ZUORA INC shareholder history

Current and past ZUORA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 22220.00%0.00%0.00%Q2 2018Q3 202366
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.01%Q2 2018Q3 202366
Walleye Trading LLC 21210.00%0.00%0.04%Q3 2018Q3 202357
Cutler Group LLC / CA 1130.00%0.00%0.06%Q2 2018Q2 202347
PEAK6 Investments LLC 1620.00%0.00%0.02%Q4 2018Q3 202345
WOLVERINE TRADING, LLC 1510.00%0.00%0.01%Q3 2018Q3 202242
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202342
JANE STREET GROUP, LLC 1630.00%0.00%0.01%Q3 2018Q3 202338
TWO SIGMA INVESTMENTS, LP 22220.00%0.01%0.04%Q2 2018Q3 202329
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202326
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.01%Q2 2018Q3 202325
BARCLAYS PLC 22220.00%0.00%0.00%Q2 2018Q3 202323
UBS Group AG 22220.00%0.00%0.01%Q2 2018Q3 202323
HighTower Advisors, LLC 1190.00%0.01%0.03%Q3 2018Q3 202323
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202323
BlackRock Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
NEW YORK STATE COMMON RETIREMENT FUND 22220.00%0.00%0.01%Q2 2018Q3 202322
Cubist Systematic Strategies, LLC 22220.00%0.02%0.06%Q2 2018Q3 202322
FRONTIER CAPITAL MANAGEMENT CO LLC 22220.02%0.10%0.25%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
GEODE CAPITAL MANAGEMENT, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
VANGUARD GROUP INC 22220.00%0.00%0.01%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 1830.00%0.00%0.03%Q2 2018Q3 202321
CREDIT SUISSE AG/ 21210.00%0.00%0.00%Q3 2018Q3 202321
PEREGRINE CAPITAL MANAGEMENT LLC 21210.14%0.30%0.50%Q3 2018Q3 202321
Perigon Wealth Management, LLC 2010.01%0.06%0.29%Q3 2011Q3 202321
MACQUARIE GROUP LTD 21210.00%0.00%0.00%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 1830.00%0.00%0.00%Q2 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.04%0.16%Q3 2018Q3 202321
Parallax Volatility Advisers, L.P. 710.00%0.00%0.00%Q4 2018Q4 202121
STATE STREET CORP 2010.00%0.00%0.00%Q2 2018Q3 202321
FMR LLC 2010.00%0.00%0.01%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 21210.00%0.00%0.00%Q3 2018Q3 202321
SEI INVESTMENTS CO 21210.00%0.00%0.01%Q3 2018Q3 202321
Bank of New York Mellon Corp 21210.00%0.01%0.03%Q3 2018Q3 202321
HARBOURVEST PARTNERS LLC 21210.26%0.88%3.42%Q3 2018Q3 202321
FIRST TRUST ADVISORS LP 1820.00%0.02%0.06%Q2 2018Q3 202320
Taylor Frigon Capital Management LLC 20201.06%1.53%1.96%Q4 2018Q3 202320
Engineers Gate Manager LP 1710.01%0.08%0.34%Q2 2018Q3 202320
HALL LAURIE J TRUSTEE 1370.00%0.00%0.00%Q2 2018Q3 202320
FORMULA GROWTH LTD 20200.12%1.58%2.60%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
Baillie Gifford 19190.01%0.03%0.05%Q1 2019Q3 202319
GROUP ONE TRADING, L.P. 1020.00%0.00%0.01%Q2 2018Q3 202319
MILLENNIUM MANAGEMENT LLC 1110.00%0.01%0.02%Q2 2018Q3 202319
BROWN ADVISORY INC 19190.00%0.10%0.18%Q2 2018Q4 202219
GAGNON SECURITIES LLC 1630.35%1.44%2.45%Q4 2018Q3 202319
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q4 2018Q3 202319
D. E. Shaw & Co., Inc. 810.00%0.00%0.01%Q3 2018Q3 202319
DEUTSCHE BANK AG\ 19190.00%0.00%0.01%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.09%0.43%1.39%Q1 2019Q3 202319
ALLIANCEBERNSTEIN L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
NEEDHAM INVESTMENT MANAGEMENT LLC 1270.05%0.91%1.87%Q2 2018Q3 202319
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18180.00%0.00%0.01%Q2 2019Q3 202318
TWO SIGMA ADVISERS, LP 1010.00%0.02%0.04%Q2 2018Q3 202318
UBS ASSET MANAGEMENT AMERICAS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
CWM, LLC 1080.00%0.05%0.07%Q1 2019Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.00%0.01%0.02%Q2 2019Q3 202318
Bares Capital Management 18180.09%0.54%1.23%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
PRICE T ROWE ASSOCIATES INC /MD/ 1080.00%0.00%0.00%Q3 2018Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.00%0.00%0.00%Q2 2019Q3 202318
AMERICAN INTERNATIONAL GROUP, INC. 18180.00%0.00%0.01%Q2 2019Q3 202318
SIMPLEX TRADING, LLC 1530.00%0.00%0.00%Q2 2018Q4 202218
AMALGAMATED BANK 18180.00%0.00%0.01%Q2 2019Q3 202318
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18180.00%0.00%0.00%Q2 2019Q3 202318
Swiss National Bank 18180.00%0.00%0.00%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
Legal & General Group Plc 18180.00%0.00%0.00%Q2 2019Q3 202318
RHUMBLINE ADVISERS 18180.00%0.00%0.00%Q2 2019Q3 202318
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
METROPOLITAN LIFE INSURANCE CO/NY 18180.00%0.00%0.01%Q2 2019Q3 202318
AdvisorNet Financial, Inc 17170.00%0.01%0.03%Q3 2019Q3 202317
GREAT WEST LIFE ASSURANCE CO /CAN/ 1520.00%0.01%0.03%Q2 2019Q3 202317
Renaissance Technologies 17170.00%0.01%0.02%Q3 2019Q3 202317
MetLife Investment Management, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
ADIRONDACK TRUST CO 17170.00%0.00%0.01%Q3 2019Q3 202317
BANK OF MONTREAL /CAN/ 15150.00%0.00%0.00%Q2 2018Q4 202116
GAMCO INVESTORS, INC. ET AL 16160.00%0.01%0.01%Q2 2019Q1 202316
IEQ CAPITAL, LLC 16160.00%0.05%0.20%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Lindbrook Capital, LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
SIGNATUREFD, LLC 1510.00%0.00%0.00%Q2 2019Q3 202316
SG Americas Securities, LLC 1330.00%0.01%0.02%Q1 2019Q1 202316
ARDSLEY ADVISORY PARTNERS LP 310.02%0.11%0.58%Q4 2018Q3 202316
American Portfolios Advisors 15150.00%0.00%0.00%Q1 2019Q3 202215
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 15150.00%0.00%0.00%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 15150.02%0.08%0.16%Q3 2018Q1 202215
Glassman Wealth Services 830.00%0.00%0.01%Q3 2018Q3 202315
Creative Planning 15150.00%0.00%0.00%Q1 2020Q3 202315
ProShare Advisors LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
ExodusPoint Capital Management, LP 710.00%0.02%0.07%Q4 2018Q3 202315
PANAGORA ASSET MANAGEMENT INC 15150.01%0.03%0.05%Q1 2020Q3 202315
Invesco Ltd. 15150.00%0.00%0.00%Q1 2020Q3 202315
Arizona State Retirement System 15150.00%0.00%0.00%Q1 2020Q3 202315
US BANCORP \DE\ 1410.00%0.00%0.01%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
PRINCIPAL FINANCIAL GROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Diversified Trust Co 14140.01%0.01%0.02%Q3 2020Q4 202314
ArrowMark Colorado Holdings LLC 1310.00%0.15%0.25%Q3 2018Q1 202214
EATON VANCE MANAGEMENT 14140.00%0.00%0.00%Q2 2019Q3 202214
Handelsbanken Fonder AB 14140.00%0.00%0.00%Q2 2020Q3 202314
Russell Investments Group, Ltd. 1110.00%0.00%0.00%Q1 2019Q3 202314
Quantbot Technologies LP 410.00%0.02%0.10%Q2 2018Q3 202314
Saturna Capital CORP 920.00%0.00%0.01%Q3 2019Q3 202314
Gagnon Advisors, LLC 951.51%2.70%3.97%Q4 2018Q3 202314
GAM Holding AG 14140.01%0.20%0.64%Q1 2019Q2 202214
BOOTHBAY FUND MANAGEMENT, LLC 910.00%0.02%0.05%Q4 2018Q3 202313
Horrell Capital Management, Inc. 13130.38%1.44%2.35%Q3 2020Q3 202313
Malaga Cove Capital, LLC 940.08%0.22%0.43%Q1 2019Q4 202213
PRELUDE CAPITAL MANAGEMENT, LLC 1020.00%0.01%0.04%Q4 2018Q4 202213
AlphaCrest Capital Management LLC 13130.02%0.05%0.09%Q3 2019Q3 202213
Potrero Capital Research LLC 710.32%3.63%7.93%Q2 2018Q3 202313
EDMOND DE ROTHSCHILD HOLDING S.A. 13130.00%0.00%0.01%Q1 2019Q1 202213
PDT Partners, LLC 1010.03%0.14%0.28%Q2 2019Q3 202313
TUDOR INVESTMENT CORP ET AL 410.00%0.01%0.04%Q2 2018Q3 202313
GABELLI FUNDS LLC 13130.00%0.00%0.00%Q2 2019Q2 202213
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.00%0.00%Q2 2019Q1 202212
State of New Jersey Common Pension Fund D 910.01%0.01%0.01%Q4 2019Q1 202312
FEDERATED HERMES, INC. 510.00%0.03%0.08%Q2 2018Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
Tortoise Index Solutions, LLC 520.01%0.01%0.02%Q1 2019Q2 202212
QUADRANT CAPITAL GROUP LLC 610.00%0.00%0.00%Q3 2019Q3 202312
IFP Advisors, Inc 12120.00%0.00%0.00%Q1 2020Q4 202212
ACADIAN ASSET MANAGEMENT LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
LORD, ABBETT & CO. LLC 620.02%0.03%0.05%Q2 2018Q3 202311
BREWIN DOLPHIN LTD 11110.00%0.00%0.00%Q1 2019Q3 202111
AQR Capital Management 510.00%0.00%0.00%Q1 2020Q3 202311
FRANKLIN RESOURCES INC 920.00%0.00%0.00%Q2 2018Q1 202311
Archon Capital Management LLC 1011.34%4.36%6.62%Q4 2019Q3 202311
BRANDYWINE MANAGERS, LLC 11110.07%0.40%1.34%Q4 2018Q2 202111
Squarepoint Ops LLC 510.00%0.01%0.08%Q1 2019Q3 202211
PNC FINANCIAL SERVICES GROUP, INC. 810.00%0.00%0.00%Q4 2018Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Geneos Wealth Management Inc. 650.00%0.00%0.00%Q2 2018Q1 202111
AMERIPRISE FINANCIAL INC 520.00%0.00%0.02%Q2 2018Q3 202311
NISA INVESTMENT ADVISORS, LLC 510.00%0.00%0.01%Q4 2019Q3 202311
Trexquant Investment LP 530.02%0.08%0.56%Q1 2019Q3 202311
FIRST MANHATTAN CO. LLC. 920.00%0.00%0.00%Q1 2019Q4 202111
Advisory Services Network, LLC 810.00%0.00%0.00%Q2 2018Q2 202111
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10100.00%0.00%0.00%Q2 2021Q3 202310
Dynamic Technology Lab Private Ltd 410.03%0.08%0.14%Q1 2019Q3 202310
VESTOR CAPITAL, LLC 730.18%0.43%0.70%Q2 2019Q2 202210
ESSEX INVESTMENT MANAGEMENT CO LLC 10100.11%0.21%0.27%Q1 2021Q2 202310
CAPTRUST FINANCIAL ADVISORS 620.00%0.00%0.00%Q2 2020Q3 202310
ALGERT GLOBAL LLC 10100.01%0.08%0.18%Q2 2021Q3 202310
Cavalry Management Group, LLC 820.12%0.52%1.22%Q4 2018Q3 202210
HAP Trading, LLC 410.00%0.00%0.01%Q4 2018Q1 202210
SALEM INVESTMENT COUNSELORS INC 10100.00%0.00%0.00%Q1 2021Q2 202310
HSBC HOLDINGS PLC 810.00%0.00%0.00%Q4 2018Q3 20239
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q1 2020Q3 20239
Manchester Capital Management LLC 990.00%0.00%0.00%Q3 2021Q3 20239
RESOURCES MANAGEMENT CORP /CT/ /ADV 990.00%0.00%0.00%Q2 2020Q2 20229
Point72 Asset Management, L.P. 990.00%0.04%0.08%Q4 2018Q4 20209
ENVESTNET ASSET MANAGEMENT INC 320.00%0.00%0.00%Q1 2019Q3 20239
OCCUDO QUANTITATIVE STRATEGIES LP 990.01%0.11%0.22%Q3 2021Q3 20239
NORDEA INVESTMENT MANAGEMENT AB 990.00%0.01%0.01%Q3 2021Q3 20239
TEACHER RETIREMENT SYSTEM OF TEXAS 990.00%0.00%0.00%Q1 2021Q1 20239
M&T BANK CORP 990.00%0.00%0.00%Q1 2020Q1 20229
FIL Ltd 990.02%0.03%0.04%Q2 2019Q2 20219
Migdal Insurance & Financial Holdings Ltd. 630.00%0.00%0.00%Q1 2021Q3 20239
STRS OHIO 720.00%0.00%0.00%Q2 2021Q3 20239
Connor, Clark & Lunn Investment Management Ltd. 990.00%0.01%0.01%Q3 2021Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
Walleye Capital LLC 210.00%0.04%0.30%Q3 2020Q3 20239
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 990.05%0.09%0.15%Q3 2021Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q1 2019Q4 20208
Steward Partners Investment Advisory, LLC 510.00%0.00%0.00%Q3 2018Q3 20238
Sepio Capital, LP 880.02%0.04%0.08%Q4 2018Q3 20208
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 530.01%0.08%0.14%Q1 2019Q1 20218
KORNITZER CAPITAL MANAGEMENT INC /KS 880.16%0.21%0.30%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
HAMILTON LANE ADVISORS LLC 880.38%0.81%1.43%Q3 2018Q2 20208
Roberts Wealth Advisors, LLC 880.10%0.15%0.27%Q3 2021Q2 20238
GILDER GAGNON HOWE & CO LLC 620.01%0.17%0.42%Q2 2018Q2 20228
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 880.00%0.00%0.00%Q2 2019Q1 20218
Verition Fund Management LLC 210.00%0.01%0.04%Q1 2019Q3 20238
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Beaird Harris Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Holocene Advisors, LP 440.00%0.01%0.02%Q3 2019Q3 20218
STATE OF WISCONSIN INVESTMENT BOARD 610.00%0.00%0.00%Q4 2021Q3 20237
MACKENZIE FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
NORGES BANK 610.00%0.00%0.00%Q2 2018Q3 20217
Spouting Rock Asset Management, LLC 770.06%0.17%0.36%Q1 2021Q3 20227
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 430.00%0.01%0.03%Q4 2020Q3 20237
Allspring Global Investments Holdings, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Schonfeld Strategic Advisors LLC 410.00%0.01%0.02%Q4 2019Q2 20237
Larson Financial Group LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Financial Advocates Investment Management 770.01%0.02%0.03%Q2 2019Q4 20207
AlpInvest Partners B.V. 770.95%3.43%5.44%Q3 2018Q1 20207
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
EMERALD ADVISERS, LLC 770.00%0.24%0.62%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.01%0.01%Q2 2019Q1 20217
VICTORY CAPITAL MANAGEMENT INC 510.00%0.00%0.00%Q3 2019Q3 20237
Berman Capital Advisors, LLC 310.00%0.03%0.12%Q3 2018Q3 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Cipher Capital LP 310.02%0.11%0.26%Q2 2019Q3 20237
Mariner, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Quadrature Capital Ltd 210.00%0.02%0.06%Q2 2020Q3 20237
