Zuora Inc. Class AZUO

13F holders, Q1 2024 (March 31)
193holders
5famous investors
$9.12avg. 13F price*

At the end of Q1 2024, 193 institutions reported holding Zuora Inc. Class A (ZUO) in their 13F filings. The largest holders were Vanguard Group Inc. ($157.4M), BlackRock Inc. ($124.3M) and Bank of New York Mellon Corp ($65.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Zuora Inc. Class A
CUSIP
98983V106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 193Q1 2024Q2 2024: 211Q2 2024Q3 2024: 223Q3 2024Q4 2024: 215Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$52.5M
Exits34$23.5M

Ownership 193 holders

Vanguard Group Inc. 0.00% Add +5.6% 17,262,494 $157.4M
BlackRock Inc. 0.00% Reduce -1.3% 13,634,006 $124.3M
Bank of New York Mellon Corp 0.01% Reduce -1.1% 7,139,652 $65.1M
Baillie Gifford & Co. 0.03% Reduce -5.5% 4,201,954 $38.3M
Scalar Gauge Management, LLC 26.40% Add +180.0% 3,758,929 $34.3M
Praesidium Investment Management Company, LLC 5.04% Reduce -35.8% 3,749,066 $34.2M
Solel Partners LP 5.80% No change 3,574,863 $32.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -6.1% 3,510,687 $32.0M
State Street Corp. 0.00% Add +2.4% 3,199,269 $29.2M
Geode Capital Management, LLC 0.00% Add +4.5% 2,904,423 $26.5M
First Trust Advisors LP 0.03% Add +31.7% 2,843,461 $25.9M
Nuveen Asset Management, LLC 0.01% Reduce -25.9% 1,921,691 $17.5M
Bank of America Corp. 0.00% Add +292.0% 1,870,417 $17.1M
Bares Capital Management, Inc. 0.63% Add +41.4% 1,746,292 $15.9M
MIG Capital, LLC 2.18% New 1,721,840 $15.7M
Scopia Capital Management LP 1.81% New 1,546,019 $14.1M
Morgan Stanley 0.00% Reduce -50.2% 1,434,268 $13.1M
Emerald Advisers, LLC 0.48% Add +2.0% 1,295,378 $11.8M
Penn Capital Management Company, LLC 1.04% Reduce -6.5% 1,280,773 $11.7M
Northern Trust Corp. 0.00% Reduce -0.4% 1,228,616 $11.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.0% 1,181,523 $10.8M
Kornitzer Capital Management Inc. 0.18% No change 1,064,884 $9.7M
Gagnon Securities LLC 2.20% Reduce -3.9% 1,019,240 $9.3M
Emerald Mutual Fund Advisers Trust 0.46% No change 963,738 $8.8M
Fund 1 Investments, LLC 1.37% New 920,248 $8.4M
New York State Common Retirement Fund 0.01% Add +0.7% 918,177 $8.4M
Panagora Asset Management Inc. 0.04% Add +13.1% 793,965 $7.2M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 773,432 $7.1M
Needham Investment Management LLC 0.65% Reduce -1.6% 772,500 $7.0M
Two Sigma Advisers, LP 0.02% Reduce -20.2% 771,800 $7.0M
CANADA LIFE ASSURANCE Co 0.01% Add +33.6% 740,986 $6.8M
Voya Investment Management LLC 0.01% Add +4.0% 700,040 $6.4M
Horrell Capital Management, Inc. 1.72% No change 680,000 $6.2M
Circumference Group LLC 6.40% No change 680,000 $6.2M
Dag Ventures, LLC 77.91% No change 678,044 $6.2M
Goldman Sachs Group Inc. 0.00% Add +41.5% 669,938 $6.1M
Rice Hall James & Associates, LLC 0.34% Reduce -4.3% 654,099 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -5.6% 632,520 $5.8M
