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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
Emerson Point Capital LP328,833$16.5M4.34%+328,833New
Two Sigma Advisers, LP330,400$16.5M0.05%+27,600+9.1%Added
Nuveen Asset Management, LLC334,878$16.8M0.01%−34,401−9.3%Reduced
Clearline Capital LP377,509$18.9M2.66%+181,715+92.8%Added
Norges Bank383,316$19.2M0.00%−71,423−15.7%Reduced
AXA S.A.401,205$20.1M0.07%−1,830−0.5%Reduced
Point72 Asset Management, L.P.403,700$20.2M0.09%+347,700+620.9%Added
Marshall Wace, LLP441,035$22.1M0.05%−686,800−60.9%Reduced
Charles Schwab Investment Management Inc445,502$22.3M0.01%−3,719−0.8%Reduced
Kettle Hill Capital Management, LLC478,960$24.0M6.03%+478,960New
Neuberger Berman Group LLC522,753$26.2M0.03%+143,935+38.0%Added
Petrus Trust Company, LTA553,168$27.7M3.95%+111,556+25.3%Added
Archon Capital Management LLC586,786$29.4M10.52%+10,500+1.8%Added
Sunriver Management LLC628,121$31.4M4.98%+628,121New
Bank of New York Mellon Corp672,377$33.7M0.01%+134,009+24.9%Added
TimesSquare Capital Management, LLC697,002$34.9M0.49%−6,200−0.9%Reduced
Geode Capital Management, LLC712,074$35.6M0.01%+2,795+0.4%Added
Assenagon Asset Management S.A.827,030$41.4M0.17%+797,909+2,740.0%Added
NewEdge Wealth, LLC829,307$41.5M1.89%+42,872+5.5%Added
JPMorgan Chase & Co839,042$42.0M0.01%+257,329+44.2%Added
State Street Corp842,090$42.1M0.00%+1,472+0.2%Added
Senvest Management, LLC882,895$44.2M1.51%+882,895New
FMR LLC1,229,842$61.6M0.01%−29,254−2.3%Reduced
Sachem Head Capital Management LP1,485,000$74.3M2.24%+1,485,000New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,550,294$77.6M0.30%−12,267−0.8%Reduced
Wellington Management Group LLP1,792,396$89.7M0.02%−501,647−21.9%Reduced
Clearbridge Investments, LLC1,889,781$94.6M0.09%+6370.0%Added
Engaged Capital LLC2,430,370$121.6M18.68%+1,431,100+143.2%Added
Champlain Investment Partners, LLC2,435,865$121.9M0.79%−91,765−3.6%Reduced
Contour Asset Management LLC2,523,634$126.3M9.90%+261,372+11.6%Added
BlackRock Inc.2,972,193$148.8M0.00%−184,927−5.9%Reduced
Jana Partners LLC3,529,118$176.6M15.28%+2,662,433+307.2%Added
Vanguard Group Inc5,173,634$258.9M0.01%+199,887+4.0%Added
HMI Capital Management, L.P.5,259,021$263.2M10.57%00.0%Unchanged
Eminence Capital, LP5,579,236$279.2M5.55%+426,167+8.3%Added
Matrix Capital Management Company, LP0$00.00%−5,000,000−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−1,217,009−100.0%Sold out
Southpoint Capital Advisors LP0$00.00%−900,000−100.0%Sold out
American Century Companies Inc0$00.00%−167,307−100.0%Sold out
Cinctive Capital Management LP0$00.00%−165,371−100.0%Sold out
Bank of Montreal0$00.00%−144,414−100.0%Sold out
Granahan Investment Management Inc0$00.00%−65,820−100.0%Sold out
First Washington CORP0$00.00%−63,767−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−26,817−100.0%Sold out
Jefferies Group LLC0$00.00%−25,000−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−24,930−100.0%Sold out
Jetstream Capital LLC0$00.00%−16,000−100.0%Sold out
STRS Ohio0$00.00%−15,926−100.0%Sold out
Highland Capital Management, LLC0$00.00%−15,456−100.0%Sold out
PDT Partners, LLC0$00.00%−8,117−100.0%Sold out
Choate Investment Advisors0$00.00%−7,829−100.0%Sold out
Jeneq Management, LP0$00.00%−7,600−100.0%Sold out
WealthShield Partners, LLC0$00.00%−7,382−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−5,633−100.0%Sold out
Versor Investments LP0$00.00%−5,632−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,560−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−5,066−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,943−100.0%Sold out
Federated Hermes, Inc.0$00.00%−4,692−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−4,401−100.0%Sold out
CSS LLC0$00.00%−4,232−100.0%Sold out
Duality Advisers, LP0$00.00%−3,902−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−3,900−100.0%Sold out
Virtu Financial LLC0$00.00%−3,734−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,529−100.0%Sold out
Paloma Partners Management Co0$00.00%−3,475−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,383−100.0%Sold out
Franklin Resources Inc0$00.00%−3,362−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−3,335−100.0%Sold out
ProShare Advisors LLC0$00.00%−3,268−100.0%Sold out
Telemus Capital, LLC0$00.00%−3,240−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−3,250−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−3,202−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−3,160−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−2,763−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−2,488−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,698−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,448−100.0%Sold out
Penserra Capital Management LLC0$00.00%−1,254−100.0%Sold out
Private Ocean, LLC0$00.00%−1,050−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−800−100.0%Sold out
TCWP LLC0$00.00%−791−100.0%Sold out
Asset Dedication, LLC0$00.00%−343−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−240−100.0%Sold out
Riverview Trust Co0$00.00%−224−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−200−100.0%Sold out
Money Concepts Capital Corp0$00.00%−100−100.0%Sold out
Vestcor Inc0$00.00%−64−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−46−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−48−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−16−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−8−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−13−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−10−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed