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 |
|---|---|---|---|---|---|
| AH Equity Partners III, L.L.C. | 11,990 | $248.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,383 | $235.0K | 0.02% | +11,383 | New |
| Optimal Asset Management, Inc. | 11,262 | $233.0K | 0.03% | +11,262 | New |
| Newbridge Financial Services Group, Inc. | 11,080 | $229.0K | 0.14% | +1,000+9.9% | 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 |
| Quadrant Capital Group LLC | 8,230 | $170.0K | 0.02% | +31+0.4% | Added |
| Ameritas Investment Partners, Inc. | 6,397 | $132.0K | 0.00% | +5,206+437.1% | Added |
| Leonteq Securities AG | 6,000 | $123.9K | 0.01% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 5,500 | $114.0K | 0.03% | +5,500 | New |
| FMR LLC | 2,073 | $43.0K | 0.00% | +2,073 | New |
| Tower Research Capital LLC (TRC) | 1,773 | $37.0K | 0.00% | −3,708−67.7% | Reduced |
| Sterling Financial Planning, Inc. | 1,100 | $23.0K | 0.01% | +200+22.2% | Added |
| US Bancorp | 1,015 | $21.0K | 0.00% | +1,015 | New |
| Panagora Asset Management Inc | 951 | $20.0K | 0.00% | −32−3.3% | Reduced |
| Baillie Gifford & Co | 726 | $15.0K | 0.00% | +726 | New |
| Nisa Investment Advisors, LLC | 650 | $13.0K | 0.00% | +650 | New |
| Federation des caisses Desjardins du Quebec | 500 | $10.3K | 0.00% | +500 | New |
| Advisor Group Holdings, Inc. | 477 | $10.0K | 0.00% | −3,389−87.7% | Reduced |
| Optimum Investment Advisors | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 249 | $5.00K | 0.00% | −24,869−99.0% | Reduced |
| Sargent Bickham Lagudis LLC | 189 | $4.00K | 0.00% | +189 | 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 |
| 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 |
| 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 |
| Glassman Wealth Services | 10 | $0 | 0.00% | +10 | New |
| Rockefeller Capital Management L.P. | 37 | $0 | 0.00% | +37 | New |
| 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 |