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, Q4 2022
Institutional positions in Sumo Logic, Inc. as of Dec 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
- 176
- +14 vs. Q3 2022
- Shares held
- 82.4M
- +106.7K (+0.1%) vs. Q3 2022
- Total value
- $667.6M
- +$50.2M (+8.1%) vs. Q3 2022
- New holders
- 30
- 58 more added
- Sold out
- 16
- 52 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| Clear Street Markets LLC | 17 | $0 | 0.00% | +17 | New |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 42 | $340 | 0.00% | +42 | New |
| Coppell Advisory Solutions LLC | 70 | $567 | 0.00% | +70 | New |
| Coppell Advisory Solutions Corp. | 70 | $567 | 0.00% | +70 | New |
| Pacer Advisors, Inc. | 80 | $648 | 0.00% | +10+14.3% | Added |
| Signaturefd, LLC | 97 | $786 | 0.00% | −37−27.6% | Reduced |
| National Bank of Canada | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $810 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $810 | 0.00% | +100 | New |
| Headlands Technologies LLC | 144 | $1.00K | 0.00% | +144 | New |
| Zions Bancorporation, N.A. | 162 | $1.31K | 0.00% | +162 | New |
| Parallel Advisors, LLC | 163 | $1.32K | 0.00% | +96+143.3% | Added |
| CWM, LLC | 229 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 382 | $3.09K | 0.00% | +266+229.3% | Added |
| Federation des caisses Desjardins du Quebec | 500 | $4.05K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 726 | $5.88K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 805 | $6.52K | 0.00% | +805 | New |
| First Horizon Advisors, Inc. | 932 | $7.55K | 0.00% | +72+8.4% | Added |
| The PNC Financial Services Group, Inc. | 1,283 | $10.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,300 | $10.5K | 0.00% | −43,685−97.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,428 | $12.0K | 0.00% | −7,097−83.2% | Reduced |
| Simplex Trading, LLC | 1,896 | $15.0K | 0.00% | +1,896 | New |
| Rockefeller Capital Management L.P. | 1,983 | $16.0K | 0.00% | +1,983 | New |
| Quarry LP | 1,991 | $16.1K | 0.02% | +1,991 | New |
| Wells Fargo & Company | 3,860 | $31.3K | 0.00% | −2,178−36.1% | Reduced |
| Leonteq Securities AG | 4,000 | $32.4K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 4,524 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,831 | $39.1K | 0.00% | −1,707−26.1% | Reduced |
| FMR LLC | 4,877 | $39.5K | 0.00% | −450−8.4% | Reduced |
| Cutler Group LP | 5,304 | $42.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,121 | $57.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,001 | $80.0K | 0.00% | +10,001 | New |
| Victory Capital Management Inc | 10,225 | $82.8K | 0.00% | +10,225 | New |
| Waldron Private Wealth LLC | 11,318 | $84.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 10,445 | $84.6K | 0.00% | +10,445 | New |
| Bayesian Capital Management, LP | 10,601 | $85.9K | 0.01% | +10,601 | New |
| Ameritas Investment Partners, Inc. | 8,891 | $87.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 11,201 | $90.7K | 0.00% | +11,201 | New |
| Principal Financial Group Inc | 11,497 | $93.1K | 0.00% | −3,204−21.8% | Reduced |
| Quadrature Capital Ltd | 11,715 | $94.9K | 0.00% | −1,090−8.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,845 | $96.0K | 0.01% | −42,897−78.4% | Reduced |
| Bessemer Group Inc | 12,103 | $98.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,260 | $99.0K | 0.01% | −240,877−95.2% | Reduced |
| Vontobel Holding Ltd. | 12,300 | $99.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,643 | $102.4K | 0.00% | +1,822+16.8% | Added |
| Amundi | 13,545 | $102.5K | 0.00% | +13,545 | New |
| Pictet Asset Management SA | 13,073 | $106.0K | 0.00% | +13,073 | New |
| Newbridge Financial Services Group, Inc. | 14,130 | $114.5K | 0.07% | −1,600−10.2% | Reduced |
| ProShare Advisors LLC | 14,947 | $121.1K | 0.00% | +2,446+19.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,797 | $128.0K | 0.00% | +4,449+39.2% | Added |
| Waypoint Wealth Partners Inc. | 16,562 | $134.2K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 17,000 | $137.7K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 17,049 | $138.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,300 | $140.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 17,388 | $140.8K | 0.16% | +1,075+6.6% | Added |
| Petrus Trust Company, LTA | 17,866 | $144.7K | 0.02% | 00.0% | Unchanged |
| Massachusetts Institute of Technology | 17,979 | $145.6K | 0.02% | +17,979 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 18,647 | $151.0K | 0.00% | −2,540−12.0% | Reduced |
| Corton Capital Inc. | 18,925 | $153.3K | 0.13% | +2,910+18.2% | Added |
| Janus Henderson Group PLC | 19,358 | $156.6K | 0.00% | −20.0% | Reduced |
| RBF Capital, LLC | 20,000 | $161.0K | 0.01% | +20,000 | New |
| US Bancorp | 20,819 | $168.6K | 0.00% | +14,651+237.5% | Added |
| Jasper Ridge Partners, L.P. | 21,425 | $173.5K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,037 | $178.5K | 0.00% | +1,590+7.8% | Added |
| Advisor Group Holdings, Inc. | 22,812 | $184.0K | 0.00% | +554+2.5% | Added |
| Coastal Bridge Advisors, LLC | 23,108 | $187.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 24,100 | $195.2K | 0.01% | +24,100 | New |
| Vident Investment Advisory, LLC | 24,270 | $196.6K | 0.01% | −48,250−66.5% | Reduced |
| Occudo Quantitative Strategies LP | 24,418 | $197.8K | 0.02% | +8,595+54.3% | Added |
| Arizona State Retirement System | 25,088 | $203.2K | 0.00% | +1,500+6.4% | Added |
| Susquehanna Fundamental Investments, LLC | 26,240 | $212.5K | 0.00% | +26,240 | New |
| Group One Trading, L.P. | 27,942 | $226.3K | 0.01% | +5,431+24.1% | Added |
| Teacher Retirement System of Texas | 28,206 | $228.0K | 0.00% | −2,462−8.0% | Reduced |
| Nisa Investment Advisors, LLC | 29,599 | $240.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 32,307 | $262.0K | 0.00% | −30,457−48.5% | Reduced |
| Ceera Investments, LLC | 32,735 | $265.2K | 0.17% | +32,735 | New |
| Susquehanna International Group, LLP | 32,994 | $267.3K | 0.00% | −42,117−56.1% | Reduced |
| PEAK6 Investments LLC | 34,160 | $276.7K | 0.02% | −18,358−35.0% | Reduced |
| Adviser Investments LLC | 36,722 | $278.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 34,499 | $279.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 36,197 | $293.2K | 0.00% | +1,724+5.0% | Added |
| Versor Investments LP | 36,600 | $296.5K | 0.03% | −4,000−9.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 37,025 | $299.9K | 0.00% | −230,703−86.2% | Reduced |
| STRS Ohio | 37,400 | $302.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 37,559 | $303.0K | 0.00% | +29,670+376.1% | Added |
| Commonwealth Equity Services, LLC | 37,901 | $307.0K | 0.00% | +37,901 | New |
| Aquatic Capital Management LLC | 38,300 | $309.0K | 0.02% | +38,300 | New |
| Engineers Gate Manager LP | 38,797 | $314.3K | 0.02% | −29,359−43.1% | Reduced |
| Invesco Ltd. | 40,522 | $328.2K | 0.00% | −2,750−6.4% | Reduced |
| M&T Bank Corp | 41,902 | $339.7K | 0.00% | +6,070+16.9% | Added |
| Keybank National Association | 42,092 | $340.9K | 0.00% | +1,168+2.9% | Added |
| Prelude Capital Management, LLC | 42,906 | $347.5K | 0.02% | +6,063+16.5% | Added |
| Manufacturers Life Insurance Company, The | 44,826 | $363.1K | 0.00% | +10,168+29.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,874 | $404.0K | 0.00% | +13,630+37.6% | Added |
| AlpInvest Partners B.V. | 52,675 | $426.7K | 0.12% | +25,527+94.0% | Added |
| HSBC Holdings PLC | 54,688 | $436.9K | 0.00% | +16,198+42.1% | Added |