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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 20,630 | $155.0K | 0.00% | −19,209−48.2% | Reduced |
| State Board of Administration of Florida Retirement System | 20,447 | $153.0K | 0.00% | +100.0% | Added |
| Janus Henderson Group PLC | 19,387 | $145.0K | 0.00% | +19,387 | New |
| Delphia (USA) Inc. | 19,067 | $143.0K | 0.10% | +6,856+56.1% | Added |
| Tudor Investment Corp Et Al | 18,324 | $137.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 18,127 | $136.0K | 0.01% | +18,127 | New |
| Keebeck Alpha, LP | 17,846 | $134.0K | 0.06% | +17,846 | New |
| XTX Topco Ltd | 17,558 | $132.0K | 0.05% | +6,490+58.6% | Added |
| 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 |
| Ergoteles LLC | 17,266 | $129.0K | 0.00% | +17,266 | New |
| Seven Post Investment Office LP | 17,000 | $127.0K | 0.05% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,562 | $124.0K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15,730 | $118.0K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,074 | $113.0K | 0.00% | +15,074 | New |
| Victory Capital Management Inc | 14,907 | $112.0K | 0.00% | +174+1.2% | Added |
| Stifel Financial Corp | 14,109 | $105.0K | 0.00% | +14,109 | New |
| Teacher Retirement System of Texas | 13,338 | $100.0K | 0.00% | +13,338 | New |
| Amalgamated Bank | 12,651 | $95.0K | 0.00% | −1,647−11.5% | Reduced |
| Vontobel Holding Ltd. | 12,300 | $92.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,103 | $91.0K | 0.00% | 00.0% | Unchanged |
| AH Equity Partners III, L.L.C. | 11,990 | $90.0K | 0.02% | 00.0% | Unchanged |
| Jeneq Management, LP | 11,544 | $86.0K | 0.50% | −28,156−70.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,348 | $85.0K | 0.00% | +11,348 | 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 |
| Schonfeld Strategic Advisors LLC | 10,600 | $80.0K | 0.00% | +10,600 | New |
| 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 |
| Group One Trading, L.P. | 9,010 | $67.0K | 0.00% | −1,315−12.7% | Reduced |
| US Bancorp | 6,450 | $49.0K | 0.00% | −1,291−16.7% | Reduced |
| Quadrant Capital Group LLC | 6,455 | $48.0K | 0.01% | 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 |
| Metropolitan Life Insurance Co | 5,771 | $43.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,366 | $40.0K | 0.00% | +5,352+38,228.6% | Added |
| Quantbot Technologies LP | 5,182 | $38.0K | 0.00% | +5,182 | New |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $34.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,816 | $28.0K | 0.00% | −846−18.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,231 | $16.0K | 0.00% | −1,952−46.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,703 | $12.0K | 0.00% | −20,753−92.4% | Reduced |
| Dark Forest Capital Management LP | 1,079 | $8.00K | 0.00% | −51,338−97.9% | Reduced |
| 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 |
| Federation des caisses Desjardins du Quebec | 500 | $3.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 71 | – | – | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −4,159,355−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −1,928,341−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −349,096−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −317,317−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −299,600−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −188,166−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −153,843−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −29,684−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −24,810−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −19,507−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −16,669−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,284−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −2,824−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |