2,729,4972,729,497100.00%27,103,905Jun 30, 2024
WESTERN STANDARD LLC0.51%7.76%755,235755,235100.00%7,499,484Jun 30, 2024
SOLEL PARTNERS LP2.77%6.56%4,058,308483,44513.52%40,298,998Jun 30, 2024
CIRCUMFERENCE GROUP LLC0.39%5.92%565,000-115,000-16.91%5,610,450Jun 30, 2024
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC1.82%5.05%2,674,257-1,074,809-28.67%26,555,372Jun 30, 2024
GAGNON ADVISORS, LLC0.35%3.89%514,247--5,106,473Jun 30, 2024
SUNRIVER MANAGEMENT LLC1.76%3.25%2,584,3512,410,7821388.95%25,662,605Jun 30, 2024
MIG CAPITAL, LLC1.25%2.42%1,827,060105,2206.11%18,142,706Jun 30, 2024
GAGNON SECURITIES LLC0.70%2.30%1,030,22610,9861.08%10,230,144Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.24%2.24%349,259349,259100.00%3,468,142Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC0.26%1.92%385,326-103,822-21.23%3,826,287Jun 30, 2024
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC0.53%1.92%777,249777,249100.00%7,718,083Jun 30, 2024
TAYLOR FRIGON CAPITAL MANAGEMENT LLC0.25%1.71%362,614-348-0.10%3,600,757Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.27%1.68%399,983-100,017-20.00%3,971,831Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.39%1.63%565,000-115,000-16.91%5,610,000Jun 30, 2024
CAPITAL IMPACT ADVISORS, LLC0.03%1.32%47,326-14,851-23.89%469,947Jun 30, 2024
SAMSON ROCK CAPITAL LLP0.11%1.22%165,000165,000100.00%1,638,450Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.86%1.18%1,256,270-24,503-1.91%12,491,712Jun 30, 2024

The largest Zuora shareholder by % of total assets is DAG VENTURES, LLC. The company owns 678.04K shares of Zuora (ZUO), representing 83.36% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
POTRERO CAPITAL RESEARCH LLC1.86%11.55%2,729,4972,729,497100.00%27,103,905Jun 30, 2024
SUNRIVER MANAGEMENT LLC1.76%3.25%2,584,3512,410,7821388.95%25,662,605Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC3.47%29.42%5,091,2721,332,34335.44%50,556,331Jun 30, 2024
VOSS CAPITAL, LLC0.69%1.01%1,017,8431,017,843100.00%10,107,181Jun 30, 2024
PHILOSOPHY CAPITAL MANAGEMENT LLC0.68%0.58%997,797997,797100.00%9,908,124Jun 30, 2024
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC0.53%1.92%777,249777,249100.00%7,718,083Jun 30, 2024
WESTERN STANDARD LLC0.51%7.76%755,235755,235100.00%7,499,484Jun 30, 2024
SORA INVESTORS LLC0.34%0.91%500,000500,000100.00%4,965,000Jun 30, 2024
SOLEL PARTNERS LP2.77%6.56%4,058,308483,44513.52%40,298,998Jun 30, 2024
NISHKAMA CAPITAL, LLC0.33%0.36%479,475479,475100.00%4,761,187Jun 30, 2024
DIVISAR CAPITAL MANAGEMENT LLC0.31%0.87%460,700460,700100.00%4,574,751Jun 30, 2024
JPMORGAN CHASE & CO0.50%0.00%738,720415,155128.31%7,335,490Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.24%2.24%349,259349,259100.00%3,468,142Jun 30, 2024
BDF-GESTION0.24%0.33%345,000345,000100.00%3,425,850Jun 30, 2024
GOLDMAN SACHS GROUP INC0.68%0.00%996,930326,99248.81%9,899,516Jun 30, 2024
SQUAREPOINT OPS LLC0.23%0.01%333,817299,894884.04%3,314,803Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.18%0.03%268,746268,746100.00%2,668,647Jun 30, 2024
VANGUARD GROUP INC11.93%0.00%17,493,934231,4401.34%173,714,765Jun 30, 2024
TREXQUANT INVESTMENT LP0.15%0.03%214,020214,020100.00%2,125,219Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.67%0.03%985,632212,20027.44%9,787,326Jun 30, 2024

