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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
Raymond James Financial Services Advisors, Inc.9,419$531.7K0.00%−5,679−37.6%Reduced
Mirae Asset Global Investments Co., Ltd.10,278$580.2K0.00%+81+0.8%Added
UBS Group AG10,745$606.6K0.00%−18,529−63.3%Reduced
Amalgamated Bank12,141$685.0K0.01%+231+1.9%Added
Engineers Gate Manager LP12,697$716.7K0.04%−14,858−53.9%Reduced
LPL Financial LLC12,728$718.5K0.00%−1,194−8.6%Reduced
Janus Henderson Group PLC13,369$754.8K0.00%+1,872+16.3%Added
Envestnet Asset Management Inc13,476$760.7K0.00%−1,801−11.8%Reduced
North Run Capital, LP14,200$801.6K1.84%00.0%Unchanged
Rockefeller Capital Management L.P.14,332$808.0K0.00%−9,262−39.3%Reduced
Diversified Trust Co15,594$880.0K0.04%+927+6.3%Added
Vishria Bird Financial Group, LLC16,267$918.0K0.64%00.0%Unchanged
Barclays PLC16,425$927.2K0.00%+3,665+28.7%Added
Lannebo Fonder AB17,000$960.0K0.18%00.0%Unchanged
Grandeur Peak Global Advisors, LLC17,053$962.6K0.06%−5,496−24.4%Reduced
Arizona State Retirement System17,095$965.0K0.01%+728+4.4%Added
CAPROCK Group, Inc.17,281$975.5K0.09%+5,004+40.8%Added
Hudson Bay Capital Management LP17,950$1.01M0.01%−85,113−82.6%Reduced
Dynamic Technology Lab Private Ltd17,990$1.02M0.10%−9,700−35.0%Reduced
Teacher Retirement System of Texas18,731$1.06M0.01%+7,668+69.3%Added
Ensign Peak Advisors, Inc18,910$1.07M0.00%+2,650+16.3%Added
Soviero Asset Management, LP20,000$1.13M0.67%+20,000New
Globeflex Capital L P20,064$1.13M0.14%+20,064New
Balyasny Asset Management LLC20,767$1.17M0.00%−187,127−90.0%Reduced
HSBC Holdings PLC21,296$1.19M0.00%+21,296New
Voya Investment Management LLC22,084$1.25M0.00%−5,495−19.9%Reduced
Treasurer of the State of North Carolina23,125$1.30M0.01%+630+2.8%Added
SWS Partners24,016$1.36M0.64%−14,284−37.3%Reduced
Commonwealth Equity Services, LLC24,086$1.36M0.00%−18−0.1%Reduced
Alliancebernstein L.P.25,006$1.41M0.00%+268+1.1%Added
Susquehanna International Group, LLP25,447$1.44M0.00%+21,610+563.2%Added
Capula Management Ltd27,260$1.54M0.16%+10,020+58.1%Added
Public Employees Retirement System of Ohio27,312$1.54M0.01%+973+3.7%Added
Price T Rowe Associates Inc27,569$1.56M0.00%−3,639−11.7%Reduced
Acadian Asset Management LLC28,368$1.60M0.01%+12,241+75.9%Added
Source Financial Advisors LLC31,979$1.81M0.68%00.0%Unchanged
Algert Global LLC34,128$1.93M0.11%−46,267−57.5%Reduced
Tudor Investment Corp Et Al34,360$1.94M0.05%+34,360New
Canada Pension Plan Investment Board34,500$1.95M0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA35,023$1.98M0.00%+35,023New
Brookfield Asset Management Inc.37,795$2.13M0.01%+37,795New
Liontrust Investment Partners LLP40,000$2.26M0.04%00.0%Unchanged
Concentric Capital Strategies, LP40,196$2.27M1.13%+40,196New
Jane Street Group, LLC41,076$2.32M0.00%−19,943−32.7%Reduced
State of New Jersey Common Pension Fund D43,645$2.46M0.01%+5,826+15.4%Added
Graham Capital Management, L.P.43,932$2.48M0.09%+28,071+177.0%Added
AQR Capital Management LLC45,519$2.49M0.01%+4,347+10.6%Added
Weiss Multi-Strategy Advisers LLC44,986$2.54M0.07%−4,927−9.9%Reduced
Emerson Point Capital LP50,692$2.86M2.65%−134,846−72.7%Reduced
Washington Harbour Partners LP50,806$2.87M4.83%−55,214−52.1%Reduced
Walleye Capital LLC52,617$2.97M0.06%+52,617New
SEI Investments Co55,855$3.15M0.01%+1,171+2.1%Added
Capital Fund Management S.A.56,394$3.18M0.07%+28,645+103.2%Added
State of Wisconsin Investment Board56,452$3.19M0.01%−3,611−6.0%Reduced
State Board of Administration of Florida Retirement System57,803$3.26M0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.58,488$3.30M0.01%+32,038+121.1%Added
Bank of America Corp58,594$3.31M0.00%−10,080−14.7%Reduced
Rhumbline Advisers61,823$3.49M0.00%+6,837+12.4%Added
Raymond James & Associates62,926$3.55M0.00%−10,307−14.1%Reduced
Millennium Management LLC65,154$3.68M0.00%+8,811+15.6%Added
Cohen Capital Management, Inc.66,912$3.78M0.77%00.0%Unchanged
Bank of Montreal67,143$3.91M0.00%+67,143New
California State Teachers Retirement System74,132$4.18M0.01%+1,456+2.0%Added
Formula Growth Ltd75,000$4.23M1.24%+10,000+15.4%Added
Cubist Systematic Strategies, LLC77,819$4.39M0.04%−27,707−26.3%Reduced
National Bank of Canada81,000$4.57M0.01%−125,000−60.7%Reduced
Royal Bank of Canada81,953$4.63M0.00%−83−0.1%Reduced
Credit Suisse AG82,111$4.64M0.00%+18,273+28.6%Added
FIL Ltd87,165$4.92M0.01%−209−0.2%Reduced
UBS Asset Management Americas Inc87,540$4.94M0.00%+1,476+1.7%Added
Horrell Capital Management, Inc.90,000$5.08M1.68%00.0%Unchanged
Federated Hermes, Inc.91,129$5.14M0.01%+88,470+3,327.2%Added
Alphabet Inc.91,132$5.14M0.30%00.0%Unchanged
Great West Life Assurance Co91,086$5.15M0.01%+3,858+4.4%Added
Madison Asset Management, LLC91,447$5.16M0.08%+36,718+67.1%Added
Invesco Ltd.93,895$5.30M0.00%−89,044−48.7%Reduced
Ameriprise Financial Inc94,272$5.32M0.00%−7,798−7.6%Reduced
California Public Employees Retirement System98,263$5.55M0.00%−13,497−12.1%Reduced
Qube Research & Technologies Ltd98,507$5.56M0.03%−30,713−23.8%Reduced
Bank of Nova Scotia105,500$5.96M0.02%+14,493+15.9%Added
Healthcare of Ontario Pension Plan Trust Fund106,874$6.03M0.03%−4,066−3.7%Reduced
CenterBook Partners LP107,636$6.08M1.00%+11,127+11.5%Added
Squarepoint Ops LLC111,603$6.30M0.05%+42,018+60.4%Added
Legal & General Group Plc114,865$6.48M0.00%+8,120+7.6%Added
Penn Capital Management Co Inc119,709$6.77M0.69%+119,709New
Russell Investments Group, Ltd.123,624$6.98M0.01%+2,575+2.1%Added
Altrinsic Global Advisors LLC131,015$7.40M0.32%−5,984−4.4%Reduced
Sapience Investments, LLC132,768$7.49M1.57%−45,004−25.3%Reduced
Gagnon Advisors, LLC137,048$7.74M5.22%00.0%Unchanged
New York State Common Retirement Fund140,497$7.93M0.01%+86,097+158.3%Added
Potrero Capital Research LLC141,690$8.00M5.29%+80,000+129.7%Added
Swiss National Bank146,297$8.26M0.01%+3,500+2.5%Added
Glenview Capital Management, LLC160,683$9.07M0.22%−117−0.1%Reduced
J. Goldman & Co LP211,278$11.9M0.84%+211,278New
Gagnon Securities LLC218,339$12.3M2.73%+1,990+0.9%Added
Clearline Capital LP225,790$12.7M2.28%+5,894+2.7%Added
Two Sigma Advisers, LP231,200$13.1M0.04%−122,200−34.6%Reduced
Senator Investment Group LP250,000$14.1M1.27%+100,000+66.7%Added
Goldman Sachs Group Inc250,815$14.2M0.00%−41,574−14.2%Reduced
Assenagon Asset Management S.A.254,068$14.3M0.06%−40,154−13.6%Reduced