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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
Teacher Retirement System of Texas9,145$656.0K0.00%+2,467+36.9%Added
Amalgamated Bank9,345$671.0K0.01%−1,163−11.1%Reduced
Tower Research Capital LLC (TRC)9,550$685.0K0.02%+9,358+4,874.0%Added
Balyasny Asset Management LLC10,495$753.0K0.00%+10,495New
Handelsbanken Fonder AB10,637$763.0K0.00%00.0%Unchanged
Old Mission Capital LLC10,801$775.0K0.03%+10,801New
Citigroup Inc11,321$813.0K0.00%−5,689−33.4%Reduced
CAPROCK Group, Inc.12,219$877.0K0.08%00.0%Unchanged
Victory Capital Management Inc12,724$913.0K0.00%−135−1.0%Reduced
Susquehanna Fundamental Investments, LLC12,741$914.0K0.02%+8,301+187.0%Added
Employees Retirement System of Texas14,500$1.04M0.01%+14,500New
Royal Bank of Canada14,779$1.06M0.00%+1,666+12.7%Added
Shay Capital LLC15,000$1.08M0.34%−7,500−33.3%Reduced
Schonfeld Strategic Advisors LLC15,238$1.09M0.01%+15,238New
Arizona State Retirement System15,639$1.12M0.01%+210+1.4%Added
Capital Fund Management S.A.15,637$1.12M0.03%+15,637New
Bank of Montreal15,962$1.16M0.00%−704−4.2%Reduced
Voya Investment Management LLC16,362$1.17M0.00%−1,281−7.3%Reduced
Voloridge Investment Management, LLC17,789$1.28M0.01%+17,789New
Treasurer of the State of North Carolina18,579$1.33M0.01%−461−2.4%Reduced
Group One Trading, L.P.19,243$1.38M0.03%+19,243New
Diversified Trust Co20,355$1.46M0.05%−375−1.8%Reduced
Grandeur Peak Global Advisors, LLC21,925$1.57M0.07%00.0%Unchanged
Lannebo Fonder AB22,000$1.58M0.20%−3,500−13.7%Reduced
PEAK6 Investments LLC23,557$1.69M0.03%−47,104−66.7%Reduced
Ergoteles LLC24,957$1.79M0.07%+24,957New
Twinbeech Capital LP25,290$1.81M0.13%+25,290New
Simplex Trading, LLC27,341$1.82M0.06%−502−1.8%Reduced
M&G Investment Management Ltd25,873$1.86M0.01%00.0%Unchanged
SWS Partners26,248$1.88M1.17%+497+1.9%Added
Price T Rowe Associates Inc26,273$1.89M0.00%−720−2.7%Reduced
Alliancebernstein L.P.27,600$1.98M0.00%−460−1.6%Reduced
Source Financial Advisors LLC27,829$2.00M0.52%00.0%Unchanged
Dynamic Technology Lab Private Ltd28,690$2.06M0.25%+18,830+191.0%Added
Public Employees Retirement System of Ohio28,793$2.07M0.01%−2,436−7.8%Reduced
Eaton Vance Management29,877$2.14M0.00%00.0%Unchanged
Cypress Growth Fund III LP30,000$2.15M1.81%00.0%Unchanged
Man Group plc30,523$2.19M0.01%+7,832+34.5%Added
Walleye Trading LLC30,785$2.21M0.05%+4,257+16.0%Added
JPMorgan Chase & Co32,612$2.34M0.00%−18,893−36.7%Reduced
HRT Financial LP34,015$2.44M0.01%+20,642+154.4%Added
Caas Capital Management LP35,427$2.54M0.19%+6,627+23.0%Added
Raymond James & Associates35,505$2.55M0.00%+814+2.3%Added
First Trust Advisors LP35,558$2.55M0.00%−95,969−73.0%Reduced
State of New Jersey Common Pension Fund D35,921$2.58M0.01%−6,092−14.5%Reduced
ExodusPoint Capital Management, LP36,487$2.62M0.04%+31,637+652.3%Added
Occudo Quantitative Strategies LP37,340$2.68M0.32%+27,339+273.4%Added
Jane Street Group, LLC38,030$2.73M0.01%+22,811+149.9%Added
Liontrust Investment Partners LLP40,000$2.87M0.04%+40,000New
Barclays PLC40,313$2.89M0.00%+30,816+324.5%Added
Wolverine Asset Management LLC40,567$2.91M0.03%+40,567New
Engineers Gate Manager LP43,329$3.11M0.18%+43,329New
Cubist Systematic Strategies, LLC44,741$3.21M0.04%+37,045+481.4%Added
Potrero Capital Research LLC48,615$3.49M0.92%+13,615+38.9%Added
Rhumbline Advisers48,792$3.50M0.00%−1,818−3.6%Reduced
Commonwealth Equity Services, LLC53,478$3.84M0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.54,338$3.90M0.02%+31,929+142.5%Added
Marshall Wace, LLP54,346$3.90M0.02%+54,346New
Madison Asset Management, LLC55,109$3.96M0.05%−971−1.7%Reduced
Granahan Investment Management Inc58,472$4.20M0.08%00.0%Unchanged
Parametric Portfolio Associates LLC59,984$4.30M0.00%−269−0.4%Reduced
Invesco Ltd.62,509$4.49M0.00%+7,593+13.8%Added
State Board of Administration of Florida Retirement System63,182$4.54M0.01%−1,591−2.5%Reduced
Credit Suisse AG65,076$4.67M0.00%−20,909−24.3%Reduced
PDT Partners, LLC65,864$4.73M0.34%−101−0.2%Reduced
Squarepoint Ops LLC66,801$4.79M0.03%+28,536+74.6%Added
Cohen Capital Management, Inc.66,998$4.81M0.84%00.0%Unchanged
D. E. Shaw & Co., Inc.67,741$4.86M0.01%−68,775−50.4%Reduced
Susquehanna International Group, LLP68,044$4.88M0.01%+15,708+30.0%Added
SEI Investments Co69,649$4.99M0.01%−21,060−23.2%Reduced
Jabodon PT Co80,422$5.77M2.39%+80,422New
FIL Ltd81,733$5.87M0.01%−8,947−9.9%Reduced
UBS Asset Management Americas Inc84,627$6.07M0.00%+801+1.0%Added
First Washington CORP84,780$6.08M2.22%−1,340−1.6%Reduced
Assenagon Asset Management S.A.85,355$6.13M0.03%+49,519+138.2%Added
Alphabet Inc.91,132$6.54M0.16%00.0%Unchanged
California State Teachers Retirement System91,957$6.60M0.01%−3,251−3.4%Reduced
Jefferies Group LLC96,000$6.89M0.17%−80,138−45.5%Reduced
Qube Research & Technologies Ltd98,033$7.04M0.09%+98,033New
State of Wisconsin Investment Board99,266$7.12M0.01%−66−0.1%Reduced
Russell Investments Group, Ltd.100,237$7.19M0.01%+31,816+46.5%Added
Bank of America Corp103,723$7.44M0.00%−74,005−41.6%Reduced
Legal & General Group Plc105,052$7.54M0.00%+14,797+16.4%Added
New York State Common Retirement Fund108,334$7.78M0.01%−4,217−3.7%Reduced
Altrinsic Global Advisors LLC110,905$7.96M0.24%+110,905New
Wells Fargo & Company115,768$8.31M0.00%−41,595−26.4%Reduced
North Run Capital, LP118,000$8.47M6.11%−49,500−29.6%Reduced
California Public Employees Retirement System122,378$8.78M0.01%+105+0.1%Added
Gagnon Advisors, LLC124,589$8.94M3.55%00.0%Unchanged
Swiss National Bank126,897$9.11M0.01%+1,800+1.4%Added
Sapience Investments, LLC137,075$9.84M1.17%+11,370+9.0%Added
GAM Holding AG145,152$10.4M0.48%−84,455−36.8%Reduced
Sandler Capital Management148,823$10.7M1.24%+11,290+8.2%Added
Scoggin Management LP150,000$10.8M6.19%+50,000+50.0%Added
Great West Life Assurance Co154,651$11.2M0.03%−61,548−28.5%Reduced
Millennium Management LLC159,754$11.5M0.02%+150,527+1,631.4%Added
Bank of Nova Scotia171,164$12.3M0.02%+123,338+257.9%Added
UBS Group AG201,527$14.5M0.01%−48,919−19.5%Reduced
Intrinsic Edge Capital Management LLC211,342$15.2M1.05%+45,620+27.5%Added
Gagnon Securities LLC215,040$15.4M2.29%+286+0.1%Added