Zuora, Inc.

LSE:0XL5 Stock Report

Market Cap: US$1.5b

Zuora Ownership

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

Recent Insider Transactions

LSE:0XL5 Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Nov 24SellUS$2,338,818John HarkeyIndividual236,218US$9.90
03 Oct 24SellUS$523,202Robert J. TraubeIndividual62,707US$8.34
03 Oct 24SellUS$532,931Tien TzuoIndividual63,873US$8.34
03 Oct 24SellUS$220,538Peter HirschIndividual26,432US$8.34
03 Oct 24SellUS$432,858Todd McElhattonIndividual51,879US$8.34
03 Oct 24SellUS$173,322Andrew CohenIndividual20,773US$8.34
03 Oct 24SellUS$24,981Matthew DobsonIndividual2,994US$8.34
03 Jul 24SellUS$526,995Todd McElhattonIndividual54,688US$9.64
03 Jul 24SellUS$159,126Andrew CohenIndividual16,513US$9.64
03 Jul 24SellUS$606,891Robert J. TraubeIndividual62,979US$9.64
03 Jul 24SellUS$28,986Matthew DobsonIndividual3,008US$9.64
03 Jul 24SellUS$502,702Peter HirschIndividual52,167US$9.64
03 Apr 24SellUS$21,306Matthew DobsonIndividual2,475US$8.61
03 Apr 24SellUS$266,912Todd McElhattonIndividual31,006US$8.61
03 Apr 24SellUS$470,725Robert J. TraubeIndividual54,682US$8.61
03 Apr 24SellUS$102,130Andrew CohenIndividual11,864US$8.61

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0XL5?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds8,372,6095.45%
Individual Insiders18,883,80012.3%
General Public20,936,25913.6%
Institutions105,524,12668.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.39% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.7%
The Vanguard Group, Inc.
17,945,245US$179.3m2.58%no data
8.65%
BlackRock, Inc.
13,302,549US$132.9m-3.48%no data
5.5%
Tien Tzuo
8,449,723US$84.4m3.48%no data
5.49%
Ramya Rao
8,439,822US$84.3m0%no data
5.45%
Glazer Capital, LLC
8,372,609US$83.6m0%11.71%
4.22%
Scalar Gauge Management, LLC
6,484,599US$64.8m27.4%29.47%
2.25%
Manulife Asset Management
3,460,173US$34.6m-0.08%0.03%
2.15%
State Street Global Advisors, Inc.
3,302,811US$33.0m0.32%no data
2.04%
Geode Capital Management, LLC
3,137,007US$31.3m3.96%no data
1.92%
Potrero Capital Research, LLC
2,949,360US$29.5m8.06%8.61%
1.74%
Praesidium Investment Management Company, LLC
2,674,257US$26.7m0%3.88%
1.67%
First Trust Advisors LP
2,564,285US$25.6m21.4%0.02%
1.44%
Solel Partners LP
2,213,054US$22.1m-45.5%4.54%
1.42%
Water Island Capital, LLC
2,180,641US$21.8m0%2.96%
1.38%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
2,126,285US$21.2m6.39%no data
1.36%
Samson Rock Capital LLP
2,095,340US$20.9m598%3.0%
1.22%
Emerald Advisers, LLC
1,874,535US$18.7m-13.9%0.39%
1.19%
Bank of America Corporation, Asset Management Arm
1,829,208US$18.3m25.5%0.01%
0.87%
Pleasant Lake Partners LLC
1,338,768US$13.4m24.9%1.85%
0.86%
BNY Asset Management
1,323,995US$13.2m-73%no data
0.81%
Picton Mahoney Asset Management
1,250,000US$12.5m0%0.34%
0.79%
Northern Trust Global Investments
1,219,532US$12.2m1.23%no data
0.78%
Charles Schwab Investment Management, Inc.
1,197,401US$12.0m3.82%no data
0.77%
Morgan Stanley, Investment Banking and Brokerage Investments
1,182,843US$11.8m46.5%no data
0.74%
Goldman Sachs Asset Management, L.P.
1,132,305US$11.3m184%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/12 15:42
End of Day Share Price 2025/02/07 00:00
Earnings2024/10/31
Annual Earnings2024/01/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

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.

AnalystInstitution
Adam ShepherdArete Research Services LLP
Robert OliverBaird
Joseph VafiCanaccord Genuity