Institutional Ownership Zuora Inc (ZUO)
This table provides information about the institutional ownership of Zuora Inc (ZUO). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
5,280
shares
|
$52,905
0.0% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
4,637
shares
|
$46,462
0.0% of portfolio
|
Q2 2024
Added 6.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,140
shares
|
$41,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
3,984
shares
|
$39,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,743
shares
|
$27,484
0.0% of portfolio
|
Q4 2024
Added 46.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,718
shares
|
$27,234
0.0% of portfolio
|
Q4 2024
Reduced 58.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,648
shares
|
$26,532
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,265
shares
|
$22,695
0.0% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$20,040
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$20,040
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,055
shares
|
$10,571
0.0% of portfolio
|
Q4 2024
Added 155.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,030
shares
|
$10,320
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,009
shares
|
$10,110
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$8,016
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
653
shares
|
$6,543
0.0% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
494
shares
|
$4,949
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
340
shares
|
$3,406
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
328
shares
|
$3,286
0.0% of portfolio
|
Q3 2024
Reduced 44.31%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$3,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
264
shares
|
$2,645
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
244
shares
|
$2,444
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
241
shares
|
$2,414
0.0% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
218
shares
|
$2,184
0.0% of portfolio
|
Q4 2022
Reduced 28.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$2,004
0.0% of portfolio
|
Q1 2020
Added 1012.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
200
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
New holding
|