As of Jun 30 2024, Zuora's largest institutional buyer is POTRERO CAPITAL RESEARCH LLC. The company purchased 2.73M stocks of ZUO, valued at $27.10M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAILLIE GIFFORD & CO1.79%0.02%2,629,975-1,571,979-37.41%26,115,651Jun 30, 2024
SCOPIA CAPITAL MANAGEMENT LP----1,546,019-100.00%-Jun 30, 2024
ELEQUIN SECURITIES, LLC----1,280,773-100.00%-Jun 30, 2024
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC1.82%5.05%2,674,257-1,074,809-28.67%26,555,372Jun 30, 2024
KORNITZER CAPITAL MANAGEMENT INC /KS----1,064,884-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP1.44%0.02%2,112,637-730,824-25.70%20,978,485Jun 30, 2024
BANK OF NEW YORK MELLON CORP4.47%0.01%6,554,934-584,718-8.19%65,090,495Jun 30, 2024
BLACKROCK INC.8.94%0.00%13,115,625-518,381-3.80%130,238,157Jun 30, 2024
FIRST WASHINGTON CORP----397,808-100.00%-Jun 30, 2024
ARCHON CAPITAL MANAGEMENT LLC----383,320-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.02%0.02%30,036-271,250-90.03%298,257Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.13%0.05%196,933-243,779-55.31%1,955,545Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.19%0.01%282,706-200,619-41.51%2,807,271Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.36%0.01%528,514-171,526-24.50%5,248,144Jun 30, 2024
SEI INVESTMENTS CO0.07%0.00%96,810-147,011-60.29%961,321,000Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----145,391-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/1.18%0.00%1,728,200-142,217-7.60%17,161,025Jun 30, 2024
SUMMIT GLOBAL INVESTMENTS----131,068-100.00%-Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%4,800-130,067-96.44%42,528Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC----115,740-100.00%-Jun 30, 2024

As of Jun 30 2024, Zuora's biggest institutional seller is BAILLIE GIFFORD & CO. The company sold -1.57M shares of ZUO, valued at $26.12M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VOSS CAPITAL, LLC0.69%1.01%1,017,8431,017,843100.00%10,107,181Jun 30, 2024
PHILOSOPHY CAPITAL MANAGEMENT LLC0.68%0.58%997,797997,797100.00%9,908,124Jun 30, 2024
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC0.53%1.92%777,249777,249100.00%7,718,083Jun 30, 2024
WESTERN STANDARD LLC0.51%7.76%755,235755,235100.00%7,499,484Jun 30, 2024
SORA INVESTORS LLC0.34%0.91%500,000500,000100.00%4,965,000Jun 30, 2024
NISHKAMA CAPITAL, LLC0.33%0.36%479,475479,475100.00%4,761,187Jun 30, 2024
DIVISAR CAPITAL MANAGEMENT LLC0.31%0.87%460,700460,700100.00%4,574,751Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.24%2.24%349,259349,259100.00%3,468,142Jun 30, 2024
BDF-GESTION0.24%0.33%345,000345,000100.00%3,425,850Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.18%0.03%268,746268,746100.00%2,668,647Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP0.14%0.25%202,121202,121100.00%2,007,062Jun 30, 2024
SAMSON ROCK CAPITAL LLP0.11%1.22%165,000165,000100.00%1,638,450Jun 30, 2024
WESTERLY CAPITAL MANAGEMENT, LLC0.10%0.74%150,000150,000100.00%1,489,500Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.06%0.10%91,65191,651100.00%910,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%69,68969,689100.00%692,012Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%68,33468,334100.00%678,557Jun 30, 2024
DIAMETRIC CAPITAL, LP0.03%0.23%42,84042,840100.00%425,401Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.02%0.06%35,52535,525100.00%352,763Jun 30, 2024
SHAY CAPITAL LLC0.02%0.05%35,00035,000100.00%347,550Jun 30, 2024
WOLVERINE TRADING, LLC0.02%0.00%33,02933,029100.00%327,978Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.02%0.11%25,57925,579100.00%253,999Jun 30, 2024
NOMURA HOLDINGS INC0.02%0.00%25,02125,021100.00%248,459Jun 30, 2024
AWH CAPITAL, L.P.0.02%0.26%25,00025,000100.00%248,250Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.01%0.03%18,35318,353100.00%182,245Jun 30, 2024
WILLIAMS FINANCIAL, LLC0.01%0.03%12,40012,400100.00%119,186Jun 30, 2024
PALUMBO WEALTH MANAGEMENT LLC0.01%0.04%10,32610,326100.00%102,538Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.01%0.00%8,6008,600100.00%85,398Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.01%4,4244,424100.00%43,930Jun 30, 2024
CLEAR STREET MARKETS LLC0.00%0.00%1,0001,000100.00%10,000Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%770770100.00%7,646Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%350350100.00%3,366Jun 30, 2024
LINDBROOK CAPITAL, LLC0.00%0.00%295295100.00%2,929Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%291291100.00%2,890Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.00%108108100.00%1,072Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%8181100.00%804Jun 30, 2024
CORECAP ADVISORS, LLC-0.00%5050100.00%497Jun 30, 2024

