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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
Sciencast Management LP14,668$984.0K0.21%+14,668New
Jane Street Group, LLC15,219$1.02M0.00%−7,990−34.4%Reduced
Arizona State Retirement System15,429$1.03M0.01%+341+2.3%Added
Duality Advisers, LP15,766$1.06M0.09%+15,766New
Maverick Capital LtdSuperinvestorMaverick Capital16,648$1.11M0.01%−9,834−37.1%Reduced
Citigroup Inc17,010$1.14M0.00%+1,627+10.6%Added
Bank of Montreal16,666$1.16M0.00%−108−0.6%Reduced
Voya Investment Management LLC17,643$1.18M0.00%+103+0.6%Added
Treasurer of the State of North Carolina19,040$1.27M0.01%−620−3.2%Reduced
Diversified Trust Co20,730$1.39M0.05%−50−0.2%Reduced
Grandeur Peak Global Advisors, LLC21,925$1.47M0.07%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.22,409$1.50M0.01%+22,409New
Shay Capital LLC22,500$1.51M0.36%+22,500New
Man Group plc22,691$1.52M0.01%−30,322−57.2%Reduced
AlphaCrest Capital Management LLC25,130$1.68M0.07%+21,699+632.4%Added
Lannebo Fonder AB25,500$1.71M0.21%00.0%Unchanged
SWS Partners25,751$1.73M1.12%+6,909+36.7%Added
M&G Investment Management Ltd25,873$1.73M0.01%+25,873New
Walleye Trading LLC26,528$1.78M0.05%+10,723+67.8%Added
Price T Rowe Associates Inc26,993$1.81M0.00%−2,981−9.9%Reduced
Source Financial Advisors LLC27,829$1.86M0.48%00.0%Unchanged
Simplex Trading, LLC27,843$1.86M0.07%+4,050+17.0%Added
Alliancebernstein L.P.28,060$1.88M0.00%−793−2.7%Reduced
Caas Capital Management LP28,800$1.93M0.10%00.0%Unchanged
Eaton Vance Management29,877$2.00M0.00%−225−0.7%Reduced
Cypress Growth Fund III LP30,000$2.01M1.68%00.0%Unchanged
Public Employees Retirement System of Ohio31,229$2.09M0.01%+2,762+9.7%Added
Raymond James & Associates34,691$2.32M0.00%+1,737+5.3%Added
Potrero Capital Research LLC35,000$2.34M0.58%00.0%Unchanged
Blueshift Asset Management, LLC35,617$2.38M0.13%+35,617New
Assenagon Asset Management S.A.35,836$2.40M0.01%−735,385−95.4%Reduced
Squarepoint Ops LLC38,265$2.56M0.02%+38,265New
Bradley Foster & Sargent Inc41,649$2.79M0.07%−5,365−11.4%Reduced
State of New Jersey Common Pension Fund D42,013$2.81M0.01%+6,332+17.7%Added
Bank of Nova Scotia47,826$3.20M0.01%−211,174−81.5%Reduced
Rhumbline Advisers50,610$3.39M0.00%−2,551−4.8%Reduced
JPMorgan Chase & Co51,505$3.45M0.00%+16,148+45.7%Added
Susquehanna International Group, LLP52,336$3.50M0.00%−35,328−40.3%Reduced
Commonwealth Equity Services, LLC53,478$3.58M0.01%−770−1.4%Reduced
Invesco Ltd.54,916$3.68M0.00%+6,972+14.5%Added
Madison Asset Management, LLC56,080$3.76M0.05%−86−0.2%Reduced
Formula Growth Ltd56,687$3.80M0.52%−38,870−40.7%Reduced
Granahan Investment Management Inc58,472$3.92M0.07%+19,527+50.1%Added
Parametric Portfolio Associates LLC60,253$4.04M0.00%+16,141+36.6%Added
State Board of Administration of Florida Retirement System64,773$4.34M0.01%+937+1.5%Added
PDT Partners, LLC65,965$4.42M0.29%−398−0.6%Reduced
Cohen Capital Management, Inc.66,998$4.49M0.77%00.0%Unchanged
Russell Investments Group, Ltd.68,421$4.58M0.01%+22,428+48.8%Added
PEAK6 Investments LLC70,661$4.73M0.13%+66,988+1,823.8%Added
