Zuora Ownership 2024 | Who Owns Zuora Now?
Institutional Ownership
16.82%
Insider Ownership
1.57%
Retail Ownership
81.62%
Institutional Holders
73.00
Zuora Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.93% | 0.00% | 17,493,934 | 231,440 | 1.34% | 173,714,765 | Jun 30, 2024 |
| BLACKROCK INC. | 8.94% | 0.00% | 13,115,625 | -518,381 | -3.80% | 130,238,157 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 4.47% | 0.01% | 6,554,934 | -584,718 | -8.19% | 65,090,495 | Jun 30, 2024 |
| SCALAR GAUGE MANAGEMENT, LLC | 3.47% | 29.42% | 5,091,272 | 1,332,343 | 35.44% | 50,556,331 | Jun 30, 2024 |
| SOLEL PARTNERS LP | 2.77% | 6.56% | 4,058,308 | 483,445 | 13.52% | 40,298,998 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.36% | 0.03% | 3,462,898 | -47,789 | -1.36% | 34,386,577 | Jun 30, 2024 |
| STATE STREET CORP | 2.24% | 0.00% | 3,292,387 | 93,118 | 2.91% | 32,693,403,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06% | 0.00% | 3,017,568 | 113,145 | 3.90% | 29,971,086 | Jun 30, 2024 |
| POTRERO CAPITAL RESEARCH LLC | 1.86% | 11.55% | 2,729,497 | 2,729,497 | 100.00% | 27,103,905 | Jun 30, 2024 |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 1.82% | 5.05% | 2,674,257 | -1,074,809 | -28.67% | 26,555,372 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 1.79% | 0.02% | 2,629,975 | -1,571,979 | -37.41% | 26,115,651 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.76% | 3.25% | 2,584,351 | 2,410,782 | 1388.95% | 25,662,605 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.44% | 0.02% | 2,112,637 | -730,824 | -25.70% | 20,978,485 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.37% | 0.01% | 2,002,329 | 80,638 | 4.20% | 19,883,127 | Jun 30, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 1.32% | 0.93% | 1,940,000 | 193,708 | 11.09% | 19,264,200 | Jun 30, 2024 |
| MIG CAPITAL, LLC | 1.25% | 2.42% | 1,827,060 | 105,220 | 6.11% | 18,142,706 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.18% | 0.00% | 1,728,200 | -142,217 | -7.60% | 17,161,025 | Jun 30, 2024 |
| MORGAN STANLEY | 1.00% | 0.00% | 1,459,851 | 25,583 | 1.78% | 14,496,329 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.86% | 1.18% | 1,256,270 | -24,503 | -1.91% | 12,491,712 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 0.83% | 0.51% | 1,214,758 | -80,620 | -6.22% | 12,062,547 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DAG VENTURES, LLC | 0.46% | 83.36% | 678,044 | - | - | 6,732,977 | Jun 30, 2024 |
| SCALAR GAUGE MANAGEMENT, LLC | 3.47% | 29.42% | 5,091,272 | 1,332,343 | 35.44% | 50,556,331 | Jun 30, 2024 |
| POTRERO CAPITAL RESEARCH LLC | 1.86% | 11.55% | 2,729,497 | 2,729,497 | 100.00% | 27,103,905 | Jun 30, 2024 |
| WESTERN STANDARD LLC | 0.51% | 7.76% | 755,235 | 755,235 | 100.00% | 7,499,484 | Jun 30, 2024 |
| SOLEL PARTNERS LP | 2.77% | 6.56% | 4,058,308 | 483,445 | 13.52% | 40,298,998 | Jun 30, 2024 |
| CIRCUMFERENCE GROUP LLC | 0.39% | 5.92% | 565,000 | -115,000 | -16.91% | 5,610,450 | Jun 30, 2024 |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 1.82% | 5.05% | 2,674,257 | -1,074,809 | -28.67% | 26,555,372 | Jun 30, 2024 |
| GAGNON ADVISORS, LLC | 0.35% | 3.89% | 514,247 | - | - | 5,106,473 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.76% | 3.25% | 2,584,351 | 2,410,782 | 1388.95% | 25,662,605 | Jun 30, 2024 |
| MIG CAPITAL, LLC | 1.25% | 2.42% | 1,827,060 | 105,220 | 6.11% | 18,142,706 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 0.70% | 2.30% | 1,030,226 | 10,986 | 1.08% | 10,230,144 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.24% | 2.24% | 349,259 | 349,259 | 100.00% | 3,468,142 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | 0.26% | 1.92% | 385,326 | -103,822 | -21.23% | 3,826,287 | Jun 30, 2024 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.53% | 1.92% | 777,249 | 777,249 | 100.00% | 7,718,083 | Jun 30, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 0.25% | 1.71% | 362,614 | -348 | -0.10% | 3,600,757 | Jun 30, 2024 |
| PALOGIC VALUE MANAGEMENT, L.P. | 0.27% | 1.68% | 399,983 | -100,017 | -20.00% | 3,971,831 | Jun 30, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | 0.39% | 1.63% | 565,000 | -115,000 | -16.91% | 5,610,000 | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | 0.03% | 1.32% | 47,326 | -14,851 | -23.89% | 469,947 | Jun 30, 2024 |
| SAMSON ROCK CAPITAL LLP | 0.11% | 1.22% | 165,000 | 165,000 | 100.00% | 1,638,450 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.86% | 1.18% | 1,256,270 | -24,503 | -1.91% | 12,491,712 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POTRERO CAPITAL RESEARCH LLC | 1.86% | 11.55% | 2,729,497 | 2,729,497 | 100.00% | 27,103,905 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.76% | 3.25% | 2,584,351 | 2,410,782 | 1388.95% | 25,662,605 | Jun 30, 2024 |
| SCALAR GAUGE MANAGEMENT, LLC | 3.47% | 29.42% | 5,091,272 | 1,332,343 | 35.44% | 50,556,331 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 0.69% | 1.01% | 1,017,843 | 1,017,843 | 100.00% | 10,107,181 | Jun 30, 2024 |
| PHILOSOPHY CAPITAL MANAGEMENT LLC | 0.68% | 0.58% | 997,797 | 997,797 | 100.00% | 9,908,124 | Jun 30, 2024 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.53% | 1.92% | 777,249 | 777,249 | 100.00% | 7,718,083 | Jun 30, 2024 |
| WESTERN STANDARD LLC | 0.51% | 7.76% | 755,235 | 755,235 | 100.00% | 7,499,484 | Jun 30, 2024 |
| SORA INVESTORS LLC | 0.34% | 0.91% | 500,000 | 500,000 | 100.00% | 4,965,000 | Jun 30, 2024 |
| SOLEL PARTNERS LP | 2.77% | 6.56% | 4,058,308 | 483,445 | 13.52% | 40,298,998 | Jun 30, 2024 |
| NISHKAMA CAPITAL, LLC | 0.33% | 0.36% | 479,475 | 479,475 | 100.00% | 4,761,187 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.31% | 0.87% | 460,700 | 460,700 | 100.00% | 4,574,751 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.50% | 0.00% | 738,720 | 415,155 | 128.31% | 7,335,490 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.24% | 2.24% | 349,259 | 349,259 | 100.00% | 3,468,142 | Jun 30, 2024 |
| BDF-GESTION | 0.24% | 0.33% | 345,000 | 345,000 | 100.00% | 3,425,850 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.68% | 0.00% | 996,930 | 326,992 | 48.81% | 9,899,516 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.23% | 0.01% | 333,817 | 299,894 | 884.04% | 3,314,803 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.18% | 0.03% | 268,746 | 268,746 | 100.00% | 2,668,647 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.93% | 0.00% | 17,493,934 | 231,440 | 1.34% | 173,714,765 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.15% | 0.03% | 214,020 | 214,020 | 100.00% | 2,125,219 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.67% | 0.03% | 985,632 | 212,200 | 27.44% | 9,787,326 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 1.79% | 0.02% | 2,629,975 | -1,571,979 | -37.41% | 26,115,651 | Jun 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, LLC | 1.82% | 5.05% | 2,674,257 | -1,074,809 | -28.67% | 26,555,372 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | - | - | - | -1,064,884 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.44% | 0.02% | 2,112,637 | -730,824 | -25.70% | 20,978,485 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 4.47% | 0.01% | 6,554,934 | -584,718 | -8.19% | 65,090,495 | Jun 30, 2024 |
