Skip to main content

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, Q3 2023

Institutional positions in New Relic, Inc. as of Sep 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

NEWR is no longer listed, so this page shows Q3 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
274
−3 vs. Q2 2023
Shares held
60.9M
+3.13M (+5.4%) vs. Q2 2023
Total value
$5.27B
+$1.48B (+39.2%) vs. Q2 2023
New holders
83
63 more added
Sold out
86
93 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 274 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 heldQ3 2023: $5.27B
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, Q3 2023

Shares, value and share of portfolio for each institution holding New Relic, Inc.; share changes are against Q2 2023.

Institutions holding NEWR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SQN Investors LP103,876$8.89M5.15%−109,100−51.2%Reduced
Ameriprise Financial Inc104,014$8.91M0.00%−232,373−69.1%Reduced
Invesco Ltd.106,960$9.16M0.00%−190,942−64.1%Reduced
Barclays PLC107,659$9.22M0.01%+91,087+549.6%Added
Tokio Marine Asset Management Co Ltd110,200$9.44M0.60%+110,200New
Altrinsic Global Advisors LLC119,043$10.2M0.39%−6,441−5.1%Reduced
Swiss National Bank123,497$10.6M0.01%+3,600+3.0%Added
Credit Suisse AG129,807$11.1M0.01%+40,638+45.6%Added
Prelude Capital Management, LLC130,823$11.2M1.01%+130,823New
Clearline Capital LP133,463$11.4M1.13%−61,197−31.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund145,000$12.4M0.06%+57,590+65.9%Added
HSBC Holdings PLC152,602$13.1M0.01%+125,137+455.6%Added
Sand Grove Capital Management LLP159,132$13.6M1.96%+159,132New
Capula Management Ltd163,919$14.0M0.91%+163,919New
AQR Capital Management LLC172,314$14.8M0.03%−67,847−28.3%Reduced
Daventry Group, LP176,612$15.1M9.64%−111,534−38.7%Reduced
New York Life Investment Management LLC190,764$16.3M0.18%+185,290+3,384.9%Added
P Schoenfeld Asset Management LP194,538$16.7M2.12%+194,538New
American Century Companies Inc197,217$16.9M0.01%+35,918+22.3%Added
CNH Partners LLC202,136$17.3M0.78%+202,136New
Gabelli & Co Investment Advisers, Inc.215,200$18.4M3.00%+215,200New
Westchester Capital Management, LLC220,807$18.9M0.65%+220,807New
Los Angeles Capital Management LLC242,947$20.8M0.09%−60,683−20.0%Reduced
Gabelli Funds LLC254,350$21.8M0.18%+254,350New
Grantham, Mayo, Van Otterloo & Co. LLC254,393$21.8M0.10%+254,393New
Alliancebernstein L.P.261,442$22.4M0.01%+240,683+1,159.4%Added
Nuveen Asset Management, LLC266,930$22.9M0.01%−33,362−11.1%Reduced
Goldman Sachs Group Inc278,034$23.8M0.01%+164,126+144.1%Added
Northern Trust Corp299,568$25.6M0.00%+1,493+0.5%Added
LMR Partners LLP310,605$26.6M0.60%+310,605New
Citadel Advisors LLC313,145$26.8M0.03%−967,212−75.5%Reduced
Bank of New York Mellon Corp327,384$28.0M0.01%−9,740−2.9%Reduced
Schonfeld Strategic Advisors LLC334,702$28.7M0.26%+312,002+1,374.5%Added
Melqart Asset Management (UK) Ltd384,206$32.9M2.35%+384,206New
Senvest Management, LLC401,363$34.4M1.34%−1,314,108−76.6%Reduced
Woodline Partners LP402,000$34.4M0.40%+376,203+1,458.3%Added
Tiedemann Advisors, LLC412,043$35.3M1.51%+412,043New
Bank of America Corp419,349$35.9M0.00%+322,893+334.8%Added
UBS Group AG421,747$36.1M0.02%+397,027+1,606.1%Added
Water Island Capital LLC424,267$36.3M3.30%+424,267New
Morgan Stanley457,011$39.1M0.00%+157,899+52.8%Added
Charles Schwab Investment Management Inc466,945$40.0M0.01%+2,389+0.5%Added
Assenagon Asset Management S.A.482,238$41.3M0.14%−474,219−49.6%Reduced
Qube Research & Technologies Ltd518,245$44.4M0.13%−89,125−14.7%Reduced
Renaissance Technologies LLC563,800$48.3M0.08%−49,200−8.0%Reduced
Tudor Investment Corp Et Al567,760$48.6M0.71%+447,292+371.3%Added
HBK Investments L P600,000$51.4M1.14%+600,000New
Man Group plc–$51.6M0.16%––
Norges Bank603,284$51.7M0.01%+53,903+9.8%Added
Davidson Kempner Capital Management LP634,641$54.3M0.84%+379,641+148.9%Added
Millennium Management LLC655,935$56.2M0.06%+367,576+127.5%Added
Picton Mahoney Asset Management657,100$56.3M2.60%+657,100New
Neuberger Berman Group LLC683,969$58.6M0.05%−88,464−11.5%Reduced
FMR LLC699,593$59.9M0.01%−934,502−57.2%Reduced
Geode Capital Management, LLC803,288$68.8M0.01%−22,277−2.7%Reduced
Alpine Associates Management Inc.805,100$68.9M3.61%+805,100New
TIG Advisors, LLC850,934$72.9M3.59%+850,934New
State Street Corp883,794$75.7M0.00%+4,575+0.5%Added
Kite Lake Capital Management (UK) LLP907,000$77.7M8.34%+907,000New
Vivaldi Asset Management, LLC912,354$78.1M4.32%+912,354New
Glazer Capital, LLC943,039$80.7M5.26%+943,039New
Clearbridge Investments, LLC946,863$81.1M0.08%−1,044,860−52.5%Reduced
Magnetar Financial LLC1,148,323$98.3M2.52%+1,148,323New
Contour Asset Management LLC1,192,188$102.1M4.86%+30,777+2.6%Added
Balyasny Asset Management LLC1,307,640$112.0M0.31%+1,307,640New
Pentwater Capital Management LP1,949,000$166.9M1.61%+1,949,000New
Champlain Investment Partners, LLC1,979,589$169.5M1.10%−10,766−0.5%Reduced
Wellington Management Group LLP2,375,335$203.4M0.04%+174,348+7.9%Added
FIL Ltd2,540,674$217.5M0.26%+2,467,707+3,381.9%Added
BlackRock Inc.3,142,306$269.0M0.01%−149,058−4.5%Reduced
JANA Partners Management, LP3,215,426$275.3M19.64%+3,215,426New
UBS Oconnor LLC3,313,068$283.7M5.07%+3,203,068+2,911.9%Added
HMI Capital Management, L.P.5,065,082$433.7M16.66%+2,982+0.1%Added
Vanguard Group Inc5,566,383$476.6M0.01%−478,811−7.9%Reduced
Proequities, Inc.0$00.00%−5−100.0%Sold out
Eminence Capital, LP0$00.00%−3,807,116−100.0%Sold out
Engaged Capital LLC0$00.00%−1,999,703−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,681,226−100.0%Sold out
Viking Global Investors LPSuperinvestorViking Global Investors0$00.00%−1,098,858−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−727,237−100.0%Sold out
Sunriver Management LLC0$00.00%−676,584−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−450,583−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−366,540−100.0%Sold out
Coronation Fund Managers Ltd.0$00.00%−253,824−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−230,195−100.0%Sold out
Gagnon Securities LLC0$00.00%−213,349−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−190,522−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−169,335−100.0%Sold out
CenterBook Partners LP0$00.00%−169,192−100.0%Sold out
Kinetic Partners Management, LP0$00.00%−152,500−100.0%Sold out
Gagnon Advisors, LLC0$00.00%−137,048−100.0%Sold out
Capital Fund Management S.A.0$00.00%−112,686−100.0%Sold out
Formula Growth Ltd0$00.00%−110,000−100.0%Sold out
Sapience Investments, LLC0$00.00%−95,784−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−73,800−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−67,494−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−45,300−100.0%Sold out
Quadrature Capital Ltd0$00.00%−44,728−100.0%Sold out
J. Goldman & Co LP0$00.00%−42,091−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−32,871−100.0%Sold out