Frontier Capital Management Co LLC72,295$4.84M0.04%−3,974−5.2%Reduced
Deutsche Bank AG78,554$5.26M0.00%−396,081−83.4%Reduced
UBS Asset Management Americas Inc83,826$5.61M0.00%+2,951+3.6%Added
First Washington CORP86,120$5.77M2.15%00.0%Unchanged
Credit Suisse AG85,985$5.92M0.00%+6,875+8.7%Added
Legal & General Group Plc90,255$6.04M0.00%−34,358−27.6%Reduced
SEI Investments Co90,709$6.06M0.01%−659−0.7%Reduced
Citadel Advisors LLC90,626$6.07M0.01%−293,739−76.4%Reduced
FIL Ltd90,680$6.07M0.01%+3,969+4.6%Added
Alphabet Inc.91,132$6.10M0.12%00.0%Unchanged
California State Teachers Retirement System95,208$6.38M0.01%−814−0.8%Reduced
State of Wisconsin Investment Board99,332$6.65M0.01%−151,335−60.4%Reduced
Scoggin Management LP100,000$6.70M3.96%00.0%Unchanged
New York State Common Retirement Fund112,551$7.54M0.01%00.0%Unchanged
California Public Employees Retirement System122,273$8.19M0.01%−58,319−32.3%Reduced
Gagnon Advisors, LLC124,589$8.34M3.17%00.0%Unchanged
Swiss National Bank125,097$8.38M0.01%+6,600+5.6%Added
Sapience Investments, LLC125,705$8.42M1.05%−12,690−9.2%Reduced
First Trust Advisors LP131,527$8.81M0.01%+120,103+1,051.3%Added
D. E. Shaw & Co., Inc.136,516$9.14M0.01%−106,584−43.8%Reduced
Sandler Capital Management137,533$9.21M0.81%+9,915+7.8%Added
Wells Fargo & Company157,363$10.5M0.00%−5,317−3.3%Reduced
Renaissance Technologies LLC159,500$10.7M0.01%+159,500New
Intrinsic Edge Capital Management LLC165,722$11.1M0.66%+165,722New
North Run Capital, LP167,500$11.2M7.65%+60,000+55.8%Added
Jefferies Group LLC176,138$11.8M0.21%+66,038+60.0%Added
Bank of America Corp177,728$11.9M0.00%+48,344+37.4%Added
Gagnon Securities LLC214,754$14.4M2.04%+297+0.1%Added
Great West Life Assurance Co216,199$14.5M0.03%−272−0.1%Reduced
Petrus Trust Company, LTA221,235$14.8M1.56%+221,235New
NewEdge Wealth, LLC222,341$14.9M1.14%+222,341New
GAM Holding AG229,607$15.4M0.67%+117,295+104.4%Added
UBS Group AG250,446$16.8M0.01%−778,315−75.7%Reduced
Dimensional Fund Advisors LP260,260$17.4M0.01%+12,575+5.1%Added
Neuberger Berman Group LLC274,665$18.2M0.02%−2,815−1.0%Reduced
Northern Trust Corp297,523$19.9M0.00%+25,816+9.5%Added
Charles Schwab Investment Management Inc406,960$27.3M0.01%+12,531+3.2%Added
Two Sigma Investments, LP408,257$27.3M0.07%+76,356+23.0%Added
Norges Bank430,610$28.8M0.01%−23,047−5.1%Reduced
Jacobs Levy Equity Management, Inc450,915$30.2M0.20%+117,952+35.4%Added
Nuveen Asset Management, LLC466,239$31.2M0.01%+21,090+4.7%Added
Goldman Sachs Group Inc505,754$33.9M0.01%+2,202+0.4%Added
Parallax Volatility Advisers, L.P.511,945$34.3M0.43%+106,345+26.2%Added
AXA S.A.521,420$34.9M0.10%00.0%Unchanged
Bank of New York Mellon Corp551,256$36.9M0.01%−285,414−34.1%Reduced
Nomura Holdings Inc560,063$37.6M0.31%−111,541−16.6%Reduced
Morgan Stanley639,759$42.8M0.01%+302,421+89.6%Added
Geode Capital Management, LLC645,272$43.2M0.01%+19,760+3.2%Added
Two Sigma Advisers, LP646,900$43.3M0.11%−29,000−4.3%Reduced
Rockefeller Capital Management L.P.723,321$48.4M0.27%+3,870+0.5%Added
Archon Capital Management LLC794,185$53.2M11.32%−48,551−5.8%Reduced