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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 2022

Institutional positions in New Relic, Inc. as of Jun 30, 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
235
−20 vs. Q1 2022
Shares held
58.6M
−806.9K (−1.4%) vs. Q1 2022
Total value
$2.94B
−$1.04B (−26.1%) vs. Q1 2022
New holders
39
71 more added
Sold out
59
87 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 235 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 2022: $2.94B
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 2022

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q1 2022.

Institutions holding NEWR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC11,561$579.0K0.00%+53+0.5%Added
CAPROCK Group, Inc.12,219$612.0K0.06%−5,000−29.0%Reduced
Woodline Partners LP12,336$617.0K0.01%+12,336New
Ensign Peak Advisors, Inc13,680$685.0K0.00%+210+1.6%Added
Graham Capital Management, L.P.14,540$727.0K0.03%+14,540New
Diversified Trust Co14,750$738.0K0.03%00.0%Unchanged
Louis-Dreyfus Family Office LLC15,024$752.0K1.01%00.0%Unchanged
Balyasny Asset Management LLC15,876$795.0K0.00%+15,876New
Raymond James Financial Services Advisors, Inc.16,114$807.0K0.00%+10,959+212.6%Added
Arizona State Retirement System16,140$808.0K0.01%+226+1.4%Added
Vishria Bird Financial Group, LLC16,267$814.0K0.54%00.0%Unchanged
Canada Pension Plan Investment Board16,500$825.0K0.00%+12,500+312.5%Added
Lannebo Fonder AB17,000$851.0K0.15%00.0%Unchanged
AQR Capital Management LLC17,575$851.0K0.00%+17,575New
AlphaCrest Capital Management LLC18,491$925.0K0.04%+18,491New
Alberta Investment Management Corp19,423$972.0K0.01%−5,500−22.1%Reduced
ETF Managers Group, LLC20,345$1.03M0.03%−2,420−10.6%Reduced
Millennium Management LLC20,836$1.04M0.00%−517,555−96.1%Reduced
First Republic Investment Management, Inc.20,940$1.05M0.00%−4,038−16.2%Reduced
Treasurer of the State of North Carolina21,825$1.09M0.01%+2,438+12.6%Added
Voya Investment Management LLC21,880$1.09M0.00%−3,762−14.7%Reduced
Man Group plc–$1.12M0.00%–New
Grandeur Peak Global Advisors, LLC22,549$1.13M0.07%−5,750−20.3%Reduced
Holocene Advisors, LP22,645$1.13M0.01%+22,645New
Alliancebernstein L.P.24,979$1.25M0.00%+224+0.9%Added
Public Employees Retirement System of Ohio25,688$1.29M0.01%−1,665−6.1%Reduced
Eaton Vance Management29,877$1.50M0.00%00.0%Unchanged
Source Financial Advisors LLC31,979$1.60M0.63%00.0%Unchanged
PEAK6 Investments LLC28,171$1.61M0.04%+19,342+219.1%Added
Employees Retirement System of Texas32,500$1.63M0.02%00.0%Unchanged
Capital Fund Management S.A.33,278$1.67M0.04%−21,195−38.9%Reduced
Occudo Quantitative Strategies LP33,809$1.69M0.14%−24,721−42.2%Reduced
Ameriprise Financial Inc33,873$1.69M0.00%+8,301+32.5%Added
Schonfeld Strategic Advisors LLC35,720$1.79M0.02%−19,080−34.8%Reduced
SWS Partners38,022$1.90M1.60%+11,958+45.9%Added
Price T Rowe Associates Inc38,108$1.91M0.00%−1,665−4.2%Reduced
Commonwealth Equity Services, LLC38,964$1.95M0.01%−160−0.4%Reduced
Rockefeller Capital Management L.P.39,003$1.95M0.01%−659,785−94.4%Reduced
North Run Capital, LP39,700$1.99M4.08%+25,000+170.1%Added
Optimus Prime Fund Management Co., Ltd.39,900$2.00M0.22%−5,100−11.3%Reduced
Liontrust Investment Partners LLP40,000$2.00M0.03%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.41,435$2.07M0.01%+18,517+80.8%Added
Algert Global LLC46,852$2.35M0.18%+14,192+43.5%Added
State of New Jersey Common Pension Fund D48,728$2.44M0.01%+9,086+22.9%Added
Jacobs Levy Equity Management, Inc49,028$2.45M0.02%+44,826+1,066.8%Added
Madison Asset Management, LLC49,883$2.50M0.04%−11,443−18.7%Reduced
Raymond James & Associates50,230$2.51M0.00%−9,403−15.8%Reduced
Rhumbline Advisers51,922$2.60M0.00%+4,692+9.9%Added
Redwood Investment Management, LLC52,017$2.60M0.44%+52,017New
Healthcare of Ontario Pension Plan Trust Fund52,531$2.63M0.01%+17,348+49.3%Added
New York State Common Retirement Fund56,013$2.80M0.00%−52,938−48.6%Reduced
State Board of Administration of Florida Retirement System57,803$2.89M0.01%−1,585−2.7%Reduced
Qube Research & Technologies Ltd60,955$3.05M0.02%+44,210+264.0%Added
First Trust Advisors LP61,534$3.08M0.00%−177,571−74.3%Reduced
Potrero Capital Research LLC61,690$3.09M2.06%−76,795−55.5%Reduced
State of Wisconsin Investment Board63,846$3.19M0.01%−17,246−21.3%Reduced
Jump Financial, LLC64,787$3.24M0.14%+32,567+101.1%Added
Cohen Capital Management, Inc.68,998$3.45M0.71%00.0%Unchanged
Bank of America Corp69,384$3.47M0.00%−21,398−23.6%Reduced
UBS Group AG70,385$3.52M0.00%−35,747−33.7%Reduced
Tudor Investment Corp Et Al70,570$3.53M0.10%+70,570New
California State Teachers Retirement System73,034$3.65M0.01%+202+0.3%Added
Invesco Ltd.73,539$3.68M0.00%−15,412−17.3%Reduced
Cubist Systematic Strategies, LLC74,776$3.74M0.03%+7,379+10.9%Added
Credit Suisse AG78,867$3.95M0.00%−590,859−88.2%Reduced
SEI Investments Co81,030$4.04M0.01%+47,887+144.5%Added
Sandler Capital Management81,108$4.06M0.63%+13,100+19.3%Added
Citadel Advisors LLC86,902$4.35M0.01%−973,157−91.8%Reduced
Horrell Capital Management, Inc.90,000$4.50M1.60%+90,000New
Alphabet Inc.91,132$4.56M0.25%00.0%Unchanged
National Bank of Canada100,000$5.00M0.03%−52,000−34.2%Reduced
Great West Life Assurance Co100,049$5.01M0.01%+5,119+5.4%Added
UBS Asset Management Americas Inc100,126$5.01M0.00%+2,056+2.1%Added
CenterBook Partners LP100,388$5.02M1.08%+80,930+415.9%Added
California Public Employees Retirement System101,250$5.07M0.00%−5,612−5.3%Reduced
Formula Growth Ltd105,000$5.25M1.46%−28,000−21.1%Reduced
Lombard Odier Asset Management (USA) Corp105,000$5.25M1.10%+25,000+31.3%Added
Daventry Group, LP113,430$5.68M7.74%+113,430New
Alyeska Investment Group, L.P.116,928$5.85M0.07%+116,928New
Legal & General Group Plc119,225$5.97M0.00%+9,217+8.4%Added
FIL Ltd122,802$6.15M0.01%−20,328−14.2%Reduced
Melqart Asset Management (UK) Ltd133,791$6.70M0.68%+133,791New
Nomura Holdings Inc132,869$6.86M0.06%−369,904−73.6%Reduced
Gagnon Advisors, LLC137,048$6.86M4.15%00.0%Unchanged
Bank of Nova Scotia137,463$6.88M0.02%+1,692+1.2%Added
Swiss National Bank140,397$7.03M0.00%+1,200+0.9%Added
Islet Management, LP150,000$7.51M2.16%+60,000+66.7%Added
Allspring Global Investments Holdings, LLC158,511$7.93M0.01%−47,994−23.2%Reduced
Washington Harbour Partners LP158,881$7.95M5.38%+158,881New
Allianz Asset Management GmbH168,293$8.42M0.01%+97,978+139.3%Added
Renaissance Technologies LLC174,300$8.72M0.01%+174,300New
Sapience Investments, LLC207,861$10.4M1.95%+50,026+31.7%Added
Gagnon Securities LLC217,938$10.9M2.29%−420.0%Reduced
Altrinsic Global Advisors LLC218,151$10.9M0.44%+22,824+11.7%Added
Senator Investment Group LP250,000$12.5M0.90%+250,000New
Two Sigma Investments, LP258,159$12.9M0.04%+149,705+138.0%Added
Squarepoint Ops LLC266,210$13.3M0.12%+156,277+142.2%Added
Northern Trust Corp280,517$14.0M0.00%−10,916−3.7%Reduced
Morgan Stanley314,482$15.7M0.00%+55,049+21.2%Added
Goldman Sachs Group Inc321,115$16.1M0.00%−208,966−39.4%Reduced