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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
State Street Corp830,021$55.6M0.00%+144,303+21.0%Added
TimesSquare Capital Management, LLC886,885$59.4M0.49%−490,550−35.6%Reduced
Engaged Capital LLC1,176,692$78.8M6.10%+1,176,692New
ArrowMark Colorado Holdings LLC1,314,656$88.0M0.66%−111,895−7.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,327,823$88.9M0.32%+111,970+9.2%Added
FMR LLC1,441,405$96.5M0.01%+16,544+1.2%Added
Wellington Management Group LLP1,528,042$102.3M0.02%+121,544+8.6%Added
Contour Asset Management LLC1,597,244$107.0M4.85%+412,504+34.8%Added
Clearbridge Investments, LLC1,836,871$123.0M0.09%−4,799−0.3%Reduced
BlackRock Inc.3,072,612$205.8M0.01%−244,479−7.4%Reduced
Champlain Investment Partners, LLC4,757,920$318.6M1.51%−7,590−0.2%Reduced
Eminence Capital, LP4,987,535$334.0M4.13%−197,667−3.8%Reduced
Matrix Capital Management Company, LP5,000,000$334.9M3.66%00.0%Unchanged
Vanguard Group Inc5,220,858$349.6M0.01%+84,485+1.6%Added
HMI Capital Management, L.P.5,259,021$352.2M11.03%00.0%Unchanged
SG Americas Securities, LLC0$00.00%−250,597−100.0%Sold out
Royce & Associates LP0$00.00%−197,000−100.0%Sold out
Alberta Investment Management Corp0$00.00%−197,000−100.0%Sold out
Natixis0$00.00%−163,600−100.0%Sold out
Needham Investment Management LLC0$00.00%−122,500−100.0%Sold out
Nordea Investment Management AB0$00.00%−100,526−100.0%Sold out
Whetstone Capital Advisors, LLC0$00.00%−90,473−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−60,600−100.0%Sold out
Melqart Asset Management (UK) Ltd0$00.00%−59,181−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−35,457−100.0%Sold out
Ergoteles LLC0$00.00%−22,681−100.0%Sold out
Engineers Gate Manager LP0$00.00%−22,538−100.0%Sold out
Capital Fund Management S.A.0$00.00%−22,322−100.0%Sold out
Holocene Advisors, LP0$00.00%−20,112−100.0%Sold out
Group One Trading, L.P.0$00.00%−19,072−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−11,062−100.0%Sold out
Twinbeech Capital LP0$00.00%−8,400−100.0%Sold out
Jump Financial, LLC0$00.00%−7,100−100.0%Sold out
Brighton Jones LLC0$00.00%−6,939−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−6,250−100.0%Sold out
Winton Group Ltd0$00.00%−5,646−100.0%Sold out
New York Life Investments Alternatives0$00.00%−5,402−100.0%Sold out
1623 Capital LLC0$00.00%−5,199−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−3,571−100.0%Sold out
LPL Financial LLC0$00.00%−3,529−100.0%Sold out
Private Ocean, LLC0$00.00%−1,033−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−500−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−400−100.0%Sold out
Covington Capital Management0$00.00%−100−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−96−100.0%Sold out
Fifth Third Bancorp0$00.00%−32−100.0%Sold out
Glassman Wealth Services0$00.00%−10−100.0%Sold out
WealthShield Partners, LLC0$00.00%−19−100.0%Sold out
Sowell Financial Services LLC0$00.00%−5−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−6−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−11−100.0%Sold out