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, Q3 2021
Institutional positions in Sumo Logic, Inc. as of Sep 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
- 134
- −1 vs. Q2 2021
- Shares held
- 76.0M
- +1.57M (+2.1%) vs. Q2 2021
- Total value
- $1.23B
- −$313.2M (−20.3%) vs. Q2 2021
- New holders
- 30
- 51 more added
- Sold out
- 31
- 31 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 22 | $0 | 0.00% | −16−42.1% | Reduced |
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Captrust Financial Advisors | 148 | $2.00K | 0.00% | −12−7.5% | Reduced |
| Jacobi Capital Management LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 183 | $3.00K | 0.00% | +61+50.0% | Added |
| The PNC Financial Services Group, Inc. | 229 | $4.00K | 0.00% | +182+387.2% | Added |
| Optimum Investment Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $8.06K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 650 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 666 | $11.0K | 0.00% | +189+39.6% | Added |
| Baillie Gifford & Co | 726 | $12.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 898 | $14.0K | 0.00% | −117−11.5% | Reduced |
| Sterling Financial Planning, Inc. | 1,100 | $18.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,280 | $21.0K | 0.00% | +1,280 | New |
| FMR LLC | 1,929 | $31.0K | 0.00% | −144−6.9% | Reduced |
| Amundi | 2,522 | $41.0K | 0.00% | +2,522 | New |
| Leonteq Securities AG | 4,000 | $64.5K | 0.00% | −2,000−33.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $73.0K | 0.00% | −10,000−68.9% | Reduced |
| Walleye Trading LLC | 4,761 | $77.0K | 0.00% | −15,146−76.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,763 | $93.0K | 0.00% | +3,990+225.0% | Added |
| Ameritas Investment Partners, Inc. | 6,397 | $103.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7,284 | $117.0K | 0.00% | −7,281−50.0% | Reduced |
| Bessemer Group Inc | 7,759 | $125.0K | 0.00% | +7,759 | New |
| Quadrant Capital Group LLC | 8,255 | $133.0K | 0.02% | +25+0.3% | Added |
| Paloma Partners Management Co | 10,929 | $176.0K | 0.01% | +10,929 | New |
| ProShare Advisors LLC | 10,994 | $177.0K | 0.00% | −10,173−48.1% | Reduced |
| Optimal Asset Management, Inc. | 11,262 | $182.0K | 0.02% | 00.0% | Unchanged |
| AH Equity Partners III, L.L.C. | 11,990 | $193.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,300 | $198.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,442 | $201.0K | 0.00% | +210+1.7% | Added |
| Franklin Resources Inc | 13,479 | $217.0K | 0.00% | +13,479 | New |
| Steward Partners Investment Advisory, LLC | 14,377 | $232.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,501 | $234.0K | 0.00% | +108+0.8% | Added |
| Summit Trail Advisors, LLC | 14,963 | $241.0K | 0.02% | +14,963 | New |
| Amalgamated Bank | 15,255 | $246.0K | 0.00% | −153−1.0% | Reduced |
| Coastal Bridge Advisors, LLC | 15,734 | $254.0K | 0.06% | +15,734 | New |
| Versor Investments LP | 16,200 | $261.0K | 0.01% | +16,200 | New |
| Fulcrum Asset Management LLP | – | $270.0K | 0.13% | – | – |
| Vident Investment Advisory, LLC | 16,877 | $272.0K | 0.01% | +16,877 | New |
| Newbridge Financial Services Group, Inc. | 17,230 | $278.0K | 0.17% | +6,150+55.5% | Added |
| Principal Financial Group Inc | 17,993 | $290.0K | 0.00% | +4,949+37.9% | Added |
| Tudor Investment Corp Et Al | 18,324 | $295.0K | 0.01% | +4,229+30.0% | Added |
| UBS Group AG | 18,745 | $302.0K | 0.00% | −72,784−79.5% | Reduced |
| Jasper Ridge Partners, L.P. | 20,281 | $327.0K | 0.01% | +20,281 | New |
| State of Michigan Retirement System | 20,366 | $328.0K | 0.00% | +20,366 | New |
| Portman Ltd | 20,803 | $335.0K | 0.24% | +20,803 | New |
| DuPont Capital Management Corp | 21,707 | $350.0K | 0.01% | −3,069−12.4% | Reduced |
| Simplex Trading, LLC | 17,045 | $352.0K | 0.01% | +100+0.6% | Added |
| Quantbot Technologies LP | 22,425 | $361.0K | 0.03% | +22,425 | New |
| Metropolitan Life Insurance Co | 23,811 | $383.8K | 0.01% | +200+0.8% | Added |
| Cutler Group LP | 24,001 | $386.0K | 0.03% | −34,859−59.2% | Reduced |
| Trexquant Investment LP | 24,759 | $399.0K | 0.03% | +1,635+7.1% | Added |
| Rehmann Capital Advisory Group | 684 | $399.2K | 0.04% | −22,630−97.1% | Reduced |
| Mirador Capital Partners LP | 25,121 | $405.0K | 0.09% | +25,121 | New |
| StepStone Group LP | 25,456 | $410.0K | 0.03% | +25,456 | New |
| Standard Life Aberdeen plc | 25,456 | $410.0K | 0.00% | +25,456 | New |
| Diversified Trust Co | 26,360 | $425.0K | 0.02% | +11,925+82.6% | Added |
| Adviser Investments LLC | 27,293 | $440.0K | 0.03% | +9,229+51.1% | Added |
| SG Americas Securities, LLC | 29,416 | $474.0K | 0.00% | +29,416 | New |
| Raymond James & Associates | 30,667 | $494.0K | 0.00% | −25,421−45.3% | Reduced |
| MetLife Investment Management | 30,840 | $497.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 31,758 | $512.0K | 0.00% | +8,375+35.8% | Added |
| Keybank National Association | 32,085 | $517.0K | 0.00% | +15,543+94.0% | Added |
| Voya Investment Management LLC | 32,997 | $532.0K | 0.00% | +1,045+3.3% | Added |
| Jane Street Group, LLC | 36,009 | $580.0K | 0.00% | −6,049−14.4% | Reduced |
| ExodusPoint Capital Management, LP | 40,390 | $651.0K | 0.01% | +40,390 | New |
| Adams Street Partners LLC | 40,731 | $657.0K | 0.08% | +40,731 | New |
| Manufacturers Life Insurance Company, The | 43,282 | $698.0K | 0.00% | −1,109−2.5% | Reduced |
| California State Teachers Retirement System | 46,358 | $747.0K | 0.00% | −66,040−58.8% | Reduced |
| PEAK6 Investments LLC | 46,928 | $756.0K | 0.02% | −7,195−13.3% | Reduced |
| American International Group, Inc. | 46,958 | $757.0K | 0.00% | +1,240+2.7% | Added |
| Malaga Cove Capital, LLC | 47,452 | $765.0K | 0.32% | +12,560+36.0% | Added |
| S&CO Inc | 55,761 | $898.0K | 0.07% | +18,628+50.2% | Added |
| Engineers Gate Manager LP | 57,498 | $927.0K | 0.05% | +40,652+241.3% | Added |
| Canada Pension Plan Investment Board | 58,000 | $935.0K | 0.00% | +58,000 | New |
| New York State Common Retirement Fund | 58,762 | $947.0K | 0.00% | −11,254−16.1% | Reduced |
| Blair William & Co | 64,590 | $1.04M | 0.00% | +408+0.6% | Added |
| Scge Management, L.P. | 65,000 | $1.05M | 0.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 68,388 | $1.10M | 0.00% | +6,652+10.8% | Added |
| Marshall Wace North America L.P. | 68,452 | $1.10M | 0.00% | +68,452 | New |
| AlpInvest Partners B.V. | 72,687 | $1.17M | 0.46% | +72,687 | New |
| Hamilton Lane Advisors LLC | 81,534 | $1.31M | 0.22% | +11,737+16.8% | Added |
| Rhumbline Advisers | 84,729 | $1.37M | 0.00% | +3,924+4.9% | Added |
| Mission Creek Capital Partners, Inc. | 89,564 | $1.44M | 0.27% | +89,564 | New |
| HarbourVest Partners LLC | 93,039 | $1.50M | 0.14% | +93,039 | New |
| Citadel Advisors LLC | 93,400 | $1.50M | 0.00% | +14,901+19.0% | Added |
| Waypoint Wealth Partners Inc. | 95,847 | $1.54M | 0.58% | +95,847 | New |
| Man Group plc | 100,126 | $1.61M | 0.01% | +23,819+31.2% | Added |
| Cubist Systematic Strategies, LLC | 100,102 | $1.61M | 0.02% | +24,005+31.5% | Added |
| Alliancebernstein L.P. | 107,566 | $1.73M | 0.00% | −196−0.2% | Reduced |
| Wells Fargo & Company | 111,763 | $1.80M | 0.00% | +75,470+207.9% | Added |
| Royal Bank of Canada | 117,382 | $1.89M | 0.00% | +7,249+6.6% | Added |
| PDT Partners, LLC | 148,828 | $2.40M | 0.17% | +148,828 | New |
| Susquehanna International Group, LLP | 155,763 | $2.51M | 0.00% | −229,432−59.6% | Reduced |
| Two Sigma Investments, LP | 162,590 | $2.62M | 0.01% | +162,590 | New |
| Citigroup Inc | 162,706 | $2.62M | 0.00% | +4,778+3.0% | Added |
| Millennium Management LLC | 190,495 | $3.07M | 0.00% | −236,433−55.4% | Reduced |