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, Q2 2022
Institutional positions in Sumo Logic, Inc. as of Jun 30, 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
- 167
- +7 vs. Q1 2022
- Shares held
- 83.3M
- +1.77M (+2.2%) vs. Q1 2022
- Total value
- $624.4M
- −$326.9M (−34.4%) vs. Q1 2022
- New holders
- 28
- 66 more added
- Sold out
- 21
- 36 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 34 | $0 | 0.00% | −104−75.4% | Reduced |
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $0 | 0.00% | −5−19.2% | Reduced |
| National Bank of Canada | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 157 | $1.00K | 0.00% | +85+118.1% | Added |
| Sittner & Nelson, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 80 | $1.00K | 0.00% | +80 | New |
| Federated Hermes, Inc. | 251 | $2.00K | 0.00% | −1,365,980−100.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $2.00K | 0.00% | −13,966−97.9% | Reduced |
| Prospera Financial Services Inc | 241 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 278 | $2.00K | 0.00% | +136+95.8% | Added |
| Optimum Investment Advisors | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 377 | $3.00K | 0.00% | +229+154.7% | Added |
| TCI Wealth Advisors, Inc. | 431 | $3.00K | 0.00% | +431 | New |
| Federation des caisses Desjardins du Quebec | 500 | $3.75K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 726 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 668 | $5.00K | 0.00% | +265+65.8% | Added |
| First Horizon Advisors, Inc. | 626 | $5.00K | 0.00% | +582+1,322.7% | Added |
| Dark Forest Capital Management LP | 1,079 | $8.00K | 0.00% | −51,338−97.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,703 | $12.0K | 0.00% | −20,753−92.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,231 | $16.0K | 0.00% | −1,952−46.7% | Reduced |
| Cutler Group LP | 3,816 | $28.0K | 0.00% | −846−18.1% | Reduced |
| Leonteq Securities AG | 4,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,182 | $38.0K | 0.00% | +5,182 | New |
| The PNC Financial Services Group, Inc. | 5,366 | $40.0K | 0.00% | +5,352+38,228.6% | Added |
| Metropolitan Life Insurance Co | 5,771 | $43.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,126 | $47.0K | 0.00% | −38,905−86.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,397 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,455 | $48.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $49.0K | 0.00% | −1,291−16.7% | Reduced |
| Group One Trading, L.P. | 9,010 | $67.0K | 0.00% | −1,315−12.7% | Reduced |
| Principal Financial Group Inc | 10,172 | $76.0K | 0.00% | −5,878−36.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,088 | $76.0K | 0.01% | +10,088 | New |
| Walleye Capital LLC | 10,148 | $76.0K | 0.00% | +10,148 | New |
| Schonfeld Strategic Advisors LLC | 10,600 | $80.0K | 0.00% | +10,600 | New |
| Waldron Private Wealth LLC | 11,318 | $84.0K | 0.00% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 11,245 | $84.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,348 | $85.0K | 0.00% | +11,348 | New |
| Jeneq Management, LP | 11,544 | $86.0K | 0.50% | −28,156−70.9% | Reduced |
| AH Equity Partners III, L.L.C. | 11,990 | $90.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,103 | $91.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,300 | $92.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,651 | $95.0K | 0.00% | −1,647−11.5% | Reduced |
| Teacher Retirement System of Texas | 13,338 | $100.0K | 0.00% | +13,338 | New |
| Stifel Financial Corp | 14,109 | $105.0K | 0.00% | +14,109 | New |
| Victory Capital Management Inc | 14,907 | $112.0K | 0.00% | +174+1.2% | Added |
| Quadrature Capital Ltd | 15,074 | $113.0K | 0.00% | +15,074 | New |
| Newbridge Financial Services Group, Inc. | 15,730 | $118.0K | 0.07% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,562 | $124.0K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 17,000 | $127.0K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 17,266 | $129.0K | 0.00% | +17,266 | New |
| Corton Capital Inc. | 17,348 | $130.0K | 0.12% | −231−1.3% | Reduced |
| Handelsbanken Fonder AB | 17,300 | $130.0K | 0.00% | +1,700+10.9% | Added |
| XTX Topco Ltd | 17,558 | $132.0K | 0.05% | +6,490+58.6% | Added |
| Keebeck Alpha, LP | 17,846 | $134.0K | 0.06% | +17,846 | New |
| Prelude Capital Management, LLC | 18,127 | $136.0K | 0.01% | +18,127 | New |
| Tudor Investment Corp Et Al | 18,324 | $137.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 19,067 | $143.0K | 0.10% | +6,856+56.1% | Added |
| Janus Henderson Group PLC | 19,387 | $145.0K | 0.00% | +19,387 | New |
| State Board of Administration of Florida Retirement System | 20,447 | $153.0K | 0.00% | +100.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,630 | $155.0K | 0.00% | −19,209−48.2% | Reduced |
| Jasper Ridge Partners, L.P. | 21,425 | $160.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,400 | $160.0K | 0.00% | +21,400 | New |
| Coastal Bridge Advisors, LLC | 23,108 | $173.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,078 | $173.0K | 0.00% | +241+1.1% | Added |
| Arizona State Retirement System | 23,190 | $174.0K | 0.00% | +23,190 | New |
| Mirae Asset Global Investments Co., Ltd. | 25,364 | $190.0K | 0.00% | +25,364 | New |
| Keybank National Association | 26,103 | $196.0K | 0.00% | −11,749−31.0% | Reduced |
| Nisa Investment Advisors, LLC | 27,700 | $207.0K | 0.00% | +8,160+41.8% | Added |
| Bayesian Capital Management, LP | 27,800 | $208.0K | 0.04% | +14,900+115.5% | Added |
| UBS Group AG | 34,092 | $255.0K | 0.00% | −5,275−13.4% | Reduced |
| Invesco Ltd. | 34,766 | $261.0K | 0.00% | +4,264+14.0% | Added |
| Manufacturers Life Insurance Company, The | 35,138 | $263.2K | 0.00% | −1,490−4.1% | Reduced |
| Blair William & Co | 35,199 | $264.0K | 0.00% | −2,654−7.0% | Reduced |
| M&T Bank Corp | 35,832 | $268.0K | 0.00% | +17,916+100.0% | Added |
| Adviser Investments LLC | 36,722 | $275.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 37,188 | $279.0K | 0.00% | +11,728+46.1% | Added |
| Woodline Partners LP | 37,442 | $280.0K | 0.00% | +37,442 | New |
| Verition Fund Management LLC | 38,468 | $288.0K | 0.01% | +38,468 | New |
| STRS Ohio | 38,900 | $291.0K | 0.00% | +2,200+6.0% | Added |
| Susquehanna International Group, LLP | 39,923 | $299.0K | 0.00% | −92,647−69.9% | Reduced |
| American International Group, Inc. | 39,999 | $300.0K | 0.00% | −4,176−9.5% | Reduced |
| Graham Capital Management, L.P. | 42,228 | $316.0K | 0.01% | +26,811+173.9% | Added |
| SG Americas Securities, LLC | 42,676 | $320.0K | 0.00% | +28,268+196.2% | Added |
| HSBC Holdings PLC | 43,199 | $323.0K | 0.00% | +21,735+101.3% | Added |
| Jane Street Group, LLC | 44,295 | $332.0K | 0.00% | −260,831−85.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 45,407 | $340.0K | 0.00% | +45,407 | New |
| MetLife Investment Management | 48,880 | $366.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 50,335 | $377.0K | 0.00% | −12,708−20.2% | Reduced |
| Jump Financial, LLC | 56,300 | $422.0K | 0.02% | +37,850+205.1% | Added |
| Gsa Capital Partners LLP | 56,464 | $423.0K | 0.06% | +56,464 | New |
| Credit Suisse AG | 56,942 | $426.0K | 0.00% | +56,942 | New |
| FMR LLC | 61,061 | $457.0K | 0.00% | +58,343+2,146.5% | Added |
| Royal Bank of Canada | 62,823 | $471.0K | 0.00% | +13,802+28.2% | Added |
| Barclays PLC | 63,153 | $473.0K | 0.00% | +26,085+70.4% | Added |
| Hamilton Lane Advisors LLC | 70,778 | $530.0K | 0.21% | 00.0% | Unchanged |
| S&CO Inc | 74,788 | $560.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 68,376 | $565.0K | 0.00% | +68,376 | New |
| Ford Foundation | 83,831 | $628.0K | 3.78% | −83,830−50.0% | Reduced |