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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 112,398 | $2.32M | 0.00% | +90,901+422.9% | Added |
| JPMorgan Chase & Co | 139,980 | $2.89M | 0.00% | +13,586+10.7% | Added |
| Citigroup Inc | 157,928 | $3.26M | 0.00% | +94,276+148.1% | Added |
| Dumac, Inc. | 210,837 | $4.35M | 4.90% | +2,888+1.4% | Added |
| Charles Schwab Investment Management Inc | 249,416 | $5.15M | 0.00% | +146,812+143.1% | Added |
| Cavalry Management Group, LLC | 251,802 | $5.20M | 0.60% | +251,802 | New |
| Goldman Sachs Group Inc | 290,583 | $6.00M | 0.00% | −465,857−61.6% | Reduced |
| Nuveen Asset Management, LLC | 310,769 | $6.42M | 0.00% | +257,371+482.0% | Added |
| UBS Asset Management Americas Inc | 324,927 | $6.71M | 0.00% | −33,155−9.3% | Reduced |
| Morgan Stanley | 355,532 | $7.34M | 0.00% | −367,767−50.8% | Reduced |
| Pathway Capital Management, LP | 383,387 | $7.92M | 3.15% | +383,387 | New |
| Susquehanna International Group, LLP | 385,195 | $7.95M | 0.01% | −213,856−35.7% | Reduced |
| Needham Investment Management LLC | 413,078 | $8.53M | 1.25% | −300,000−42.1% | Reduced |
| Millennium Management LLC | 426,928 | $8.82M | 0.01% | +253,530+146.2% | Added |
| Nwi Management LP | 494,226 | $10.2M | 0.77% | 00.0% | Unchanged |
| Northern Trust Corp | 677,364 | $14.0M | 0.00% | +494,718+270.9% | Added |
| Geode Capital Management, LLC | 836,129 | $17.3M | 0.00% | +511,140+157.3% | Added |
| Bank of New York Mellon Corp | 856,975 | $17.7M | 0.00% | +153,435+21.8% | Added |
| Eagle Asset Management Inc | 982,730 | $20.3M | 0.09% | −104,362−9.6% | Reduced |
| Federated Hermes, Inc. | 1,195,000 | $24.7M | 0.05% | 00.0% | Unchanged |
| State Street Corp | 1,311,512 | $27.1M | 0.00% | +837,435+176.6% | Added |
| Artemis Investment Management LLP | 1,403,871 | $29.0M | 0.25% | +1,403,871 | New |
| Legal & General Group Plc | 1,446,649 | $29.9M | 0.01% | +1,445,158+96,925.4% | Added |
| Brown Advisory Inc | 1,455,012 | $30.0M | 0.05% | +127,354+9.6% | Added |
| SC US (TTGP), Ltd. | 2,427,940 | $50.1M | 0.32% | −977,520−28.7% | Reduced |
| ETF Managers Group, LLC | 2,528,880 | $51.9M | 0.85% | +856,112+51.2% | Added |
| ArrowMark Colorado Holdings LLC | 2,574,267 | $53.2M | 0.40% | +1,360,339+112.1% | Added |
| Glynn Capital Management LLC | 2,938,274 | $60.7M | 5.55% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 3,160,240 | $65.3M | 0.31% | +2,844,440+900.7% | Added |
| Battery Management Corp. | 3,837,674 | $79.2M | 4.43% | +55,347+1.5% | Added |
| BlackRock Inc. | 4,559,049 | $94.1M | 0.00% | +3,367,076+282.5% | Added |
| Accel XI Associates L.L.C. | 5,248,820 | $108.4M | 33.37% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,533,367 | $114.3M | 0.21% | +85,680+1.6% | Added |
| Sapphire Ventures, L.L.C. | 6,448,005 | $133.2M | 11.53% | 00.0% | Unchanged |
| Vanguard Group Inc | 6,570,450 | $135.7M | 0.00% | +4,839,554+279.6% | Added |
| Greylock XIII GP LLC | 11,059,490 | $228.4M | 20.94% | −3,691,700−25.0% | Reduced |
| Institutional Venture Management XV, LLC | 0 | $0 | 0.00% | −2,802,197−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −651,695−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −326,455−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −314,570−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −252,351−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −225,371−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −107,911−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −79,510−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −66,631−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −59,237−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −43,683−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −30,692−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −28,680−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −27,667−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,975−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,059−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,222−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,878−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |