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, Q1 2022
Institutional positions in Sumo Logic, Inc. as of Mar 31, 2022. 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
- 163
- +13 vs. Q4 2021
- Shares held
- 81.7M
- +2.12M (+2.7%) vs. Q4 2021
- Total value
- $953.3M
- −$130.1M (−12.0%) vs. Q4 2021
- New holders
- 36
- 58 more added
- Sold out
- 23
- 38 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $0 | 0.00% | +3+13.0% | Added |
| The PNC Financial Services Group, Inc. | 14 | $0 | 0.00% | +14 | New |
| Lenox Wealth Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| TCWP LLC | 16 | $0 | 0.00% | +16 | New |
| National Bank of Canada | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $1.00K | 0.00% | +44 | New |
| Lindbrook Capital, LLC | 142 | $2.00K | 0.00% | −1,440−91.0% | Reduced |
| EverSource Wealth Advisors, LLC | 201 | $2.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $2.00K | 0.00% | −4−2.8% | Reduced |
| IFP Advisors, Inc | 71 | $2.00K | 0.00% | +71 | New |
| Prospera Financial Services Inc | 241 | $3.00K | 0.00% | +241 | New |
| Signaturefd, LLC | 403 | $5.00K | 0.00% | −43−9.6% | Reduced |
| Optimum Investment Advisors | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $5.83K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 726 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,718 | $31.0K | 0.00% | +802+41.9% | Added |
| Walleye Trading LLC | 3,254 | $38.0K | 0.00% | +3,254 | New |
| Leonteq Securities AG | 4,000 | $46.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,191 | $48.0K | 0.00% | +4,191 | New |
| Tower Research Capital LLC (TRC) | 4,183 | $49.0K | 0.00% | +2,196+110.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $52.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,662 | $54.0K | 0.01% | −1,517−24.6% | Reduced |
| Metropolitan Life Insurance Co | 5,771 | $67.3K | 0.00% | −18,040−75.8% | Reduced |
| Quadrant Capital Group LLC | 6,455 | $75.0K | 0.01% | −429−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,397 | $75.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,741 | $90.0K | 0.00% | +1,875+32.0% | Added |
| Group One Trading, L.P. | 10,325 | $120.0K | 0.00% | −3,588−25.8% | Reduced |
| XTX Topco Ltd | 11,068 | $129.0K | 0.06% | +11,068 | New |
| Circle Wealth Management, LLC | 11,245 | $131.0K | 0.02% | +11,245 | New |
| Waldron Private Wealth LLC | 11,318 | $132.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,733 | $138.0K | 0.00% | −199−1.3% | Reduced |
| AH Equity Partners III, L.L.C. | 11,990 | $140.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,103 | $141.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,211 | $143.0K | 0.11% | +12,211 | New |
| Vontobel Holding Ltd. | 12,300 | $144.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,583 | $147.0K | 0.02% | +1,361+12.1% | Added |
| Bayesian Capital Management, LP | 12,900 | $151.0K | 0.02% | +12,900 | New |
| Steward Partners Investment Advisory, LLC | 14,266 | $166.0K | 0.00% | −111−0.8% | Reduced |
| Amalgamated Bank | 14,298 | $167.0K | 0.00% | −1,030−6.7% | Reduced |
| Amalgamated Financial Corp. | 14,298 | $167.0K | 0.00% | +14,298 | New |
| SG Americas Securities, LLC | 14,408 | $168.0K | 0.00% | +3,729+34.9% | Added |
| Caption Management, LLC | 15,000 | $177.0K | 0.01% | +15,000 | New |
| Franklin Resources Inc | 15,284 | $178.0K | 0.00% | −706−4.4% | Reduced |
| Graham Capital Management, L.P. | 15,417 | $179.0K | 0.01% | +15,417 | New |
| Handelsbanken Fonder AB | 15,600 | $182.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15,730 | $184.0K | 0.09% | −450−2.8% | Reduced |
| Principal Financial Group Inc | 16,050 | $187.0K | 0.00% | +1,141+7.7% | Added |
| Waypoint Wealth Partners Inc. | 16,562 | $193.0K | 0.07% | −69,489−80.8% | Reduced |
