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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
PEAK6 Investments LLC6,335$477.0K0.03%−2,825−30.8%Reduced
Vision Capital Management, Inc.6,393$481.3K0.09%00.0%Unchanged
Dynamic Technology Lab Private Ltd6,510$490.0K0.05%−11,480−63.8%Reduced
Capula Management Ltd6,540$492.4K0.04%−20,720−76.0%Reduced
New York Life Investment Management LLC6,592$496.3K0.01%+6,592New
Victory Capital Management Inc7,023$528.8K0.00%+147+2.1%Added
Xponance, Inc.7,204$542.4K0.01%+74+1.0%Added
Pictet Asset Management SA7,420$558.7K0.00%+649+9.6%Added
Citigroup Inc7,433$559.6K0.00%+1,531+25.9%Added
Public Employees Retirement Association of Colorado7,451$561.0K0.00%00.0%Unchanged
Virtu Financial LLC7,549$568.0K0.06%+7,549New
Woodline Partners LP8,490$639.2K0.01%+3,471+69.2%Added
Handelsbanken Fonder AB8,637$650.0K0.00%+8,637New
LPL Financial LLC8,916$671.3K0.00%−3,812−29.9%Reduced
FORA Capital, LLC9,331$702.5K0.07%+9,331New
PDT Partners, LLC9,473$713.2K0.10%+4,275+82.2%Added
Echo Street Capital Management LLC9,964$750.2K0.01%+9,964New
Zurcher Kantonalbank (Zurich Cantonalbank)10,003$753.1K0.00%+1,470+17.2%Added
First Republic Investment Management, Inc.10,035$755.5K0.00%+5,470+119.8%Added
Tower Research Capital LLC (TRC)10,073$758.0K0.02%+9,406+1,410.2%Added
Janney Montgomery Scott LLC10,271$773.0K0.00%+10,271New
Bank of Nova Scotia11,000$828.2K0.00%−94,500−89.6%Reduced
Amalgamated Bank11,165$841.0K0.01%−976−8.0%Reduced
Aquatic Capital Management LLC11,900$896.0K0.06%+11,900New
Dimensional Fund Advisors LP12,279$924.5K0.00%+12,279New
Diversified Trust Co13,550$1.02M0.04%−2,044−13.1%Reduced
Cornercap Investment Counsel Inc14,576$1.10M0.19%+14,576New
UBS Group AG15,172$1.14M0.00%+4,427+41.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital15,339$1.15M0.03%+9,923+183.2%Added
Envestnet Asset Management Inc15,537$1.17M0.00%+2,061+15.3%Added
Jane Street Group, LLC15,774$1.19M0.00%−25,302−61.6%Reduced
Vishria Bird Financial Group, LLC16,267$1.23M0.78%00.0%Unchanged
Aigen Investment Management, LP16,345$1.23M0.17%+16,345New
Lannebo Fonder AB17,000$1.28M0.21%00.0%Unchanged
Grandeur Peak Global Advisors, LLC17,053$1.28M0.08%00.0%Unchanged
CAPROCK Group, Inc.17,288$1.30M0.10%+70.0%Added
Arizona State Retirement System17,821$1.34M0.01%+726+4.2%Added
Natixis18,500$1.39M0.01%+18,500New
Ensign Peak Advisors, Inc19,660$1.48M0.00%+750+4.0%Added
Raymond James Financial Services Advisors, Inc.19,786$1.49M0.00%+10,367+110.1%Added
EAM Investors, LLC19,895$1.50M0.29%+19,895New
Rockefeller Capital Management L.P.19,947$1.50M0.01%+5,615+39.2%Added
Alliancebernstein L.P.19,970$1.50M0.00%−5,036−20.1%Reduced
Commonwealth Equity Services, LLC20,121$1.51M0.00%−3,965−16.5%Reduced
Voya Investment Management LLC21,457$1.62M0.00%−627−2.8%Reduced
Teacher Retirement System of Texas21,702$1.63M0.01%+2,971+15.9%Added
Treasurer of the State of North Carolina23,295$1.75M0.01%+170+0.7%Added
Algert Global LLC23,386$1.76M0.08%−10,742−31.5%Reduced
Susquehanna International Group, LLP23,490$1.77M0.00%−1,957−7.7%Reduced
UBS Oconnor LLC25,000$1.88M0.04%+25,000New
SWS Partners25,993$1.96M0.73%+1,977+8.2%Added
Globeflex Capital L P26,048$1.96M0.24%+5,984+29.8%Added
Concentric Capital Strategies, LP26,331$1.98M0.67%−13,865−34.5%Reduced
Public Employees Retirement System of Ohio26,489$1.99M0.01%−823−3.0%Reduced
Abn Amro Investment Solutions27,153$2.04M0.04%+27,153New
Campbell & CO Investment Adviser LLC28,472$2.14M0.40%+28,472New
Schonfeld Strategic Advisors LLC29,176$2.20M0.02%+29,176New
Price T Rowe Associates Inc29,266$2.20M0.00%+1,697+6.2%Added
Oberweis Asset Management Inc29,300$2.21M0.34%+29,300New
Quadrature Capital Ltd29,320$2.21M0.06%+29,320New
Janus Henderson Group PLC29,730$2.24M0.00%+16,361+122.4%Added
Weiss Multi-Strategy Advisers LLC30,000$2.26M0.06%−14,986−33.3%Reduced
Numerai GP LLC30,146$2.27M0.76%+30,146New
Verition Fund Management LLC30,550$2.30M0.04%+26,498+653.9%Added
Source Financial Advisors LLC31,979$2.41M0.81%00.0%Unchanged
Gotham Asset Management, LLC32,879$2.48M0.06%+24,204+279.0%Added
Occudo Quantitative Strategies LP34,220$2.58M0.23%+34,220New
Canada Pension Plan Investment Board34,500$2.60M0.00%00.0%Unchanged
Soviero Asset Management, LP35,000$2.64M1.34%+15,000+75.0%Added
Nishkama Capital, LLC36,000$2.71M0.65%+36,000New
State of New Jersey Common Pension Fund D36,574$2.75M0.01%−7,071−16.2%Reduced
Washington Harbour Partners LP40,284$3.03M5.79%−10,522−20.7%Reduced
Deutsche Bank AG41,814$3.15M0.00%+39,242+1,525.7%Added
Acadian Asset Management LLC46,658$3.51M0.02%+18,290+64.5%Added
Squarepoint Ops LLC48,806$3.67M0.03%−62,797−56.3%Reduced
Graham Capital Management, L.P.49,665$3.74M0.13%+5,733+13.0%Added
Trexquant Investment LP50,897$3.83M0.11%+41,564+445.3%Added
State of Wisconsin Investment Board50,918$3.83M0.01%−5,534−9.8%Reduced
Two Sigma Investments, LP50,943$3.84M0.01%+46,743+1,112.9%Added
Macquarie Group Ltd54,417$4.10M0.00%+54,417New
Panagora Asset Management Inc55,763$4.20M0.03%+55,763New
National Bank of Canada56,000$4.22M0.01%−25,000−30.9%Reduced
Madison Asset Management, LLC56,699$4.27M0.06%−34,748−38.0%Reduced
Tudor Investment Corp Et Al57,658$4.34M0.08%+23,298+67.8%Added
State Board of Administration of Florida Retirement System57,803$4.35M0.01%00.0%Unchanged
Bank of Montreal58,669$4.46M0.00%−8,474−12.6%Reduced
BNP Paribas Arbitrage, SA60,229$4.53M0.01%+25,206+72.0%Added
CenterBook Partners LP62,185$4.68M0.66%−45,451−42.2%Reduced
HRT Financial LP63,594$4.79M0.06%+63,594New
Raymond James & Associates65,044$4.90M0.00%+2,118+3.4%Added
Rhumbline Advisers66,258$4.99M0.01%+4,435+7.2%Added
Capital Fund Management S.A.71,000$5.35M0.10%+14,606+25.9%Added
Healthcare of Ontario Pension Plan Trust Fund71,690$5.40M0.03%−35,184−32.9%Reduced
California State Teachers Retirement System73,976$5.57M0.01%−156−0.2%Reduced
Twinbeech Capital LP75,153$5.66M0.11%+75,153New
Jump Financial, LLC77,164$5.81M0.24%+77,164New
Great West Life Assurance Co79,103$5.96M0.01%−11,983−13.2%Reduced
Engineers Gate Manager LP83,107$6.26M0.26%+70,410+554.5%Added
Potrero Capital Research LLC84,146$6.34M4.26%−57,544−40.6%Reduced
Maplelane Capital, LLC85,000$6.40M0.65%+85,000New