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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 20,437 | $238.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versor Investments LP | 18,532 | $216.0K | 0.01% | +1,949+11.8% | Added |
| Jump Financial, LLC | 18,450 | $215.0K | 0.01% | +18,450 | New |
| Tudor Investment Corp Et Al | 18,324 | $214.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 17,916 | $209.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 17,579 | $205.0K | 0.09% | +17,579 | New |
| Seven Post Investment Office LP | 17,000 | $198.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,669 | $195.0K | 0.00% | −2,487−13.0% | Reduced |
| Waypoint Wealth Partners Inc. | 16,562 | $193.0K | 0.07% | −69,489−80.8% | Reduced |
| Principal Financial Group Inc | 16,050 | $187.0K | 0.00% | +1,141+7.7% | Added |
| Newbridge Financial Services Group, Inc. | 15,730 | $184.0K | 0.09% | −450−2.8% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $182.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 15,417 | $179.0K | 0.01% | +15,417 | New |
| Franklin Resources Inc | 15,284 | $178.0K | 0.00% | −706−4.4% | Reduced |
| Caption Management, LLC | 15,000 | $177.0K | 0.01% | +15,000 | New |
| SG Americas Securities, LLC | 14,408 | $168.0K | 0.00% | +3,729+34.9% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 14,266 | $166.0K | 0.00% | −111−0.8% | Reduced |
| Bayesian Capital Management, LP | 12,900 | $151.0K | 0.02% | +12,900 | New |
| WealthShield Partners, LLC | 12,583 | $147.0K | 0.02% | +1,361+12.1% | Added |
| Vontobel Holding Ltd. | 12,300 | $144.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,211 | $143.0K | 0.11% | +12,211 | New |
| Bessemer Group Inc | 12,103 | $141.0K | 0.00% | 00.0% | Unchanged |
| AH Equity Partners III, L.L.C. | 11,990 | $140.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,733 | $138.0K | 0.00% | −199−1.3% | Reduced |
| Waldron Private Wealth LLC | 11,318 | $132.0K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 11,245 | $131.0K | 0.02% | +11,245 | New |
| XTX Topco Ltd | 11,068 | $129.0K | 0.06% | +11,068 | New |
| Group One Trading, L.P. | 10,325 | $120.0K | 0.00% | −3,588−25.8% | Reduced |
| US Bancorp | 7,741 | $90.0K | 0.00% | +1,875+32.0% | Added |
| 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 |
| Metropolitan Life Insurance Co | 5,771 | $67.3K | 0.00% | −18,040−75.8% | Reduced |
| Cutler Group LP | 4,662 | $54.0K | 0.01% | −1,517−24.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,183 | $49.0K | 0.00% | +2,196+110.5% | Added |
| Simplex Trading, LLC | 4,191 | $48.0K | 0.00% | +4,191 | New |
| Leonteq Securities AG | 4,000 | $46.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,254 | $38.0K | 0.00% | +3,254 | New |
| FMR LLC | 2,718 | $31.0K | 0.00% | +802+41.9% | Added |
| Baillie Gifford & Co | 726 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $5.83K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 403 | $5.00K | 0.00% | −43−9.6% | Reduced |
| Optimum Investment Advisors | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 241 | $3.00K | 0.00% | +241 | 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 |
| 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 |
| 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 |
| Aaron Wealth Advisors | 2,824 | – | – | +2,824 | New |
| Trustees of Princeton University | 0 | $0 | 0.00% | −286,115−100.0% | Sold out |
| Dumac, Inc. | 0 | $0 | 0.00% | −214,586−100.0% | Sold out |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −55,193−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −46,279−100.0% | Sold out |
| Common Fund for Nonprofit Organizations | 0 | $0 | 0.00% | −10,559−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −26,065−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,221−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,530−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −16,289−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Portman Ltd | 0 | $0 | 0.00% | −11,584−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Permian Investment Partners, LP | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |