Zuora Ownership | Who Owns Zuora?

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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	52.78%	10.49%	36.73%
Idea	SaaS Stocks List	69.67%	6.52%	23.81%

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	2.15M	1.42%	31.90K
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
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
Oct 03, 2024	HIRSCH PETER	Chief Product & Tech Officer	Sell	$220.54K

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.

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