| ProShare Advisors LLC | 16,669 | $195.0K | 0.00% | −2,487−13.0% | Reduced |
| Seven Post Investment Office LP | 17,000 | $198.0K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 17,579 | $205.0K | 0.09% | +17,579 | New |
| M&T Bank Corp | 17,916 | $209.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 18,324 | $214.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,450 | $215.0K | 0.01% | +18,450 | New |
| Versor Investments LP | 18,532 | $216.0K | 0.01% | +1,949+11.8% | Added |
| Summit Trail Advisors, LLC | 19,507 | $228.0K | 0.02% | +4,004+25.8% | Added |
| Nisa Investment Advisors, LLC | 19,540 | $228.0K | 0.00% | +16,560+555.7% | Added |
| State Board of Administration of Florida Retirement System | 20,437 | $238.0K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,425 | $250.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,464 | $250.0K | 0.00% | +3,955+22.6% | Added |
| Allspring Global Investments Holdings, LLC | 22,456 | $262.0K | 0.00% | +109+0.5% | Added |
| Advisor Group Holdings, Inc. | 22,837 | $266.0K | 0.00% | +9,788+75.0% | Added |
| Coastal Bridge Advisors, LLC | 23,108 | $270.0K | 0.06% | −1,000−4.1% | Reduced |
| Diversified Trust Co | 24,810 | $290.0K | 0.01% | −1,515−5.8% | Reduced |
| Cetera Advisor Networks LLC | 25,460 | $297.0K | 0.00% | +25,460 | New |
| First Trust Advisors LP | 29,684 | $346.0K | 0.00% | +29,684 | New |
| Invesco Ltd. | 30,502 | $356.0K | 0.00% | +594+2.0% | Added |
| Voya Investment Management LLC | 36,392 | $424.0K | 0.00% | +1,846+5.3% | Added |
| Manufacturers Life Insurance Company, The | 36,628 | $427.4K | 0.00% | −8,747−19.3% | Reduced |
| STRS Ohio | 36,700 | $428.0K | 0.00% | +24,400+198.4% | Added |
| Adviser Investments LLC | 36,722 | $429.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 37,068 | $433.0K | 0.00% | +37,068 | New |
| Blair William & Co | 37,853 | $442.0K | 0.00% | +1,371+3.8% | Added |
| Keybank National Association | 37,852 | $442.0K | 0.00% | +11,749+45.0% | Added |
| California State Teachers Retirement System | 38,175 | $446.0K | 0.00% | −9,593−20.1% | Reduced |
| ExodusPoint Capital Management, LP | 38,761 | $452.0K | 0.01% | +38,761 | New |
| UBS Group AG | 39,367 | $459.0K | 0.00% | −2,578−6.1% | Reduced |
| Jeneq Management, LP | 39,700 | $463.0K | 0.12% | +39,700 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 39,839 | $465.0K | 0.00% | +6,500+19.5% | Added |
| American International Group, Inc. | 44,175 | $516.0K | 0.00% | −2,420−5.2% | Reduced |
| Wells Fargo & Company | 45,031 | $526.0K | 0.00% | −33,980−43.0% | Reduced |
| State of Wisconsin Investment Board | 48,700 | $568.0K | 0.00% | +48,700 | New |
| MetLife Investment Management | 48,880 | $570.4K | 0.00% | +18,040+58.5% | Added |
| Royal Bank of Canada | 49,021 | $573.0K | 0.00% | −54,629−52.7% | Reduced |
| Dark Forest Capital Management LP | 52,417 | $612.0K | 0.14% | +52,417 | New |
| Algert Global LLC | 57,033 | $666.0K | 0.04% | +30,819+117.6% | Added |
| New York State Common Retirement Fund | 63,043 | $736.0K | 0.00% | +4,210+7.2% | Added |
| CenterBook Partners LP | 63,264 | $738.0K | 0.26% | +63,264 | New |
| Dynamic Technology Lab Private Ltd | 69,127 | $807.0K | 0.10% | +69,127 | New |
| Two Sigma Investments, LP | 70,211 | $819.0K | 0.00% | −385,537−84.6% | Reduced |
| Hamilton Lane Advisors LLC | 70,778 | $826.0K | 0.18% | −17,374−19.7% | Reduced |
| S&CO Inc | 74,788 | $872.0K | 0.06% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 80,401 | $938.0K | 0.05% | +30,705+61.8% | Added |
| Trexquant Investment LP | 86,556 | $1.01M | 0.05% | +9,369+12.1% | Added |
| Alliancebernstein L.P. | 87,803 | $1.02M | 0.00% | +280+0.3% | Added |
| Rhumbline Advisers | 91,587 | $1.07M | 0.00% | +6,379+7.5% | Added |