Peregrine Capital Management LLC 0.15% Add +0.0% 590,128 $5.4M
Gagnon Advisors, LLC 4.07% No change 514,247 $4.7M
Palogic Value Management, L.P. 1.98% Add +19.9% 500,000 $4.6M
272 Capital LP 1.79% Add +565.5% 489,148 $4.5M
Two Sigma Investments, LP 0.01% Reduce -9.3% 483,325 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +46.8% 453,631 $4.1M
Boothbay Fund Management, LLC 0.13% Add +1075.2% 440,712 $4.0M
Nordea Investment Management AB 0.00% Reduce -1.6% 398,599 $3.7M
First Washington CORP 1.39% Reduce -28.6% 397,808 $3.6M
CenterBook Partners LP 0.25% New 394,240 $3.6M
Archon Capital Management LLC 1.65% Reduce -69.1% 383,320 $3.5M
Taylor Frigon Capital Management LLC 1.58% Add +24.8% 362,962 $3.3M
JPMorgan Chase & Co. 0.00% Reduce -18.3% 323,565 $3.0M
Prelude Capital Management, LLC 0.19% New 301,286 $2.7M
Atom Investors LP 0.33% Add +58.6% 287,898 $2.6M
Swiss National Bank 0.00% Add +2.1% 253,200 $2.3M
Sei Investments Co. 0.00% Reduce -31.2% 243,821 $2.2M
FMR LLC 0.00% Add +0.1% 230,106 $2.1M
Susquehanna Fundamental Investments, LLC 0.10% New 229,579 $2.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.2% 225,246 $2.1M
Renaissance Technologies 0.00% Reduce -67.4% 224,200 $2.0M
Millennium Management 0.00% Reduce -83.0% 216,767 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -17.6% 186,225 $1.7M
Rhumbline Advisers 0.00% Add +2.0% 185,516 $1.7M
Barclays PLC 0.00% Reduce -32.4% 185,178 $1.7M
Macquarie Group Ltd. 0.00% Reduce -1.7% 183,582 $1.7M
Legal & General Group Plc 0.00% Reduce -2.7% 183,252 $1.7M
George Kaiser Family Foundation 0.31% Reduce -20.8% 178,637 $1.6M
Sunriver Management LLC 0.21% New 173,569 $1.6M
Credit Suisse AG/ 0.00% Add +1.2% 167,220 $1.5M
HarbourVest Partners LLC 0.68% No change 163,894 $1.5M
Ieq Capital, LLC 0.02% Reduce -0.2% 151,328 $1.4M
Acadian Asset Management LLC 0.00% Reduce -64.3% 145,391 $1.3M
Algert Global LLC 0.05% Reduce -45.4% 143,260 $1.3M
Alliancebernstein L.P. 0.00% Add +0.1% 134,037 $1.2M
CIBC Private Wealth Group LLC 0.00% New 134,867 $1.2M
Summit Global Investments 0.09% Reduce -12.3% 131,068 $1.2M
California State Teachers Retirement System 0.00% Reduce -3.6% 128,976 $1.2M
AQR Capital Management 0.00% Reduce -26.4% 117,221 $1.1M
UBS Group AG 0.00% Reduce -49.1% 116,950 $1.1M
Raymond James & Associates 0.00% Add +33.0% 115,997 $1.1M
Cornercap Investment Counsel Inc. 0.16% Add +0.2% 115,740 $1.1M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -80.9% 102,941 $939K
Invesco Ltd. 0.00% Reduce -21.9% 97,046 $885K
HSBC Holdings PLC 0.00% Reduce -20.2% 94,653 $863K
Norges Bank 0.00% Reduce -82.5% 88,500 $807K
Mariner, LLC 0.00% Add +1.2% 87,015 $794K
Jennison Associates LLC 0.00% Reduce -0.8% 86,317 $787K
Schonfeld Strategic Advisors LLC 0.01% New 85,540 $780K
Russell Investments Group, Ltd. 0.00% Add +7.9% 80,804 $737K
Capstone Investment Advisors, LLC 0.03% New 80,654 $736K
Danske Bank A/S 0.00% — 79,538 $725K
PDT Partners, LLC 0.07% Add +122.5% 76,061 $694K
Deutsche Bank AG 0.00% Add +10.6% 72,511 $661K
T. Rowe Price Associates Inc. 0.00% Add +7.5% 67,806 $619K
Los Angeles Capital Management LLC 0.00% Add +42.6% 67,436 $615K
Janus Henderson Group PLC 0.00% Add +0.0% 67,278 $614K
MetLife Investment Management, LLC 0.00% No change 67,292 $614K
American International Group, Inc. 0.00% Add +1.1% 66,879 $610K
Petrus Trust Company, LTA 0.05% Add +46.3% 62,555 $571K
Capital Impact Advisors, LLC 0.74% Reduce -47.8% 62,177 $567K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 55,764 $530K
Nebula Research & Development LLC 0.11% Reduce -7.8% 58,099 $530K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +100.0% 55,932 $510K
Gsa Capital Partners LLP 0.04% Add +419.7% 53,777 $490K
Wells Fargo & Company 0.00% Add +10.4% 52,760 $481K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -71.5% 51,659 $471K
Stifel Financial Corp. 0.00% Add +4.7% 50,942 $465K
Engineers Gate Manager LP 0.01% Add +5.3% 43,375 $396K
Vontobel Holding Ltd. 0.00% Reduce -12.3% 41,894 $382K
Citigroup Inc. 0.00% Add +7.5% 40,231 $367K
Frank, Rimerman Advisors LLC 0.07% Reduce -53.0% 40,000 $365K
Jane Street Group, LLC 0.00% Reduce -54.5% 36,041 $329K
Diversified Trust Co. 0.01% No change 35,612 $325K
Arizona State Retirement System 0.00% Add +0.2% 35,246 $321K
Prudential Financial Inc. 0.00% New 34,800 $317K
Squarepoint Ops LLC 0.00% New 33,923 $309K
Ameriprise Financial Inc. 0.00% Reduce -58.6% 31,091 $284K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -19.0% 30,857 $281K
Campbell & CO Investment Adviser LLC 0.02% New 29,771 $272K
Victory Capital Management Inc. 0.00% Add +65.5% 29,175 $266K
Qube Research & Technologies Ltd 0.00% Reduce -83.1% 29,094 $265K
ProShare Advisors LLC 0.00% Add +12.8% 26,615 $243K
Sage Rhino Capital LLC 0.06% Reduce -43.1% 26,435 $241K
Envestnet Asset Management Inc. 0.00% Add +11.1% 24,662 $225K
Citadel Advisors 0.00% Add +277.0% 24,530 $224K
State Board of Administration of Florida Retirement System 0.00% Reduce -40.1% 22,173 $219K
Asset Management One Co., Ltd. 0.00% No change 22,893 $209K
Lincoln National Corp. 0.00% No change 22,071 $201K
EntryPoint Capital, LLC 0.18% Add +1629.8% 21,588 $197K
Roberts Wealth Advisors, LLC 0.07% No change 23,438 $196K
Cresset Asset Management, LLC 0.00% Add +0.2% 21,174 $193K
Handelsbanken Fonder AB 0.00% No change 21,200 $193K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.1% 20,703 $189K
Occudo Quantitative Strategies LP 0.03% Reduce -84.9% 20,359 $186K
Inceptionr LLC 0.04% New 18,956 $173K
Susquehanna International Group, LLP 0.00% Reduce -73.2% 18,529 $169K
Principal Financial Group Inc. 0.00% Add +18.6% 18,218 $166K
Mackenzie Financial Corp. 0.00% Add +36.0% 17,981 $164K
Bank of Montreal 0.00% Reduce -2.1% 15,466 $142K
Creative Planning 0.00% New 15,224 $139K
Pictet Asset Management Holding SA 0.00% No change 15,178 $138K
Ameritas Investment Partners, Inc. 0.00% No change 13,777 $126K
Cetera Investment Advisers 0.00% New 13,082 $119K
Cipher Capital LP 0.05% Reduce -62.7% 12,506 $114K
Landscape Capital Management, L.L.C. 0.01% Reduce -57.8% 12,247 $112K
Osaic Holdings, Inc. 0.00% Reduce -11.4% 11,878 $108K
DLK Investment Management, LLC 0.05% No change 11,800 $108K
Gotham Asset Management 0.00% Reduce -16.3% 11,658 $106K
Corton Capital Inc. 0.04% Reduce -49.2% 11,461 $105K
Snowden Capital Advisors LLC 0.00% New 11,192 $102K
Corient Private Wealth LP 0.00% Reduce -82.3% 10,518 $96K
Jefferies Financial Group Inc. 0.00% Reduce -66.9% 10,233 $93K
State of Wisconsin Investment Board 0.00% Reduce -86.9% 10,121 $92K
Quent Capital, LLC 0.01% New 9,100 $83K
Simplex Trading, LLC 0.00% New 8,755 $79K
Parallel Advisors, LLC 0.00% No change 7,533 $69K
Metropolitan Life Insurance Co 0.00% Reduce -3.4% 7,278 $66K
Royal Bank of Canada 0.00% Reduce -85.1% 6,891 $63K
Cwm, LLC 0.00% Reduce -8.1% 6,355 $58K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.8% 6,280 $57K
Whittier Trust Co. of Nevada Inc. 0.00% No change 5,601 $51K
Amalgamated Bank 0.00% Reduce -77.2% 4,342 $40K
Walleye Capital LLC 0.00% Reduce -93.7% 2,948 $27K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.3% 2,900 $26K
PNC Financial Services Group, Inc. 0.00% No change 2,776 $25K
Group One Trading LLC 0.00% Reduce -94.4% 2,185 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $18K
Nisa Investment Advisors, LLC 0.00% Add +8.5% 1,806 $16K
Quarry LP 0.00% New 1,241 $11K
Pinnacle Bancorp, Inc. 0.00% No change 1,009 $9K
AdvisorNet Financial, Inc 0.00% No change 800 $7K
US Bancorp \de 0.00% Add +99.0% 589 $5K
Adirondack Trust Co. 0.00% No change 494 $5K
Versant Capital Management, Inc 0.00% No change 413 $4K
Signaturefd, LLC 0.00% No change 407 $4K
Future Financial Wealth Managment LLC 0.00% New 300 $3K
Continuum Advisory, LLC 0.00% New 253 $3K
Principal Securities, Inc. 0.00% Reduce -9.1% 250 $2K
Private Wealth Management Group, LLC 0.00% No change 244 $2K
Allworth Financial LP 0.00% No change 225 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 218 $2K
Bokf, NA 0.00% No change 195 $2K
Covestor Ltd 0.00% Reduce -0.7% 147 $1K
Lanark Financial, Inc. 0.00% New 50 $1K
Quadrant Capital Group LLC 0.00% No change 109 $995
Farther Finance Advisors, LLC 0.00% Add +85.4% 76 $674
AlphaQuest LLC 0.00% New 55 $502
CGC Financial Services, LLC 0.00% No change 50 $456
Avior Wealth Management, LLC 0.00% New 25 $228
GAMMA Investing LLC 0.00% Reduce -61.1% 21 $192
Rothschild Investment LLC 0.00% New 15 $137
NewEdge Advisors, LLC 0.00% No change 7 $64
Huntington National Bank 0.00% No change 1 $9
Hall Laurie J Trustee 0.00% No change 50 $0

"% of holder's portfolio" is ZUO's weight in each manager's 13F, not the share of Zuora Inc. Class A the manager owns.