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New Relic, Inc.

NEWRDelisted Nov 8, 2023
Industry
Services-Prepackaged Software
SEC CIK
0001448056

New Relic, Inc. was delisted on Nov 8, 2023; its insiders filed their last Form 4 on Nov 13, 2023; 274 institutions reported holding it in 13F filings for Q3 2023, worth $5.27B in total; no superinvestor held it.

13F holders, Q3 2023

Institutional positions in New Relic, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

NEWR is no longer listed, so this page shows Q3 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
274
−3 vs. Q2 2023
Shares held
60.9M
+3.13M (+5.4%) vs. Q2 2023
Total value
$5.27B
+$1.48B (+39.2%) vs. Q2 2023
New holders
83
63 more added
Sold out
86
93 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NEWR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 274 institutions
Q1 2021: 210 institutionsQ2 2021: 215 institutionsQ3 2021: 239 institutionsQ4 2021: 277 institutionsQ1 2022: 257 institutionsQ2 2022: 235 institutionsQ3 2022: 260 institutionsQ4 2022: 240 institutionsQ1 2023: 277 institutionsQ2 2023: 279 institutionsQ3 2023: 274 institutionsQ4 2023: 3 institutionsQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 2 institutionsQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2023: $5.27B
Q1 2021: $3.55BQ2 2021: $3.75BQ3 2021: $4.06BQ4 2021: $6.43BQ1 2022: $3.98BQ2 2022: $2.94BQ3 2022: $3.33BQ4 2022: $3.32BQ1 2023: $4.38BQ2 2023: $3.99BQ3 2023: $5.27BQ4 2023: $20.0KQ1 2024: $1.50KQ2 2024: $1.50KQ3 2024: $1.50KQ4 2024: $1.50KQ1 2025: $1.50KQ2 2025: $1.50KQ3 2025: $1.50KQ4 2025: $1.50KQ1 2026: $1.50KQ2 2026: $1.50K
Institutions holding NEWR and their total value by quarter
QuarterHoldersValue
Q2 20261$1.50K
Q1 20261$1.50K
Q4 20252$1.50K
Q3 20251$1.50K
Q2 20251$1.50K
Q1 20251$1.50K
Q4 20241$1.50K
Q3 20241$1.50K
Q2 20241$1.50K
Q1 20241$1.50K
Q4 20233$20.0K
Q3 2023274$5.27B
Q2 2023279$3.99B
Q1 2023277$4.38B
Q4 2022240$3.32B
Q3 2022260$3.33B
Q2 2022235$2.94B
Q1 2022257$3.98B
Q4 2021277$6.43B
Q3 2021239$4.06B
Q2 2021215$3.75B
Q1 2021210$3.55B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q2 2023.