Zuora's largest new institutional shareholder by number of shares is VOSS CAPITAL, LLC, purchased 1.02M shares, valued at $10.11M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCOPIA CAPITAL MANAGEMENT LP----1,546,019-100.00%-Jun 30, 2024
ELEQUIN SECURITIES, LLC----1,280,773-100.00%-Jun 30, 2024
KORNITZER CAPITAL MANAGEMENT INC /KS----1,064,884-100.00%-Jun 30, 2024
FIRST WASHINGTON CORP----397,808-100.00%-Jun 30, 2024
ARCHON CAPITAL MANAGEMENT LLC----383,320-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----145,391-100.00%-Jun 30, 2024
SUMMIT GLOBAL INVESTMENTS----131,068-100.00%-Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC----115,740-100.00%-Jun 30, 2024
JENNISON ASSOCIATES LLC----86,317-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----80,654-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----66,879-100.00%-Jun 30, 2024
PETRUS TRUST COMPANY, LTA----62,555-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----55,764-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----43,375-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC----34,800-100.00%-Jun 30, 2024
DORSEY & WHITNEY TRUST CO LLC----30,857-100.00%-Jun 30, 2024
SAGE RHINO CAPITAL LLC----26,435-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----22,071-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----21,588-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----20,359-100.00%-Jun 30, 2024
MACKENZIE FINANCIAL CORP----17,981-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----13,300-100.00%-Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----12,247-100.00%-Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC----11,658-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----11,461-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----10,233-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----8,755-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----7,278-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----5,200-100.00%-Jun 30, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC----300-100.00%-Jun 30, 2024
BOKF, NA----195-100.00%-Jun 30, 2024
NBC SECURITIES, INC.----50-100.00%-Jun 30, 2024

Zuora's largest sold out institutional shareholder by shares sold is SCOPIA CAPITAL MANAGEMENT LP, sold -1.55M shares, valued at -, as of undefined.

