Sumo Logic, Inc.
SUMODelisted May 12, 2023- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001643269
Sumo Logic, Inc. was delisted on May 12, 2023; its insiders filed their last Form 4 on May 12, 2023; 177 institutions reported holding it in 13F filings for Q1 2023, worth $1.10B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Sumo Logic, Inc. as of Jun 30, 2021. 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
- 136
- +12 vs. Q1 2021
- Shares held
- 74.5M
- +8.75M (+13.3%) vs. Q1 2021
- Total value
- $1.54B
- +$300.7M (+24.3%) vs. Q1 2021
- New holders
- 41
- 46 more added
- Sold out
- 29
- 33 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SUMO 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 1 | $567 |
| Q2 2023 | 1 | $17.2M |
| Q1 2023 | 177 | $1.10B |
| Q4 2022 | 176 | $667.6M |
| Q3 2022 | 165 | $645.2M |
| Q2 2022 | 167 | $624.4M |
| Q1 2022 | 163 | $953.3M |
| Q4 2021 | 150 | $1.08B |
| Q3 2021 | 134 | $1.23B |
| Q2 2021 | 136 | $1.54B |
| Q1 2021 | 124 | $1.24B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | +10 | New |
| Rockefeller Capital Management L.P. | 37 | $0 | 0.00% | +37 | New |
| Signaturefd, LLC | 37 | $1.00K | 0.00% | −307−89.2% | Reduced |
| The PNC Financial Services Group, Inc. | 47 | $1.00K | 0.00% | −203−81.2% | Reduced |
| Institutional & Family Asset Management, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 50 | $1.00K | 0.00% | +50 | New |
| Parisi Gray Wealth Management | 42 | $1.00K | 0.00% | +42 | New |
| CWM, LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Jacobi Capital Management LLC | 133 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 160 | $3.00K | 0.00% | +149+1,354.5% | Added |
| TCI Wealth Advisors, Inc. | 122 | $3.00K | 0.00% | +122 | New |
| Sargent Bickham Lagudis LLC | 189 | $4.00K | 0.00% | +189 | New |
| Advisory Services Network, LLC | 249 | $5.00K | 0.00% | −24,869−99.0% | Reduced |
| Optimum Investment Advisors | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 477 | $10.0K | 0.00% | −3,389−87.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 500 | $10.3K | 0.00% | +500 | New |
| Nisa Investment Advisors, LLC | 650 | $13.0K | 0.00% | +650 | New |
| Baillie Gifford & Co | 726 | $15.0K | 0.00% | +726 | New |
| Panagora Asset Management Inc | 951 | $20.0K | 0.00% | −32−3.3% | Reduced |
| US Bancorp | 1,015 | $21.0K | 0.00% | +1,015 | New |
| Sterling Financial Planning, Inc. | 1,100 | $23.0K | 0.01% | +200+22.2% | Added |
| Tower Research Capital LLC (TRC) | 1,773 | $37.0K | 0.00% | −3,708−67.7% | Reduced |
| FMR LLC | 2,073 | $43.0K | 0.00% | +2,073 | New |
| Pinz Capital Management, LP | 5,500 | $114.0K | 0.03% | +5,500 | New |
| Leonteq Securities AG | 6,000 | $123.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,397 | $132.0K | 0.00% | +5,206+437.1% | Added |
| Quadrant Capital Group LLC | 8,230 | $170.0K | 0.02% | +31+0.4% | Added |
| Kestra Advisory Services, LLC | 10,003 | $207.0K | 0.00% | −980−8.9% | Reduced |
| Prudential Financial Inc | 10,000 | $207.0K | 0.00% | +10,000 | New |
| Newbridge Financial Services Group, Inc. | 11,080 | $229.0K | 0.14% | +1,000+9.9% | Added |
| Optimal Asset Management, Inc. | 11,262 | $233.0K | 0.03% | +11,262 | New |
| Point72 Hong Kong Ltd | 11,383 | $235.0K | 0.02% | +11,383 | New |
| AH Equity Partners III, L.L.C. | 11,990 | $248.0K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,232 | $253.0K | 0.00% | +12,232 | New |
| Vontobel Holding Ltd. | 12,300 | $254.0K | 0.00% | +12,300 | New |
| Principal Financial Group Inc | 13,044 | $269.0K | 0.00% | −29,956−69.7% | Reduced |
| Wolverine Trading, LLC | 13,214 | $271.0K | 0.01% | −27,604−67.6% | Reduced |
| Tudor Investment Corp Et Al | 14,095 | $291.0K | 0.01% | −28,536−66.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,377 | $297.0K | 0.01% | −1,000−6.5% | Reduced |
| Victory Capital Management Inc | 14,393 | $297.0K | 0.00% | +2,424+20.3% | Added |
| Diversified Trust Co | 14,435 | $298.0K | 0.01% | +14,435 | New |
| Migdal Insurance & Financial Holdings Ltd. | 14,524 | $300.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 14,565 | $301.0K | 0.01% | −7,281−33.3% | Reduced |
| Massmutual Trust Co FSB | 14,565 | $301.0K | 0.01% | −7,281−33.3% | Reduced |
| Amalgamated Bank | 15,408 | $318.0K | 0.00% | +15,408 | New |
| Keybank National Association | 16,542 | $342.0K | 0.00% | +16,542 | New |
| Engineers Gate Manager LP | 16,846 | $348.0K | 0.02% | +16,846 | New |
| Simplex Trading, LLC | 16,945 | $349.0K | 0.01% | −33,975−66.7% | Reduced |
| Centiva Capital, LP | 17,472 | $361.0K | 0.03% | +17,472 | New |
| Boothbay Fund Management, LLC | 18,005 | $372.0K | 0.02% | −27,995−60.9% | Reduced |
| Adviser Investments LLC | 18,064 | $373.0K | 0.03% | +18,064 | New |
| Walleye Trading LLC | 19,907 | $411.0K | 0.01% | +8,541+75.1% | Added |
| ProShare Advisors LLC | 21,167 | $437.0K | 0.00% | +21,167 | New |
| Trexquant Investment LP | 23,124 | $478.0K | 0.04% | +23,124 | New |
| Rehmann Capital Advisory Group | 23,314 | $481.4K | 0.05% | +13,167+129.8% | Added |
| Invesco Ltd. | 23,383 | $483.0K | 0.00% | +23,383 | New |
| Metropolitan Life Insurance Co | 23,611 | $487.6K | 0.01% | +23,611 | New |
| DuPont Capital Management Corp | 24,776 | $512.0K | 0.01% | +24,776 | New |
| Envestnet Asset Management Inc | 26,198 | $541.0K | 0.00% | +13,159+100.9% | Added |
| Mayflower Financial Advisors, LLC | 27,188 | $561.0K | 0.08% | 00.0% | Unchanged |
| MetLife Investment Management | 30,840 | $636.8K | 0.01% | +30,840 | New |
| Voya Investment Management LLC | 31,952 | $660.0K | 0.00% | +31,952 | New |
| Malaga Cove Capital, LLC | 34,892 | $721.0K | 0.31% | +200+0.6% | Added |
| Wells Fargo & Company | 36,293 | $750.0K | 0.00% | −19,510−35.0% | Reduced |
| S&CO Inc | 37,133 | $766.0K | 0.06% | +18,695+101.4% | Added |
| Dynamic Technology Lab Private Ltd | 39,758 | $821.0K | 0.08% | +39,758 | New |
| Occudo Quantitative Strategies LP | 40,027 | $827.0K | 0.13% | +40,027 | New |
| Jane Street Group, LLC | 42,058 | $868.0K | 0.00% | −127,947−75.3% | Reduced |
| Manufacturers Life Insurance Company, The | 44,391 | $917.0K | 0.00% | +44,391 | New |
| American International Group, Inc. | 45,718 | $944.0K | 0.00% | +37,318+444.3% | Added |
| Walleye Capital LLC | 50,900 | $1.05M | 0.04% | +50,900 | New |
| Voloridge Investment Management, LLC | 51,010 | $1.05M | 0.01% | −19,466−27.6% | Reduced |
| Prelude Capital Management, LLC | 52,648 | $1.09M | 0.06% | +52,648 | New |
| PEAK6 Investments LLC | 54,123 | $1.12M | 0.03% | +50,312+1,320.2% | Added |
| Raymond James & Associates | 56,088 | $1.16M | 0.00% | +26,635+90.4% | Added |
| Deutsche Bank AG | 56,248 | $1.16M | 0.00% | +33,419+146.4% | Added |
| Cutler Group LP | 58,860 | $1.22M | 0.09% | +16,806+40.0% | Added |
| Parametric Portfolio Associates LLC | 61,736 | $1.27M | 0.00% | +43,415+237.0% | Added |
| Blair William & Co | 64,182 | $1.32M | 0.00% | +16,408+34.3% | Added |
| Scge Management, L.P. | 65,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.40M | 0.59% | – | New |
| Hamilton Lane Advisors LLC | 69,797 | $1.44M | 0.45% | +35,139+101.4% | Added |
| New York State Common Retirement Fund | 70,016 | $1.45M | 0.00% | +55,916+396.6% | Added |
| Group One Trading, L.P. | 72,211 | $1.49M | 0.03% | −31,795−30.6% | Reduced |
| Cubist Systematic Strategies, LLC | 76,097 | $1.57M | 0.02% | −98,924−56.5% | Reduced |
| Man Group plc | 76,307 | $1.58M | 0.01% | −9,989−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,796 | $1.59M | 0.01% | +1,984+2.7% | Added |
| Citadel Advisors LLC | 78,499 | $1.62M | 0.00% | −118,203−60.1% | Reduced |
| State of Tennessee, Treasury Department | 80,847 | $1.67M | 0.01% | +41,823+107.2% | Added |
| Rhumbline Advisers | 80,805 | $1.67M | 0.00% | +64,113+384.1% | Added |
| Jump Financial, LLC | 81,800 | $1.69M | 0.16% | −18,122−18.1% | Reduced |
| UBS Group AG | 91,529 | $1.89M | 0.00% | +16,990+22.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 99,177 | $2.05M | 0.01% | −365,834−78.7% | Reduced |
| Bank of America Corp | 105,519 | $2.18M | 0.00% | −19,470−15.6% | Reduced |
| Credit Suisse AG | 107,540 | $2.22M | 0.00% | +107,540 | New |
| Alliancebernstein L.P. | 107,762 | $2.23M | 0.00% | +87,556+433.3% | Added |
| Royal Bank of Canada | 110,133 | $2.27M | 0.00% | +3,738+3.5% | Added |