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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, Q2 2021

Institutional positions in New Relic, Inc. as of Jun 30, 2021. 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

Institutional holders
215
+5 vs. Q1 2021
Shares held
56.0M
−1.72M (−3.0%) vs. Q1 2021
Total value
$3.75B
+$201.9M (+5.7%) vs. Q1 2021
New holders
41
64 more added
Sold out
36
70 more reduced

Compare with Q1 2021: 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 holdersQ2 2021: 215 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 heldQ2 2021: $3.75B
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, Q2 2021

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q1 2021.

Institutions holding NEWR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HMI Capital Management, L.P.5,259,021$352.2M11.03%00.0%Unchanged
Vanguard Group Inc5,220,858$349.6M0.01%+84,485+1.6%Added
Matrix Capital Management Company, LP5,000,000$334.9M3.66%00.0%Unchanged
Eminence Capital, LP4,987,535$334.0M4.13%−197,667−3.8%Reduced
Champlain Investment Partners, LLC4,757,920$318.6M1.51%−7,590−0.2%Reduced
BlackRock Inc.3,072,612$205.8M0.01%−244,479−7.4%Reduced
Clearbridge Investments, LLC1,836,871$123.0M0.09%−4,799−0.3%Reduced
Contour Asset Management LLC1,597,244$107.0M4.85%+412,504+34.8%Added
Wellington Management Group LLP1,528,042$102.3M0.02%+121,544+8.6%Added
FMR LLC1,441,405$96.5M0.01%+16,544+1.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,327,823$88.9M0.32%+111,970+9.2%Added
ArrowMark Colorado Holdings LLC1,314,656$88.0M0.66%−111,895−7.8%Reduced
Engaged Capital LLC1,176,692$78.8M6.10%+1,176,692New
TimesSquare Capital Management, LLC886,885$59.4M0.49%−490,550−35.6%Reduced
State Street Corp830,021$55.6M0.00%+144,303+21.0%Added
Archon Capital Management LLC794,185$53.2M11.32%−48,551−5.8%Reduced
Rockefeller Capital Management L.P.723,321$48.4M0.27%+3,870+0.5%Added
Two Sigma Advisers, LP646,900$43.3M0.11%−29,000−4.3%Reduced
Geode Capital Management, LLC645,272$43.2M0.01%+19,760+3.2%Added
Morgan Stanley639,759$42.8M0.01%+302,421+89.6%Added
Nomura Holdings Inc560,063$37.6M0.31%−111,541−16.6%Reduced
Bank of New York Mellon Corp551,256$36.9M0.01%−285,414−34.1%Reduced
AXA S.A.521,420$34.9M0.10%00.0%Unchanged
Parallax Volatility Advisers, L.P.511,945$34.3M0.43%+106,345+26.2%Added
Goldman Sachs Group Inc505,754$33.9M0.01%+2,202+0.4%Added
Nuveen Asset Management, LLC466,239$31.2M0.01%+21,090+4.7%Added
Jacobs Levy Equity Management, Inc450,915$30.2M0.20%+117,952+35.4%Added
Norges Bank430,610$28.8M0.01%−23,047−5.1%Reduced
Two Sigma Investments, LP408,257$27.3M0.07%+76,356+23.0%Added
Charles Schwab Investment Management Inc406,960$27.3M0.01%+12,531+3.2%Added
Northern Trust Corp297,523$19.9M0.00%+25,816+9.5%Added
Neuberger Berman Group LLC274,665$18.2M0.02%−2,815−1.0%Reduced
Dimensional Fund Advisors LP260,260$17.4M0.01%+12,575+5.1%Added
UBS Group AG250,446$16.8M0.01%−778,315−75.7%Reduced
GAM Holding AG229,607$15.4M0.67%+117,295+104.4%Added
NewEdge Wealth, LLC222,341$14.9M1.14%+222,341New
Petrus Trust Company, LTA221,235$14.8M1.56%+221,235New
Great West Life Assurance Co216,199$14.5M0.03%−272−0.1%Reduced
Gagnon Securities LLC214,754$14.4M2.04%+297+0.1%Added
Bank of America Corp177,728$11.9M0.00%+48,344+37.4%Added
Jefferies Group LLC176,138$11.8M0.21%+66,038+60.0%Added
North Run Capital, LP167,500$11.2M7.65%+60,000+55.8%Added
Intrinsic Edge Capital Management LLC165,722$11.1M0.66%+165,722New
Renaissance Technologies LLC159,500$10.7M0.01%+159,500New
Wells Fargo & Company157,363$10.5M0.00%−5,317−3.3%Reduced
Sandler Capital Management137,533$9.21M0.81%+9,915+7.8%Added
D. E. Shaw & Co., Inc.136,516$9.14M0.01%−106,584−43.8%Reduced
First Trust Advisors LP131,527$8.81M0.01%+120,103+1,051.3%Added
Sapience Investments, LLC125,705$8.42M1.05%−12,690−9.2%Reduced
Swiss National Bank125,097$8.38M0.01%+6,600+5.6%Added
Gagnon Advisors, LLC124,589$8.34M3.17%00.0%Unchanged
California Public Employees Retirement System122,273$8.19M0.01%−58,319−32.3%Reduced
New York State Common Retirement Fund112,551$7.54M0.01%00.0%Unchanged
Scoggin Management LP100,000$6.70M3.96%00.0%Unchanged
State of Wisconsin Investment Board99,332$6.65M0.01%−151,335−60.4%Reduced
California State Teachers Retirement System95,208$6.38M0.01%−814−0.8%Reduced
Alphabet Inc.91,132$6.10M0.12%00.0%Unchanged
FIL Ltd90,680$6.07M0.01%+3,969+4.6%Added
Citadel Advisors LLC90,626$6.07M0.01%−293,739−76.4%Reduced
SEI Investments Co90,709$6.06M0.01%−659−0.7%Reduced
Legal & General Group Plc90,255$6.04M0.00%−34,358−27.6%Reduced
Credit Suisse AG85,985$5.92M0.00%+6,875+8.7%Added
First Washington CORP86,120$5.77M2.15%00.0%Unchanged
UBS Asset Management Americas Inc83,826$5.61M0.00%+2,951+3.6%Added
Deutsche Bank AG78,554$5.26M0.00%−396,081−83.4%Reduced
Frontier Capital Management Co LLC72,295$4.84M0.04%−3,974−5.2%Reduced
PEAK6 Investments LLC70,661$4.73M0.13%+66,988+1,823.8%Added
Russell Investments Group, Ltd.68,421$4.58M0.01%+22,428+48.8%Added
Cohen Capital Management, Inc.66,998$4.49M0.77%00.0%Unchanged
PDT Partners, LLC65,965$4.42M0.29%−398−0.6%Reduced
State Board of Administration of Florida Retirement System64,773$4.34M0.01%+937+1.5%Added
Parametric Portfolio Associates LLC60,253$4.04M0.00%+16,141+36.6%Added
Granahan Investment Management Inc58,472$3.92M0.07%+19,527+50.1%Added
Formula Growth Ltd56,687$3.80M0.52%−38,870−40.7%Reduced
Madison Asset Management, LLC56,080$3.76M0.05%−86−0.2%Reduced
Invesco Ltd.54,916$3.68M0.00%+6,972+14.5%Added
Commonwealth Equity Services, LLC53,478$3.58M0.01%−770−1.4%Reduced
Susquehanna International Group, LLP52,336$3.50M0.00%−35,328−40.3%Reduced
JPMorgan Chase & Co51,505$3.45M0.00%+16,148+45.7%Added
Rhumbline Advisers50,610$3.39M0.00%−2,551−4.8%Reduced
Bank of Nova Scotia47,826$3.20M0.01%−211,174−81.5%Reduced
State of New Jersey Common Pension Fund D42,013$2.81M0.01%+6,332+17.7%Added
Bradley Foster & Sargent Inc41,649$2.79M0.07%−5,365−11.4%Reduced
Squarepoint Ops LLC38,265$2.56M0.02%+38,265New
Assenagon Asset Management S.A.35,836$2.40M0.01%−735,385−95.4%Reduced
Blueshift Asset Management, LLC35,617$2.38M0.13%+35,617New
Potrero Capital Research LLC35,000$2.34M0.58%00.0%Unchanged
Raymond James & Associates34,691$2.32M0.00%+1,737+5.3%Added
Public Employees Retirement System of Ohio31,229$2.09M0.01%+2,762+9.7%Added
Cypress Growth Fund III LP30,000$2.01M1.68%00.0%Unchanged
Eaton Vance Management29,877$2.00M0.00%−225−0.7%Reduced
Caas Capital Management LP28,800$1.93M0.10%00.0%Unchanged
Alliancebernstein L.P.28,060$1.88M0.00%−793−2.7%Reduced
Source Financial Advisors LLC27,829$1.86M0.48%00.0%Unchanged
Simplex Trading, LLC27,843$1.86M0.07%+4,050+17.0%Added
Price T Rowe Associates Inc26,993$1.81M0.00%−2,981−9.9%Reduced
Walleye Trading LLC26,528$1.78M0.05%+10,723+67.8%Added
M&G Investment Management Ltd25,873$1.73M0.01%+25,873New
SWS Partners25,751$1.73M1.12%+6,909+36.7%Added
Lannebo Fonder AB25,500$1.71M0.21%00.0%Unchanged