LAZARD ASSET MANAGEMENT LLC 610.00%0.00%0.00%Q3 2021Q3 20237
GSA CAPITAL PARTNERS LLP 110.02%0.05%0.13%Q3 2018Q1 20237
Compagnie Lombard Odier SCmA 770.00%0.00%0.00%Q4 2019Q2 20217
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.01%0.03%Q2 2018Q4 20197
Capital Impact Advisors, LLC 770.40%0.83%1.31%Q1 2022Q3 20237
Aquatic Capital Management LLC 510.00%0.02%0.04%Q4 2021Q2 20236
CenterStar Asset Management, LLC 210.00%0.02%0.06%Q2 2018Q1 20196
NewEdge Wealth, LLC 660.01%0.78%1.40%Q2 2021Q3 20226
ADAMS STREET PARTNERS LLC 310.07%0.26%0.56%Q3 2018Q2 20206
Abdiel Capital Advisors 660.66%1.42%2.21%Q2 2018Q3 20196
SRS Capital Advisors, Inc. 660.00%0.01%0.01%Q2 2021Q3 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Carmignac Gestion 510.02%0.34%0.48%Q2 2018Q4 20196
JENNISON ASSOCIATES LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SILVERCREST ASSET MANAGEMENT GROUP LLC 420.03%0.05%0.07%Q2 2021Q3 20236
Alkeon Capital Management 660.06%0.16%0.22%Q2 2018Q3 20196
MIRABELLA FINANCIAL SERVICES LLP 660.03%0.05%0.08%Q3 2021Q4 20226
Bayesian Capital Management, LP 210.01%0.05%0.07%Q1 2019Q2 20236
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.02%0.05%Q2 2021Q2 20236
Impax Asset Management Group plc 660.02%0.03%0.04%Q2 2019Q3 20206
Pentwater Capital Management LP 660.01%0.02%0.05%Q3 2018Q4 20196
Anchor Investment Management, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Reynders McVeigh Capital Management, LLC 660.04%0.22%0.43%Q3 2018Q4 20196
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q4 2020Q1 20236
Greenhouse Funds LLLP 663.75%4.89%5.42%Q3 2020Q4 20216
Valeo Financial Advisors, LLC 510.00%0.00%0.00%Q4 2018Q1 20216
KING LUTHER CAPITAL MANAGEMENT CORP 660.01%0.01%0.03%Q1 2019Q2 20206
NEXT Financial Group, Inc 410.00%0.00%0.01%Q2 2019Q4 20216
Versor Investments LP 310.01%0.03%0.04%Q3 2021Q3 20236
NewEdge Advisors, LLC 420.00%0.00%0.01%Q1 2020Q3 20236
FRED ALGER MANAGEMENT, LLC 660.00%0.01%0.02%Q1 2019Q2 20206
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.01%0.02%Q3 2018Q3 20236
DekaBank Deutsche Girozentrale 410.00%0.00%0.00%Q4 2019Q3 20236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q1 2019Q2 20206
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
State of Wyoming 420.01%0.02%0.03%Q4 2021Q3 20236
Man Group plc 410.00%0.00%0.00%Q1 2020Q3 20236
Washington Harbour Partners LP 330.89%4.07%5.84%Q4 2020Q3 20236
Paloma Partners Management Co 410.00%0.01%0.01%Q1 2019Q4 20216
Virtu Financial LLC 210.01%0.02%0.04%Q2 2018Q3 20236
Worth Venture Partners, LLC 660.35%0.42%0.53%Q4 2020Q1 20226
Jefferies Group LLC 110.00%0.01%0.01%Q2 2018Q4 20196
AMERICAN CENTURY COMPANIES INC 550.00%0.00%0.00%Q1 2021Q1 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.01%0.03%0.06%Q2 2021Q3 20225
Dorsey & Whitney Trust CO LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Orion Capital Management LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Vector Capital Management, L.P. 550.85%8.06%14.90%Q1 2020Q1 20215
ARK Investment Management 550.00%0.16%0.23%Q2 2018Q2 20195
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Newbridge Financial Services Group, Inc. 550.00%0.01%0.02%Q1 2021Q1 20225
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2022Q3 20235
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.01%0.02%Q2 2018Q3 20195
RICE HALL JAMES & ASSOCIATES, LLC 550.17%0.28%0.37%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q2 2019Q4 20195
SANDERS MORRIS HARRIS LLC 320.00%0.11%0.21%Q2 2019Q3 20205
First Washington CORP 551.35%2.21%2.94%Q3 2022Q3 20235
SQN Investors LP 550.12%2.99%5.03%Q1 2019Q1 20205
APOGEM CAPITAL LLC 550.84%1.02%1.32%Q4 2020Q4 20215
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q1 2019Q1 20205
Firestone Capital Management 550.00%0.00%0.00%Q3 2020Q3 20215
Hillsdale Investment Management Inc. 320.00%0.10%0.21%Q4 2021Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2020Q3 20215
ClariVest Asset Management LLC 550.04%0.08%0.12%Q4 2021Q4 20225
Ellevest, Inc. 410.00%0.00%0.00%Q4 2021Q1 20235
CIM INVESTMENT MANAGEMENT INC 550.05%0.08%0.12%Q2 2019Q2 20205
Polar Capital Holdings Plc 550.03%0.08%0.11%Q1 2021Q1 20225
Aperio Group, LLC 410.00%0.00%0.00%Q2 2019Q4 20205
JUPITER ASSET MANAGEMENT LTD 550.00%0.02%0.04%Q4 2021Q4 20225
Hound Partners 551.92%3.22%4.16%Q1 2020Q1 20215
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 310.00%0.00%0.01%Q3 2020Q3 20214
LINCOLN NATIONAL CORP 440.00%0.00%0.01%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Graham Capital Management, L.P. 310.03%0.04%0.06%Q1 2022Q2 20234
Point72 Hong Kong Ltd 310.00%0.00%0.01%Q4 2020Q3 20224
Investors Research Corp 440.00%0.00%0.00%Q4 2020Q3 20214
BALDWIN BROTHERS LLC/MA 310.00%0.01%0.01%Q2 2019Q2 20204
Liontrust Investment Partners LLP 440.00%0.01%0.01%Q4 2021Q3 20224
Xact Kapitalforvaltning AB 310.00%0.00%0.01%Q1 2019Q1 20204
Bullseye Asset Management LLC 440.27%0.41%0.59%Q4 2019Q3 20204
Y-Intercept (Hong Kong) Ltd 110.01%0.05%0.10%Q4 2020Q2 20234
BP PLC 310.01%0.02%0.03%Q3 2018Q4 20194
Blueshift Asset Management, LLC 210.04%0.07%0.09%Q4 2018Q2 20224
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.01%0.01%0.01%Q4 2019Q4 20214
Rockefeller Capital Management L.P. 210.00%0.00%0.00%Q3 2019Q4 20214
AIGEN INVESTMENT MANAGEMENT, LP 210.02%0.04%0.08%Q4 2019Q2 20234
Palogic Value Management, L.P. 441.43%1.88%2.30%Q4 2022Q3 20234
Petrus Trust Company, LTA 220.02%0.03%0.05%Q3 2022Q3 20234
JACOBS LEVY EQUITY MANAGEMENT, INC 220.01%0.02%0.03%Q2 2021Q3 20234
Praesidium Investment Management Company, LLC 443.17%5.86%7.19%Q4 2022Q3 20234
GEORGE KAISER FAMILY FOUNDATION 440.24%0.55%0.69%Q4 2022Q3 20234
Huber Financial Advisors, LLC 440.11%0.12%0.13%Q2 2019Q1 20204
MEITAV INVESTMENT HOUSE LTD 440.01%0.02%0.03%Q2 2019Q1 20204
Nelson Capital Management, LLC 440.06%0.09%0.18%Q4 2018Q3 20194
ROYCE & ASSOCIATES LP 310.00%0.02%0.03%Q2 2019Q2 20224
Corton Capital Inc. 220.09%0.12%0.17%Q2 2022Q2 20234
Spark Investment Management LLC 440.02%0.18%0.32%Q2 2018Q1 20194
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.00%Q1 2019Q1 20224
EMERALD MUTUAL FUND ADVISERS TRUST 310.08%0.44%0.64%Q2 2018Q3 20234
Jump Financial, LLC 220.03%0.04%0.05%Q2 2022Q3 20234
Spyglass Capital Management LLC 441.98%2.25%2.46%Q2 2019Q1 20204
Centiva Capital, LP 210.01%0.01%0.01%Q3 2020Q3 20234
XTX Topco Ltd 440.04%0.07%0.11%Q1 2022Q4 20224
Mitsubishi UFJ Trust & Banking Corp 440.00%0.00%0.00%Q1 2021Q4 20214
Ergoteles LLC 210.01%0.01%0.01%Q2 2021Q1 20234
Point Break Capital Management, LLC 440.03%0.07%0.13%Q1 2019Q4 20194
HBK INVESTMENTS L P 440.02%0.02%0.02%Q2 2018Q1 20194
WASATCH ADVISORS LP 440.03%0.05%0.06%Q4 2018Q3 20194
CYPRESS GROWTH FUND III LP 440.15%0.17%0.18%Q4 2020Q3 20214
Spearhead Capital Advisors, LLC 440.03%0.04%0.04%Q1 2020Q4 20204
COMMONWEALTH EQUITY SERVICES, LLC 210.00%0.00%0.00%Q2 2019Q2 20214
Echo Street Capital Management LLC 310.16%0.20%0.26%Q3 2018Q4 20194
Solel Partners LP 441.91%3.46%4.84%Q4 2022Q3 20234
HOWE & RUSLING INC 440.00%0.00%0.00%Q4 2021Q3 20224
BOGLE INVESTMENT MANAGEMENT L P /DE/ 310.08%0.16%0.27%Q4 2018Q3 20204
Axel Capital Management, LLC 330.39%0.51%0.59%Q1 2021Q3 20213
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.02%0.03%Q2 2018Q4 20183
EAGLE ASSET MANAGEMENT INC 330.04%0.05%0.05%Q3 2018Q1 20193
Cinctive Capital Management LP 210.12%0.22%0.32%Q2 2020Q1 20213
TWINBEECH CAPITAL LP 110.03%0.06%0.10%Q4 2019Q2 20223
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
SeaCrest Wealth Management, LLC 330.00%0.01%0.01%Q3 2018Q1 20193
Partners Group Holding AG 110.06%0.07%0.08%Q3 2018Q3 20193
CENTAURUS FINANCIAL, INC. 330.13%0.17%0.22%Q3 2018Q1 20193
Skandinaviska Enskilda Banken AB (publ) 330.01%0.01%0.01%Q1 2023Q3 20233
Blue Trust, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.12%0.23%0.36%Q2 2018Q1 20193
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Focused Wealth Management, Inc 330.00%0.01%0.03%Q1 2019Q3 20193
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2021Q3 20233
PEAK6 Group LLC 110.00%0.00%0.00%Q2 2018Q2 20183
Neo Ivy Capital Management 210.09%0.11%0.12%Q2 2021Q1 20223
Roundview Capital LLC 210.01%0.03%0.05%Q2 2019Q1 20203
FIRST MERCANTILE TRUST CO 330.01%0.02%0.02%Q1 2021Q3 20213
abrdn plc 210.00%0.00%0.00%Q3 2018Q4 20193
