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 |
|---|---|---|---|---|---|
| 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 |
| Handelsbanken Fonder AB | 15,600 | $212.0K | 0.00% | +15,600 | New |
| Summit Trail Advisors, LLC | 15,503 | $210.0K | 0.01% | +540+3.6% | Added |
| Amalgamated Bank | 15,328 | $208.0K | 0.00% | +73+0.5% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 14,377 | $195.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 13,913 | $189.0K | 0.00% | +13,913 | 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 |
| Point72 Asset Management, L.P. | 13,000 | $176.0K | 0.00% | +13,000 | New |
| Cornerstone Investment Partners, LLC | 12,900 | $175.0K | 0.01% | +12,900 | New |
| Vontobel Holding Ltd. | 12,300 | $167.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 12,300 | $166.0K | 0.00% | +12,300 | New |
| Bessemer Group Inc | 12,103 | $164.0K | 0.00% | +4,344+56.0% | Added |
| AH Equity Partners III, L.L.C. | 11,990 | $163.0K | 0.00% | 00.0% | Unchanged |
| Portman Ltd | 11,584 | $157.0K | 0.15% | −9,219−44.3% | Reduced |
| Waldron Private Wealth LLC | 11,318 | $153.0K | 0.01% | +11,318 | New |
| 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 |
| SG Americas Securities, LLC | 10,679 | $145.0K | 0.00% | −18,737−63.7% | Reduced |
| Quadrant Capital Group LLC | 6,884 | $93.0K | 0.01% | −1,371−16.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,397 | $87.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,179 | $83.0K | 0.01% | −17,822−74.3% | Reduced |
| US Bancorp | 5,866 | $79.0K | 0.00% | +4,968+553.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $63.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,000 | $54.2K | 0.00% | 00.0% | Unchanged |
| Permian Investment Partners, LP | 3,890 | $53.0K | 0.01% | +3,890 | New |
| Snowden Capital Advisors LLC | 3,721 | $50.0K | 0.00% | +3,721 | New |
| Nisa Investment Advisors, LLC | 2,980 | $35.0K | 0.00% | +2,330+358.5% | Added |
| Tower Research Capital LLC (TRC) | 1,987 | $27.0K | 0.00% | −3,776−65.5% | Reduced |
| FMR LLC | 1,916 | $26.0K | 0.00% | −13−0.7% | Reduced |
| Lindbrook Capital, LLC | 1,582 | $21.0K | 0.00% | +1,582 | New |
| Rockefeller Capital Management L.P. | 1,075 | $14.0K | 0.00% | +1,075 | New |
| Baillie Gifford & Co | 726 | $10.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 624 | $8.00K | 0.00% | +624 | New |
| Federation des caisses Desjardins du Quebec | 500 | $6.78K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 446 | $6.00K | 0.00% | +446 | New |
| Optimum Investment Advisors | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 201 | $3.00K | 0.00% | +201 | New |
| Captrust Financial Advisors | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 142 | $2.00K | 0.00% | +142 | 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 |
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $0 | 0.00% | +23 | New |
| Accel XI Associates L.L.C. | 0 | $0 | 0.00% | −1,312,202−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −782,654−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −100,126−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −89,564−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −40,390−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −30,667−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −25,121−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,045−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −21,707−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,929−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |