Stock ownership · SEC 13F · Q4 2024

ZUORA INC

Institutional ownership of ZUORA INC (CUSIP 98983V106) - who holds it, how concentrated it is, and what moved last quarter.

$18.5M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $18.5M of ZUORA INC positions as of Q4 2024, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$18.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 98983V106 · Q4 2024 $18M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $18.5M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - ZUORA INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Polar Asset Management Partners Inc. 1,456,579 $14.4M 78.2%
2 CREDIT INDUSTRIEL ET COMMERCIAL 405,000 $4.0M 21.8%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ZUORA INC's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
78.2%
Shared-defined discretion (DFND)
21.8%

Latest Quarter Activity · Q4 2024

New positions (2)

Polar Asset Management Partners Inc. $14.4M
CREDIT INDUSTRIEL ET COMMERCIAL $4.0M

Frequently Asked Questions

How many institutions hold ZUORA INC?▼
ZUORA INC is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of ZUORA INC?▼
Institutions report $18.5M of ZUORA INC as of Q4 2024.
How concentrated is ownership of ZUORA INC?▼
The top five institutional holders account for 100% of the reported institutional value in ZUORA INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ZUORA INC?▼
Polar Asset Management Partners Inc. is the largest reported holder of ZUORA INC with $14.4M across 1,456,579 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.