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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 2023

Institutional positions in New Relic, Inc. as of Jun 30, 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
279
+5 vs. Q1 2023
Shares held
61.0M
+2.81M (+4.8%) vs. Q1 2023
Total value
$3.99B
−$387.4M (−8.8%) vs. Q1 2023
New holders
54
108 more added
Sold out
49
81 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 279 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 2023: $3.99B
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 2023

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q1 2023.

Institutions holding NEWR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,045,194$395.6M0.01%+255,947+4.4%Added
HMI Capital Management, L.P.5,062,100$331.3M11.77%+3,079+0.1%Added
Eminence Capital, LP3,807,116$249.1M4.48%+289,709+8.2%Added
BlackRock Inc.3,291,364$215.4M0.01%+63,712+2.0%Added
Jana Partners LLC3,212,444$210.2M15.71%00.0%Unchanged
Wellington Management Group LLP2,200,987$144.0M0.03%−43,897−2.0%Reduced
Engaged Capital LLC1,999,703$130.9M18.93%00.0%Unchanged
Clearbridge Investments, LLC1,991,723$130.3M0.12%+44,170+2.3%Added
Champlain Investment Partners, LLC1,990,355$130.2M0.80%−92,445−4.4%Reduced
Senvest Management, LLC1,715,471$112.3M3.70%+441,781+34.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,681,226$110.0M0.34%−75,119−4.3%Reduced
FMR LLC1,634,095$106.9M0.01%+226,350+16.1%Added
Citadel Advisors LLC1,280,357$83.8M0.09%+27,527+2.2%Added
Contour Asset Management LLC1,161,411$76.0M3.42%−82,432−6.6%Reduced
JPMorgan Chase & Co1,120,152$73.3M0.01%+3,233+0.3%Added
Viking Global Investors LPSuperinvestorViking Global Investors1,098,858$71.9M0.29%+1,098,858New
Assenagon Asset Management S.A.956,457$62.6M0.25%+489,634+104.9%Added
State Street Corp879,219$57.5M0.00%+10,023+1.2%Added
Geode Capital Management, LLC825,565$54.0M0.01%+38,556+4.9%Added
Neuberger Berman Group LLC772,433$50.5M0.05%+424+0.1%Added
Jacobs Levy Equity Management, Inc727,237$47.6M0.27%−18,581−2.5%Reduced
Sunriver Management LLC676,584$44.3M8.93%+22,162+3.4%Added
Marshall Wace, LLP619,686$40.6M0.09%+184,994+42.6%Added
Renaissance Technologies LLC613,000$40.1M0.06%+180,600+41.8%Added
Qube Research & Technologies Ltd607,370$39.7M0.15%+487,818+408.0%Added
NewEdge Wealth, LLC575,630$37.7M1.26%−187,979−24.6%Reduced
Norges Bank549,381$36.0M0.01%+34,431+6.7%Added
Archon Capital Management LLC490,684$32.1M11.65%−8,000−1.6%Reduced
Charles Schwab Investment Management Inc464,556$30.4M0.01%+370+0.1%Added
Petrus Trust Company, LTA450,583$29.5M3.31%00.0%Unchanged
Kettle Hill Capital Management, LLC366,540$24.0M4.76%+190,164+107.8%Added
TimesSquare Capital Management, LLC359,610$23.5M0.34%−55,732−13.4%Reduced
Bank of New York Mellon Corp337,124$22.1M0.00%+19,829+6.2%Added
Ameriprise Financial Inc336,387$22.0M0.01%+36,798+12.3%Added
First Trust Advisors LP304,148$19.9M0.02%+183,359+151.8%Added
Los Angeles Capital Management LLC303,630$19.9M0.08%+28,755+10.5%Added
Nuveen Asset Management, LLC300,292$19.7M0.01%−13,575−4.3%Reduced
Morgan Stanley299,112$19.6M0.00%−75,257−20.1%Reduced
Northern Trust Corp298,075$19.5M0.00%−2,458−0.8%Reduced
Invesco Ltd.297,902$19.5M0.01%+212,564+249.1%Added
Millennium Management LLC288,359$18.9M0.02%+24,769+9.4%Added
Daventry Group, LP288,146$18.9M13.96%+2,500+0.9%Added
Squarepoint Ops LLC265,335$17.4M0.10%+216,529+443.7%Added
Davidson Kempner Capital Management LP255,000$16.7M0.35%+255,000New
