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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, Q1 2022

Institutional positions in New Relic, Inc. as of Mar 31, 2022. 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
257
−16 vs. Q4 2021
Shares held
59.5M
+1.02M (+1.7%) vs. Q4 2021
Total value
$3.98B
−$2.45B (−38.1%) vs. Q4 2021
New holders
50
104 more added
Sold out
66
70 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 257 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 heldQ1 2022: $3.98B
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, Q1 2022

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q4 2021.

Institutions holding NEWR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HMI Capital Management, L.P.5,259,021$351.7M10.26%00.0%Unchanged
Eminence Capital, LP5,153,069$344.6M5.52%+456,617+9.7%Added
Matrix Capital Management Company, LP5,000,000$334.4M4.01%00.0%Unchanged
Vanguard Group Inc4,973,747$332.6M0.01%+49,388+1.0%Added
BlackRock Inc.3,157,120$211.1M0.01%+89,812+2.9%Added
Champlain Investment Partners, LLC2,527,630$169.0M0.88%−400,835−13.7%Reduced
Wellington Management Group LLP2,294,043$153.4M0.03%−77,155−3.3%Reduced
Contour Asset Management LLC2,262,262$151.3M6.14%+833,446+58.3%Added
Clearbridge Investments, LLC1,889,144$126.3M0.09%+9,341+0.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,562,561$104.5M0.36%+127,940+8.9%Added
FMR LLC1,259,096$84.2M0.01%+105,798+9.2%Added
ArrowMark Colorado Holdings LLC1,217,009$81.4M0.71%+19,058+1.6%Added
Marshall Wace, LLP1,127,835$75.4M0.16%−80,309−6.6%Reduced
Citadel Advisors LLC1,060,059$70.9M0.08%−124,992−10.5%Reduced
Engaged Capital LLC999,270$66.8M6.77%−596,276−37.4%Reduced
Southpoint Capital Advisors LP900,000$60.2M1.17%+900,000New
Jana Partners LLC866,685$58.0M3.76%+866,685New
State Street Corp840,618$56.2M0.00%+29,300+3.6%Added
NewEdge Wealth, LLC786,435$52.6M2.34%+186,396+31.1%Added
Geode Capital Management, LLC709,279$47.4M0.01%+21,103+3.1%Added
TimesSquare Capital Management, LLC703,202$47.0M0.53%−95,653−12.0%Reduced
Rockefeller Capital Management L.P.698,788$46.7M0.23%−26,051−3.6%Reduced
Credit Suisse AG669,726$44.8M0.04%+612,502+1,070.4%Added
JPMorgan Chase & Co581,713$38.9M0.01%+256,973+79.1%Added
Archon Capital Management LLC576,286$38.5M9.96%+124,948+27.7%Added
Millennium Management LLC538,391$36.0M0.04%+69,567+14.8%Added
Bank of New York Mellon Corp538,368$36.0M0.01%+16,751+3.2%Added
Goldman Sachs Group Inc530,081$35.5M0.01%−369,450−41.1%Reduced
Nomura Holdings Inc502,773$33.9M0.26%−333,977−39.9%Reduced
Norges Bank454,739$30.4M0.01%−73,898−14.0%Reduced
Charles Schwab Investment Management Inc449,221$30.0M0.01%+17,128+4.0%Added
Petrus Trust Company, LTA441,612$29.5M3.78%+219,269+98.6%Added
AXA S.A.403,035$27.0M0.08%−126,836−23.9%Reduced
Neuberger Berman Group LLC378,818$25.3M0.02%+18,733+5.2%Added
Nuveen Asset Management, LLC369,279$24.5M0.01%+16,948+4.8%Added
Two Sigma Advisers, LP302,800$20.3M0.05%−307,500−50.4%Reduced
Northern Trust Corp291,433$19.5M0.00%+1,070+0.4%Added
Morgan Stanley259,433$17.4M0.00%−41,453−13.8%Reduced
Dimensional Fund Advisors LP244,651$16.4M0.01%−2,824−1.1%Reduced
First Trust Advisors LP239,105$16.0M0.02%+25,772+12.1%Added
Gagnon Securities LLC217,980$14.6M2.38%+11,261+5.4%Added
Allspring Global Investments Holdings, LLC206,505$13.8M0.02%+64,280+45.2%Added
Clearline Capital LP195,794$13.1M1.78%+195,794New
Altrinsic Global Advisors LLC195,327$13.1M0.46%+93,575+92.0%Added
American Century Companies Inc167,307$11.2M0.01%+162,617+3,467.3%Added
Cinctive Capital Management LP165,371$11.1M0.50%+144,305+685.0%Added
Sapience Investments, LLC157,835$10.6M1.28%+24,420+18.3%Added
National Bank of Canada152,000$10.2M0.04%+28,000+22.6%Added
Bank of Montreal144,414$9.72M0.01%+72,593+101.1%Added
FIL Ltd143,130$9.57M0.01%+93,528+188.6%Added
Swiss National Bank139,197$9.31M0.01%+10,700+8.3%Added
Potrero Capital Research LLC138,485$9.26M3.10%+89,870+184.9%Added
Gagnon Advisors, LLC137,048$9.17M4.22%+12,459+10.0%Added
Bank of Nova Scotia135,771$9.08M0.02%+79,597+141.7%Added
Formula Growth Ltd133,000$8.89M1.70%+133,000New
Legal & General Group Plc110,008$7.36M0.00%+17,711+19.2%Added
Squarepoint Ops LLC109,933$7.35M0.05%+27,297+33.0%Added
New York State Common Retirement Fund108,951$7.29M0.01%−2,198−2.0%Reduced
Two Sigma Investments, LP108,454$7.25M0.02%−539,383−83.3%Reduced
California Public Employees Retirement System106,862$7.15M0.01%−6,156−5.4%Reduced
UBS Group AG106,132$7.10M0.00%−36,741−25.7%Reduced
UBS Asset Management Americas Inc98,070$6.56M0.00%+6,332+6.9%Added
Great West Life Assurance Co94,930$6.51M0.01%−60,787−39.0%Reduced
Alphabet Inc.91,132$6.09M0.20%00.0%Unchanged
Bank of America Corp90,782$6.07M0.00%−35,187−27.9%Reduced
Islet Management, LP90,000$6.02M0.75%−110,000−55.0%Reduced
Invesco Ltd.88,951$5.95M0.00%+19,874+28.8%Added
State of Wisconsin Investment Board81,092$5.42M0.01%−2,080−2.5%Reduced
Lombard Odier Asset Management (USA) Corp80,000$5.35M0.94%+80,000New
California State Teachers Retirement System72,832$4.87M0.01%−4,825−6.2%Reduced
Parametric Portfolio Associates LLC72,658$4.86M0.00%−8,791−10.8%Reduced
Allianz Asset Management GmbH70,315$4.70M0.00%+70,315New
Cohen Capital Management, Inc.68,998$4.62M0.81%+2,000+3.0%Added
Sandler Capital Management68,008$4.55M0.69%−81,820−54.6%Reduced
Cubist Systematic Strategies, LLC67,397$4.51M0.04%+2,177+3.3%Added
Granahan Investment Management Inc65,820$4.40M0.11%+4,287+7.0%Added
First Washington CORP63,767$4.26M1.72%+2,198+3.6%Added
Madison Asset Management, LLC61,326$4.10M0.06%+15,319+33.3%Added
Raymond James & Associates59,633$3.99M0.00%+24,817+71.3%Added
State Board of Administration of Florida Retirement System59,388$3.97M0.01%−2,479−4.0%Reduced
Occudo Quantitative Strategies LP58,530$3.91M0.33%+6,135+11.7%Added
Point72 Asset Management, L.P.56,000$3.75M0.02%+56,000New
Schonfeld Strategic Advisors LLC54,800$3.67M0.04%+47,400+640.5%Added
Capital Fund Management S.A.54,473$3.64M0.10%+54,473New
Susquehanna International Group, LLP53,822$3.60M0.01%+53,822New
Wells Fargo & Company53,393$3.57M0.00%+2,402+4.7%Added
Rhumbline Advisers47,230$3.16M0.00%−2,230−4.5%Reduced
Optimus Prime Fund Management Co., Ltd.45,000$3.01M0.28%+20,000+80.0%Added
Jane Street Group, LLC41,078$2.75M0.01%+34,414+516.4%Added
Liontrust Investment Partners LLP40,000$2.68M0.03%00.0%Unchanged
Price T Rowe Associates Inc39,773$2.66M0.00%−34,799−46.7%Reduced
State of New Jersey Common Pension Fund D39,642$2.65M0.01%+2,346+6.3%Added
Commonwealth Equity Services, LLC39,124$2.62M0.01%−54−0.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund35,183$2.35M0.01%+18,983+117.2%Added
SEI Investments Co33,143$2.20M0.00%−346−1.0%Reduced
Algert Global LLC32,660$2.18M0.14%+32,660New
Employees Retirement System of Texas32,500$2.17M0.03%+24,000+282.4%Added
Jump Financial, LLC32,220$2.15M0.09%+3,051+10.5%Added
Source Financial Advisors LLC31,979$2.14M0.63%00.0%Unchanged
Eaton Vance Management29,877$2.00M0.00%00.0%Unchanged