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, Q1 2023
Institutional positions in Sumo Logic, Inc. as of Mar 31, 2023. 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
SUMO is no longer listed, so this page shows Q1 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 177
- +3 vs. Q4 2022
- Shares held
- 91.5M
- +9.93M (+12.2%) vs. Q4 2022
- Total value
- $1.10B
- +$437.7M (+66.3%) vs. Q4 2022
- New holders
- 51
- 47 more added
- Sold out
- 48
- 49 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sumo Logic, Inc.; share changes are against Q4 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% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 42 | $503 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $851 | 0.00% | +71 | New |
| Pacer Advisors, Inc. | 88 | $1.05K | 0.00% | +8+10.0% | Added |
| Signaturefd, LLC | 97 | $1.16K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 143 | $1.71K | 0.00% | −1,140−88.9% | Reduced |
| Parallel Advisors, LLC | 196 | $2.35K | 0.00% | +33+20.2% | Added |
| CWM, LLC | 229 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $3.31K | 0.00% | +276 | New |
| Steward Partners Investment Advisory, LLC | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $5.99K | 0.00% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 473 | $6.00K | 0.00% | +473 | New |
| Lindbrook Capital, LLC | 612 | $7.33K | 0.00% | +230+60.2% | Added |
| First Horizon Advisors, Inc. | 686 | $8.22K | 0.00% | −246−26.4% | Reduced |
| Baillie Gifford & Co | 946 | $11.3K | 0.00% | +220+30.3% | Added |
| Cutler Group LP | 1,457 | $17.0K | 0.00% | −3,847−72.5% | Reduced |
| Longfellow Investment Management Co LLC | 1,462 | $17.5K | 0.00% | +1,462 | New |
| Parallax Volatility Advisers, L.P. | 1,686 | $20.2K | 0.00% | +1,686 | New |
| Leonteq Securities AG | 4,000 | $47.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,329 | $51.9K | 0.01% | −502−10.4% | Reduced |
| State of Wyoming | 5,181 | $62.1K | 0.02% | +5,181 | New |
| FMR LLC | 6,062 | $72.6K | 0.00% | +1,185+24.3% | Added |
| Metropolitan Life Insurance Co | 6,268 | $75.1K | 0.00% | −853−12.0% | Reduced |
| Simplex Trading, LLC | 6,745 | $80.0K | 0.00% | +4,849+255.7% | Added |
| Tower Research Capital LLC (TRC) | 7,598 | $91.0K | 0.00% | +6,170+432.1% | Added |
| Walleye Trading LLC | 7,974 | $95.5K | 0.00% | +7,974 | New |
| Ameritas Investment Partners, Inc. | 8,891 | $106.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,533 | $114.2K | 0.00% | −13,279−58.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,037 | $120.2K | 0.00% | +10,037 | New |
| Creative Planning | 10,169 | $121.8K | 0.00% | −276−2.6% | Reduced |
| Victory Capital Management Inc | 10,354 | $124.0K | 0.00% | +129+1.3% | Added |
| Cetera Advisor Networks LLC | 10,791 | $129.3K | 0.00% | −25,406−70.2% | Reduced |
| Waldron Private Wealth LLC | 11,318 | $135.6K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 11,566 | $138.3K | 0.00% | +11,566 | New |
| Delphia (USA) Inc. | 11,710 | $140.3K | 0.17% | −5,678−32.7% | Reduced |
| Bessemer Group Inc | 12,103 | $145.0K | 0.00% | 00.0% | Unchanged |
| Harvest Management LLC | 12,500 | $149.8K | 0.14% | +12,500 | New |
| Principal Financial Group Inc | 13,099 | $156.9K | 0.00% | +1,602+13.9% | Added |
| RBF Capital, LLC | 13,206 | $157.9K | 0.01% | −6,794−34.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,430 | $160.9K | 0.09% | −700−5.0% | Reduced |
| Belpointe Asset Management LLC | 14,066 | $168.5K | 0.01% | +14,066 | New |
| Gotham Asset Management, LLC | 14,271 | $171.0K | 0.00% | +14,271 | New |
| Corton Capital Inc. | 14,449 | $173.1K | 0.12% | −4,476−23.7% | Reduced |
| Amalgamated Bank | 14,876 | $178.0K | 0.00% | −2,173−12.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,797 | $189.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,031 | $192.1K | 0.00% | +1,084+7.3% | Added |
| Amundi | 16,161 | $193.6K | 0.00% | +2,616+19.3% | Added |
| Waypoint Wealth Partners Inc. | 16,562 | $198.4K | 0.07% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 17,000 | $203.7K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,300 | $207.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 17,487 | $209.5K | 0.01% | −16,673−48.8% | Reduced |
| Keybank National Association | 21,342 | $255.7K | 0.00% | −20,750−49.3% | Reduced |
| Jasper Ridge Partners, L.P. | 21,425 | $256.7K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,037 | $264.0K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 23,108 | $276.8K | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 23,566 | $282.3K | 0.01% | −704−2.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 24,524 | $293.0K | 0.01% | +20,000+442.1% | Added |
| Guggenheim Capital LLC | 25,497 | $305.5K | 0.00% | +25,497 | New |
| Arizona State Retirement System | 25,762 | $308.6K | 0.00% | +674+2.7% | Added |
| Group One Trading, L.P. | 25,822 | $309.3K | 0.01% | −2,120−7.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 26,240 | $314.4K | 0.01% | 00.0% | Unchanged |
| GAM Holding AG | 26,500 | $317.5K | 0.02% | +26,500 | New |
| Wells Fargo & Company | 28,296 | $339.0K | 0.00% | +24,436+633.1% | Added |
| Adviser Investments LLC | 28,376 | $339.9K | 0.01% | −8,346−22.7% | Reduced |
| Gamco Investors, Inc. Et Al | 28,956 | $346.9K | 0.00% | +28,956 | New |
| Blair William & Co | 28,999 | $347.4K | 0.00% | −5,500−15.9% | Reduced |
| M&T Bank Corp | 29,146 | $349.6K | 0.00% | −12,756−30.4% | Reduced |
| UBS Group AG | 30,539 | $365.9K | 0.00% | −25,814−45.8% | Reduced |
| Nisa Investment Advisors, LLC | 32,079 | $384.0K | 0.00% | +2,480+8.4% | Added |
| ExodusPoint Capital Management, LP | 33,430 | $400.0K | 0.00% | −29,101−46.5% | Reduced |
| Virtu Financial LLC | 35,638 | $427.0K | 0.05% | +35,638 | New |
| Algert Global LLC | 36,642 | $439.0K | 0.02% | −138,308−79.1% | Reduced |
| Price T Rowe Associates Inc | 37,583 | $451.0K | 0.00% | −311,849−89.2% | Reduced |
| Royal Bank of Canada | 38,726 | $463.0K | 0.00% | −18,210−32.0% | Reduced |
| Voya Investment Management LLC | 41,948 | $502.5K | 0.00% | −431,151−91.1% | Reduced |
| SG Americas Securities, LLC | 44,045 | $528.0K | 0.01% | +11,738+36.3% | Added |
| Manufacturers Life Insurance Company, The | 44,826 | $537.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 45,568 | $545.9K | 0.00% | +24,749+118.9% | Added |
| Hamilton Lane Advisors LLC | 47,738 | $571.9K | 0.19% | −26,793−35.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 49,874 | $597.5K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 51,955 | $622.4K | 0.00% | −15,837−23.4% | Reduced |
| Tudor Investment Corp Et Al | 52,355 | $627.0K | 0.01% | −89,699−63.1% | Reduced |
| Jane Street Group, LLC | 53,486 | $640.8K | 0.00% | −9,782−15.5% | Reduced |
| Invesco Ltd. | 56,529 | $677.2K | 0.00% | +16,007+39.5% | Added |
| American International Group, Inc. | 56,756 | $679.9K | 0.00% | +1,808+3.3% | Added |
| BCK Capital Management LP | 57,560 | $689.6K | 0.60% | +57,560 | New |
| New York State Common Retirement Fund | 61,708 | $739.3K | 0.00% | −10,553−14.6% | Reduced |
| MetLife Investment Management | 62,803 | $752.4K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 63,522 | $761.0K | 0.01% | +63,522 | New |
| STRS Ohio | 64,500 | $772.0K | 0.00% | +27,100+72.5% | Added |
| PenderFund Capital Management Ltd. | 49,050 | $794.0K | 0.25% | +49,050 | New |
| Panagora Asset Management Inc | 67,265 | $805.8K | 0.01% | −15,550−18.8% | Reduced |
| Ceera Investments, LLC | 68,995 | $826.6K | 0.53% | +36,260+110.8% | Added |
| S&CO Inc | 74,788 | $895.0K | 0.08% | 00.0% | Unchanged |
| Kellner Capital, LLC | 78,469 | $940.0K | 1.31% | +78,469 | New |
| Glazer Capital, LLC | 79,624 | $954.0K | 0.05% | +79,624 | New |
| State of Wisconsin Investment Board | 80,150 | $960.2K | 0.00% | −26,436−24.8% | Reduced |