Coronation Fund Managers Ltd.253,824$16.6M0.45%−441,317−63.5%Reduced
AQR Capital Management LLC240,161$15.7M0.03%+140,994+142.2%Added
Allspring Global Investments Holdings, LLC230,195$15.1M0.02%−54,797−19.2%Reduced
Gagnon Securities LLC213,349$14.0M2.90%−3,292−1.5%Reduced
SQN Investors LP212,976$13.9M6.45%−198,925−48.3%Reduced
Clearline Capital LP194,660$12.7M1.65%−66,811−25.6%Reduced
D. E. Shaw & Co., Inc.190,522$12.5M0.02%−72,396−27.5%Reduced
Penn Capital Management Co Inc169,335$11.1M1.08%+18,205+12.0%Added
CenterBook Partners LP169,192$11.1M1.38%+107,007+172.1%Added
American Century Companies Inc161,299$10.6M0.01%+161,299New
New York State Common Retirement Fund159,743$10.5M0.01%+421+0.3%Added
Fuller & Thaler Asset Management, Inc.153,369$10.0M0.06%+16,907+12.4%Added
Kinetic Partners Management, LP152,500$9.98M1.01%+152,500New
Federated Hermes, Inc.152,144$9.96M0.02%−11,844−7.2%Reduced
Legal & General Group Plc143,480$9.39M0.00%+29,478+25.9%Added
Gagnon Advisors, LLC137,048$8.97M6.00%00.0%Unchanged
Russell Investments Group, Ltd.127,034$8.31M0.02%−2,255−1.7%Reduced
Altrinsic Global Advisors LLC125,484$8.21M0.31%−5,786−4.4%Reduced
Tudor Investment Corp Et Al120,468$7.88M0.13%+62,810+108.9%Added
Swiss National Bank119,897$7.85M0.01%−12,900−9.7%Reduced
Candriam Luxembourg S.C.A.119,418$7.81M0.06%+119,418New
Royal Bank of Canada119,167$7.80M0.00%+6,170+5.5%Added
Goldman Sachs Group Inc113,908$7.45M0.00%+13,186+13.1%Added
Capital Fund Management S.A.112,686$7.37M0.12%+41,686+58.7%Added
Formula Growth Ltd110,000$7.20M2.29%+20,000+22.2%Added
UBS Oconnor LLC110,000$7.20M0.15%+85,000+340.0%Added
Panagora Asset Management Inc109,743$7.18M0.04%+53,980+96.8%Added
UBS Asset Management Americas Inc92,276$6.95M0.00%00.0%Unchanged
SEI Investments Co105,539$6.91M0.01%−4,552−4.1%Reduced
Deutsche Bank AG102,231$6.69M0.00%+60,417+144.5%Added
Trexquant Investment LP99,070$6.48M0.17%+48,173+94.6%Added
State of Wisconsin Investment Board97,127$6.36M0.02%+46,209+90.8%Added
Bank of America Corp96,456$6.31M0.00%−48,367−33.4%Reduced
Sapience Investments, LLC95,784$6.27M1.41%−1,441−1.5%Reduced
Hudson Bay Capital Management LP91,970$6.02M0.06%+91,970New
Bank of Montreal83,800$5.87M0.00%+25,131+42.8%Added
California Public Employees Retirement System89,466$5.85M0.01%00.0%Unchanged
Credit Suisse AG89,169$5.84M0.01%+1,622+1.9%Added
Healthcare of Ontario Pension Plan Trust Fund87,410$5.72M0.03%+15,720+21.9%Added
Great West Life Assurance Co79,884$5.23M0.01%+781+1.0%Added
Jane Street Group, LLC76,349$5.00M0.01%+60,575+384.0%Added
Rhumbline Advisers74,110$4.85M0.01%+7,852+11.9%Added
Two Sigma Advisers, LP73,800$4.83M0.01%−133,200−64.3%Reduced
Susquehanna International Group, LLP73,111$4.78M0.01%+49,621+211.2%Added
FIL Ltd72,967$4.77M0.01%−13,947−16.0%Reduced
Horrell Capital Management, Inc.70,000$4.58M1.41%−20,000−22.2%Reduced
Raymond James & Associates67,608$4.42M0.00%+2,564+3.9%Added
Essex Investment Management Co LLC67,494$4.42M0.62%+67,494New
California State Teachers Retirement System66,969$4.38M0.01%−7,007−9.5%Reduced
Needham Investment Management LLC60,000$3.93M0.65%+60,000New
State Board of Administration of Florida Retirement System56,149$3.67M0.01%−1,654−2.9%Reduced
Macquarie Group Ltd53,275$3.49M0.00%−1,142−2.1%Reduced
Madison Asset Management, LLC53,046$3.47M0.05%−3,653−6.4%Reduced
Oberweis Asset Management Inc45,300$2.96M0.36%+16,000+54.6%Added
Quadrature Capital Ltd44,728$2.93M0.06%+15,408+52.6%Added
Cubist Systematic Strategies, LLC44,474$2.91M0.03%−157,993−78.0%Reduced