O'Brien Greene & Co. Inc 330.25%0.32%0.38%Q1 2019Q3 20193
Index Venture Growth Associates II Ltd 336.55%26.46%37.14%Q4 2018Q2 20193
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Clearline Capital LP 330.05%0.21%0.39%Q2 2022Q4 20223
Draper Asset Management, LLC 330.02%0.04%0.04%Q1 2021Q3 20213
American Trust 330.01%0.01%0.01%Q3 2022Q1 20233
Lyon Street Capital, LLC 210.78%0.85%0.92%Q2 2019Q1 20223
SeaTown Holdings Pte. Ltd. 330.09%0.59%0.90%Q3 2018Q1 20193
Gotham Asset Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sciencast Management LP 110.05%0.07%0.09%Q1 2020Q4 20213
Mendota Financial Group, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Pinnacle Bancorp, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Gemmer Asset Management LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Delphia (USA) Inc. 210.11%0.13%0.14%Q2 2022Q1 20233
WINTON GROUP Ltd 210.01%0.01%0.01%Q1 2021Q4 20223
Sculptor Capital LP 220.01%0.01%0.01%Q2 2018Q3 20183
Versant Capital Management, Inc 330.00%0.00%0.00%Q2 2023Q4 20233
Quarry LP 210.00%0.01%0.01%Q4 2022Q3 20233
BERYLSON CAPITAL PARTNERS, LLC 110.36%1.88%3.55%Q2 2019Q1 20213
Penn Capital Management Company, LLC 330.71%0.96%1.19%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q1 2022Q2 20233
Artisan Partners Limited Partnership 330.02%0.02%0.03%Q2 2018Q4 20183
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q3 2020Q1 20213
Nicholas Investment Partners, LP 210.07%0.95%2.34%Q4 2018Q4 20193
WELD CAPITAL MANAGEMENT LLC 210.06%0.12%0.24%Q1 2020Q4 20203
Vanderbilt University 110.10%0.75%1.93%Q1 2019Q1 20223
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2020Q3 20203
Motley Fool Asset Management LLC 210.00%0.13%0.20%Q4 2018Q4 20213
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q2 2022Q2 20233
HM PAYSON & CO 330.00%0.00%0.00%Q2 2019Q4 20193
Quilter Plc 330.01%0.01%0.01%Q1 2023Q3 20233
NumerixS Investment Technologies Inc 110.01%0.07%0.12%Q3 2018Q4 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.00%Q4 2019Q3 20213
CAMPBELL CAPITAL MANAGEMENT INC 330.52%0.66%0.79%Q2 2019Q4 20193
PFS INVESTMENTS INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Carolina Wealth Advisors, LLC 330.00%0.00%0.01%Q3 2020Q1 20213
Legato Capital Management LLC 330.07%0.09%0.11%Q4 2022Q2 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q3 2019Q1 20203
J.P. Morgan Private Wealth Advisors LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Hudock, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
MACKAY SHIELDS LLC 330.00%0.00%0.00%Q1 2020Q3 20203
AGF INVESTMENTS INC. 330.03%0.05%0.06%Q4 2021Q2 20223
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
DUALITY ADVISERS, LP 110.02%0.02%0.02%Q1 2021Q3 20222
COOPER CREEK PARTNERS MANAGEMENT LLC 221.16%1.69%2.22%Q4 2021Q1 20222
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q2 2019Q3 20192
Laird Norton Wetherby Wealth Management, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Columbia Pacific Advisors, LLC 220.68%0.76%0.84%Q4 2018Q1 20192
SpiderRock Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
WESTERLY CAPITAL MANAGEMENT, LLC 221.75%1.76%1.77%Q4 2022Q1 20232
Honeycomb Asset Management LP 220.78%0.84%0.90%Q2 2018Q3 20182
MIZUHO SECURITIES USA LLC 110.05%0.06%0.07%Q3 2018Q3 20182
Covington Capital Management 220.00%0.00%0.00%Q2 2019Q3 20192
WHITENER CAPITAL MANAGEMENT, INC. 220.01%0.01%0.01%Q2 2019Q3 20192
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Jeneq Management LP 110.12%2.06%3.99%Q2 2019Q1 20222
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Calamos Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Gradient Investments LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Soviero Asset Management, LP 221.32%1.98%2.63%Q3 2021Q4 20212
Delos Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hodges Capital Management Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
Summit Global Investments 220.02%0.07%0.12%Q2 2023Q3 20232
Atom Investors LP 110.04%0.08%0.11%Q4 2022Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Lumature Wealth Partners, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
THOMPSON DAVIS & CO., INC. 220.10%0.10%0.11%Q2 2018Q3 20182
LPL Financial LLC 220.00%0.00%0.00%Q2 2019Q3 20192
OXFORD ASSET MANAGEMENT LLP 110.03%0.03%0.03%Q1 2019Q4 20192
Intrinsic Edge Capital Management LLC 220.14%0.35%0.55%Q4 2021Q1 20222
WASHINGTON CAPITAL MANAGEMENT, INC 220.22%0.24%0.26%Q2 2019Q3 20192
WEXFORD CAPITAL LP 220.03%0.06%0.09%Q2 2019Q3 20192
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q3 2020Q4 20202
A.R.T. Advisors, LLC 220.06%0.09%0.12%Q3 2019Q4 20192
Marshall Wace North America L.P. 110.00%0.00%0.00%Q2 2018Q1 20192
Pier Capital, LLC 220.81%0.83%0.86%Q3 2018Q4 20182
Quantamental Technologies LLC 220.00%0.01%0.01%Q2 2019Q3 20192
VIRGINIA RETIREMENT SYSTEMS ET AL 220.01%0.01%0.01%Q3 2020Q4 20202
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Heritage Wealth Advisors 220.00%0.00%0.00%Q4 2018Q1 20192
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 220.03%0.04%0.05%Q4 2019Q1 20202
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2020Q2 20212
LOS ANGELES CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EAM Investors, LLC 110.20%0.20%0.20%Q4 2021Q2 20232
Future Financial Wealth Managment LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Aspire Private Capital, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
G2 Investment Partners Management LLC 110.30%0.80%1.29%Q1 2019Q4 20212
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q4 20192
Monashee Investment Management LLC 220.16%0.25%0.35%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
tru Independence LLC 110.00%0.00%0.00%Q2 2020Q4 20202
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q1 20192
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.01%Q2 2019Q3 20192
Passport Capital, LLC 2216.66%20.10%23.55%Q2 2018Q3 20182
Bridgefront Capital, LLC 110.06%0.12%0.18%Q4 2020Q4 20212
Aaron Wealth Advisors LLC 223.31%11.84%20.38%Q1 2022Q2 20222
Kazazian Asset Management, LLC 220.55%0.66%0.76%Q2 2019Q3 20192
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Tibra Equities Europe Ltd 110.28%0.28%0.28%Q1 2019Q1 20191
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Amundi 110.00%0.00%0.00%Q4 2022Q4 20221
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q2 2020Q2 20201
LVW Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Millrace Asset Group, Inc. 111.96%1.96%1.96%Q4 2021Q4 20211
Savant Capital, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Intercontinental Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Laurion Capital Management LP 110.02%0.02%0.02%Q2 2018Q2 20181
Arkadios Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Ratan Capital Management LP 113.44%3.44%3.44%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Parametrica Management Ltd 110.11%0.11%0.11%Q1 2020Q1 20201
QS Investors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Polar Capital LLP 110.03%0.03%0.03%Q3 2018Q3 20181
ARROWGRASS CAPITAL PARTNERS (US) LP 110.06%0.06%0.06%Q2 2018Q2 20181
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2018Q4 20181
Quantinno Capital Management LP 110.16%0.16%0.16%Q3 2019Q3 20191
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Procyon Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KETTLE HILL CAPITAL MANAGEMENT, LLC 110.47%0.47%0.47%Q2 2022Q2 20221
Independent Advisor Alliance 110.05%0.05%0.05%Q2 2020Q2 20201
Mission Creek Capital Partners, Inc. 110.28%0.28%0.28%Q4 2019Q4 20191
Fort Baker Capital Management LP 110.98%0.98%0.98%Q2 2021Q2 20211
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2020Q3 20201
FIRST FOUNDATION ADVISORS 110.03%0.03%0.03%Q4 2018Q4 20181
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2018Q2 20181
Blackstone Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q4 2022Q4 20221
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q1 2021Q1 20211
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Elmwood Wealth Management, Inc. 110.30%0.30%0.30%Q4 2018Q4 20181
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2018Q4 20181
Alpine Global Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2021Q2 20211
BlueCrest Capital Management Ltd 110.03%0.03%0.03%Q1 2019Q1 20191
GenTrust, LLC 110.45%0.45%0.45%Q3 2020Q3 20201