| BLACKROCK INC. | 8.94% | 0.00% | 13,115,625 | -518,381 | -3.80% | 130,238,157 | Jun 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, LLC | 0.02% | 0.02% | 30,036 | -271,250 | -90.03% | 298,257 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.13% | 0.05% | 196,933 | -243,779 | -55.31% | 1,955,545 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.19% | 0.01% | 282,706 | -200,619 | -41.51% | 2,807,271 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.36% | 0.01% | 528,514 | -171,526 | -24.50% | 5,248,144 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.07% | 0.00% | 96,810 | -147,011 | -60.29% | 961,321,000 | Jun 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% | 17,161,025 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -131,068 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 4,800 | -130,067 | -96.44% | 42,528 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VOSS CAPITAL, LLC | 0.69% | 1.01% | 1,017,843 | 1,017,843 | 100.00% | 10,107,181 | Jun 30, 2024 |
| PHILOSOPHY CAPITAL MANAGEMENT LLC | 0.68% | 0.58% | 997,797 | 997,797 | 100.00% | 9,908,124 | Jun 30, 2024 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.53% | 1.92% | 777,249 | 777,249 | 100.00% | 7,718,083 | Jun 30, 2024 |
| WESTERN STANDARD LLC | 0.51% | 7.76% | 755,235 | 755,235 | 100.00% | 7,499,484 | Jun 30, 2024 |
| SORA INVESTORS LLC | 0.34% | 0.91% | 500,000 | 500,000 | 100.00% | 4,965,000 | Jun 30, 2024 |
| NISHKAMA CAPITAL, LLC | 0.33% | 0.36% | 479,475 | 479,475 | 100.00% | 4,761,187 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.31% | 0.87% | 460,700 | 460,700 | 100.00% | 4,574,751 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.24% | 2.24% | 349,259 | 349,259 | 100.00% | 3,468,142 | Jun 30, 2024 |
| BDF-GESTION | 0.24% | 0.33% | 345,000 | 345,000 | 100.00% | 3,425,850 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.18% | 0.03% | 268,746 | 268,746 | 100.00% | 2,668,647 | Jun 30, 2024 |
| IRENIC CAPITAL MANAGEMENT LP | 0.14% | 0.25% | 202,121 | 202,121 | 100.00% | 2,007,062 | Jun 30, 2024 |
| SAMSON ROCK CAPITAL LLP | 0.11% | 1.22% | 165,000 | 165,000 | 100.00% | 1,638,450 | Jun 30, 2024 |
| WESTERLY CAPITAL MANAGEMENT, LLC | 0.10% | 0.74% | 150,000 | 150,000 | 100.00% | 1,489,500 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.06% | 0.10% | 91,651 | 91,651 | 100.00% | 910,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 69,689 | 69,689 | 100.00% | 692,012 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 68,334 | 68,334 | 100.00% | 678,557 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.03% | 0.23% | 42,840 | 42,840 | 100.00% | 425,401 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.06% | 35,525 | 35,525 | 100.00% | 352,763 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.02% | 0.05% | 35,000 | 35,000 | 100.00% | 347,550 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.02% | 0.00% | 33,029 | 33,029 | 100.00% | 327,978 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.02% | 0.11% | 25,579 | 25,579 | 100.00% | 253,999 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.02% | 0.00% | 25,021 | 25,021 | 100.00% | 248,459 | Jun 30, 2024 |
| AWH CAPITAL, L.P. | 0.02% | 0.26% | 25,000 | 25,000 | 100.00% | 248,250 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.03% | 18,353 | 18,353 | 100.00% | 182,245 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.01% | 0.03% | 12,400 | 12,400 | 100.00% | 119,186 | Jun 30, 2024 |
| PALUMBO WEALTH MANAGEMENT LLC | 0.01% | 0.04% | 10,326 | 10,326 | 100.00% | 102,538 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.01% | 0.00% | 8,600 | 8,600 | 100.00% | 85,398 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 4,424 | 4,424 | 100.00% | 43,930 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 10,000 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 770 | 770 | 100.00% | 7,646 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 350 | 350 | 100.00% | 3,366 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 295 | 295 | 100.00% | 2,929 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 291 | 291 | 100.00% | 2,890 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 108 | 108 | 100.00% | 1,072 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 81 | 81 | 100.00% | 804 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | 0.00% | 50 | 50 | 100.00% | 497 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 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 Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 6.63% | 1,085,132 | - | - | Jan 31, 2024 |
| BCM Focus Funds | 2.65% | 173,882 | 173,882 | - | Jan 31, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 2.30% | 558,236 | 21,668 | 4.04% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.85% | 202,597 | 85,485 | 72.99% | Mar 31, 2024 |
| HSBC FUNDS | 0.64% | 20,620 | - | - | Jan 31, 2024 |
| EntrepreneurShares Series Trust | 0.45% | 119,157 | 23,725 | 24.86% | Dec 31, 2023 |
| NEEDHAM FUNDS INC | 0.37% | 772,500 | -12,500 | -1.59% | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.34% | 802,830 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.33% | 2,421,045 | 522,642 | 27.53% | Mar 31, 2024 |
| M FUND INC | 0.18% | 85,095 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.18% | 33,840 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.18% | 91,365 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.17% | 484 | -315 | -39.42% | May 31, 2022 |
| BUFFALO FUNDS | 0.16% | 1,064,884 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.13% | 82,892 | -2,036 | -2.40% | Feb 29, 2024 |
| Voya EQUITY TRUST | 0.13% | 184,212 | 19,257 | 11.67% | Feb 29, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.10% | 13,151 | - | - | Dec 31, 2023 |
| ALGER FUNDS | 0.10% | 93,460 | - | - | Jan 31, 2024 |
| RBB Fund Trust | 0.07% | 67,295 | -987 | -1.45% | Feb 29, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.07% | 194,905 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.06% | 803,377 | 174,088 | 27.66% | 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 TRUST | 0.04% | 3,471,526 | 377,743 | 12.21% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 236,347 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.04% | 175,030 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 137,387 | 99,915 | 266.64% | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.03% | 376,632 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 19,969 | - | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.03% | 283,488 | - | - | Mar 31, 2024 |
| ACAP Strategic Fund | 0.03% | 431,313 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 11,395,295 | -1,645,091 | -12.62% | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 170,520 | - | - | Mar 31, 2024 |
| LKCM Funds | 0.03% | 96,410 | - | - | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.02% | 15,928 | 1,157 | 7.83% | Sep 30, 2023 |
| Fidelity Commonwealth Trust II | 0.02% | 135,648 | 22,360 | 19.74% | Aug 31, 2023 |
| VANGUARD HORIZON FUNDS | 0.02% | 451,700 | -319,098 | -41.40% | Mar 31, 2024 |
| Brown Advisory Funds | 0.02% | 698,712 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 41,679 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.02% | 623,770 | -32,942 | -5.02% | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.01% | 292,182 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,992 | - | - | Mar 31, 2024 |
| BBH Trust | 0.01% | 1,200,000 | 400,000 | 50.00% | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 759 | - | - | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.01% | 2,914,302 | 229,896 | 8.56% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 478,952 | 5,076 | 1.07% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 27,985 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 935,163 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.01% | 316,791 | -11,188 | -3.41% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 102,232 | 658 | 0.65% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 130,922 | -1,515 | -1.14% | Mar 31, 2024 |
| ETF Managers Trust | 0.01% | 53,647 | - | - | Dec 31, 2023 |
| JPMORGAN INSURANCE TRUST | 0.01% | 87,044 | -3,656 | -4.03% | Mar 31, 2023 |
| JNL VARIABLE FUND LLC | 0.01% | 36,465 | - | - | Mar 31, 2020 |
| BNY MELLON FUNDS TRUST | 0.01% | 461,274 | 461,274 | - | Feb 29, 2024 |
| PFS FUNDS | 0.01% | 81,161 | 7,145 | 9.65% | Feb 29, 2024 |
| FINANCIAL INVESTORS TRUST | 0.01% | 473,832 | - | - | Jan 31, 2024 |
| ALGER FUNDS II | 0.01% | 1,321 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,193,032 | 66,180 | 5.87% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.01% | 707,241 | -453,657 | -39.08% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 13,777 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 262,958 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 38,600 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 31,697 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 277,154 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 137,855 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 278,643 | -1,251 | -0.45% | Feb 29, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 183,582 | -3,201 | -1.71% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,400 | - | - | Dec 31, 2023 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 302,210 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 86,777 | -6,408 | -6.88% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 63,014 | -2,258 | -3.46% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 55,662 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,029 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 8,800 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 38,200 | 774 | 2.07% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 150,574 | 27,138 | 21.99% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 828 | - | - | Apr 30, 2021 |
| TIAA-CREF LIFE FUNDS | 0.00% | 4,246 | -10,475 | -71.16% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 80,000 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 277,600 | - | - | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 6,540 | -254 | -3.74% | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,406,812 | 15,565 | 1.12% | Mar 31, 2024 |
| Global X Funds | 0.00% | 55,764 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.00% | 2,406 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 688,392 | 32,008 | 4.88% | Feb 29, 2024 |
| BMO FUNDS, INC. | 0.00% | 55,069 | 55,069 | - | Aug 31, 2020 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 10,450 | 10,450 | - | Mar 28, 2024 |
| Neuberger Berman ETF Trust | 0.00% | 6,660 | - | - | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 10,945 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 75,982 | 25,561 | 50.70% | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.00% | 300 | - | - | Dec 31, 2023 |
| NEW COVENANT FUNDS | 0.00% | 3,498 | - | - | Dec 31, 2023 |
| LoCorr Investment Trust | 0.00% | 19,707 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 47,200 | -2,600 | -5.22% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 81,541 | - | - | Mar 31, 2024 |
| BAILLIE GIFFORD FUNDS | 0.00% | 6,687 | 304 | 4.76% | Mar 28, 2024 |
| GPS Funds I | 0.00% | 3,228 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 1,225,270 | 354,609 | 40.73% | Mar 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 25,444 | 25,444 | - | 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
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 73 | -63.32% |
| 31 Mar, 24 | 199 | -5.69% |
| 31 Dec, 23 | 211 | 2.43% |
| 30 Sep, 23 | 206 | - |
| 30 Jun, 23 | 206 | 8.99% |
| 31 Mar, 23 | 189 | -3.08% |
| 31 Dec, 22 | 195 | -2.01% |
| 30 Sep, 22 | 199 | -2.93% |
| 30 Jun, 22 | 205 | -6.39% |
| 31 Mar, 22 | 219 | -4.78% |
| 31 Dec, 21 | 230 | 11.65% |
| 30 Sep, 21 | 206 | -0.96% |
| 30 Jun, 21 | 208 | 5.58% |
| 31 Mar, 21 | 197 | 4.23% |
| 31 Dec, 20 | 189 | -2.58% |
| 30 Sep, 20 | 194 | 8.38% |
| 30 Jun, 20 | 179 | -1.65% |
| 31 Mar, 20 | 182 | -10.78% |
| 31 Dec, 19 | 204 | 3.55% |
| 30 Sep, 19 | 197 | 1.55% |
| 30 Jun, 19 | 194 | 4.86% |
| 31 Mar, 19 | 185 | 37.04% |
| 31 Dec, 18 | 135 | 15.38% |
| 30 Sep, 18 | 117 | 32.95% |
| 30 Jun, 18 | 88 | - |
| 30 Sep, 11 | 1 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 24,664,945 | -77.48% |
| 31 Mar, 24 | 109,542,519 | 1.92% |
| 31 Dec, 23 | 107,479,788 | 5.88% |
| 30 Sep, 23 | 101,513,569 | 2.16% |
| 30 Jun, 23 | 99,362,683 | 1.49% |
| 31 Mar, 23 | 97,904,556 | 2.87% |
| 31 Dec, 22 | 95,175,980 | 4.76% |
| 30 Sep, 22 | 90,852,372 | -0.44% |
| 30 Jun, 22 | 91,257,318 | -19.65% |
| 31 Mar, 22 | 113,579,718 | 29.84% |
| 31 Dec, 21 | 87,479,062 | 4.75% |
| 30 Sep, 21 | 83,514,191 | 5.78% |
| 30 Jun, 21 | 78,952,094 | 6.91% |
| 31 Mar, 21 | 73,849,512 | 6.07% |
| 31 Dec, 20 | 69,620,495 | 2.92% |
| 30 Sep, 20 | 67,644,204 | 7.75% |
| 30 Jun, 20 | 62,777,768 | 6.59% |
| 31 Mar, 20 | 58,896,925 | -0.22% |
| 31 Dec, 19 | 59,027,805 | 7.33% |
| 30 Sep, 19 | 54,995,347 | -5.30% |
| 30 Jun, 19 | 58,072,376 | 36.84% |
| 31 Mar, 19 | 42,436,863 | 19.43% |
| 31 Dec, 18 | 35,532,228 | 48.82% |
| 30 Sep, 18 | 23,875,421 | 101.33% |
| 30 Jun, 18 | 11,858,625 | - |
| 30 Sep, 11 | 23,651 | - |
Zuora (ZUO) has 24.66M shares outstanding as of 30 Jun 24, down -77.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.82% | 0.30% |
| 31 Mar, 24 | 74.69% | 1.34% |
| 31 Dec, 23 | 74.55% | 1.45% |
| 30 Sep, 23 | 71.75% | 1.40% |
