Zuora Ownership | Who Owns Zuora?
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 11.03% 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% |
| Idea | SaaS Stocks List | 57.10% | 6.98% | 35.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.80M | 11.03% | $166.65M |
| Blackrock | 13.12M | 8.94% | $130.24M |
| Blackrock funding, inc. /de | 13.30M | 8.74% | $131.96M |
| Ubs group | 8.96M | 5.88% | $88.84M |
| Glazer capital | 7.25M | 4.76% | $71.92M |
| State street | 3.29M | 2.24% | $32.69M |
| Geode capital management | 3.19M | 2.09% | $31.64M |
| Tig advisors | 2.87M | 1.89% | $28.47M |
| Qube research | 2.78M | 1.82% | $27.54M |
| Water island capital | 2.42M | 1.59% | $24.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dag ventures | 678.04K | 83.36% | $6.73M |
| Samson rock capital llp | 2.10M | 15.93% | $20.79M |
| Burren capital advisors | 200.00K | 11.82% | $1.98M |
| Fifth lane capital, lp | 379.32K | 11.06% | $3.76M |
| Potrero capital research | 2.23M | 7.39% | $22.09M |
| Scalar gauge management | 1.49M | 6.83% | $14.80M |
| Glazer capital | 7.25M | 4.87% | $71.92M |
| Circumference group | 565.00K | 4.82% | $5.60M |
| Western standard | 443.85K | 2.93% | $4.40M |
| Water island capital | 2.42M | 2.60% | $24.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 8.96M | 0.02% | 8.73M |
| Glazer capital | 7.25M | 4.87% | 7.25M |
| Tig advisors | 2.87M | 2.00% | 2.87M |
| Water island capital | 2.42M | 2.60% | 2.42M |
| Balyasny asset management | 2.40M | 0.04% | 2.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Scalar gauge management | 1.49M | 6.83% | -4.99M |
| Bank of new york mellon | 1.32M | 0.00% | -4.21M |
| Manufacturers life insurance company, the | 70.52K | 0.00% | -3.39M |
| Praesidium investment management company | - | - | -2.67M |
| Sunriver management | - | - | -2.58M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Glazer capital | 7.25M | 4.87% | 7.25M | $71.92M |
| Tig advisors | 2.87M | 2.00% | 2.87M | $28.47M |
| Water island capital | 2.42M | 2.60% | 2.42M | $24.03M |
| Woodline partners lp | 1.90M | 0.13% | 1.90M | $18.85M |
| Polar asset management partners | 1.46M | 0.21% | 1.46M | $14.45M |
Sold Out
| Holder | Change |
|---|---|
| Nbc securities | -50.00 |
| Corecap advisors | -50.00 |
| Northwestern mutual wealth management | -60.00 |
| Innealta capital | -81.00 |
| Abich financial wealth management | -108.00 |
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 | 4.42M | 2.88% | 65.10K |
| iShares Russell 2000 ETF | 3.74M | 2.43% | -28.45K |
| Vanguard Small Cap Index | 3.69M | 2.40% | 164.66K |
| Vanguard Information Technology ETF | 3.07M | 2.00% | 45.80K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.18M | 1.42% | 44.50K |
| First Trust Cloud Computing ETF | 2.15M | 1.40% | 3.58K |
| Vanguard Small Cap Growth Index Inv | 2.09M | 1.36% | 144.71K |
| Arbitrage R | 1.87M | 1.22% | 1.87M |
| BBH Partner Fund Small Cap Equity | 1.70M | 1.12% | - |
| JHancock Small Cap Core NAV | 1.59M | 1.03% | -1.52M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 15, 2025 | HIRSCH PETER | Chief Product & Tech Officer | Sell | $194.12K |
| Jan 10, 2025 | Tzuo Tien | Chairman and CEO | Sell | $487.84K |
| Jan 02, 2025 | McElhatton Todd | Chief Financial Officer | Sell | $500.09K |
| Jan 02, 2025 | HIRSCH PETER | Chief Product & Tech Officer | Sell | $254.78K |
| Jan 02, 2025 | Tzuo Tien | Chairman and CEO | Sell | $482.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 15 |
| 2024 Q2 | - | 11 |
| 2024 Q1 | - | 11 |
ZUO Ownership FAQ
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