New Relic Ownership 2024 | Who Owns New Relic Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

85.26%

Insider Ownership

11.40%

Retail Ownership

3.34%

Institutional Holders

281.00

New Relic Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----976-100.00%-Dec 31, 2023
BANK OF NOVA SCOTIA----21,800-100.00%-Dec 31, 2023
VIRTUS INVESTMENT ADVISERS, INC.----2,866-100.00%-Dec 31, 2023
JPMORGAN CHASE & CO----45,565-100.00%-Dec 31, 2023
US BANCORP \DE\----664-100.00%-Dec 31, 2023
BANK OF AMERICA CORP /DE/----419,349-100.00%-Dec 31, 2023
WELLS FARGO & COMPANY/MN----5,624-100.00%-Dec 31, 2023
NORTHERN TRUST CORP----299,568-100.00%-Dec 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/----30,265-100.00%-Dec 31, 2023
STATE STREET CORP----883,794-100.00%-Dec 31, 2023
JEFFERIES FINANCIAL GROUP INC.----18,657-100.00%-Dec 31, 2023
VANGUARD GROUP INC----5,566,383-100.00%-Dec 31, 2023
BARCLAYS PLC----107,659-100.00%-Dec 31, 2023
LOOMIS SAYLES & CO L P----115-100.00%-Dec 31, 2023
FMR LLC----699,593-100.00%-Dec 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO----51,063-100.00%-Dec 31, 2023
FIL LTD----2,540,674-100.00%-Dec 31, 2023
SEI INVESTMENTS CO----31,688-100.00%-Dec 31, 2023
DIMENSIONAL FUND ADVISORS LP----26,494-100.00%-Dec 31, 2023
PNC FINANCIAL SERVICES GROUP, INC.----558-100.00%-Dec 31, 2023

New Relic's largest institutional shareholder is AMERICAN INTERNATIONAL GROUP, INC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----976-100.00%-Dec 31, 2023
BANK OF NOVA SCOTIA----21,800-100.00%-Dec 31, 2023
VIRTUS INVESTMENT ADVISERS, INC.----2,866-100.00%-Dec 31, 2023
JPMORGAN CHASE & CO----45,565-100.00%-Dec 31, 2023
US BANCORP \DE\----664-100.00%-Dec 31, 2023
BANK OF AMERICA CORP /DE/----419,349-100.00%-Dec 31, 2023
WELLS FARGO & COMPANY/MN----5,624-100.00%-Dec 31, 2023
NORTHERN TRUST CORP----299,568-100.00%-Dec 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/----30,265-100.00%-Dec 31, 2023
STATE STREET CORP----883,794-100.00%-Dec 31, 2023
JEFFERIES FINANCIAL GROUP INC.----18,657-100.00%-Dec 31, 2023
VANGUARD GROUP INC----5,566,383-100.00%-Dec 31, 2023
BARCLAYS PLC----107,659-100.00%-Dec 31, 2023
LOOMIS SAYLES & CO L P----115-100.00%-Dec 31, 2023
FMR LLC----699,593-100.00%-Dec 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO----51,063-100.00%-Dec 31, 2023
FIL LTD----2,540,674-100.00%-Dec 31, 2023
SEI INVESTMENTS CO----31,688-100.00%-Dec 31, 2023
DIMENSIONAL FUND ADVISORS LP----26,494-100.00%-Dec 31, 2023
PNC FINANCIAL SERVICES GROUP, INC.----558-100.00%-Dec 31, 2023

