Vault-13

ZUORA INC ZUO

COM CL A · Common Stock · CUSIP 98983V106 · ISIN US98983V1061

3 institutional holders -214 vs Q4 2024
201201 shares reported held*
$2.4kreported value*
0 new 0 added 0 reduced 206 sold out net sold ≈ $1.2bn (-120.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.06.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 200Q4 22: 195Q1 23: 188Q2 23: 201Q3 23: 200Q4 23: 202Q1 24: 194Q2 24: 212Q3 24: 224Q4 24: 217Q1 25: 33Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022200
Q4 2022195
Q1 2023188
Q2 2023201
Q3 2023200
Q4 2023202
Q1 2024194
Q2 2024212
Q3 2024224
Q4 2024217
Q1 20253

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 99 bought or addedQ2 23: 88 cut or sold outQ3 23: 101 bought or addedQ3 23: 80 cut or sold outQ3 23Q4 23: 103 bought or addedQ4 23: 84 cut or sold outQ1 24: 82 bought or addedQ1 24: 107 cut or sold outQ1 24Q2 24: 109 bought or addedQ2 24: 96 cut or sold outQ3 24: 125 bought or addedQ3 24: 83 cut or sold outQ3 24Q4 24: 108 bought or addedQ4 24: 131 cut or sold outQ1 25: 0 bought or addedQ1 25: 206 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239988
Q3 202310180
Q4 202310384
Q1 202482107
Q2 202410996
Q3 202412583
Q4 2024108131
Q1 20250206

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ2 24 calls: $3.1mQ2 24 puts: $1.1mQ2 24P/C 0.36Q3 24 calls: $1.7mQ3 24 puts: $1.3mQ3 24P/C 0.76Q4 24 calls: $3.3mQ4 24 puts: $507.9kQ4 24P/C 0.15Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$3.1m$1.1m0.36
Q3 2024$1.7m$1.3m0.76
Q4 2024$3.3m$507.9k0.15
Q1 2025$0$0—

Biggest buyers

None

Biggest sellers

VANGUARD GROUP INC Sold out -16,799,431-16.8m
BlackRock, Inc. Sold out -13,302,549-13.3m
UBS Group AG Sold out -8,955,740-9.0m
GLAZER CAPITAL, LLC Sold out -7,250,000-7.2m
STATE STREET CORP Sold out -3,489,600-3.5m
GEODE CAPITAL MANAGEMENT, LLC Sold out -3,189,175-3.2m
TIG Advisors, LLC Sold out -2,870,428-2.9m
Qube Research & Technologies Ltd Sold out -2,776,324-2.8m
WATER ISLAND CAPITAL LLC Sold out -2,422,511-2.4m
Balyasny Asset Management L.P. Sold out -2,398,713-2.4m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-02-05 9.1% 13.3m 2025-02-05
BARCLAYS PLC 13G · institution no change · filed 2025-03-21 5.8% no change 8.4m 2025-03-21

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 200200 $2.0k $2.0k 0.00% Unchanged
2 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $10 $10 0.00% Unchanged
3 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 00 $431 $431 0.00% Unchanged