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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 2022

Institutional positions in New Relic, Inc. as of Dec 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
240
−15 vs. Q3 2022
Shares held
58.8M
+839.1K (+1.4%) vs. Q3 2022
Total value
$3.32B
−$6.42M (−0.2%) vs. Q3 2022
New holders
38
94 more added
Sold out
53
77 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 240 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 2022: $3.32B
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 2022

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q3 2022.

Institutions holding NEWR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,639,443$318.3M0.01%+578,421+11.4%Added
Eminence Capital, LP5,118,186$288.9M5.36%−566,142−10.0%Reduced
HMI Capital Management, L.P.5,059,021$285.6M12.21%−200,000−3.8%Reduced
Jana Partners LLC3,212,444$181.3M14.81%−317,488−9.0%Reduced
BlackRock Inc.3,124,370$176.4M0.01%+189,443+6.5%Added
Engaged Capital LLC2,607,819$147.2M24.89%+177,449+7.3%Added
Wellington Management Group LLP2,249,568$127.0M0.03%+437,889+24.2%Added
Champlain Investment Partners, LLC2,122,130$119.8M0.77%−66,370−3.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,117,122$119.5M0.43%+13,148+0.6%Added
Clearbridge Investments, LLC1,934,173$109.2M0.11%+10,017+0.5%Added
Contour Asset Management LLC1,663,576$93.9M5.79%−258,905−13.5%Reduced
FMR LLC1,496,629$84.5M0.01%+141,095+10.4%Added
Senvest Management, LLC1,146,711$64.7M2.20%+410,931+55.8%Added
JPMorgan Chase & Co1,087,029$61.4M0.01%+19,106+1.8%Added
Coronation Fund Managers Ltd.891,636$50.3M1.40%+811,330+1,010.3%Added
State Street Corp832,009$47.0M0.00%−8,139−1.0%Reduced
NewEdge Wealth, LLC771,831$43.6M1.88%−15,727−2.0%Reduced
Geode Capital Management, LLC756,821$42.7M0.01%+50,009+7.1%Added
Neuberger Berman Group LLC756,816$42.7M0.04%+195,062+34.7%Added
Sunriver Management LLC728,904$41.1M8.45%−93,139−11.3%Reduced
Jacobs Levy Equity Management, Inc667,409$37.7M0.25%+113,451+20.5%Added
Sachem Head Capital Management LP645,000$36.4M1.42%−345,000−34.8%Reduced
TimesSquare Capital Management, LLC579,542$32.7M0.47%−82,300−12.4%Reduced
Petrus Trust Company, LTA550,583$31.1M3.95%00.0%Unchanged
Archon Capital Management LLC536,484$30.3M11.66%−50,302−8.6%Reduced
Marshall Wace, LLP536,217$30.3M0.08%−3,719−0.7%Reduced
Norges Bank505,795$28.6M0.01%+40,378+8.7%Added
Charles Schwab Investment Management Inc462,654$26.1M0.01%+22,937+5.2%Added
Citadel Advisors LLC440,849$24.9M0.03%+126,149+40.1%Added
AXA S.A.415,733$23.5M0.08%+5,598+1.4%Added
SQN Investors LP376,005$21.2M8.22%+376,005New
Bank of New York Mellon Corp340,725$19.2M0.00%−225,324−39.8%Reduced
Nuveen Asset Management, LLC333,404$18.8M0.01%−40,435−10.8%Reduced
Renaissance Technologies LLC299,100$16.9M0.02%−63,800−17.6%Reduced
Northern Trust Corp290,427$16.4M0.00%+11,772+4.2%Added
Allspring Global Investments Holdings, LLC274,703$15.5M0.03%+94,246+52.2%Added
Kettle Hill Capital Management, LLC273,264$15.4M3.03%+104,125+61.6%Added
First Trust Advisors LP260,628$14.7M0.02%+193,655+289.2%Added
Morgan Stanley259,626$14.7M0.00%+8,499+3.4%Added
Daventry Group, LP256,727$14.5M12.51%+100,047+63.9%Added
Assenagon Asset Management S.A.254,068$14.3M0.06%−40,154−13.6%Reduced
Goldman Sachs Group Inc250,815$14.2M0.00%−41,574−14.2%Reduced
Senator Investment Group LP250,000$14.1M1.27%+100,000+66.7%Added
Two Sigma Advisers, LP231,200$13.1M0.04%−122,200−34.6%Reduced
Clearline Capital LP225,790$12.7M2.28%+5,894+2.7%Added
Gagnon Securities LLC218,339$12.3M2.73%+1,990+0.9%Added
J. Goldman & Co LP211,278$11.9M0.84%+211,278New
Glenview Capital Management, LLC160,683$9.07M0.22%−117−0.1%Reduced
Swiss National Bank146,297$8.26M0.01%+3,500+2.5%Added
Potrero Capital Research LLC141,690$8.00M5.29%+80,000+129.7%Added
New York State Common Retirement Fund140,497$7.93M0.01%+86,097+158.3%Added
Gagnon Advisors, LLC137,048$7.74M5.22%00.0%Unchanged
Sapience Investments, LLC132,768$7.49M1.57%−45,004−25.3%Reduced
Altrinsic Global Advisors LLC131,015$7.40M0.32%−5,984−4.4%Reduced
Russell Investments Group, Ltd.123,624$6.98M0.01%+2,575+2.1%Added
Penn Capital Management Co Inc119,709$6.77M0.69%+119,709New
Legal & General Group Plc114,865$6.48M0.00%+8,120+7.6%Added
Squarepoint Ops LLC111,603$6.30M0.05%+42,018+60.4%Added
CenterBook Partners LP107,636$6.08M1.00%+11,127+11.5%Added
Healthcare of Ontario Pension Plan Trust Fund106,874$6.03M0.03%−4,066−3.7%Reduced
Bank of Nova Scotia105,500$5.96M0.02%+14,493+15.9%Added
Qube Research & Technologies Ltd98,507$5.56M0.03%−30,713−23.8%Reduced
California Public Employees Retirement System98,263$5.55M0.00%−13,497−12.1%Reduced
Ameriprise Financial Inc94,272$5.32M0.00%−7,798−7.6%Reduced
Invesco Ltd.93,895$5.30M0.00%−89,044−48.7%Reduced
Madison Asset Management, LLC91,447$5.16M0.08%+36,718+67.1%Added
Great West Life Assurance Co91,086$5.15M0.01%+3,858+4.4%Added
Alphabet Inc.91,132$5.14M0.30%00.0%Unchanged
Federated Hermes, Inc.91,129$5.14M0.01%+88,470+3,327.2%Added
Horrell Capital Management, Inc.90,000$5.08M1.68%00.0%Unchanged
UBS Asset Management Americas Inc87,540$4.94M0.00%+1,476+1.7%Added
FIL Ltd87,165$4.92M0.01%−209−0.2%Reduced
Credit Suisse AG82,111$4.64M0.00%+18,273+28.6%Added
Royal Bank of Canada81,953$4.63M0.00%−83−0.1%Reduced
National Bank of Canada81,000$4.57M0.01%−125,000−60.7%Reduced
Cubist Systematic Strategies, LLC77,819$4.39M0.04%−27,707−26.3%Reduced
Formula Growth Ltd75,000$4.23M1.24%+10,000+15.4%Added
California State Teachers Retirement System74,132$4.18M0.01%+1,456+2.0%Added
Bank of Montreal67,143$3.91M0.00%+67,143New
Cohen Capital Management, Inc.66,912$3.78M0.77%00.0%Unchanged
Millennium Management LLC65,154$3.68M0.00%+8,811+15.6%Added
Raymond James & Associates62,926$3.55M0.00%−10,307−14.1%Reduced
Rhumbline Advisers61,823$3.49M0.00%+6,837+12.4%Added
Bank of America Corp58,594$3.31M0.00%−10,080−14.7%Reduced
D. E. Shaw & Co., Inc.58,488$3.30M0.01%+32,038+121.1%Added
State Board of Administration of Florida Retirement System57,803$3.26M0.01%00.0%Unchanged
State of Wisconsin Investment Board56,452$3.19M0.01%−3,611−6.0%Reduced
Capital Fund Management S.A.56,394$3.18M0.07%+28,645+103.2%Added
SEI Investments Co55,855$3.15M0.01%+1,171+2.1%Added
Walleye Capital LLC52,617$2.97M0.06%+52,617New
Washington Harbour Partners LP50,806$2.87M4.83%−55,214−52.1%Reduced
Emerson Point Capital LP50,692$2.86M2.65%−134,846−72.7%Reduced
Weiss Multi-Strategy Advisers LLC44,986$2.54M0.07%−4,927−9.9%Reduced
AQR Capital Management LLC45,519$2.49M0.01%+4,347+10.6%Added
Graham Capital Management, L.P.43,932$2.48M0.09%+28,071+177.0%Added
State of New Jersey Common Pension Fund D43,645$2.46M0.01%+5,826+15.4%Added
Jane Street Group, LLC41,076$2.32M0.00%−19,943−32.7%Reduced
Concentric Capital Strategies, LP40,196$2.27M1.13%+40,196New
Liontrust Investment Partners LLP40,000$2.26M0.04%00.0%Unchanged
Brookfield Asset Management Inc.37,795$2.13M0.01%+37,795New