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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 2023

Institutional positions in New Relic, Inc. as of Mar 31, 2023. 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
277
+42 vs. Q4 2022
Shares held
58.2M
−563.3K (−1.0%) vs. Q4 2022
Total value
$4.38B
+$1.06B (+32.1%) vs. Q4 2022
New holders
73
89 more added
Sold out
31
82 more reduced

5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 277 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 2023: $4.38B
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 2023

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q4 2022.

Institutions holding NEWR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,789,247$435.9M0.01%+149,804+2.7%Added
HMI Capital Management, L.P.5,059,021$380.9M14.88%00.0%Unchanged
Eminence Capital, LP3,517,407$264.8M4.47%−1,600,779−31.3%Reduced
BlackRock Inc.3,227,652$243.0M0.01%+103,282+3.3%Added
Jana Partners LLC3,212,444$241.9M18.31%00.0%Unchanged
Wellington Management Group LLP2,244,884$169.0M0.03%−4,684−0.2%Reduced
Champlain Investment Partners, LLC2,082,800$156.8M0.99%−39,330−1.9%Reduced
Engaged Capital LLC1,999,703$150.6M21.43%−608,116−23.3%Reduced
Clearbridge Investments, LLC1,947,553$146.6M0.14%+13,380+0.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,756,345$132.2M0.46%−360,777−17.0%Reduced
FMR LLC1,407,745$106.0M0.01%−88,884−5.9%Reduced
Senvest Management, LLC1,273,690$95.9M3.49%+126,979+11.1%Added
Citadel Advisors LLC1,252,830$94.3M0.10%+811,981+184.2%Added
Contour Asset Management LLC1,243,843$93.6M5.38%−419,733−25.2%Reduced
JPMorgan Chase & Co1,116,919$84.1M0.01%+29,890+2.7%Added
State Street Corp869,196$65.4M0.00%+37,187+4.5%Added
Geode Capital Management, LLC787,009$59.3M0.01%+30,188+4.0%Added
Neuberger Berman Group LLC772,009$58.0M0.05%+15,193+2.0%Added
NewEdge Wealth, LLC763,609$57.5M2.18%−8,222−1.1%Reduced
Jacobs Levy Equity Management, Inc745,818$56.2M0.34%+78,409+11.7%Added
Coronation Fund Managers Ltd.695,141$52.3M1.39%−196,495−22.0%Reduced
Sunriver Management LLC654,422$49.3M10.28%−74,482−10.2%Reduced
Norges Bank514,950$38.8M0.01%+9,155+1.8%Added
Archon Capital Management LLC498,684$37.5M13.31%−37,800−7.0%Reduced
Assenagon Asset Management S.A.466,823$35.1M0.14%+212,755+83.7%Added
Charles Schwab Investment Management Inc464,186$34.9M0.01%+1,532+0.3%Added
Petrus Trust Company, LTA450,583$33.9M4.11%−100,000−18.2%Reduced
Marshall Wace, LLP434,692$32.7M0.08%−101,525−18.9%Reduced
Renaissance Technologies LLC432,400$32.6M0.04%+133,300+44.6%Added
TimesSquare Capital Management, LLC415,342$31.3M0.46%−164,200−28.3%Reduced
SQN Investors LP411,901$31.0M13.65%+35,896+9.5%Added
Morgan Stanley374,369$28.2M0.00%+114,743+44.2%Added
AXA S.A.340,553$25.6M0.09%−75,180−18.1%Reduced
Bank of New York Mellon Corp317,295$23.9M0.01%−23,430−6.9%Reduced
Nuveen Asset Management, LLC313,867$23.6M0.01%−19,537−5.9%Reduced
Northern Trust Corp300,533$22.6M0.00%+10,106+3.5%Added
Ameriprise Financial Inc299,589$22.6M0.01%+205,317+217.8%Added
Cinctive Capital Management LP298,592$22.5M0.84%+298,592New
Point72 Asset Management, L.P.295,558$22.3M0.08%+295,558New
Daventry Group, LP285,646$21.5M15.05%+28,919+11.3%Added
Allspring Global Investments Holdings, LLC284,992$21.5M0.04%+10,289+3.7%Added
Los Angeles Capital Management LLC274,875$20.7M0.09%+274,875New
Millennium Management LLC263,590$19.8M0.02%+198,436+304.6%Added
D. E. Shaw & Co., Inc.262,918$19.8M0.03%+204,430+349.5%Added
Clearline Capital LP261,471$19.7M2.97%+35,681+15.8%Added
Gagnon Securities LLC216,641$16.3M3.43%−1,698−0.8%Reduced
Two Sigma Advisers, LP207,000$15.6M0.04%−24,200−10.5%Reduced
Cubist Systematic Strategies, LLC202,467$15.2M0.14%+124,648+160.2%Added
ExodusPoint Capital Management, LP188,067$14.2M0.16%+188,067New
G2 Investment Partners Management LLC182,246$13.7M3.96%+182,246New
Kettle Hill Capital Management, LLC176,376$13.3M3.05%−96,888−35.5%Reduced
Federated Hermes, Inc.163,988$12.3M0.03%+72,859+80.0%Added
New York State Common Retirement Fund159,322$12.0M0.02%+18,825+13.4%Added
Penn Capital Management Co Inc151,130$11.4M1.14%+31,421+26.2%Added
J. Goldman & Co LP144,925$10.9M0.63%−66,353−31.4%Reduced
Bank of America Corp144,823$10.9M0.00%+86,229+147.2%Added
Gagnon Advisors, LLC137,048$10.3M6.93%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.136,462$10.3M0.06%+136,462New
Swiss National Bank132,797$10.0M0.01%−13,500−9.2%Reduced
Altrinsic Global Advisors LLC131,270$9.88M0.38%+255+0.2%Added
Russell Investments Group, Ltd.129,289$9.73M0.02%+5,665+4.6%Added
First Trust Advisors LP120,789$9.09M0.01%−139,839−53.7%Reduced
Qube Research & Technologies Ltd119,552$9.00M0.05%+21,045+21.4%Added
Legal & General Group Plc114,002$8.58M0.00%−863−0.8%Reduced
Royal Bank of Canada112,997$8.51M0.00%+31,044+37.9%Added
SEI Investments Co110,091$8.29M0.02%+54,236+97.1%Added
Goldman Sachs Group Inc100,722$7.58M0.00%−150,093−59.8%Reduced
AQR Capital Management LLC99,167$7.33M0.02%+53,648+117.9%Added
Sapience Investments, LLC97,225$7.32M1.69%−35,543−26.8%Reduced
UBS Asset Management Americas Inc92,276$6.95M0.00%+4,736+5.4%Added
Formula Growth Ltd90,000$6.78M2.18%+15,000+20.0%Added
Horrell Capital Management, Inc.90,000$6.78M2.12%00.0%Unchanged
California Public Employees Retirement System89,466$6.74M0.01%−8,797−9.0%Reduced
Credit Suisse AG87,547$6.59M0.01%+5,436+6.6%Added
Arrowstreet Capital, Limited Partnership87,330$6.58M0.01%+87,330New
FIL Ltd86,914$6.54M0.01%−251−0.3%Reduced
Invesco Ltd.85,338$6.43M0.00%−8,557−9.1%Reduced
Maplelane Capital, LLC85,000$6.40M0.65%+85,000New
Potrero Capital Research LLC84,146$6.34M4.26%−57,544−40.6%Reduced
Engineers Gate Manager LP83,107$6.26M0.26%+70,410+554.5%Added
Great West Life Assurance Co79,103$5.96M0.01%−11,983−13.2%Reduced
Jump Financial, LLC77,164$5.81M0.24%+77,164New
Twinbeech Capital LP75,153$5.66M0.11%+75,153New
California State Teachers Retirement System73,976$5.57M0.01%−156−0.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund71,690$5.40M0.03%−35,184−32.9%Reduced
Capital Fund Management S.A.71,000$5.35M0.10%+14,606+25.9%Added
Rhumbline Advisers66,258$4.99M0.01%+4,435+7.2%Added
Raymond James & Associates65,044$4.90M0.00%+2,118+3.4%Added
HRT Financial LP63,594$4.79M0.06%+63,594New
CenterBook Partners LP62,185$4.68M0.66%−45,451−42.2%Reduced
BNP Paribas Arbitrage, SA60,229$4.53M0.01%+25,206+72.0%Added
Bank of Montreal58,669$4.46M0.00%−8,474−12.6%Reduced
State Board of Administration of Florida Retirement System57,803$4.35M0.01%00.0%Unchanged
Tudor Investment Corp Et Al57,658$4.34M0.08%+23,298+67.8%Added
Madison Asset Management, LLC56,699$4.27M0.06%−34,748−38.0%Reduced
National Bank of Canada56,000$4.22M0.01%−25,000−30.9%Reduced
Panagora Asset Management Inc55,763$4.20M0.03%+55,763New
Macquarie Group Ltd54,417$4.10M0.00%+54,417New
Two Sigma Investments, LP50,943$3.84M0.01%+46,743+1,112.9%Added
State of Wisconsin Investment Board50,918$3.83M0.01%−5,534−9.8%Reduced