Zuora Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:2ZU Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Nov 24	Sell€2,179,311	John Harkey	Individual	236,218	€9.23
03 Oct 24	Sell€475,015	Robert J. Traube	Individual	62,707	€7.58
03 Oct 24	Sell€483,848	Tien Tzuo	Individual	63,873	€7.58
03 Oct 24	Sell€200,226	Peter Hirsch	Individual	26,432	€7.58
03 Oct 24	Sell€392,991	Todd McElhatton	Individual	51,879	€7.58
03 Oct 24	Sell€157,359	Andrew Cohen	Individual	20,773	€7.58
03 Oct 24	Sell€22,680	Matthew Dobson	Individual	2,994	€7.58
03 Jul 24	Sell€487,787	Todd McElhatton	Individual	54,688	€8.92
03 Jul 24	Sell€147,287	Andrew Cohen	Individual	16,513	€8.92
03 Jul 24	Sell€561,738	Robert J. Traube	Individual	62,979	€8.92
03 Jul 24	Sell€26,830	Matthew Dobson	Individual	3,008	€8.92
03 Jul 24	Sell€465,301	Peter Hirsch	Individual	52,167	€8.92
03 Apr 24	Sell€19,674	Matthew Dobson	Individual	2,475	€7.95
03 Apr 24	Sell€246,467	Todd McElhatton	Individual	31,006	€7.95
03 Apr 24	Sell€434,667	Robert J. Traube	Individual	54,682	€7.95
03 Apr 24	Sell€94,307	Andrew Cohen	Individual	11,864	€7.95

Insider Trading Volume

Insider Buying: 2ZU insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 2ZU?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	10,463,447	6.81%
General Public	31,031,324	20.2%
Institutions	112,222,023	73%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 7.4%.

Top Shareholders

Top 25 shareholders own 58.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.7%	The Vanguard Group, Inc.	17,945,245	€174.3m	2.58%	no data
8.97%	BlackRock, Inc.	13,782,384	€133.9m	5.08%	no data
5.5%	Tien Tzuo	8,449,723	€82.1m	3.48%	no data
4.22%	Scalar Gauge Management, LLC	6,484,599	€63.0m	27.4%	30.24%
3.19%	BNY Asset Management	4,909,441	€47.7m	-15.7%	0.01%
2.25%	Manulife Asset Management	3,460,173	€33.6m	-0.08%	0.03%
2.15%	State Street Global Advisors, Inc.	3,302,811	€32.1m	0.32%	no data
2.04%	Geode Capital Management, LLC	3,137,007	€30.5m	3.96%	no data
1.92%	Potrero Capital Research, LLC	2,949,360	€28.6m	8.06%	8.82%
1.74%	Praesidium Investment Management Company, LLC	2,674,257	€26.0m	0%	4.04%
1.67%	First Trust Advisors LP	2,564,285	€24.9m	21.4%	0.02%
1.6%	Baillie Gifford & Co.	2,454,747	€23.8m	-6.66%	0.01%
1.44%	Solel Partners LP	2,213,054	€21.5m	-45.5%	4.66%
1.38%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	2,126,285	€20.7m	6.39%	no data
1.22%	Emerald Advisers, LLC	1,874,535	€18.2m	-13.9%	0.39%
1.19%	Bank of America Corporation, Asset Management Arm	1,829,208	€17.8m	25.5%	0.01%
0.87%	Pleasant Lake Partners LLC	1,338,768	€13.0m	24.9%	1.92%
0.79%	Northern Trust Global Investments	1,219,532	€11.8m	1.23%	no data
0.77%	Morgan Stanley, Investment Banking and Brokerage Investments	1,182,843	€11.5m	46.5%	no data
0.75%	Charles Schwab Investment Management, Inc.	1,153,372	€11.2m	0.39%	no data
0.74%	Goldman Sachs Asset Management, L.P.	1,132,305	€11.0m	184%	no data
0.68%	Gagnon Securities, LLC	1,050,133	€10.2m	1.93%	1.92%
0.66%	Penn Capital Management Company, LLC	1,013,098	€9.8m	-19.4%	0.88%
0.61%	Qube Research & Technologies Ltd	944,186	€9.2m	739%	0.02%
0.58%	Westwood Management Corp.	887,552	€8.6m	0%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 05:17
End of Day Share Price	2025/01/10 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Zuora, Inc. is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Adam Shepherd	Arete Research Services LLP
Robert Oliver	Baird
Joseph Vafi	Canaccord Genuity