Think Investments LP 111.54%1.54%1.54%Q2 2020Q2 20201
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Liberty Mutual Group Asset Management Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
RK Capital 111.22%1.22%1.22%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Zweig-DiMenna Associates LLC 110.36%0.36%0.36%Q1 2019Q1 20191
WOLVERINE ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Westchester Capital Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lombard Odier Asset Management (USA) Corp 110.16%0.16%0.16%Q1 2019Q1 20191
Comprehensive Financial Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2022Q4 20221
LIGHT STREET CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2018Q2 20181
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Vigilare Wealth Management 110.11%0.11%0.11%Q4 2019Q4 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Frank, Rimerman Advisors LLC 110.24%0.24%0.24%Q1 2023Q1 20231
NVWM, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.57%0.57%0.57%Q2 2019Q2 20191
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PA Capital LLC 110.69%0.69%0.69%Q3 2020Q3 20201
Golden State Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
New England Research & Management, Inc. 110.13%0.13%0.13%Q2 2019Q2 20191
WCM INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Congress Park Capital LLC 110.27%0.27%0.27%Q2 2019Q2 20191
GLYNN CAPITAL MANAGEMENT LLC 112.64%2.64%2.64%Q3 2018Q3 20181
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Brookfield Asset Management 110.01%0.01%0.01%Q2 2022Q2 20221
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SteelPeak Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Campbell & CO Investment Adviser LLC 110.05%0.05%0.05%Q2 2023Q2 20231
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SHERBROOKE PARK ADVISERS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Trellus Management Company, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
CORNERCAP INVESTMENT COUNSEL INC 110.17%0.17%0.17%Q3 2023Q3 20231
Cetera Investment Advisers 110.02%0.02%0.02%Q3 2021Q3 20211
Tenzing Global Management, LLC 110.99%0.99%0.99%Q1 2019Q1 20191
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Olympiad Research LP 110.09%0.09%0.09%Q2 2021Q2 20211
Grandview Asset Management LLC 110.37%0.37%0.37%Q4 2018Q4 20181
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
DC Investments Management, LLC 110.63%0.63%0.63%Q2 2022Q2 20221
CIBC Asset Management Inc 110.01%0.01%0.01%Q1 2019Q1 20191
FOX RUN MANAGEMENT, L.L.C. 110.10%0.10%0.10%Q2 2022Q2 20221
Woodline Partners LP 110.00%0.00%0.00%Q4 2022Q4 20221
ANGELES WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Castleview Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
William Marsh Rice University 110.86%0.86%0.86%Q1 2019Q1 20191
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MQS Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.00%0.00%0.00%Q3 2020Q3 20201
Costello Asset Management, INC 110.01%0.01%0.01%Q2 2020Q2 20201
SOUTHPORT MANAGEMENT, L.L.C. 110.93%0.93%0.93%Q1 2019Q1 20191
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TRAVELERS COMPANIES, INC. 1111.28%11.28%11.28%Q3 2018Q3 20181
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
ETF MANAGERS GROUP, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LITTLE HOUSE CAPITAL LLC 110.07%0.07%0.07%Q1 2019Q1 20191
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q1 2022Q1 20221
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Aristides Capital LLC 110.12%0.12%0.12%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Alyeska Investment Group, L.P. 110.01%0.01%0.01%Q3 2018Q3 20181
Altshuler Shaham Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2018Q4 20181
Black Swift Group, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q4 20221
EAM Global Investors LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Potomac Capital Management, Inc. 110.40%0.40%0.40%Q3 2022Q3 20221
Counterpoint Mutual Funds LLC 110.11%0.11%0.11%Q2 2023Q2 20231
YALE UNIVERSITY 110.65%0.65%0.65%Q1 2019Q1 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own ZUORA INC or have owned ZUORA INC in the past.