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, Q4 2021
Institutional positions in Sumo Logic, Inc. as of Dec 31, 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
- 150
- +19 vs. Q3 2021
- Shares held
- 79.6M
- +3.62M (+4.8%) vs. Q3 2021
- Total value
- $1.08B
- −$141.3M (−11.5%) vs. Q3 2021
- New holders
- 41
- 53 more added
- Sold out
- 22
- 35 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $0 | 0.00% | +23 | New |
| Sittner & Nelson, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $1.00K | 0.00% | +100 | New |
| CWM, LLC | 72 | $1.00K | 0.00% | +72 | New |
| Amplius Wealth Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Shore Point Advisors, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Captrust Financial Advisors | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 142 | $2.00K | 0.00% | +142 | New |
| EverSource Wealth Advisors, LLC | 201 | $3.00K | 0.00% | +201 | New |
| Optimum Investment Advisors | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 446 | $6.00K | 0.00% | +446 | New |
| Federation des caisses Desjardins du Quebec | 500 | $6.78K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 624 | $8.00K | 0.00% | +624 | New |
| Baillie Gifford & Co | 726 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,075 | $14.0K | 0.00% | +1,075 | New |
| Lindbrook Capital, LLC | 1,582 | $21.0K | 0.00% | +1,582 | New |
| FMR LLC | 1,916 | $26.0K | 0.00% | −13−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,987 | $27.0K | 0.00% | −3,776−65.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,980 | $35.0K | 0.00% | +2,330+358.5% | Added |
| Snowden Capital Advisors LLC | 3,721 | $50.0K | 0.00% | +3,721 | New |
| Permian Investment Partners, LP | 3,890 | $53.0K | 0.01% | +3,890 | New |
| Leonteq Securities AG | 4,000 | $54.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $63.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,866 | $79.0K | 0.00% | +4,968+553.2% | Added |
| Cutler Group LP | 6,179 | $83.0K | 0.01% | −17,822−74.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,397 | $87.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,884 | $93.0K | 0.01% | −1,371−16.6% | Reduced |
| SG Americas Securities, LLC | 10,679 | $145.0K | 0.00% | −18,737−63.7% | Reduced |
| Prelude Capital Management, LLC | 11,200 | $152.0K | 0.01% | +11,200 | New |
| WealthShield Partners, LLC | 11,222 | $152.0K | 0.03% | +11,222 | New |
| Waldron Private Wealth LLC | 11,318 | $153.0K | 0.01% | +11,318 | New |
| Portman Ltd | 11,584 | $157.0K | 0.15% | −9,219−44.3% | Reduced |
| AH Equity Partners III, L.L.C. | 11,990 | $163.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,103 | $164.0K | 0.00% | +4,344+56.0% | Added |
| STRS Ohio | 12,300 | $166.0K | 0.00% | +12,300 | New |
| Vontobel Holding Ltd. | 12,300 | $167.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,900 | $175.0K | 0.01% | +12,900 | New |
| Point72 Asset Management, L.P. | 13,000 | $176.0K | 0.00% | +13,000 | New |
| State of Michigan Retirement System | 13,033 | $177.0K | 0.00% | −7,333−36.0% | Reduced |
| Advisor Group Holdings, Inc. | 13,049 | $177.0K | 0.00% | +12,383+1,859.3% | Added |
| Group One Trading, L.P. | 13,913 | $189.0K | 0.00% | +13,913 | New |
| Steward Partners Investment Advisory, LLC | 14,377 | $195.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,909 | $202.0K | 0.00% | −3,084−17.1% | Reduced |
| Victory Capital Management Inc | 14,932 | $202.0K | 0.00% | +431+3.0% | Added |
| Amalgamated Bank | 15,328 | $208.0K | 0.00% | +73+0.5% | Added |
| Summit Trail Advisors, LLC | 15,503 | $210.0K | 0.01% | +540+3.6% | Added |
| Handelsbanken Fonder AB | 15,600 | $212.0K | 0.00% | +15,600 | New |
| Canada Pension Plan Investment Board | 16,000 | $217.0K | 0.00% | −42,000−72.4% | Reduced |
| Franklin Resources Inc | 15,990 | $217.0K | 0.00% | +2,511+18.6% | Added |
| Newbridge Financial Services Group, Inc. | 16,180 | $219.0K | 0.10% | −1,050−6.1% | Reduced |
| StepStone Group LP | 16,290 | $221.0K | 0.01% | −9,166−36.0% | Reduced |
| Standard Life Aberdeen plc | 16,289 | $221.0K | 0.00% | −9,167−36.0% | Reduced |
| Quantbot Technologies LP | 16,530 | $224.0K | 0.02% | −5,895−26.3% | Reduced |
| Versor Investments LP | 16,583 | $225.0K | 0.01% | +383+2.4% | Added |
| Seven Post Investment Office LP | 17,000 | $231.0K | 0.06% | +17,000 | New |
| HSBC Holdings PLC | 17,509 | $240.0K | 0.00% | +17,509 | New |
| M&T Bank Corp | 17,916 | $243.0K | 0.00% | +17,916 | New |
| Tudor Investment Corp Et Al | 18,324 | $248.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,156 | $260.0K | 0.00% | +8,162+74.2% | Added |
| Fulcrum Asset Management LLP | – | $270.0K | 0.13% | – | – |
| State Board of Administration of Florida Retirement System | 20,437 | $277.0K | 0.00% | +7,995+64.3% | Added |
| Jasper Ridge Partners, L.P. | 21,425 | $291.0K | 0.01% | +1,144+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 22,347 | $303.0K | 0.00% | +22,347 | New |
| Metropolitan Life Insurance Co | 23,811 | $322.9K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 24,108 | $327.0K | 0.07% | +8,374+53.2% | Added |
| Wolverine Trading, LLC | 24,221 | $337.0K | 0.00% | +24,221 | New |
| Adams Street Partners LLC | 26,065 | $353.0K | 0.05% | −14,666−36.0% | Reduced |
| Keybank National Association | 26,103 | $354.0K | 0.00% | −5,982−18.6% | Reduced |
| Algert Global LLC | 26,214 | $355.0K | 0.04% | +26,214 | New |
| Diversified Trust Co | 26,325 | $357.0K | 0.01% | −35−0.1% | Reduced |
| Common Fund for Nonprofit Organizations | 10,559 | $368.4K | 0.05% | +10,559 | New |
| Invesco Ltd. | 29,908 | $406.0K | 0.00% | −1,850−5.8% | Reduced |
| MetLife Investment Management | 30,840 | $418.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 33,355 | $452.0K | 0.02% | −24,143−42.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 33,339 | $452.0K | 0.00% | +33,339 | New |
| Voya Investment Management LLC | 34,546 | $468.0K | 0.00% | +1,549+4.7% | Added |
| Blair William & Co | 36,482 | $495.0K | 0.00% | −28,108−43.5% | Reduced |
| Adviser Investments LLC | 36,722 | $498.0K | 0.03% | +9,429+34.5% | Added |
| Cubist Systematic Strategies, LLC | 39,919 | $541.0K | 0.01% | −60,183−60.1% | Reduced |
| UBS Group AG | 41,945 | $569.0K | 0.00% | +23,200+123.8% | Added |
| Citadel Advisors LLC | 45,218 | $613.0K | 0.00% | −48,182−51.6% | Reduced |
| Manufacturers Life Insurance Company, The | 45,375 | $615.0K | 0.00% | +2,093+4.8% | Added |
| Malaga Cove Capital, LLC | 46,279 | $628.0K | 0.25% | −1,173−2.5% | Reduced |
| American International Group, Inc. | 46,595 | $632.0K | 0.00% | −363−0.8% | Reduced |
| California State Teachers Retirement System | 47,768 | $648.0K | 0.00% | +1,410+3.0% | Added |
| AlphaCrest Capital Management LLC | 49,696 | $674.0K | 0.03% | +49,696 | New |
| Massachusetts Institute of Technology | 55,193 | $748.0K | 0.10% | +55,193 | New |
| New York State Common Retirement Fund | 58,833 | $798.0K | 0.00% | +71+0.1% | Added |
| Jane Street Group, LLC | 60,761 | $824.0K | 0.00% | +24,752+68.7% | Added |
| S&CO Inc | 74,788 | $1.01M | 0.07% | +19,027+34.1% | Added |
| Trexquant Investment LP | 77,187 | $1.05M | 0.06% | +52,428+211.8% | Added |
| Wells Fargo & Company | 79,011 | $1.07M | 0.00% | −32,752−29.3% | Reduced |
| PEAK6 Investments LLC | 84,091 | $1.14M | 0.03% | +37,163+79.2% | Added |
| Rhumbline Advisers | 85,208 | $1.16M | 0.00% | +479+0.6% | Added |
| Waypoint Wealth Partners Inc. | 86,051 | $1.17M | 0.40% | −9,796−10.2% | Reduced |
| Atom Investors LP | 86,088 | $1.17M | 0.32% | +86,088 | New |
| Alliancebernstein L.P. | 87,523 | $1.19M | 0.00% | −20,043−18.6% | Reduced |
| Hamilton Lane Advisors LLC | 88,152 | $1.20M | 0.15% | +6,618+8.1% | Added |
| Vident Investment Advisory, LLC | 91,020 | $1.23M | 0.03% | +74,143+439.3% | Added |