Zuora Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios6.63%1,085,132--Jan 31, 2024
BCM Focus Funds2.65%173,882173,882-Jan 31, 2024
BNY MELLON VARIABLE INVESTMENT FUND2.30%558,23621,6684.04%Mar 31, 2024
Vanguard Montgomery Funds0.85%202,59785,48572.99%Mar 31, 2024
HSBC FUNDS0.64%20,620--Jan 31, 2024
EntrepreneurShares Series Trust0.45%119,15723,72524.86%Dec 31, 2023
NEEDHAM FUNDS INC0.37%772,500-12,500-1.59%Mar 31, 2024
MERIDIAN FUND INC0.34%802,830--Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.33%2,421,045522,64227.53%Mar 31, 2024
M FUND INC0.18%85,095--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.18%33,840--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.18%91,365--Mar 31, 2024
Global Beta ETF Trust0.17%484-315-39.42%May 31, 2022
BUFFALO FUNDS0.16%1,064,884--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.13%82,892-2,036-2.40%Feb 29, 2024
Voya EQUITY TRUST0.13%184,21219,25711.67%Feb 29, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.10%13,151--Dec 31, 2023
ALGER FUNDS0.10%93,460--Jan 31, 2024
RBB Fund Trust0.07%67,295-987-1.45%Feb 29, 2024
Advantage Advisers Xanthus Fund, L.L.C.0.07%194,905--Mar 31, 2024
VANGUARD EXPLORER FUND0.06%803,377174,08827.66%Jan 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.04%21,700--Mar 31, 2024
GABELLI MULTIMEDIA TRUST INC.0.04%10,000--Dec 29, 2023
JOHN HANCOCK INVESTMENT TRUST0.04%3,471,526377,74312.21%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.04%236,347--Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.04%175,030--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.04%137,38799,915266.64%Jan 31, 2024
FIDELITY CAPITAL TRUST0.03%376,632--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%19,969--Mar 31, 2024
WASATCH FUNDS TRUST0.03%283,488--Mar 31, 2024
ACAP Strategic Fund0.03%431,313--Mar 31, 2024
VANGUARD INDEX FUNDS0.03%11,395,295-1,645,091-12.62%Mar 31, 2024
ROYCE FUND0.03%170,520--Mar 31, 2024
LKCM Funds0.03%96,410--Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.02%15,9281,1577.83%Sep 30, 2023
Fidelity Commonwealth Trust II0.02%135,64822,36019.74%Aug 31, 2023
VANGUARD HORIZON FUNDS0.02%451,700-319,098-41.40%Mar 31, 2024
Brown Advisory Funds0.02%698,712--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.02%41,679--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.02%623,770-32,942-5.02%Mar 31, 2024
PAX WORLD FUNDS SERIES TRUST I0.01%292,182--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,992--Mar 31, 2024
BBH Trust0.01%1,200,000400,00050.00%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.01%759--Feb 29, 2024
VANGUARD WORLD FUND0.01%2,914,302229,8968.56%Feb 29, 2024
SCHWAB CAPITAL TRUST0.01%478,9525,0761.07%Jan 31, 2024
Federated Hermes MDT Series0.01%27,985--Jan 31, 2024
FIDELITY SECURITIES FUND0.01%935,163--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.01%316,791-11,188-3.41%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.01%102,2326580.65%Mar 31, 2024
FIDELITY COVINGTON TRUST0.01%130,922-1,515-1.14%Mar 31, 2024
ETF Managers Trust0.01%53,647--Dec 31, 2023
JPMORGAN INSURANCE TRUST0.01%87,044-3,656-4.03%Mar 31, 2023
JNL VARIABLE FUND LLC0.01%36,465--Mar 31, 2020
BNY MELLON FUNDS TRUST0.01%461,274461,274-Feb 29, 2024
PFS FUNDS0.01%81,1617,1459.65%Feb 29, 2024
FINANCIAL INVESTORS TRUST0.01%473,832--Jan 31, 2024
ALGER FUNDS II0.01%1,321--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,193,03266,1805.87%Feb 29, 2024
OLD WESTBURY FUNDS INC0.01%707,241-453,657-39.08%Jan 31, 2024
Calvert Variable Products, Inc.0.01%13,777--Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.01%262,958--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%38,600--Mar 31, 2024
Nushares ETF Trust0.00%31,697--Jan 31, 2024
FIDELITY SELECT PORTFOLIOS0.00%277,154--Feb 29, 2024
Columbia Funds Variable Series Trust II0.00%137,855--Mar 31, 2024
ALLSPRING MASTER TRUST0.00%278,643-1,251-0.45%Feb 29, 2024
OPTIMUM FUND TRUST0.00%183,582-3,201-1.71%Mar 28, 2024
PFM Multi-Manager Series Trust0.00%2,400--Dec 31, 2023
CALAMOS INVESTMENT TRUST/IL0.00%302,210--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%86,777-6,408-6.88%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%63,014-2,258-3.46%Jan 31, 2024
Managed Portfolio Series0.00%55,662--Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%9,029--Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%8,800--Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%38,2007742.07%Mar 31, 2024
RBB FUND, INC.0.00%150,57427,13821.99%Feb 29, 2024
SunAmerica Specialty Series0.00%828--Apr 30, 2021
TIAA-CREF LIFE FUNDS0.00%4,246-10,475-71.16%Mar 31, 2024
FIDELITY PURITAN TRUST0.00%80,000--Jan 31, 2024
FIDELITY ADVISOR SERIES I0.00%277,600--Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%6,540-254-3.74%Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%1,406,81215,5651.12%Mar 31, 2024
Global X Funds0.00%55,764--Jan 31, 2024
AMG Funds I0.00%2,406--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%688,39232,0084.88%Feb 29, 2024
BMO FUNDS, INC.0.00%55,06955,069-Aug 31, 2020
CLEARWATER INVESTMENT TRUST0.00%10,45010,450-Mar 28, 2024
Neuberger Berman ETF Trust0.00%6,660--Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III0.00%10,945--Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%75,98225,56150.70%Mar 31, 2024
ALGER PORTFOLIOS0.00%300--Dec 31, 2023
NEW COVENANT FUNDS0.00%3,498--Dec 31, 2023
LoCorr Investment Trust0.00%19,707--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%47,200-2,600-5.22%Mar 31, 2024
MAINSTAY VP FUNDS TRUST0.00%81,541--Mar 31, 2024
BAILLIE GIFFORD FUNDS0.00%6,6873044.76%Mar 28, 2024
GPS Funds I0.00%3,228--Mar 31, 2024
WisdomTree Trust0.00%1,225,270354,60940.73%Mar 31, 2024
TIFF INVESTMENT PROGRAM0.00%25,44425,444-Mar 31, 2024

Zuora's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 1.09M shares, compromising 6.63% of its total assets.

