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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, 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.

Institutional holdersQ4 2022: 176 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 heldQ4 2022: $667.6M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q3 2022.

Institutions holding SUMO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna Fundamental Investments, LLC26,240$212.5K0.00%+26,240New
Arizona State Retirement System25,088$203.2K0.00%+1,500+6.4%Added
Occudo Quantitative Strategies LP24,418$197.8K0.02%+8,595+54.3%Added
Vident Investment Advisory, LLC24,270$196.6K0.01%−48,250−66.5%Reduced
Cornerstone Investment Partners, LLC24,100$195.2K0.01%+24,100New
Coastal Bridge Advisors, LLC23,108$187.2K0.05%00.0%Unchanged
Advisor Group Holdings, Inc.22,812$184.0K0.00%+554+2.5%Added
State Board of Administration of Florida Retirement System22,037$178.5K0.00%+1,590+7.8%Added
Jasper Ridge Partners, L.P.21,425$173.5K0.01%00.0%Unchanged
US Bancorp20,819$168.6K0.00%+14,651+237.5%Added
RBF Capital, LLC20,000$161.0K0.01%+20,000New
Janus Henderson Group PLC19,358$156.6K0.00%−20.0%Reduced
Corton Capital Inc.18,925$153.3K0.13%+2,910+18.2%Added
Bank Julius Baer & Co. Ltd, Zurich18,647$151.0K0.00%−2,540−12.0%Reduced
Massachusetts Institute of Technology17,979$145.6K0.02%+17,979New
Petrus Trust Company, LTA17,866$144.7K0.02%00.0%Unchanged
Delphia (USA) Inc.17,388$140.8K0.16%+1,075+6.6%Added
Handelsbanken Fonder AB17,300$140.0K0.00%00.0%Unchanged
Amalgamated Bank17,049$138.0K0.00%00.0%Unchanged
Seven Post Investment Office LP17,000$137.7K0.05%00.0%Unchanged
Waypoint Wealth Partners Inc.16,562$134.2K0.05%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)15,797$128.0K0.00%+4,449+39.2%Added
ProShare Advisors LLC14,947$121.1K0.00%+2,446+19.6%Added
Newbridge Financial Services Group, Inc.14,130$114.5K0.07%−1,600−10.2%Reduced
Pictet Asset Management SA13,073$106.0K0.00%+13,073New
Amundi13,545$102.5K0.00%+13,545New
Schonfeld Strategic Advisors LLC12,643$102.4K0.00%+1,822+16.8%Added
Vontobel Holding Ltd.12,300$99.6K0.00%00.0%Unchanged
Gsa Capital Partners LLP12,260$99.0K0.01%−240,877−95.2%Reduced
Bessemer Group Inc12,103$98.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd11,845$96.0K0.01%−42,897−78.4%Reduced
Quadrature Capital Ltd11,715$94.9K0.00%−1,090−8.5%Reduced
Principal Financial Group Inc11,497$93.1K0.00%−3,204−21.8%Reduced
Man Group plc11,201$90.7K0.00%+11,201New
Ameritas Investment Partners, Inc.8,891$87.8K0.00%00.0%Unchanged
Bayesian Capital Management, LP10,601$85.9K0.01%+10,601New
Creative Planning10,445$84.6K0.00%+10,445New
Waldron Private Wealth LLC11,318$84.0K0.01%00.0%Unchanged
Victory Capital Management Inc10,225$82.8K0.00%+10,225New
HighTower Advisors, LLC10,001$80.0K0.00%+10,001New
Metropolitan Life Insurance Co7,121$57.7K0.00%00.0%Unchanged
Cutler Group LP5,304$42.0K0.01%00.0%Unchanged
FMR LLC4,877$39.5K0.00%−450−8.4%Reduced
Quadrant Capital Group LLC4,831$39.1K0.00%−1,707−26.1%Reduced
Migdal Insurance & Financial Holdings Ltd.4,524$36.0K0.00%00.0%Unchanged
Leonteq Securities AG4,000$32.4K0.00%00.0%Unchanged
Wells Fargo & Company3,860$31.3K0.00%−2,178−36.1%Reduced
Quarry LP1,991$16.1K0.02%+1,991New
Rockefeller Capital Management L.P.1,983$16.0K0.00%+1,983New
Simplex Trading, LLC1,896$15.0K0.00%+1,896New
Tower Research Capital LLC (TRC)1,428$12.0K0.00%−7,097−83.2%Reduced
Quantbot Technologies LP1,300$10.5K0.00%−43,685−97.1%Reduced
The PNC Financial Services Group, Inc.1,283$10.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.932$7.55K0.00%+72+8.4%Added
New Hampshire Trust805$6.52K0.00%+805New
Baillie Gifford & Co726$5.88K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$4.05K0.00%00.0%Unchanged
Lindbrook Capital, LLC382$3.09K0.00%+266+229.3%Added
Steward Partners Investment Advisory, LLC300$2.43K0.00%00.0%Unchanged
CWM, LLC229$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC163$1.32K0.00%+96+143.3%Added
Zions Bancorporation, N.A.162$1.31K0.00%+162New
Headlands Technologies LLC144$1.00K0.00%+144New
Sittner & Nelson, LLC100$8100.00%00.0%Unchanged
Advisory Services Network, LLC100$8100.00%+100New
National Bank of Canada100$8080.00%00.0%Unchanged
Signaturefd, LLC97$7860.00%−37−27.6%Reduced
Pacer Advisors, Inc.80$6480.00%+10+14.3%Added
Coppell Advisory Solutions LLC70$5670.00%+70New
Coppell Advisory Solutions Corp.70$5670.00%+70New
Baker Avenue Asset Management, LP42$3400.00%+42New
Asset Dedication, LLC25$00.00%00.0%Unchanged
Covestor Ltd16$00.00%−2−11.1%Reduced
Clear Street Markets LLC17$00.00%+17New
FNY Investment Advisers, LLC1$00.00%+1New
IFP Advisors, Inc71––00.0%Unchanged
SC US (TTGP), Ltd.0$00.00%−1,820,956−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−478,179−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−253,170−100.0%Sold out
Bank of Montreal0$00.00%−133,717−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−46,420−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−21,700−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−20,270−100.0%Sold out
Centiva Capital, LP0$00.00%−15,622−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−13,500−100.0%Sold out
Jeneq Management, LP0$00.00%−12,184−100.0%Sold out
Circle Wealth Management, LLC0$00.00%−11,245−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−1,174−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−589−100.0%Sold out
Optimum Investment Advisors0$00.00%−400−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−431−100.0%Sold out
Bogart Wealth, LLC0$00.00%−100−100.0%Sold out
Greylock XIII GP LLC––––Not filed
Keebeck Alpha, LP––––Not filed
AH Equity Partners III, L.L.C.––––Not filed