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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, Q4 2021

Institutional positions in New Relic, Inc. as of Dec 31, 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
277
+41 vs. Q3 2021
Shares held
58.5M
+2.27M (+4.0%) vs. Q3 2021
Total value
$6.43B
+$2.40B (+59.4%) vs. Q3 2021
New holders
75
87 more added
Sold out
34
80 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 277 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 heldQ4 2021: $6.43B
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, Q4 2021

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q3 2021.

Institutions holding NEWR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ETF Managers Group, LLC5,455$604.0K0.01%−606−10.0%Reduced
Exchange Traded Concepts, LLC5,529$608.0K0.01%−1,849−25.1%Reduced
180 Wealth Advisors, LLC6,205$615.0K0.14%−232−3.6%Reduced
Principal Financial Group Inc5,589$615.0K0.00%+283+5.3%Added
Hanseatic Management Services Inc5,692$626.0K1.02%+5,692New
HSBC Holdings PLC5,736$630.0K0.00%−1,884−24.7%Reduced
AlphaCrest Capital Management LLC5,750$632.0K0.02%−302−5.0%Reduced
Envestnet Asset Management Inc5,786$636.0K0.00%+21+0.4%Added
Sumitomo Mitsui Trust Holdings, Inc.5,816$640.0K0.00%−138−2.3%Reduced
Xponance, Inc.5,873$646.0K0.01%+41+0.7%Added
Vision Capital Management, Inc.6,349$698.0K0.10%+16+0.3%Added
Jane Street Group, LLC6,664$733.0K0.00%−31,366−82.5%Reduced
EULAV Asset Management7,000$741.0K0.02%+7,000New
Aigen Investment Management, LP7,147$742.0K0.05%+7,147New
Freestone Capital Holdings, LLC7,182$790.0K0.03%+7,182New
AGF Investments LLC7,227$795.0K0.07%−741−9.3%Reduced
Schonfeld Strategic Advisors LLC7,400$814.0K0.01%−7,838−51.4%Reduced
Public Employees Retirement Association of Colorado7,451$819.0K0.00%00.0%Unchanged
LPL Financial LLC7,882$867.0K0.00%+4,637+142.9%Added
Allstate Corp7,907$869.0K0.02%−197−2.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,333$916.0K0.00%+3,195+62.2%Added
Employees Retirement System of Texas8,500$935.0K0.01%−6,000−41.4%Reduced
Citigroup Inc8,582$944.0K0.00%−2,739−24.2%Reduced
Flputnam Investment Management Co8,754$963.0K0.03%00.0%Unchanged
BNP Paribas Arbitrage, SA9,077$998.1K0.00%+546+6.4%Added
Adams Street Partners LLC9,678$1.06M0.16%+9,678New
Royal Bank of Canada9,926$1.09M0.00%−4,853−32.8%Reduced
Echo Street Capital Management LLC10,109$1.11M0.01%+4,611+83.9%Added
Ensign Peak Advisors, Inc10,190$1.12M0.00%+8,980+742.1%Added
Frontier Wealth Management LLC10,295$1.13M0.07%+10,295New
Handelsbanken Fonder AB10,637$1.17M0.01%00.0%Unchanged
Moody Lynn & Lieberson, LLC10,775$1.19M0.08%+10,775New
Comerica Bank11,388$1.19M0.01%+11,388New
Amalgamated Bank10,897$1.20M0.01%+1,552+16.6%Added
Wolverine Trading, LLC10,973$1.22M0.02%+2,040+22.8%Added
Blueshift Asset Management, LLC11,191$1.23M0.11%+11,191New
Walleye Trading LLC11,329$1.25M0.02%−19,456−63.2%Reduced
Quantbot Technologies LP11,460$1.26M0.10%+10,583+1,206.7%Added
Teacher Retirement System of Texas11,470$1.26M0.01%+2,325+25.4%Added
Janus Henderson Group PLC11,537$1.27M0.00%+5,805+101.3%Added
Virtue Capital Management, LLC11,802$1.30M0.19%+11,802New
Victory Capital Management Inc11,875$1.31M0.00%−849−6.7%Reduced
STRS Ohio11,897$1.31M0.00%+11,897New
CAPROCK Group, Inc.12,232$1.34M0.11%+13+0.1%Added
Ameriprise Financial Inc12,885$1.42M0.00%+8,274+179.4%Added
Shay Capital LLC14,000$1.54M0.58%−1,000−6.7%Reduced
Louis-Dreyfus Family Office LLC15,024$1.65M2.01%+15,024New
Diversified Trust Co15,040$1.65M0.05%−5,315−26.1%Reduced
Icapital Wealth LLC15,300$1.68M0.65%+15,300New
Arizona State Retirement System15,708$1.73M0.01%+69+0.4%Added
Healthcare of Ontario Pension Plan Trust Fund16,200$1.78M0.00%+16,200New
Vishria Bird Financial Group, LLC16,267$1.79M0.83%+16,267New
EAM Investors, LLC16,831$1.85M0.30%+16,831New
Crawford Lake Capital Management, LLC18,425$2.03M0.84%+18,425New
Treasurer of the State of North Carolina18,699$2.06M0.01%+120+0.6%Added
Quadrature Capital Ltd19,219$2.11M0.11%+19,219New
First Republic Investment Management, Inc.20,779$2.29M0.00%+20,779New
Twin Tree Management, LP20,841$2.29M0.06%+14,124+210.3%Added
Cinctive Capital Management LP21,066$2.32M0.11%+21,066New
Lannebo Fonder AB22,000$2.42M0.29%00.0%Unchanged
Engineers Gate Manager LP22,069$2.43M0.11%−21,260−49.1%Reduced
Grandeur Peak Global Advisors, LLC22,107$2.43M0.11%+182+0.8%Added
Simplex Trading, LLC22,571$2.48M0.08%−4,770−17.4%Reduced
Voloridge Investment Management, LLC23,424$2.58M0.01%+5,635+31.7%Added
EAM Global Investors LLC23,782$2.62M0.46%+23,782New
PDT Partners, LLC24,093$2.65M0.20%−41,771−63.4%Reduced
Optimus Prime Fund Management Co., Ltd.25,000$2.75M0.17%+25,000New
Alliancebernstein L.P.25,021$2.75M0.00%−2,579−9.3%Reduced
Twinbeech Capital LP25,398$2.79M0.16%+108+0.4%Added
Voya Investment Management LLC25,608$2.82M0.01%+9,246+56.5%Added
SWS Partners26,914$2.96M1.68%+666+2.5%Added
Public Employees Retirement System of Ohio27,732$3.05M0.01%−1,061−3.7%Reduced
HRT Financial LP27,759$3.05M0.02%−6,256−18.4%Reduced
ExodusPoint Capital Management, LP28,761$3.16M0.04%−7,726−21.2%Reduced
Alyeska Investment Group, L.P.29,093$3.20M0.04%+29,093New
Jump Financial, LLC29,169$3.21M0.20%+25,669+733.4%Added
Eaton Vance Management29,877$3.29M0.00%00.0%Unchanged
Jetstream Capital LLC30,000$3.30M3.85%+30,000New
Man Group plc30,172$3.32M0.01%−351−1.1%Reduced
Gotham Asset Management, LLC30,250$3.33M0.11%+30,250New
Susquehanna Fundamental Investments, LLC31,606$3.48M0.09%+18,865+148.1%Added
Source Financial Advisors LLC31,979$3.52M0.95%+4,150+14.9%Added
SEI Investments Co33,489$3.69M0.01%−36,160−51.9%Reduced
Raymond James & Associates34,816$3.83M0.00%−689−1.9%Reduced
State of New Jersey Common Pension Fund D37,296$4.10M0.01%+1,375+3.8%Added
Commonwealth Equity Services, LLC39,178$4.31M0.01%−14,300−26.7%Reduced
Liontrust Investment Partners LLP40,000$4.40M0.05%00.0%Unchanged
Castleark Management LLC40,020$4.40M0.16%+40,020New
Jefferies Group LLC41,700$4.59M0.09%−54,300−56.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.45,074$4.96M0.02%−9,264−17.0%Reduced
Madison Asset Management, LLC46,007$5.06M0.07%−9,102−16.5%Reduced
Potrero Capital Research LLC48,615$5.35M1.60%00.0%Unchanged
Rhumbline Advisers49,460$5.44M0.01%+668+1.4%Added
FIL Ltd49,602$5.45M0.01%−32,131−39.3%Reduced
Wells Fargo & Company50,991$5.61M0.00%−64,777−56.0%Reduced
Occudo Quantitative Strategies LP52,395$5.76M0.51%+15,055+40.3%Added
Walleye Capital LLC53,014$5.83M0.19%+53,014New
Bank of Nova Scotia56,174$6.18M0.01%−114,990−67.2%Reduced
Credit Suisse AG57,224$6.29M0.01%−7,852−12.1%Reduced
Granahan Investment Management Inc61,533$6.77M0.14%+3,061+5.2%Added