Zuora Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2473-63.32%
31 Mar, 24199-5.69%
31 Dec, 232112.43%
30 Sep, 23206-
30 Jun, 232068.99%
31 Mar, 23189-3.08%
31 Dec, 22195-2.01%
30 Sep, 22199-2.93%
30 Jun, 22205-6.39%
31 Mar, 22219-4.78%
31 Dec, 2123011.65%
30 Sep, 21206-0.96%
30 Jun, 212085.58%
31 Mar, 211974.23%
31 Dec, 20189-2.58%
30 Sep, 201948.38%
30 Jun, 20179-1.65%
31 Mar, 20182-10.78%
31 Dec, 192043.55%
30 Sep, 191971.55%
30 Jun, 191944.86%
31 Mar, 1918537.04%
31 Dec, 1813515.38%
30 Sep, 1811732.95%
30 Jun, 1888-
30 Sep, 111-

As of 30 Jun 24, 73 institutions are holding Zuora's shares, representing a decrease of -63.32% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2424,664,945-77.48%
31 Mar, 24109,542,5191.92%
31 Dec, 23107,479,7885.88%
30 Sep, 23101,513,5692.16%
30 Jun, 2399,362,6831.49%
31 Mar, 2397,904,5562.87%
31 Dec, 2295,175,9804.76%
30 Sep, 2290,852,372-0.44%
30 Jun, 2291,257,318-19.65%
31 Mar, 22113,579,71829.84%
31 Dec, 2187,479,0624.75%
30 Sep, 2183,514,1915.78%
30 Jun, 2178,952,0946.91%
31 Mar, 2173,849,5126.07%
31 Dec, 2069,620,4952.92%
30 Sep, 2067,644,2047.75%
30 Jun, 2062,777,7686.59%
31 Mar, 2058,896,925-0.22%
31 Dec, 1959,027,8057.33%
30 Sep, 1954,995,347-5.30%
30 Jun, 1958,072,37636.84%
31 Mar, 1942,436,86319.43%
31 Dec, 1835,532,22848.82%
30 Sep, 1823,875,421101.33%
30 Jun, 1811,858,625-
30 Sep, 1123,651-

Zuora (ZUO) has 24.66M shares outstanding as of 30 Jun 24, down -77.48% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2416.82%0.30%
31 Mar, 2474.69%1.34%
31 Dec, 2374.55%1.45%
30 Sep, 2371.75%1.40%
30 Jun, 2371.69%1.39%
31 Mar, 2371.89%1.43%
31 Dec, 2270.84%1.51%
30 Sep, 2268.53%1.40%
30 Jun, 2270.05%0.90%
31 Mar, 2288.42%1.78%
31 Dec, 2170.43%1.58%
30 Sep, 2166.74%1.62%
30 Jun, 2164.12%1.73%
31 Mar, 2160.85%1.74%
31 Dec, 2059.20%1.82%
30 Sep, 2057.10%1.98%
30 Jun, 2053.73%2.05%
31 Mar, 2051.15%1.81%
31 Dec, 1953.12%2.20%
30 Sep, 1949.18%1.78%
30 Jun, 1952.51%3.45%
31 Mar, 1939.00%2.57%
31 Dec, 1838.93%7.68%
30 Sep, 1822.51%17.70%
30 Jun, 1811.28%-
30 Sep, 110.02%-

As of 30 Jun 24, Zuora is held by 16.82% institutional shareholders, representing a 0.30% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2436-58.14%
31 Mar, 2486-23.89%
31 Dec, 231139.71%
30 Sep, 231033.00%
30 Jun, 2310014.94%
31 Mar, 2387-9.38%
31 Dec, 2296-14.29%
30 Sep, 221125.66%
30 Jun, 22106-13.11%
31 Mar, 221226.09%
31 Dec, 2111517.35%
30 Sep, 2198-3.92%
30 Jun, 21102-0.97%
31 Mar, 2110318.39%
31 Dec, 20873.57%
30 Sep, 2084-20.75%
30 Jun, 2010627.71%
31 Mar, 2083-22.43%
31 Dec, 191073.88%
30 Sep, 19103-19.53%
30 Jun, 19128-
31 Mar, 1912843.82%
31 Dec, 18899.88%
30 Sep, 18816.58%
30 Jun, 1876-
30 Sep, 111-

