Zuora Ownership | Who Owns Zuora?

Overview Forecast RevenueFinancials Chart Transcripts

Zuora Ownership Summary

Zuora is owned by 73.45% institutional investors, 1.69% insiders, and 24.86% retail investors. Vanguard group is the largest institutional shareholder, holding 11.93% of ZUO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Zuora shares.

ZUO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Zuora	73.45%	1.69%	24.86%
Sector	Technology Stocks	54.54%	11.27%	34.19%
Idea	SaaS Stocks List	68.23%	6.57%	25.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	17.49M	11.93%	$173.71M
Blackrock	13.12M	8.94%	$130.24M
Bank of new york mellon	6.55M	4.47%	$65.09M
Scalar gauge management	5.09M	3.47%	$50.56M
Solel partners lp	4.06M	2.77%	$40.30M
Manufacturers life insurance company, the	3.46M	2.36%	$34.39M
State street	3.29M	2.24%	$32.69M
Geode capital management	3.02M	2.06%	$29.97M
Potrero capital research	2.73M	1.86%	$27.10M
Praesidium investment management company	2.67M	1.82%	$26.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dag ventures	678.04K	83.36%	$6.73M
Scalar gauge management	5.09M	29.42%	$50.56M
Potrero capital research	2.73M	11.55%	$27.10M
Western standard	755.24K	7.76%	$7.50M
Solel partners lp	4.06M	6.56%	$40.30M
Circumference group	565.00K	5.92%	$5.61M
Praesidium investment management company	2.67M	5.05%	$26.56M
Gagnon advisors	514.25K	3.89%	$5.11M
Gagnon securities	1.03M	2.30%	$10.23M
Bck capital management lp	349.26K	2.24%	$3.47M

Top Buyers

Holder	Shares	% Assets	Change
Potrero capital research	2.73M	11.55%	2.73M
Scalar gauge management	5.09M	29.42%	1.33M
Knightsbridge asset management	777.25K	1.92%	777.25K
Western standard	755.24K	7.76%	755.24K
Solel partners lp	4.06M	6.56%	483.44K

Top Sellers

Holder	Shares	% Assets	Change
Sunriver management	-	-	-2.58M
Mig capital	-	-	-1.83M
Baillie gifford	2.63M	0.02%	-1.57M
Scopia capital management lp	-	-	-1.55M
Elequin securities	-	-	-1.28M

New Positions

Holder	Shares	% Assets	Change	Value
Knightsbridge asset management	777.25K	1.92%	777.25K	$7.72M
Western standard	755.24K	7.76%	755.24K	$7.50M
Nishkama capital	479.48K	0.36%	479.48K	$4.76M
Divisar capital management	460.70K	0.87%	460.70K	$4.57M
Bck capital management lp	349.26K	2.24%	349.26K	$3.47M

Sold Out

Holder	Change
Corecap advisors	-50.00
Nbc securities	-50.00
Innealta capital	-81.00
Abich financial wealth management	-108.00
Bokf, na	-195.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	225	4.17%	109,720,164	-3.58%	73	1.27%	127	14.41%	57	-13.64%
Jun 30, 2024	214	7.54%	113,791,143	3.88%	77	1.39%	109	28.24%	66	-7.04%
Mar 31, 2024	199	-6.13%	109,542,519	1.91%	74	1.34%	85	-24.78%	71	24.56%
Dec 31, 2023	212	2.42%	107,486,318	5.88%	74	1.45%	113	9.71%	57	1.79%
Sep 30, 2023	207	-0.48%	101,520,849	1.56%	71	1.38%	103	1.98%	56	-12.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.36M	2.88%	7.18K
iShares Russell 2000 ETF	3.56M	2.35%	-8.01K
Vanguard Small Cap Index	3.51M	2.32%	6.85K
JHancock Small Cap Core NAV	3.10M	2.05%	-
Vanguard Information Technology ETF	2.98M	1.97%	12.81K
Vanguard Institutional Extnd Mkt Idx Tr	2.13M	1.41%	-16.81K
First Trust Cloud Computing ETF	2.10M	1.39%	-
Vanguard Small Cap Growth Index Inv	1.93M	1.27%	1.07K
BBH Partner Fund Small Cap Equity	1.70M	1.12%	-
Fidelity Small Cap Index	1.33M	0.88%	-30.42K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	HARKEY JOHN D JR	-	Sell	$2.34M
Oct 15, 2024	HIRSCH PETER	Chief Product & Tech Officer	Sell	$170.81K
Oct 03, 2024	Dobson Matthew R	Chief Accounting Officer	Sell	$24.98K
Oct 03, 2024	Cohen Andrew M.	CLO and Corp. Secretary	Sell	$173.32K
Oct 03, 2024	McElhatton Todd	Chief Financial Officer	Sell	$432.86K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	7
2024 Q3	-	15
2024 Q2	-	11
2024 Q1	-	11
2023 Q4	-	11

ZUO Ownership FAQ

Who owns the most shares of Zuora?

Zuora’s largest shareholders are Vanguard group (17.49M shares, 11.93%), Blackrock (13.12M shares, 8.94%), and Bank of new york mellon (6.55M shares, 4.47%). Together, they hold 25.34% of Zuora’s total shares outstanding.

Does Blackrock own Zuora?

Yes, BlackRock owns 8.94% of Zuora, totaling 13.12M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 130.24M$. In the last quarter, BlackRock decreased its holdings by -518K shares, a -3.80% change.

Who is Zuora’s biggest shareholder by percentage of total assets invested?

Dag ventures is Zuora’s biggest shareholder by percentage of total assets invested, with 83.36% of its assets in 678.04K Zuora shares, valued at 6.73M$.

Who is the top mutual fund holder of Zuora shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Zuora shares, with 2.88% of its total shares outstanding invested in 4.36M Zuora shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools