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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 38,726 | $463.0K | 0.00% | −18,210−32.0% | Reduced |
| Price T Rowe Associates Inc | 37,583 | $451.0K | 0.00% | −311,849−89.2% | Reduced |
| Algert Global LLC | 36,642 | $439.0K | 0.02% | −138,308−79.1% | Reduced |
| Virtu Financial LLC | 35,638 | $427.0K | 0.05% | +35,638 | New |
| ExodusPoint Capital Management, LP | 33,430 | $400.0K | 0.00% | −29,101−46.5% | Reduced |
| Nisa Investment Advisors, LLC | 32,079 | $384.0K | 0.00% | +2,480+8.4% | Added |
| UBS Group AG | 30,539 | $365.9K | 0.00% | −25,814−45.8% | Reduced |
| M&T Bank Corp | 29,146 | $349.6K | 0.00% | −12,756−30.4% | Reduced |
| Blair William & Co | 28,999 | $347.4K | 0.00% | −5,500−15.9% | Reduced |
| Gamco Investors, Inc. Et Al | 28,956 | $346.9K | 0.00% | +28,956 | New |
| Adviser Investments LLC | 28,376 | $339.9K | 0.01% | −8,346−22.7% | Reduced |
| Wells Fargo & Company | 28,296 | $339.0K | 0.00% | +24,436+633.1% | Added |
| GAM Holding AG | 26,500 | $317.5K | 0.02% | +26,500 | New |
| Susquehanna Fundamental Investments, LLC | 26,240 | $314.4K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 25,822 | $309.3K | 0.01% | −2,120−7.6% | Reduced |
| Arizona State Retirement System | 25,762 | $308.6K | 0.00% | +674+2.7% | Added |
| Guggenheim Capital LLC | 25,497 | $305.5K | 0.00% | +25,497 | New |
| Migdal Insurance & Financial Holdings Ltd. | 24,524 | $293.0K | 0.01% | +20,000+442.1% | Added |
| Vident Investment Advisory, LLC | 23,566 | $282.3K | 0.01% | −704−2.9% | Reduced |
| Coastal Bridge Advisors, LLC | 23,108 | $276.8K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,037 | $264.0K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,425 | $256.7K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 21,342 | $255.7K | 0.00% | −20,750−49.3% | Reduced |
| PEAK6 Investments LLC | 17,487 | $209.5K | 0.01% | −16,673−48.8% | Reduced |
| Handelsbanken Fonder AB | 17,300 | $207.0K | 0.00% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 17,000 | $203.7K | 0.07% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,562 | $198.4K | 0.07% | 00.0% | Unchanged |
| Amundi | 16,161 | $193.6K | 0.00% | +2,616+19.3% | Added |
| ProShare Advisors LLC | 16,031 | $192.1K | 0.00% | +1,084+7.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,797 | $189.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,876 | $178.0K | 0.00% | −2,173−12.7% | Reduced |
| Corton Capital Inc. | 14,449 | $173.1K | 0.12% | −4,476−23.7% | Reduced |
| Gotham Asset Management, LLC | 14,271 | $171.0K | 0.00% | +14,271 | New |
| Belpointe Asset Management LLC | 14,066 | $168.5K | 0.01% | +14,066 | New |
| Newbridge Financial Services Group, Inc. | 13,430 | $160.9K | 0.09% | −700−5.0% | Reduced |
| RBF Capital, LLC | 13,206 | $157.9K | 0.01% | −6,794−34.0% | Reduced |
| Principal Financial Group Inc | 13,099 | $156.9K | 0.00% | +1,602+13.9% | Added |
| Harvest Management LLC | 12,500 | $149.8K | 0.14% | +12,500 | New |
| Bessemer Group Inc | 12,103 | $145.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 11,710 | $140.3K | 0.17% | −5,678−32.7% | Reduced |
| American Century Companies Inc | 11,566 | $138.3K | 0.00% | +11,566 | New |
| Waldron Private Wealth LLC | 11,318 | $135.6K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,791 | $129.3K | 0.00% | −25,406−70.2% | Reduced |
| Victory Capital Management Inc | 10,354 | $124.0K | 0.00% | +129+1.3% | Added |
| Creative Planning | 10,169 | $121.8K | 0.00% | −276−2.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,037 | $120.2K | 0.00% | +10,037 | New |
| Advisor Group Holdings, Inc. | 9,533 | $114.2K | 0.00% | −13,279−58.2% | Reduced |
| Ameritas Investment Partners, Inc. | 8,891 | $106.5K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,974 | $95.5K | 0.00% | +7,974 | New |
| Tower Research Capital LLC (TRC) | 7,598 | $91.0K | 0.00% | +6,170+432.1% | Added |
| Simplex Trading, LLC | 6,745 | $80.0K | 0.00% | +4,849+255.7% | Added |
| Metropolitan Life Insurance Co | 6,268 | $75.1K | 0.00% | −853−12.0% | Reduced |
| FMR LLC | 6,062 | $72.6K | 0.00% | +1,185+24.3% | Added |
| State of Wyoming | 5,181 | $62.1K | 0.02% | +5,181 | New |
| Quadrant Capital Group LLC | 4,329 | $51.9K | 0.01% | −502−10.4% | Reduced |
| Leonteq Securities AG | 4,000 | $47.9K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,686 | $20.2K | 0.00% | +1,686 | New |
| Longfellow Investment Management Co LLC | 1,462 | $17.5K | 0.00% | +1,462 | New |
| Cutler Group LP | 1,457 | $17.0K | 0.00% | −3,847−72.5% | Reduced |
| Baillie Gifford & Co | 946 | $11.3K | 0.00% | +220+30.3% | Added |
| First Horizon Advisors, Inc. | 686 | $8.22K | 0.00% | −246−26.4% | Reduced |
| Lindbrook Capital, LLC | 612 | $7.33K | 0.00% | +230+60.2% | Added |
| Mint Tower Capital Management B.V. | 473 | $6.00K | 0.00% | +473 | New |
| Federation des caisses Desjardins du Quebec | 500 | $5.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $3.31K | 0.00% | +276 | New |
| CWM, LLC | 229 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 196 | $2.35K | 0.00% | +33+20.2% | Added |
| The PNC Financial Services Group, Inc. | 143 | $1.71K | 0.00% | −1,140−88.9% | Reduced |
| Sittner & Nelson, LLC | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 97 | $1.16K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 88 | $1.05K | 0.00% | +8+10.0% | Added |
| Bogart Wealth, LLC | 71 | $851 | 0.00% | +71 | New |
| Baker Avenue Asset Management, LP | 42 | $503 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −2,287,909−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −1,196,851−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −612,436−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −575,973−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −358,634−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −155,503−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −152,241−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −142,657−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −123,076−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −111,181−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −83,845−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −73,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −65,949−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −59,308−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −52,675−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,797−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −38,300−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −37,901−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −37,559−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −37,025−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |