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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.

Institutional holdersQ3 2022: 165 institutions
Q1 2021: 124 institutionsQ2 2021: 136 institutionsQ3 2021: 134 institutionsQ4 2021: 150 institutionsQ1 2022: 163 institutionsQ2 2022: 167 institutionsQ3 2022: 165 institutionsQ4 2022: 176 institutionsQ1 2023: 177 institutionsQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $645.2M
Q1 2021: $1.24BQ2 2021: $1.54BQ3 2021: $1.23BQ4 2021: $1.08BQ1 2022: $953.3MQ2 2022: $624.4MQ3 2022: $645.2MQ4 2022: $667.6MQ1 2023: $1.10BQ2 2023: $17.2MQ3 2023: $567Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SUMO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20231$567
Q2 20231$17.2M
Q1 2023177$1.10B
Q4 2022176$667.6M
Q3 2022165$645.2M
Q2 2022167$624.4M
Q1 2022163$953.3M
Q4 2021150$1.08B
Q3 2021134$1.23B
Q2 2021136$1.54B
Q1 2021124$1.24B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q2 2022.

Institutions holding SUMO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC77,525$581.0K0.00%+14,372+22.8%Added
Bank of America Corp87,565$657.0K0.00%−75,057−46.2%Reduced
Alliancebernstein L.P.90,090$676.0K0.00%+740+0.8%Added
PDT Partners, LLC97,059$728.0K0.11%−95,527−49.6%Reduced
State of Wisconsin Investment Board101,668$763.0K0.00%−20,675−16.9%Reduced
Panagora Asset Management Inc114,675$860.0K0.01%+114,675New
California State Teachers Retirement System119,474$896.0K0.00%+10,269+9.4%Added
Putnam Investments LLC123,145$924.0K0.00%+123,145New
HarbourVest Partners LLC127,788$958.0K0.31%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund129,000$968.0K0.00%+129,000New
Bank of Montreal133,717$1.07M0.00%+65,341+95.6%Added
Rhumbline Advisers145,570$1.09M0.00%+35,975+32.8%Added
Boothbay Fund Management, LLC195,466$1.47M0.05%+11,106+6.0%Added
Algert Global LLC201,014$1.51M0.09%+10,001+5.2%Added
Swiss National Bank205,800$1.54M0.00%+4,200+2.1%Added
D. E. Shaw & Co., Inc.217,770$1.63M0.00%−171,270−44.0%Reduced
CenterBook Partners LP225,650$1.69M0.33%+10,877+5.1%Added
AlphaCrest Capital Management LLC253,170$1.90M0.12%+73,560+41.0%Added
Gsa Capital Partners LLP253,137$1.90M0.25%+196,673+348.3%Added
Trexquant Investment LP265,277$1.99M0.07%+150,120+130.4%Added
Jacobs Levy Equity Management, Inc267,728$2.01M0.02%+267,728New
Marshall Wace, LLP268,187$2.01M0.01%−318,582−54.3%Reduced
North Run Capital, LP285,510$2.14M4.35%+48,200+20.3%Added
JPMorgan Chase & Co302,004$2.27M0.00%−51,830−14.6%Reduced
ExodusPoint Capital Management, LP316,549$2.37M0.03%+122,392+63.0%Added
Prudential Financial Inc320,735$2.41M0.00%+181,210+129.9%Added
Ieq Capital, LLC352,278$2.64M0.07%00.0%Unchanged
Citadel Advisors LLC357,782$2.68M0.00%−399,264−52.7%Reduced
Price T Rowe Associates Inc380,816$2.86M0.00%−73,700−16.2%Reduced
Deutsche Bank AG392,841$2.95M0.00%−814,388−67.5%Reduced
Arrowstreet Capital, Limited Partnership434,040$3.25M0.00%+388,633+855.9%Added
Sanders Morris Harris LLC478,179$3.54M0.87%−12,962−2.6%Reduced
Nwi Management LP494,226$3.71M0.80%00.0%Unchanged
Cross Creek Advisors, LLC566,462$4.25M16.98%00.0%Unchanged
