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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 2021

Institutional positions in New Relic, Inc. as of Sep 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
239
+26 vs. Q2 2021
Shares held
56.6M
+605.9K (+1.1%) vs. Q2 2021
Total value
$4.06B
+$312.4M (+8.3%) vs. Q2 2021
New holders
46
69 more added
Sold out
20
79 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 239 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 2021: $4.06B
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 2021

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q2 2021.

Institutions holding NEWR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,324,905$382.2M0.01%+104,047+2.0%Added
HMI Capital Management, L.P.5,259,021$377.4M11.32%00.0%Unchanged
Matrix Capital Management Company, LP5,000,000$358.9M4.08%00.0%Unchanged
Eminence Capital, LP4,652,588$333.9M4.56%−334,947−6.7%Reduced
Champlain Investment Partners, LLC4,226,420$303.3M1.45%−531,500−11.2%Reduced
BlackRock Inc.3,024,640$217.1M0.01%−47,972−1.6%Reduced
Clearbridge Investments, LLC1,836,546$131.8M0.09%−3250.0%Reduced
Engaged Capital LLC1,599,746$114.8M8.25%+423,054+36.0%Added
Wellington Management Group LLP1,529,159$109.7M0.02%+1,117+0.1%Added
Contour Asset Management LLC1,453,800$104.3M4.55%−143,444−9.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,313,076$94.2M0.35%−14,747−1.1%Reduced
ArrowMark Colorado Holdings LLC1,307,023$93.8M0.73%−7,633−0.6%Reduced
FMR LLC1,160,666$83.3M0.01%−280,739−19.5%Reduced
TimesSquare Capital Management, LLC833,985$59.9M0.52%−52,900−6.0%Reduced
State Street Corp830,230$59.6M0.00%+2090.0%Added
Rockefeller Capital Management L.P.733,673$52.7M0.28%+10,352+1.4%Added
Archon Capital Management LLC675,838$48.5M10.24%−118,347−14.9%Reduced
Geode Capital Management, LLC659,371$47.3M0.01%+14,099+2.2%Added
Nomura Holdings Inc598,398$43.6M0.33%+38,335+6.8%Added
Goldman Sachs Group Inc584,332$41.9M0.01%+78,578+15.5%Added
NewEdge Wealth, LLC562,395$40.4M2.40%+340,054+152.9%Added
Parallax Volatility Advisers, L.P.546,551$39.2M0.42%+34,606+6.8%Added
AXA S.A.521,420$37.4M0.11%00.0%Unchanged
Two Sigma Advisers, LP521,300$37.4M0.10%−125,600−19.4%Reduced
Bank of New York Mellon Corp518,745$37.2M0.01%−32,511−5.9%Reduced
Jacobs Levy Equity Management, Inc505,845$36.3M0.24%+54,930+12.2%Added
Morgan Stanley458,836$32.9M0.00%−180,923−28.3%Reduced
Norges Bank457,131$32.8M0.01%+26,521+6.2%Added
Charles Schwab Investment Management Inc419,769$30.1M0.01%+12,809+3.1%Added
Citadel Advisors LLC401,176$28.8M0.03%+310,550+342.7%Added
Nuveen Asset Management, LLC381,970$27.4M0.01%−84,269−18.1%Reduced
Marshall Wace North America L.P.363,173$26.1M0.11%+363,173New
Two Sigma Investments, LP363,099$26.1M0.07%−45,158−11.1%Reduced
Neuberger Berman Group LLC356,104$25.2M0.02%+81,439+29.7%Added
Northern Trust Corp299,096$21.5M0.00%+1,573+0.5%Added
Natixis291,600$20.9M0.07%+291,600New
Dimensional Fund Advisors LP248,276$17.8M0.01%−11,984−4.6%Reduced
Petrus Trust Company, LTA221,976$15.9M1.76%+741+0.3%Added
Renaissance Technologies LLC220,500$15.8M0.02%+61,000+38.2%Added
Gagnon Securities LLC215,040$15.4M2.29%+286+0.1%Added
Intrinsic Edge Capital Management LLC211,342$15.2M1.05%+45,620+27.5%Added
UBS Group AG201,527$14.5M0.01%−48,919−19.5%Reduced
Bank of Nova Scotia171,164$12.3M0.02%+123,338+257.9%Added
Millennium Management LLC159,754$11.5M0.02%+150,527+1,631.4%Added
Great West Life Assurance Co154,651$11.2M0.03%−61,548−28.5%Reduced
Scoggin Management LP150,000$10.8M6.19%+50,000+50.0%Added
Sandler Capital Management148,823$10.7M1.24%+11,290+8.2%Added
GAM Holding AG145,152$10.4M0.48%−84,455−36.8%Reduced
Sapience Investments, LLC137,075$9.84M1.17%+11,370+9.0%Added
Swiss National Bank126,897$9.11M0.01%+1,800+1.4%Added
Gagnon Advisors, LLC124,589$8.94M3.55%00.0%Unchanged
California Public Employees Retirement System122,378$8.78M0.01%+105+0.1%Added
North Run Capital, LP118,000$8.47M6.11%−49,500−29.6%Reduced
Wells Fargo & Company115,768$8.31M0.00%−41,595−26.4%Reduced
Altrinsic Global Advisors LLC110,905$7.96M0.24%+110,905New
New York State Common Retirement Fund108,334$7.78M0.01%−4,217−3.7%Reduced
Legal & General Group Plc105,052$7.54M0.00%+14,797+16.4%Added
Bank of America Corp103,723$7.44M0.00%−74,005−41.6%Reduced
Russell Investments Group, Ltd.100,237$7.19M0.01%+31,816+46.5%Added
State of Wisconsin Investment Board99,266$7.12M0.01%−66−0.1%Reduced
Qube Research & Technologies Ltd98,033$7.04M0.09%+98,033New
Jefferies Group LLC96,000$6.89M0.17%−80,138−45.5%Reduced
California State Teachers Retirement System91,957$6.60M0.01%−3,251−3.4%Reduced
Alphabet Inc.91,132$6.54M0.16%00.0%Unchanged
Assenagon Asset Management S.A.85,355$6.13M0.03%+49,519+138.2%Added
First Washington CORP84,780$6.08M2.22%−1,340−1.6%Reduced
UBS Asset Management Americas Inc84,627$6.07M0.00%+801+1.0%Added
FIL Ltd81,733$5.87M0.01%−8,947−9.9%Reduced
Jabodon PT Co80,422$5.77M2.39%+80,422New
SEI Investments Co69,649$4.99M0.01%−21,060−23.2%Reduced
Susquehanna International Group, LLP68,044$4.88M0.01%+15,708+30.0%Added
D. E. Shaw & Co., Inc.67,741$4.86M0.01%−68,775−50.4%Reduced
Cohen Capital Management, Inc.66,998$4.81M0.84%00.0%Unchanged
Squarepoint Ops LLC66,801$4.79M0.03%+28,536+74.6%Added
PDT Partners, LLC65,864$4.73M0.34%−101−0.2%Reduced
Credit Suisse AG65,076$4.67M0.00%−20,909−24.3%Reduced
State Board of Administration of Florida Retirement System63,182$4.54M0.01%−1,591−2.5%Reduced
Invesco Ltd.62,509$4.49M0.00%+7,593+13.8%Added
Parametric Portfolio Associates LLC59,984$4.30M0.00%−269−0.4%Reduced
Granahan Investment Management Inc58,472$4.20M0.08%00.0%Unchanged
Madison Asset Management, LLC55,109$3.96M0.05%−971−1.7%Reduced
Marshall Wace, LLP54,346$3.90M0.02%+54,346New
Connor, Clark & Lunn Investment Management Ltd.54,338$3.90M0.02%+31,929+142.5%Added
Commonwealth Equity Services, LLC53,478$3.84M0.01%00.0%Unchanged
Rhumbline Advisers48,792$3.50M0.00%−1,818−3.6%Reduced
Potrero Capital Research LLC48,615$3.49M0.92%+13,615+38.9%Added
Cubist Systematic Strategies, LLC44,741$3.21M0.04%+37,045+481.4%Added
Engineers Gate Manager LP43,329$3.11M0.18%+43,329New
Wolverine Asset Management LLC40,567$2.91M0.03%+40,567New
Barclays PLC40,313$2.89M0.00%+30,816+324.5%Added
Liontrust Investment Partners LLP40,000$2.87M0.04%+40,000New
Jane Street Group, LLC38,030$2.73M0.01%+22,811+149.9%Added
Occudo Quantitative Strategies LP37,340$2.68M0.32%+27,339+273.4%Added
ExodusPoint Capital Management, LP36,487$2.62M0.04%+31,637+652.3%Added
State of New Jersey Common Pension Fund D35,921$2.58M0.01%−6,092−14.5%Reduced
First Trust Advisors LP35,558$2.55M0.00%−95,969−73.0%Reduced
Raymond James & Associates35,505$2.55M0.00%+814+2.3%Added
Caas Capital Management LP35,427$2.54M0.19%+6,627+23.0%Added
HRT Financial LP34,015$2.44M0.01%+20,642+154.4%Added
JPMorgan Chase & Co32,612$2.34M0.00%−18,893−36.7%Reduced