| 30 Jun, 23 | 71.69% | 1.39% |
| 31 Mar, 23 | 71.89% | 1.43% |
| 31 Dec, 22 | 70.84% | 1.51% |
| 30 Sep, 22 | 68.53% | 1.40% |
| 30 Jun, 22 | 70.05% | 0.90% |
| 31 Mar, 22 | 88.42% | 1.78% |
| 31 Dec, 21 | 70.43% | 1.58% |
| 30 Sep, 21 | 66.74% | 1.62% |
| 30 Jun, 21 | 64.12% | 1.73% |
| 31 Mar, 21 | 60.85% | 1.74% |
| 31 Dec, 20 | 59.20% | 1.82% |
| 30 Sep, 20 | 57.10% | 1.98% |
| 30 Jun, 20 | 53.73% | 2.05% |
| 31 Mar, 20 | 51.15% | 1.81% |
| 31 Dec, 19 | 53.12% | 2.20% |
| 30 Sep, 19 | 49.18% | 1.78% |
| 30 Jun, 19 | 52.51% | 3.45% |
| 31 Mar, 19 | 39.00% | 2.57% |
| 31 Dec, 18 | 38.93% | 7.68% |
| 30 Sep, 18 | 22.51% | 17.70% |
| 30 Jun, 18 | 11.28% | - |
| 30 Sep, 11 | 0.02% | - |
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
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 36 | -58.14% |
| 31 Mar, 24 | 86 | -23.89% |
| 31 Dec, 23 | 113 | 9.71% |
| 30 Sep, 23 | 103 | 3.00% |
| 30 Jun, 23 | 100 | 14.94% |
| 31 Mar, 23 | 87 | -9.38% |
| 31 Dec, 22 | 96 | -14.29% |
| 30 Sep, 22 | 112 | 5.66% |
| 30 Jun, 22 | 106 | -13.11% |
| 31 Mar, 22 | 122 | 6.09% |
| 31 Dec, 21 | 115 | 17.35% |
| 30 Sep, 21 | 98 | -3.92% |
| 30 Jun, 21 | 102 | -0.97% |
| 31 Mar, 21 | 103 | 18.39% |
| 31 Dec, 20 | 87 | 3.57% |
| 30 Sep, 20 | 84 | -20.75% |
| 30 Jun, 20 | 106 | 27.71% |
| 31 Mar, 20 | 83 | -22.43% |
| 31 Dec, 19 | 107 | 3.88% |
| 30 Sep, 19 | 103 | -19.53% |
| 30 Jun, 19 | 128 | - |
| 31 Mar, 19 | 128 | 43.82% |
| 31 Dec, 18 | 89 | 9.88% |
| 30 Sep, 18 | 81 | 6.58% |
| 30 Jun, 18 | 76 | - |
| 30 Sep, 11 | 1 | - |
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
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 21 | -70.00% |
| 31 Mar, 24 | 70 | 25.00% |
| 31 Dec, 23 | 56 | 1.82% |
| 30 Sep, 23 | 55 | -12.70% |
| 30 Jun, 23 | 63 | -4.55% |
| 31 Mar, 23 | 66 | - |
| 31 Dec, 22 | 66 | 17.86% |
| 30 Sep, 22 | 56 | -12.50% |
| 30 Jun, 22 | 64 | 8.47% |
| 31 Mar, 22 | 59 | -18.06% |
| 31 Dec, 21 | 72 | 28.57% |
| 30 Sep, 21 | 56 | 3.70% |
| 30 Jun, 21 | 54 | 12.50% |
| 31 Mar, 21 | 48 | -9.43% |
| 31 Dec, 20 | 53 | -7.02% |
| 30 Sep, 20 | 57 | 46.15% |
| 30 Jun, 20 | 39 | -25.00% |
| 31 Mar, 20 | 52 | 13.04% |
| 31 Dec, 19 | 46 | - |
| 30 Sep, 19 | 46 | 76.92% |
| 30 Jun, 19 | 26 | 4.00% |
| 31 Mar, 19 | 25 | 4.17% |
| 31 Dec, 18 | 24 | 60.00% |
| 30 Sep, 18 | 15 | - |
| 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
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 73 | -63.32% | 24,664,945 | -77.48% | 16.82% | 0.30% | 36 | -58.14% | 21 | -70.00% |
| 31 Mar, 24 | 199 | -5.69% | 109,542,519 | 1.92% | 74.69% | 1.34% | 86 | -23.89% | 70 | 25.00% |
| 31 Dec, 23 | 211 | 2.43% | 107,479,788 | 5.88% | 74.55% | 1.45% | 113 | 9.71% | 56 | 1.82% |
| 30 Sep, 23 | 206 | - | 101,513,569 | 2.16% | 71.75% | 1.40% | 103 | 3.00% | 55 | -12.70% |
| 30 Jun, 23 | 206 | 8.99% | 99,362,683 | 1.49% | 71.69% | 1.39% | 100 | 14.94% | 63 | -4.55% |
| 31 Mar, 23 | 189 | -3.08% | 97,904,556 | 2.87% | 71.89% | 1.43% | 87 | -9.38% | 66 | - |
| 31 Dec, 22 | 195 | -2.01% | 95,175,980 | 4.76% | 70.84% | 1.51% | 96 | -14.29% | 66 | 17.86% |
| 30 Sep, 22 | 199 | -2.93% | 90,852,372 | -0.44% | 68.53% | 1.40% | 112 | 5.66% | 56 | -12.50% |
| 30 Jun, 22 | 205 | -6.39% | 91,257,318 | -19.65% | 70.05% | 0.90% | 106 | -13.11% | 64 | 8.47% |
| 31 Mar, 22 | 219 | -4.78% | 113,579,718 | 29.84% | 88.42% | 1.78% | 122 | 6.09% | 59 | -18.06% |
| 31 Dec, 21 | 230 | 11.65% | 87,479,062 | 4.75% | 70.43% | 1.58% | 115 | 17.35% | 72 | 28.57% |
| 30 Sep, 21 | 206 | -0.96% | 83,514,191 | 5.78% | 66.74% | 1.62% | 98 | -3.92% | 56 | 3.70% |
| 30 Jun, 21 | 208 | 5.58% | 78,952,094 | 6.91% | 64.12% | 1.73% | 102 | -0.97% | 54 | 12.50% |
| 31 Mar, 21 | 197 | 4.23% | 73,849,512 | 6.07% | 60.85% | 1.74% | 103 | 18.39% | 48 | -9.43% |
| 31 Dec, 20 | 189 | -2.58% | 69,620,495 | 2.92% | 59.20% | 1.82% | 87 | 3.57% | 53 | -7.02% |
| 30 Sep, 20 | 194 | 8.38% | 67,644,204 | 7.75% | 57.10% | 1.98% | 84 | -20.75% | 57 | 46.15% |
| 30 Jun, 20 | 179 | -1.65% | 62,777,768 | 6.59% | 53.73% | 2.05% | 106 | 27.71% | 39 | -25.00% |
| 31 Mar, 20 | 182 | -10.78% | 58,896,925 | -0.22% | 51.15% | 1.81% | 83 | -22.43% | 52 | 13.04% |
| 31 Dec, 19 | 204 | 3.55% | 59,027,805 | 7.33% | 53.12% | 2.20% | 107 | 3.88% | 46 | - |
| 30 Sep, 19 | 197 | 1.55% | 54,995,347 | -5.30% | 49.18% | 1.78% | 103 | -19.53% | 46 | 76.92% |
| 30 Jun, 19 | 194 | 4.86% | 58,072,376 | 36.84% | 52.51% | 3.45% | 128 | - | 26 | 4.00% |
| 31 Mar, 19 | 185 | 37.04% | 42,436,863 | 19.43% | 39.00% | 2.57% | 128 | 43.82% | 25 | 4.17% |
| 31 Dec, 18 | 135 | 15.38% | 35,532,228 | 48.82% | 38.93% | 7.68% | 89 | 9.88% | 24 | 60.00% |
| 30 Sep, 18 | 117 | 32.95% | 23,875,421 | 101.33% | 22.51% | 17.70% | 81 | 6.58% | 15 | - |
| 30 Jun, 18 | 88 | - | 11,858,625 | - | 11.28% | - | 76 | - | - | - |
| 30 Sep, 11 | 1 | - | 23,651 | - | 0.02% | - | 1 | - | - | - |
Zuora Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 10 | 23 | 43.48% |
| Q2 2024 | 44 | 40 | 110.00% |
| Q1 2024 | 33 | 35 | 94.29% |
| Q4 2023 | 18 | 29 | 62.07% |
| Q3 2023 | 27 | 38 | 71.05% |
| Q2 2023 | 29 | 25 | 116.00% |
| Q1 2023 | 14 | 23 | 60.87% |
| Q4 2022 | 11 | 18 | 61.11% |
| Q3 2022 | 10 | 11 | 90.91% |
| Q2 2022 | 23 | 20 | 115.00% |
| Q1 2022 | 26 | 36 | 72.22% |
| Q4 2021 | 22 | 39 | 56.41% |
| Q3 2021 | 25 | 36 | 69.44% |
| Q2 2021 | 33 | 35 | 94.29% |
| Q1 2021 | 17 | 25 | 68.00% |
| Q4 2020 | 12 | 29 | 41.38% |
| Q3 2020 | 11 | 12 | 91.67% |
| Q2 2020 | 22 | 16 | 137.50% |
| Q1 2020 | 3 | 6 | 50.00% |
| Q4 2019 | 14 | 11 | 127.27% |
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
| Date | Buy | Sell | Buy/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
| Ticker | Company |
|---|---|
| VMW | VMware, Inc. |
| RPAY | Repay Holdings Corporation |
| PANW | Palo Alto Networks, Inc. |
| NTNX | Nutanix, Inc. |
| ZS | Zscaler, Inc. |
| TDC | Teradata Corporation |
| DAVA | Endava plc |
| PATH | UiPath Inc. |
| GB | Global Blue Group Holding AG |
| NEWR | New Relic, Inc. |
| SQSP | Squarespace, Inc. |
| STER | Sterling Check Corp. |
| PAGS | PagSeguro Digital Ltd. |
| CRWD | CrowdStrike Holdings, Inc. |
| CLBT | Cellebrite DI Ltd. |
ZUO Ownership FAQ
Who Owns Zuora?
Zuora is owned by institutional shareholders (16.82%), insiders (1.57%), and public (81.62%). 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).
Who are the major institutional shareholders of Zuora?
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.
How many Zuora shareholders are there?
As of Jun 2024, there are 73 institutional shareholders of Zuora.
What percentage of Zuora is owned by VANGUARD GROUP INC?
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).
What percentage of Zuora is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 13.12M shares of Zuora (ZUO), compromising 8.94% of the company, valued at $130.24M.
What percentage of Zuora is owned by BANK OF NEW YORK MELLON CORP?
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).