36 institutional shareholders have increased their position in ZUO stock as of 30 Jun 24 compared to 86 in the previous quarter (a -58.14% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2421-70.00%
31 Mar, 247025.00%
31 Dec, 23561.82%
30 Sep, 2355-12.70%
30 Jun, 2363-4.55%
31 Mar, 2366-
31 Dec, 226617.86%
30 Sep, 2256-12.50%
30 Jun, 22648.47%
31 Mar, 2259-18.06%
31 Dec, 217228.57%
30 Sep, 21563.70%
30 Jun, 215412.50%
31 Mar, 2148-9.43%
31 Dec, 2053-7.02%
30 Sep, 205746.15%
30 Jun, 2039-25.00%
31 Mar, 205213.04%
31 Dec, 1946-
30 Sep, 194676.92%
30 Jun, 19264.00%
31 Mar, 19254.17%
31 Dec, 182460.00%
30 Sep, 1815-
30 Jun, 18--
30 Sep, 11--

21 institutional shareholders have reduced their position in ZUO stock as of 30 Jun 24 compared to 70 in the previous quarter (a -70.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2473-63.32%24,664,945-77.48%16.82%0.30%36-58.14%21-70.00%
31 Mar, 24199-5.69%109,542,5191.92%74.69%1.34%86-23.89%7025.00%
31 Dec, 232112.43%107,479,7885.88%74.55%1.45%1139.71%561.82%
30 Sep, 23206-101,513,5692.16%71.75%1.40%1033.00%55-12.70%
30 Jun, 232068.99%99,362,6831.49%71.69%1.39%10014.94%63-4.55%
31 Mar, 23189-3.08%97,904,5562.87%71.89%1.43%87-9.38%66-
31 Dec, 22195-2.01%95,175,9804.76%70.84%1.51%96-14.29%6617.86%
30 Sep, 22199-2.93%90,852,372-0.44%68.53%1.40%1125.66%56-12.50%
30 Jun, 22205-6.39%91,257,318-19.65%70.05%0.90%106-13.11%648.47%
31 Mar, 22219-4.78%113,579,71829.84%88.42%1.78%1226.09%59-18.06%
31 Dec, 2123011.65%87,479,0624.75%70.43%1.58%11517.35%7228.57%
30 Sep, 21206-0.96%83,514,1915.78%66.74%1.62%98-3.92%563.70%
30 Jun, 212085.58%78,952,0946.91%64.12%1.73%102-0.97%5412.50%
31 Mar, 211974.23%73,849,5126.07%60.85%1.74%10318.39%48-9.43%
31 Dec, 20189-2.58%69,620,4952.92%59.20%1.82%873.57%53-7.02%
30 Sep, 201948.38%67,644,2047.75%57.10%1.98%84-20.75%5746.15%
30 Jun, 20179-1.65%62,777,7686.59%53.73%2.05%10627.71%39-25.00%
31 Mar, 20182-10.78%58,896,925-0.22%51.15%1.81%83-22.43%5213.04%
31 Dec, 192043.55%59,027,8057.33%53.12%2.20%1073.88%46-
30 Sep, 191971.55%54,995,347-5.30%49.18%1.78%103-19.53%4676.92%
30 Jun, 191944.86%58,072,37636.84%52.51%3.45%128-264.00%
31 Mar, 1918537.04%42,436,86319.43%39.00%2.57%12843.82%254.17%
31 Dec, 1813515.38%35,532,22848.82%38.93%7.68%899.88%2460.00%
30 Sep, 1811732.95%23,875,421101.33%22.51%17.70%816.58%15-
30 Jun, 1888-11,858,625-11.28%-76---
30 Sep, 111-23,651-0.02%-1---

Zuora Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2024HIRSCH PETERofficer Chief Product & Tech OfficerS-SaleSell58,267$9.06$527.95K14,566
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell13,353$9.12$121.76K6,352
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell28,891$9.00$260.09K6,352

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell147,200$3.04$447.49K571,785
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOG-GiftSell147,200---
Jul 17, 2024HIRSCH PETERofficer Chief Product & Tech OfficerS-SaleSell58,267$9.06$527.95K14,566
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell13,353$3.04$40.59K718,985
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell13,353$9.12$121.76K6,352
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOC-ConversionSell13,353---
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell28,891$3.04$87.83K825,269
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell11,200$3.04$34.05K814,069
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell81,731$3.04$248.46K732,338
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell28,891$9.00$260.09K6,352

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOG-GiftBuy147,200--7,518,903
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell147,200$3.04$447.49K571,785
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy147,200--147,200
Jul 23, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOG-GiftSell147,200---
Jul 17, 2024HIRSCH PETERofficer Chief Product & Tech OfficerS-SaleSell58,267$9.06$527.95K14,566
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell13,353$3.04$40.59K718,985
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy13,353--19,705
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy13,353--13,353
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell13,353$9.12$121.76K6,352
Jul 17, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOC-ConversionSell13,353---
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell28,891$3.04$87.83K825,269
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell11,200$3.04$34.05K814,069
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptSell81,731$3.04$248.46K732,338
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy81,731--88,083
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy81,731--81,731
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy28,891--35,243
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy28,891--28,891
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy11,200--17,552
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOM-ExemptBuy11,200--11,200
Jul 15, 2024Tzuo Tiendirector, 10 percent owner, officer Chairman and CEOS-SaleSell28,891$9.00$260.09K6,352

The last insider sell of Zuora's stock was made by Tzuo Tien on Jul 23 2024, selling 147,200 shares at $3.04 per share (valued at $447.49K).

Zuora Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024102343.48%
Q2 20244440110.00%
Q1 2024333594.29%
Q4 2023182962.07%
Q3 2023273871.05%
Q2 20232925116.00%
Q1 2023142360.87%
Q4 2022111861.11%
Q3 2022101190.91%
Q2 20222320115.00%
Q1 2022263672.22%
Q4 2021223956.41%
Q3 2021253669.44%
Q2 2021333594.29%
Q1 2021172568.00%
Q4 2020122941.38%
Q3 2020111291.67%
Q2 20202216137.50%
Q1 20203650.00%
Q4 20191411127.27%

10 total buy trades, and 23 total sell trades (buy/sell ratio of 0.43%) were made by Zuora's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-15-
Q2 2024-11-
Q1 2024-11-
Q4 2023-11-
Q3 2023-13-
Q2 2023-8-
Q1 2023-12-
Q4 2022-7-
Q3 2022-1-
Q2 2022-6-
Q1 2022-16-
Q4 2021-18-
Q3 2021-14-
Q2 2021-12-
Q1 2021-10-
Q4 2020-17-
Q3 2020-3-
Q2 2020-3-
Q1 2020-3-
Q4 2019-3-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 15 open market sell trades of Zuora's stocks.

Zuora Peer Ownership


TickerCompany
VMWVMware, Inc.
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RPAYRepay Holdings Corporation
NTNXNutanix, Inc.
ZSZscaler, Inc.
TDCTeradata Corporation
DAVAEndava plc
PATHUiPath Inc.
GBGlobal Blue Group Holding AG
NEWRNew Relic, Inc.
STERSterling Check Corp.
PAGSPagSeguro Digital Ltd.
CRWDCrowdStrike Holdings, Inc.
CLBTCellebrite DI Ltd.

ZUO Ownership FAQ


Zuora is owned by institutional shareholders (16.82%), insiders (1.69%), and public (81.50%). The largest institutional shareholder of Zuora is VANGUARD GROUP INC (11.93% of total shares) and the top mutual fund owner is Manager Directed Portfolios (6.63% of total shares).

Zuora's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., BANK OF NEW YORK MELLON CORP, SCALAR GAUGE MANAGEMENT, LLC, and SOLEL PARTNERS LP. The top five shareholders own together 31.58% of the company's share outstanding.

As of Jun 2024, there are 73 institutional shareholders of Zuora.

VANGUARD GROUP INC owns 17.49M shares of Zuora, representing 11.93% of the company's total shares outstanding, valued at $173.71M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 13.12M shares of Zuora (ZUO), compromising 8.94% of the company, valued at $130.24M.

BANK OF NEW YORK MELLON CORP is the third largest holder of Zuora. The company owns 6.55M of the company's shares outstanding (worth $65.09M).