Institutions holding NEWR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,566,383$476.6M0.01%−478,811−7.9%Reduced
HMI Capital Management, L.P.5,065,082$433.7M16.66%+2,982+0.1%Added
UBS Oconnor LLC3,313,068$283.7M5.07%+3,203,068+2,911.9%Added
JANA Partners Management, LP3,215,426$275.3M19.64%+3,215,426New
BlackRock Inc.3,142,306$269.0M0.01%−149,058−4.5%Reduced
FIL Ltd2,540,674$217.5M0.26%+2,467,707+3,381.9%Added
Wellington Management Group LLP2,375,335$203.4M0.04%+174,348+7.9%Added
Champlain Investment Partners, LLC1,979,589$169.5M1.10%−10,766−0.5%Reduced
Pentwater Capital Management LP1,949,000$166.9M1.61%+1,949,000New
Balyasny Asset Management LLC1,307,640$112.0M0.31%+1,307,640New
Contour Asset Management LLC1,192,188$102.1M4.86%+30,777+2.6%Added
Magnetar Financial LLC1,148,323$98.3M2.52%+1,148,323New
Clearbridge Investments, LLC946,863$81.1M0.08%−1,044,860−52.5%Reduced
Glazer Capital, LLC943,039$80.7M5.26%+943,039New
Vivaldi Asset Management, LLC912,354$78.1M4.32%+912,354New
Kite Lake Capital Management (UK) LLP907,000$77.7M8.34%+907,000New
State Street Corp883,794$75.7M0.00%+4,575+0.5%Added
TIG Advisors, LLC850,934$72.9M3.59%+850,934New
Alpine Associates Management Inc.805,100$68.9M3.61%+805,100New
Geode Capital Management, LLC803,288$68.8M0.01%−22,277−2.7%Reduced
FMR LLC699,593$59.9M0.01%−934,502−57.2%Reduced
Neuberger Berman Group LLC683,969$58.6M0.05%−88,464−11.5%Reduced
Picton Mahoney Asset Management657,100$56.3M2.60%+657,100New
Millennium Management LLC655,935$56.2M0.06%+367,576+127.5%Added
Davidson Kempner Capital Management LP634,641$54.3M0.84%+379,641+148.9%Added
Norges Bank603,284$51.7M0.01%+53,903+9.8%Added
Man Group plc–$51.6M0.16%––
HBK Investments L P600,000$51.4M1.14%+600,000New
Tudor Investment Corp Et Al567,760$48.6M0.71%+447,292+371.3%Added
Renaissance Technologies LLC563,800$48.3M0.08%−49,200−8.0%Reduced
Qube Research & Technologies Ltd518,245$44.4M0.13%−89,125−14.7%Reduced
Assenagon Asset Management S.A.482,238$41.3M0.14%−474,219−49.6%Reduced
Charles Schwab Investment Management Inc466,945$40.0M0.01%+2,389+0.5%Added
Morgan Stanley457,011$39.1M0.00%+157,899+52.8%Added
Water Island Capital LLC424,267$36.3M3.30%+424,267New
UBS Group AG421,747$36.1M0.02%+397,027+1,606.1%Added
Bank of America Corp419,349$35.9M0.00%+322,893+334.8%Added
Tiedemann Advisors, LLC412,043$35.3M1.51%+412,043New
Woodline Partners LP402,000$34.4M0.40%+376,203+1,458.3%Added
Senvest Management, LLC401,363$34.4M1.34%−1,314,108−76.6%Reduced
Melqart Asset Management (UK) Ltd384,206$32.9M2.35%+384,206New
Schonfeld Strategic Advisors LLC334,702$28.7M0.26%+312,002+1,374.5%Added
Bank of New York Mellon Corp327,384$28.0M0.01%−9,740−2.9%Reduced
Citadel Advisors LLC313,145$26.8M0.03%−967,212−75.5%Reduced
LMR Partners LLP310,605$26.6M0.60%+310,605New
Northern Trust Corp299,568$25.6M0.00%+1,493+0.5%Added
Goldman Sachs Group Inc278,034$23.8M0.01%+164,126+144.1%Added
Nuveen Asset Management, LLC266,930$22.9M0.01%−33,362−11.1%Reduced
Alliancebernstein L.P.261,442$22.4M0.01%+240,683+1,159.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC254,393$21.8M0.10%+254,393New
Gabelli Funds LLC254,350$21.8M0.18%+254,350New
Los Angeles Capital Management LLC242,947$20.8M0.09%−60,683−20.0%Reduced
Westchester Capital Management, LLC220,807$18.9M0.65%+220,807New
Gabelli & Co Investment Advisers, Inc.215,200$18.4M3.00%+215,200New
CNH Partners LLC202,136$17.3M0.78%+202,136New
American Century Companies Inc197,217$16.9M0.01%+35,918+22.3%Added
P Schoenfeld Asset Management LP194,538$16.7M2.12%+194,538New
New York Life Investment Management LLC190,764$16.3M0.18%+185,290+3,384.9%Added
Daventry Group, LP176,612$15.1M9.64%−111,534−38.7%Reduced
AQR Capital Management LLC172,314$14.8M0.03%−67,847−28.3%Reduced
Capula Management Ltd163,919$14.0M0.91%+163,919New
Sand Grove Capital Management LLP159,132$13.6M1.96%+159,132New
HSBC Holdings PLC152,602$13.1M0.01%+125,137+455.6%Added
Healthcare of Ontario Pension Plan Trust Fund145,000$12.4M0.06%+57,590+65.9%Added
Clearline Capital LP133,463$11.4M1.13%−61,197−31.4%Reduced
Prelude Capital Management, LLC130,823$11.2M1.01%+130,823New
Credit Suisse AG129,807$11.1M0.01%+40,638+45.6%Added
Swiss National Bank123,497$10.6M0.01%+3,600+3.0%Added
Altrinsic Global Advisors LLC119,043$10.2M0.39%−6,441−5.1%Reduced
Tokio Marine Asset Management Co Ltd110,200$9.44M0.60%+110,200New
Barclays PLC107,659$9.22M0.01%+91,087+549.6%Added
Invesco Ltd.106,960$9.16M0.00%−190,942−64.1%Reduced
Ameriprise Financial Inc104,014$8.91M0.00%−232,373−69.1%Reduced
SQN Investors LP103,876$8.89M5.15%−109,100−51.2%Reduced
Deutsche Bank AG103,357$8.85M0.01%+1,126+1.1%Added
Alberta Investment Management Corp103,300$8.84M0.09%+103,300New
Centiva Capital, LP99,203$8.49M0.42%+87,468+745.4%Added
Kellner Capital, LLC98,372$8.42M9.91%+98,372New
UBS Asset Management Americas Inc96,857$8.29M0.00%+4,581+5.0%Added
Crystalline Management Inc.96,100$8.23M6.27%+96,100New
Penserra Capital Management LLC93,793$8.03M0.17%+93,793New
State of Wisconsin Investment Board89,901$7.70M0.02%−7,226−7.4%Reduced
California Public Employees Retirement System89,466$7.66M0.01%00.0%Unchanged
First Trust Advisors LP81,360$6.97M0.01%−222,788−73.2%Reduced
Marshall Wace, LLP80,222$6.87M0.01%−539,464−87.1%Reduced
Great West Life Assurance Co79,957$6.85M0.02%+73+0.1%Added
Yakira Capital Management, Inc.79,532$6.81M1.85%+79,532New
HRT Financial LP77,867$6.67M0.07%+77,867New
Public Employees Retirement System of Ohio76,864$6.58M0.03%+51,950+208.5%Added
Rhumbline Advisers76,583$6.56M0.01%+2,473+3.3%Added
Omni Event Management Ltd71,038$6.08M0.70%+71,038New
Silphium Asset Management Ltd65,000$5.57M1.81%+65,000New
California State Teachers Retirement System62,174$5.32M0.01%−4,795−7.2%Reduced
Calamos Advisors LLC60,000$5.14M0.03%+54,867+1,068.9%Added
NewEdge Wealth, LLC58,485$5.01M0.16%−517,145−89.8%Reduced
Panagora Asset Management Inc57,869$4.95M0.03%−51,874−47.3%Reduced
State Board of Administration of Florida Retirement System56,539$4.84M0.01%+390+0.7%Added
Gardner Lewis Asset Management L P56,272$4.82M1.76%+56,272New
Horrell Capital Management, Inc.55,000$4.71M1.57%−15,000−21.4%Reduced
Verition Fund Management LLC54,883$4.70M0.06%+41,431+308.0%Added