Institutional Ownership Zuora Inc (ZUO)
This table provides information about the institutional ownership of Zuora Inc (ZUO). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 98.6 Million shares, which have been reported (via 13F filing form) to have a value of $985 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
244
shares
|
$2,435
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
218
shares
|
$2,175
0.0% of portfolio
|
Q4 2022
Reduced 28.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$1,996
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$1,996
0.0% of portfolio
|
Q1 2020
Added 1012.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
146
shares
|
$1,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
146
shares
|
$1,457
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
135
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
130
shares
|
$1,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
130
shares
|
$1,297
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
76
shares
|
$758
0.0% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
76
shares
|
$758
0.0% of portfolio
|
Q3 2024
Reduced 59.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
60
shares
|
$598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
53
shares
|
$528
0.0% of portfolio
|
Q3 2024
Reduced 82.03%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
50
shares
|
$499
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$499
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
18
shares
|
$179
0.0% of portfolio
|
Q2 2022
Reduced 85.48%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$89
0.0% of portfolio
|
Q4 2024
Reduced 82.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7
shares
|
$69
0.0% of portfolio
|
Q2 2023
Reduced 92.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|