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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$2,004
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
176
shares
|
$1,763
0.0% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
148
shares
|
$1,482
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
130
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
130
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
100
shares
|
$1,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
76
shares
|
$761
0.0% of portfolio
|
Q3 2024
Reduced 59.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
76
shares
|
$761
0.0% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
53
shares
|
$531
0.0% of portfolio
|
Q3 2024
Reduced 82.03%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
50
shares
|
$501
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$501
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
27
shares
|
$270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
18
shares
|
$180
0.0% of portfolio
|
Q2 2022
Reduced 85.48%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
14
shares
|
$140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$90
0.0% of portfolio
|
Q4 2024
Reduced 82.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7
shares
|
$70
0.0% of portfolio
|
Q2 2023
Reduced 92.22%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$10
0.0% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|