Voya Investment Management LLC579,246$4.34M0.01%−745−0.1%Reduced
Weiss Multi-Strategy Advisers LLC600,000$4.50M0.12%+79,000+15.2%Added
ETF Managers Group, LLC612,141$4.59M0.15%+69,477+12.8%Added
Charles Schwab Investment Management Inc782,255$5.87M0.00%+141,174+22.0%Added
Dimensional Fund Advisors LP788,416$5.91M0.00%+788,416New
Needham Investment Management LLC799,974$6.00M1.18%−315,026−28.3%Reduced
B. Riley Asset Management, LLC884,214$6.63M3.70%+46,700+5.6%Added
Cubist Systematic Strategies, LLC940,043$7.05M0.05%+159,178+20.4%Added
Northern Trust Corp1,002,717$7.52M0.00%+206,099+25.9%Added
Nuveen Asset Management, LLC1,225,378$9.19M0.00%+56,659+4.8%Added
UBS Asset Management Americas Inc1,346,464$10.1M0.01%+993,893+281.9%Added
Morgan Stanley1,412,628$10.6M0.00%−15,277−1.1%Reduced
Goldman Sachs Group Inc1,421,551$10.7M0.00%+219,540+18.3%Added
Bank of New York Mellon Corp1,748,721$13.1M0.00%+190,025+12.2%Added
SC US (TTGP), Ltd.1,820,956$13.7M0.16%00.0%Unchanged
Vector Capital Management, L.P.1,910,000$14.3M4.57%+1,910,000New
Geode Capital Management, LLC2,018,933$15.1M0.00%+407,023+25.3%Added
Renaissance Technologies LLC2,027,900$15.2M0.02%+177,800+9.6%Added
State Street Corp2,158,194$16.2M0.00%+131,305+6.5%Added
Millennium Management LLC2,212,356$16.6M0.02%−267,785−10.8%Reduced
Glynn Capital Management LLC2,287,909$17.2M3.66%00.0%Unchanged
Legal & General Group Plc2,777,812$20.8M0.01%+107,667+4.0%Added
Artemis Investment Management LLP3,242,437$24.3M0.28%−1,654,123−33.8%Reduced
ArrowMark Colorado Holdings LLC3,318,025$24.9M0.31%−1,647,242−33.2%Reduced
Brown Advisory Inc3,373,891$25.3M0.05%+45,479+1.4%Added
Greylock XIII GP LLC3,676,090$27.6M100.00%00.0%Unchanged
Battery Management Corp.4,257,435$31.9M5.48%00.0%Unchanged
Sapphire Ventures, L.L.C.6,448,005$48.4M15.52%00.0%Unchanged
BlackRock Inc.9,127,877$68.5M0.00%+1,788,618+24.4%Added
Vanguard Group Inc10,441,550$78.3M0.00%+803,704+8.3%Added
IFP Advisors, Inc71––00.0%Unchanged
Washington Harbour Partners LP0$00.00%−407,677−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−157,973−100.0%Sold out
Squarepoint Ops LLC0$00.00%−153,362−100.0%Sold out
Two Sigma Investments, LP0$00.00%−144,328−100.0%Sold out
Ford Foundation0$00.00%−83,831−100.0%Sold out
Jump Financial, LLC0$00.00%−56,300−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−42,228−100.0%Sold out
Verition Fund Management LLC0$00.00%−38,468−100.0%Sold out
Woodline Partners LP0$00.00%−37,442−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−27,800−100.0%Sold out
Ergoteles LLC0$00.00%−17,266−100.0%Sold out
Victory Capital Management Inc0$00.00%−14,907−100.0%Sold out
Stifel Financial Corp0$00.00%−14,109−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−10,088−100.0%Sold out
Walleye Capital LLC0$00.00%−10,148−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,703−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,079−100.0%Sold out
Captrust Financial Advisors0$00.00%−377−100.0%Sold out
Federated Hermes, Inc.0$00.00%−251−100.0%Sold out
Prospera Financial Services Inc0$00.00%−241−100.0%Sold out