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, Q3 2022
Institutional positions in Sumo Logic, Inc. as of Sep 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
- 165
- −2 vs. Q2 2022
- Shares held
- 86.0M
- +2.71M (+3.3%) vs. Q2 2022
- Total value
- $645.2M
- +$20.8M (+3.3%) vs. Q2 2022
- New holders
- 18
- 67 more added
- Sold out
- 20
- 44 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $0 | 0.00% | −3−14.3% | Reduced |
| Signaturefd, LLC | 134 | $1.00K | 0.00% | −534−79.9% | Reduced |
| Lindbrook Capital, LLC | 116 | $1.00K | 0.00% | −162−58.3% | Reduced |
| National Bank of Canada | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 70 | $1.00K | 0.00% | −10−12.5% | Reduced |
| Sittner & Nelson, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 67 | $1.00K | 0.00% | +33+97.1% | Added |
| Bogart Wealth, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 229 | $2.00K | 0.00% | +72+45.9% | Added |
| Optimum Investment Advisors | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 431 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $3.75K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 589 | $4.00K | 0.00% | +589 | New |
| Baillie Gifford & Co | 726 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 860 | $7.00K | 0.00% | +234+37.4% | Added |
| EverSource Wealth Advisors, LLC | 1,174 | $9.00K | 0.00% | +1,174 | New |
| The PNC Financial Services Group, Inc. | 1,283 | $10.0K | 0.00% | −4,083−76.1% | 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 |
| Cutler Group LP | 5,304 | $39.0K | 0.00% | +1,488+39.0% | Added |
| FMR LLC | 5,327 | $40.0K | 0.00% | −55,734−91.3% | Reduced |
| Wells Fargo & Company | 6,038 | $45.0K | 0.00% | −88−1.4% | Reduced |
| US Bancorp | 6,168 | $47.0K | 0.00% | −282−4.4% | Reduced |
| Quadrant Capital Group LLC | 6,538 | $49.0K | 0.01% | +83+1.3% | Added |
| Metropolitan Life Insurance Co | 7,121 | $53.4K | 0.00% | +1,350+23.4% | Added |
| Acadian Asset Management LLC | 7,889 | $58.0K | 0.00% | +7,889 | New |
| Tower Research Capital LLC (TRC) | 8,525 | $64.0K | 0.00% | +6,294+282.1% | Added |
| Ameritas Investment Partners, Inc. | 8,891 | $66.0K | 0.00% | +2,494+39.0% | Added |
| Schonfeld Strategic Advisors LLC | 10,821 | $82.0K | 0.00% | +221+2.1% | Added |
| Circle Wealth Management, LLC | 11,245 | $84.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,318 | $84.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,348 | $85.0K | 0.00% | 00.0% | Unchanged |
| AH Equity Partners III, L.L.C. | 11,990 | $90.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,103 | $91.0K | 0.00% | 00.0% | Unchanged |
| Jeneq Management, LP | 12,184 | $91.0K | 0.56% | +640+5.5% | Added |
| Vontobel Holding Ltd. | 12,300 | $92.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,501 | $94.0K | 0.00% | +12,501 | New |
| Quadrature Capital Ltd | 12,805 | $96.0K | 0.00% | −2,269−15.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,500 | $101.3K | 0.00% | +13,500 | New |
| Principal Financial Group Inc | 14,701 | $110.0K | 0.00% | +4,529+44.5% | Added |
| Centiva Capital, LP | 15,622 | $117.0K | 0.01% | +15,622 | New |
| Newbridge Financial Services Group, Inc. | 15,730 | $118.0K | 0.07% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 15,823 | $119.0K | 0.01% | +15,823 | New |
| Corton Capital Inc. | 16,015 | $120.0K | 0.15% | −1,333−7.7% | Reduced |
| Delphia (USA) Inc. | 16,313 | $122.0K | 0.14% | −2,754−14.4% | Reduced |
| Waypoint Wealth Partners Inc. | 16,562 | $124.0K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 17,000 | $128.0K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 17,049 | $128.0K | 0.00% | +4,398+34.8% | Added |
| Handelsbanken Fonder AB | 17,300 | $130.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 17,889 | $134.0K | 0.05% | −52,889−74.7% | Reduced |
| Petrus Trust Company, LTA | 17,866 | $134.0K | 0.02% | +17,866 | New |
| Janus Henderson Group PLC | 19,360 | $145.0K | 0.00% | −27−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 20,270 | $152.0K | 0.00% | +20,270 | New |
| State Board of Administration of Florida Retirement System | 20,447 | $153.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,924 | $157.0K | 0.00% | +20,924 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 21,187 | $159.0K | 0.00% | +557+2.7% | Added |
| Jasper Ridge Partners, L.P. | 21,425 | $161.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,700 | $162.0K | 0.00% | +300+1.4% | Added |
| Advisor Group Holdings, Inc. | 22,258 | $167.0K | 0.00% | −820−3.6% | Reduced |
| Keebeck Alpha, LP | 22,222 | $167.0K | 0.09% | +4,376+24.5% | Added |
| Group One Trading, L.P. | 22,511 | $169.0K | 0.01% | +13,501+149.8% | Added |
| Coastal Bridge Advisors, LLC | 23,108 | $173.0K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,588 | $177.0K | 0.00% | +398+1.7% | Added |
| AlpInvest Partners B.V. | 27,148 | $204.0K | 0.06% | −72,687−72.8% | Reduced |
| Nisa Investment Advisors, LLC | 29,599 | $222.0K | 0.00% | +1,899+6.9% | Added |
| Teacher Retirement System of Texas | 30,668 | $230.0K | 0.00% | +17,330+129.9% | Added |
| Cetera Advisor Networks LLC | 34,473 | $259.0K | 0.00% | −2,715−7.3% | Reduced |
| Blair William & Co | 34,499 | $259.0K | 0.00% | −700−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 34,658 | $259.9K | 0.00% | −480−1.4% | Reduced |
| M&T Bank Corp | 35,832 | $268.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 36,244 | $272.0K | 0.00% | +10,880+42.9% | Added |
| Royal Bank of Canada | 36,564 | $274.0K | 0.00% | −26,259−41.8% | Reduced |
| Adviser Investments LLC | 36,722 | $275.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 36,843 | $276.0K | 0.01% | +18,716+103.2% | Added |
| STRS Ohio | 37,400 | $280.0K | 0.00% | −1,500−3.9% | Reduced |
| XTX Topco Ltd | 38,575 | $289.0K | 0.07% | +21,017+119.7% | Added |
| HSBC Holdings PLC | 38,490 | $295.0K | 0.00% | −4,709−10.9% | Reduced |
| Versor Investments LP | 40,600 | $305.0K | 0.02% | −63,500−61.0% | Reduced |
| Keybank National Association | 40,924 | $307.0K | 0.00% | +14,821+56.8% | Added |
| Invesco Ltd. | 43,272 | $325.0K | 0.00% | +8,506+24.5% | Added |
| Quantbot Technologies LP | 44,985 | $337.0K | 0.03% | +39,803+768.1% | Added |
| Qube Research & Technologies Ltd | 46,420 | $348.0K | 0.00% | −42,900−48.0% | Reduced |
| PEAK6 Investments LLC | 52,518 | $394.0K | 0.01% | −58,924−52.9% | Reduced |
| Wellington Management Group LLP | 52,483 | $394.0K | 0.00% | +52,483 | New |
| American International Group, Inc. | 53,838 | $404.0K | 0.00% | +13,839+34.6% | Added |
| Dynamic Technology Lab Private Ltd | 54,742 | $411.0K | 0.04% | −101,409−64.9% | Reduced |
| Credit Suisse AG | 58,701 | $441.0K | 0.00% | +1,759+3.1% | Added |
| Tudor Investment Corp Et Al | 59,706 | $448.0K | 0.01% | +41,382+225.8% | Added |
| SG Americas Securities, LLC | 62,764 | $471.0K | 0.01% | +20,088+47.1% | Added |
| MetLife Investment Management | 62,803 | $471.0K | 0.00% | +13,923+28.5% | Added |
| Engineers Gate Manager LP | 68,156 | $511.0K | 0.03% | −399,841−85.4% | Reduced |
| Citigroup Inc | 68,064 | $511.0K | 0.00% | −53,440−44.0% | Reduced |
| UBS Group AG | 70,489 | $529.0K | 0.00% | +36,397+106.8% | Added |
| Jane Street Group, LLC | 70,863 | $531.0K | 0.00% | +26,568+60.0% | Added |
| New York State Common Retirement Fund | 72,039 | $540.0K | 0.00% | +21,704+43.1% | Added |
| Vident Investment Advisory, LLC | 72,520 | $544.0K | 0.02% | −29,516−28.9% | Reduced |
| S&CO Inc | 74,788 | $560.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 75,111 | $563.0K | 0.00% | +35,188+88.1% | Added |