The largest New Relic shareholder by % of total assets is AMERICAN INTERNATIONAL GROUP, INC.. The company owns 0.00 shares of New Relic (NEWR), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TFO-TDC, LLC----3-100.00%-Dec 31, 2023
GLASSMAN WEALTH SERVICES----4-100.00%-Dec 31, 2023
EVERSOURCE WEALTH ADVISORS, LLC----7-100.00%-Dec 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.----9-100.00%-Dec 31, 2023
CREATIVE FINANCIAL DESIGNS INC /ADV----9-100.00%-Dec 31, 2023
GLOBAL RETIREMENT PARTNERS, LLC----11-100.00%-Dec 31, 2023
FEDERATED HERMES, INC.----23-100.00%-Dec 31, 2023
QUENT CAPITAL, LLC----24-100.00%-Dec 31, 2023
ALLWORTH FINANCIAL LP----30-100.00%-Dec 31, 2023
HARBOUR INVESTMENTS, INC.----30-100.00%-Dec 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----32-100.00%-Dec 31, 2023
BELL INVESTMENT ADVISORS, INC----39-100.00%-Dec 31, 2023
PRIVATE TRUST CO NA----42-100.00%-Dec 31, 2023
LINDBROOK CAPITAL, LLC----57-100.00%-Dec 31, 2023
BAKER AVENUE ASSET MANAGEMENT, LP----59-100.00%-Dec 31, 2023
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.----60-100.00%-Dec 31, 2023
QUADRANT CAPITAL GROUP LLC----76-100.00%-Dec 31, 2023
FULLER & THALER ASSET MANAGEMENT, INC.----93-100.00%-Dec 31, 2023
VENTURI WEALTH MANAGEMENT, LLC----102-100.00%-Dec 31, 2023
STRENGTHENING FAMILIES & COMMUNITIES, LLC----109-100.00%-Dec 31, 2023

As of Dec 31 2023, New Relic's largest institutional buyer is TFO-TDC, LLC. The company purchased -3.00 stocks of NEWR, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----5,566,383-100.00%-Dec 31, 2023
HMI CAPITAL MANAGEMENT, L.P.----5,065,082-100.00%-Dec 31, 2023
UBS OCONNOR LLC----3,313,068-100.00%-Dec 31, 2023
----3,215,426-100.00%-Dec 31, 2023
BLACKROCK INC.----3,142,306-100.00%-Dec 31, 2023
FIL LTD----2,540,674-100.00%-Dec 31, 2023
CHAMPLAIN INVESTMENT PARTNERS, LLC----1,979,589-100.00%-Dec 31, 2023
PENTWATER CAPITAL MANAGEMENT LP----1,949,000-100.00%-Dec 31, 2023
BALYASNY ASSET MANAGEMENT L.P.----1,307,640-100.00%-Dec 31, 2023
CONTOUR ASSET MANAGEMENT LLC----1,192,188-100.00%-Dec 31, 2023
MAGNETAR FINANCIAL LLC----1,148,323-100.00%-Dec 31, 2023
CLEARBRIDGE INVESTMENTS, LLC----946,863-100.00%-Dec 31, 2023
GLAZER CAPITAL, LLC----943,039-100.00%-Dec 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.----912,354-100.00%-Dec 31, 2023
STATE STREET CORP----883,794-100.00%-Dec 31, 2023
TIG ADVISORS, LLC----850,934-100.00%-Dec 31, 2023
ALPINE ASSOCIATES MANAGEMENT INC.----805,100-100.00%-Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----803,288-100.00%-Dec 31, 2023
FMR LLC----699,593-100.00%-Dec 31, 2023
NEUBERGER BERMAN GROUP LLC----683,969-100.00%-Dec 31, 2023

As of Dec 31 2023, New Relic's biggest institutional seller is VANGUARD GROUP INC. The company sold -5.57M shares of NEWR, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----5,566,383-100.00%-Dec 31, 2023
HMI CAPITAL MANAGEMENT, L.P.----5,065,082-100.00%-Dec 31, 2023
UBS OCONNOR LLC----3,313,068-100.00%-Dec 31, 2023
----3,215,426-100.00%-Dec 31, 2023
BLACKROCK INC.----3,142,306-100.00%-Dec 31, 2023
FIL LTD----2,540,674-100.00%-Dec 31, 2023
CHAMPLAIN INVESTMENT PARTNERS, LLC----1,979,589-100.00%-Dec 31, 2023
PENTWATER CAPITAL MANAGEMENT LP----1,949,000-100.00%-Dec 31, 2023
BALYASNY ASSET MANAGEMENT L.P.----1,307,640-100.00%-Dec 31, 2023
CONTOUR ASSET MANAGEMENT LLC----1,192,188-100.00%-Dec 31, 2023
MAGNETAR FINANCIAL LLC----1,148,323-100.00%-Dec 31, 2023
CLEARBRIDGE INVESTMENTS, LLC----946,863-100.00%-Dec 31, 2023
GLAZER CAPITAL, LLC----943,039-100.00%-Dec 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.----912,354-100.00%-Dec 31, 2023
STATE STREET CORP----883,794-100.00%-Dec 31, 2023
TIG ADVISORS, LLC----850,934-100.00%-Dec 31, 2023
ALPINE ASSOCIATES MANAGEMENT INC.----805,100-100.00%-Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----803,288-100.00%-Dec 31, 2023
FMR LLC----699,593-100.00%-Dec 31, 2023
NEUBERGER BERMAN GROUP LLC----683,969-100.00%-Dec 31, 2023
PICTON MAHONEY ASSET MANAGEMENT----657,100-100.00%-Dec 31, 2023
MILLENNIUM MANAGEMENT LLC----655,935-100.00%-Dec 31, 2023
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP----634,641-100.00%-Dec 31, 2023
MAN GROUP PLC----603,099-100.00%-Dec 31, 2023
TUDOR INVESTMENT CORP ET AL----567,760-100.00%-Dec 31, 2023
RENAISSANCE TECHNOLOGIES LLC----563,800-100.00%-Dec 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD----518,245-100.00%-Dec 31, 2023
ASSENAGON ASSET MANAGEMENT S.A.----482,238-100.00%-Dec 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC----466,945-100.00%-Dec 31, 2023
MORGAN STANLEY----457,011-100.00%-Dec 31, 2023
WATER ISLAND CAPITAL LLC----424,267-100.00%-Dec 31, 2023
UBS GROUP AG----421,747-100.00%-Dec 31, 2023
BANK OF AMERICA CORP /DE/----419,349-100.00%-Dec 31, 2023
WOODLINE PARTNERS LP----402,000-100.00%-Dec 31, 2023
SENVEST MANAGEMENT, LLC----401,363-100.00%-Dec 31, 2023
MELQART ASSET MANAGEMENT (UK) LTD----384,206-100.00%-Dec 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC----334,702-100.00%-Dec 31, 2023
BANK OF NEW YORK MELLON CORP----327,384-100.00%-Dec 31, 2023
LMR PARTNERS LLP----310,605-100.00%-Dec 31, 2023
NORTHERN TRUST CORP----299,568-100.00%-Dec 31, 2023
GOLDMAN SACHS GROUP INC----278,034-100.00%-Dec 31, 2023
NUVEEN ASSET MANAGEMENT, LLC----266,930-100.00%-Dec 31, 2023
ALLIANCEBERNSTEIN L.P.----261,442-100.00%-Dec 31, 2023
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC----254,393-100.00%-Dec 31, 2023
GABELLI FUNDS LLC----254,350-100.00%-Dec 31, 2023
LOS ANGELES CAPITAL MANAGEMENT LLC----242,947-100.00%-Dec 31, 2023
WESTCHESTER CAPITAL MANAGEMENT, LLC----220,807-100.00%-Dec 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.----215,200-100.00%-Dec 31, 2023
AQR ARBITRAGE LLC----202,136-100.00%-Dec 31, 2023
AMERICAN CENTURY COMPANIES INC----197,217-100.00%-Dec 31, 2023
P SCHOENFELD ASSET MANAGEMENT LP----194,538-100.00%-Dec 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----190,764-100.00%-Dec 31, 2023
DAVENTRY GROUP, LP----176,612-100.00%-Dec 31, 2023
AQR CAPITAL MANAGEMENT LLC----172,314-100.00%-Dec 31, 2023
CAPULA MANAGEMENT LTD----163,919-100.00%-Dec 31, 2023
SAND GROVE CAPITAL MANAGEMENT LLP----159,132-100.00%-Dec 31, 2023
HSBC HOLDINGS PLC----152,602-100.00%-Dec 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----145,000-100.00%-Dec 31, 2023
CLEARLINE CAPITAL LP----133,463-100.00%-Dec 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC----130,823-100.00%-Dec 31, 2023
CREDIT SUISSE AG/----129,807-100.00%-Dec 31, 2023
SWISS NATIONAL BANK----123,497-100.00%-Dec 31, 2023
ALTRINSIC GLOBAL ADVISORS LLC----119,043-100.00%-Dec 31, 2023
TOKIO MARINE ASSET MANAGEMENT CO LTD----110,200-100.00%-Dec 31, 2023
BARCLAYS PLC----107,659-100.00%-Dec 31, 2023
INVESCO LTD.----106,960-100.00%-Dec 31, 2023
AMERIPRISE FINANCIAL INC----104,014-100.00%-Dec 31, 2023
SQN INVESTORS LP----103,876-100.00%-Dec 31, 2023
DEUTSCHE BANK AG\----103,357-100.00%-Dec 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP----103,300-100.00%-Dec 31, 2023
KELLNER CAPITAL, LLC----98,372-100.00%-Dec 31, 2023
UBS ASSET MANAGEMENT AMERICAS INC----96,857-100.00%-Dec 31, 2023
CRYSTALLINE MANAGEMENT INC.----96,100-100.00%-Dec 31, 2023
PENSERRA CAPITAL MANAGEMENT LLC----93,793-100.00%-Dec 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD----89,901-100.00%-Dec 31, 2023
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM----89,466-100.00%-Dec 31, 2023
FIRST TRUST ADVISORS LP----81,360-100.00%-Dec 31, 2023
MARSHALL WACE, LLP----80,222-100.00%-Dec 31, 2023
GREAT WEST LIFE ASSURANCE CO /CAN/----79,957-100.00%-Dec 31, 2023
YAKIRA CAPITAL MANAGEMENT, INC.----79,532-100.00%-Dec 31, 2023
HRT FINANCIAL LP----77,867-100.00%-Dec 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO----76,864-100.00%-Dec 31, 2023
RHUMBLINE ADVISERS----76,583-100.00%-Dec 31, 2023
KRYGER CAPITAL LTD----71,038-100.00%-Dec 31, 2023
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM----62,174-100.00%-Dec 31, 2023
CALAMOS ADVISORS LLC----60,000-100.00%-Dec 31, 2023
NEWEDGE WEALTH, LLC----58,485-100.00%-Dec 31, 2023
PANAGORA ASSET MANAGEMENT INC----57,869-100.00%-Dec 31, 2023
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----56,539-100.00%-Dec 31, 2023
GARDNER LEWIS ASSET MANAGEMENT L P----56,272-100.00%-Dec 31, 2023
VERITION FUND MANAGEMENT LLC----54,883-100.00%-Dec 31, 2023
LEGAL & GENERAL GROUP PLC----54,264-100.00%-Dec 31, 2023
MADISON ASSET MANAGEMENT, LLC----51,990-100.00%-Dec 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO----51,063-100.00%-Dec 31, 2023
HGC INVESTMENT MANAGEMENT INC.----50,265-100.00%-Dec 31, 2023
VAZIRANI ASSET MANAGEMENT LLC----50,000-100.00%-Dec 31, 2023
NEEDHAM INVESTMENT MANAGEMENT LLC----47,500-100.00%-Dec 31, 2023
NEW YORK STATE COMMON RETIREMENT FUND----47,400-100.00%-Dec 31, 2023
TIMESSQUARE CAPITAL MANAGEMENT, LLC----46,700-100.00%-Dec 31, 2023
JPMORGAN CHASE & CO----45,565-100.00%-Dec 31, 2023

New Relic's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -5.57M shares, valued at -, as of undefined.

New Relic Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Virtus Convertible & Income 2024 Target Term Fund1.34%2,500,000--Jan 31, 2024
Fiera Capital Series Trust1.25%24,947--Jun 30, 2023
Calamos Dynamic Convertible & Income Fund1.16%8,844,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.72%8,275,000--Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.71%8,862,000--Jan 31, 2024
Vanguard Montgomery Funds0.61%24,742--Dec 31, 2023
Virtus Diversified Income & Convertible Fund0.60%1,220,000--Jan 31, 2024
Virtus Strategy Trust0.54%11,935,000--Dec 29, 2023
SPARROW FUNDS0.36%1,290--Feb 29, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.29%1,144--Jan 31, 2024
AMG FUNDS0.26%29,000--Jan 31, 2024
AltShares Trust0.23%40,684--Feb 29, 2024
Virtus Convertible & Income Fund0.17%855,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.17%645,000--Jan 31, 2024
T. Rowe Price Global Technology Fund, Inc.0.16%83,740--Dec 31, 2023
VANGUARD EXPLORER FUND0.14%1,713,693--Jan 31, 2024
HSBC FUNDS0.12%3,930--Jan 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.12%1,783,195--Dec 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.12%106,000--Dec 31, 2023
TOCQUEVILLE TRUST0.11%15,000--Jan 31, 2024
Comstock Funds, Inc.0.10%2,250--Jan 31, 2024
EntrepreneurShares Series Trust0.10%26,478--Dec 31, 2023
CALAMOS INVESTMENT TRUST/IL0.10%10,000,000--Jan 31, 2024
WANGER ADVISORS TRUST0.10%59,885--Dec 31, 2023
IndexIQ ETF Trust0.09%200,864--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.08%548,352--Dec 31, 2023
MERIDIAN FUND INC0.08%287,095--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.08%38,666--Dec 31, 2023
ARBITRAGE FUNDS0.07%326,366--Feb 29, 2024
Global Beta ETF Trust0.06%176--May 31, 2022
ALLSPRING VARIABLE TRUST0.06%33,800--Dec 31, 2023
OBERWEIS FUNDS0.06%45,300--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.06%224,936--Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.05%28,600--Dec 31, 2023
LORD ABBETT RESEARCH FUND INC0.04%41,073--Feb 29, 2024
NEEDHAM FUNDS INC0.04%47,500--Dec 31, 2023
Gabelli 787 Fund, Inc.0.04%3,000--Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.03%2,900--Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.03%304,484--Feb 29, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.03%135,615--Dec 29, 2023
MASTER LARGE CAP SERIES LLC0.03%23,280--Mar 31, 2022
Fidelity Commonwealth Trust II0.03%169,313--Aug 31, 2023
WASATCH FUNDS TRUST0.02%220,310--Mar 31, 2024
Value Line Small Cap Opportunities Fund, Inc.0.02%7,000--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.02%4,359--Dec 29, 2023
TRUST FOR PROFESSIONAL MANAGERS0.02%6,651,000--Feb 29, 2024
MERGER FUND0.02%167,142--Dec 29, 2023
M FUND INC0.02%9,885--Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%182,695--Jan 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.02%98,235--Dec 31, 2023
GDL FUND0.02%22,000--Dec 29, 2023
Calamos Global Dynamic Income Fund0.02%186,000--Jan 31, 2024
MERGER FUND VL0.02%2,156--Dec 29, 2023
ROYCE FUND0.02%92,700--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.01%23,545--Dec 31, 2023
Virtus Event Opportunities Trust0.01%29,223--Dec 29, 2023
VANGUARD INDEX FUNDS0.01%4,739,955--Dec 31, 2023
VANGUARD HORIZON FUNDS0.01%218,015--Dec 31, 2023
Virtus Artificial Intelligence & Technology Opportunities Fund0.01%36,270--Jan 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.01%55,000--Dec 31, 2023
COLUMBIA ACORN TRUST0.01%27,744--Dec 31, 2023
MADISON FUNDS0.01%46,075--Jan 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.01%870--Dec 31, 2020
PROFESSIONALLY MANAGED PORTFOLIOS0.01%39,528--Feb 29, 2024
Nushares ETF Trust0.01%43,931--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,273--Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.01%342,000--Feb 29, 2024
RYDEX VARIABLE TRUST0.01%6,272--Dec 31, 2023
John Hancock Exchange-Traded Fund Trust0.00%26,178--Jan 31, 2024
FundVantage Trust0.00%19,874--Jan 31, 2024
JNL VARIABLE FUND LLC0.00%22,939--Mar 31, 2020
BNY MELLON INVESTMENT PORTFOLIOS0.00%2,086--Mar 31, 2024
Fidelity Central Investment Portfolios LLC0.00%67,000--Feb 29, 2024
OLD WESTBURY FUNDS INC0.00%440,000--Jan 31, 2024
Collaborative Investment Series Trust0.00%567--Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.00%7,401--Mar 31, 2024
RBB Fund Trust0.00%2,853--Feb 29, 2024
Guardian Variable Products Trust0.00%48,941--Dec 31, 2023
RYDEX SERIES FUNDS0.00%11,976--Dec 31, 2023
BlackRock ETF Trust0.00%2,123--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%436,883--Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%12,676--Feb 29, 2024
VANGUARD WORLD FUND0.00%553,600--Feb 29, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.00%643--Dec 31, 2023
GABELLI INVESTOR FUNDS INC0.00%5,000--Dec 29, 2023
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,03622427.59%Sep 30, 2020
PFM Multi-Manager Series Trust0.00%1,459--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%4,010--Dec 31, 2023
FIDELITY SECURITIES FUND0.00%149,287--Jan 31, 2024
MML SERIES INVESTMENT FUND0.00%15,038--Dec 31, 2023
AZZAD FUNDS0.00%3,416--Mar 31, 2024
FIDELITY DEVONSHIRE TRUST0.00%15,100--Jan 31, 2024
GPS Funds I0.00%6,968--Dec 31, 2023
Meeder Funds0.00%6,442--Mar 31, 2024
Franklin Alternative Strategies Funds0.00%711,000--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%36,597--Dec 31, 2023
Managed Account Series0.00%1,176--Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%861--Sep 30, 2023
VANGUARD QUANTITATIVE FUNDS0.00%9,700--Dec 31, 2023
AMG Funds I0.00%1,632--Jan 31, 2024

New Relic's largest mutual fund holder by % of total assets is "Virtus Convertible & Income 2024 Target Term Fund", owning 2.50M shares, compromising 1.34% of its total assets.

New Relic Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Sep, 23281-5.07%
30 Jun, 232963.14%
31 Mar, 2328712.99%
31 Dec, 22254-6.62%
30 Sep, 222726.67%
30 Jun, 22255-7.94%
31 Mar, 22277-8.58%
31 Dec, 2130318.82%
30 Sep, 2125511.84%
30 Jun, 212283.64%
31 Mar, 21220-9.09%
31 Dec, 202423.42%
30 Sep, 20234-7.87%
30 Jun, 2025412.39%
31 Mar, 20226-15.36%
31 Dec, 192675.53%
30 Sep, 19253-17.59%
30 Jun, 19307-9.44%
31 Mar, 1933911.15%
31 Dec, 183050.99%
30 Sep, 183025.59%
30 Jun, 1828619.17%
31 Mar, 1824027.66%
31 Dec, 171888.67%
30 Sep, 171732.98%
30 Jun, 1716815.86%
31 Mar, 171451.40%
31 Dec, 1614319.17%
30 Sep, 1612014.29%
30 Jun, 1610512.90%
31 Mar, 1693-14.68%
31 Dec, 1510917.20%
30 Sep, 159324.00%
30 Jun, 157527.12%
31 Mar, 15591.72%
31 Dec, 1458-

As of 30 Sep 23, 281 institutions are holding New Relic's shares, representing a decrease of -5.07% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Sep, 2359,294,494-1.60%
30 Jun, 2360,258,6294.84%
31 Mar, 2357,475,593-1.98%
31 Dec, 2258,636,2411.32%
30 Sep, 2257,869,596-1.08%
30 Jun, 2258,504,218-1.54%
31 Mar, 2259,419,2621.70%
31 Dec, 2158,427,4023.44%
30 Sep, 2156,484,2771.03%
30 Jun, 2155,909,566-2.93%
31 Mar, 2157,598,9659.61%
31 Dec, 2052,550,350-0.38%
30 Sep, 2052,751,782-1.65%
30 Jun, 2053,636,0952.58%
31 Mar, 2052,285,7195.75%
31 Dec, 1949,443,1612.67%
30 Sep, 1948,158,1003.21%
30 Jun, 1946,662,2611.23%
31 Mar, 1946,094,3670.08%
31 Dec, 1846,055,7773.62%
30 Sep, 1844,446,1822.94%
30 Jun, 1843,178,2334.96%
31 Mar, 1841,139,051-1.20%
31 Dec, 1741,638,218-1.63%
30 Sep, 1742,327,3424.80%
30 Jun, 1740,387,6586.83%
31 Mar, 1737,805,6804.51%
31 Dec, 1636,172,69312.31%
30 Sep, 1632,207,8478.48%
30 Jun, 1629,691,4095.95%
31 Mar, 1628,024,74528.78%
31 Dec, 1521,761,16313.51%
30 Sep, 1519,170,32715.38%
30 Jun, 1516,615,02429.79%
31 Mar, 1512,801,85016.27%
31 Dec, 1411,010,454-

New Relic (NEWR) has 59.29M shares outstanding as of 30 Sep 23, down -1.60% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Sep, 2385.26%1.11%
30 Jun, 2387.60%1.21%
31 Mar, 2385.01%1.14%
31 Dec, 2286.17%1.16%
30 Sep, 2286.11%1.11%
30 Jun, 2288.08%1.04%
31 Mar, 2291.99%1.14%
31 Dec, 2189.91%1.16%
30 Sep, 2187.88%1.13%
30 Jun, 2188.27%0.99%
31 Mar, 2194.32%1.28%
31 Dec, 2085.85%1.13%
30 Sep, 2087.13%1.09%
30 Jun, 2089.50%1.15%
31 Mar, 2088.10%1.24%
31 Dec, 1984.18%1.24%
30 Sep, 1982.50%1.27%
30 Jun, 1980.53%1.23%
31 Mar, 1981.03%1.25%
31 Dec, 1880.66%1.31%
30 Sep, 1878.38%1.33%
30 Jun, 1876.85%1.36%
31 Mar, 1875.05%1.32%
31 Dec, 1775.44%1.26%
30 Sep, 1777.38%1.37%
30 Jun, 1775.21%1.48%
31 Mar, 1771.34%1.49%
31 Dec, 1669.13%1.76%
30 Sep, 1662.75%1.80%
30 Jun, 1659.12%1.76%
31 Mar, 1657.89%2.93%
31 Dec, 1544.45%2.80%
30 Sep, 1539.81%3.21%
30 Jun, 1535.21%1.37%
31 Mar, 1550.62%2.18%
31 Dec, 1448.19%-

As of 30 Sep 23, New Relic is held by 85.26% institutional shareholders, representing a 1.11% growth compared to 30 Jun 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Sep, 23148-7.50%
30 Jun, 23160-1.84%
31 Mar, 2316319.85%
31 Dec, 221365.43%
30 Sep, 2212917.27%
30 Jun, 22110-30.38%
31 Mar, 221580.64%
31 Dec, 2115740.18%
30 Sep, 211124.67%
30 Jun, 21107-3.60%
31 Mar, 21111-8.26%
31 Dec, 2012116.35%
30 Sep, 20104-29.73%
30 Jun, 2014823.33%
31 Mar, 20120-21.05%
31 Dec, 191521.33%
30 Sep, 191505.63%
30 Jun, 19142-19.77%
31 Mar, 191774.73%
31 Dec, 18169-0.59%
30 Sep, 18170-3.95%
30 Jun, 1817733.08%
31 Mar, 1813356.47%
31 Dec, 1785-12.37%
30 Sep, 1797-8.49%
30 Jun, 1710617.78%
31 Mar, 1790-9.09%
31 Dec, 169926.92%
30 Sep, 16781.30%
30 Jun, 167763.83%
31 Mar, 1647-21.67%
31 Dec, 1560-1.64%
30 Sep, 156122.00%
30 Jun, 155016.28%
31 Mar, 1543-25.86%
31 Dec, 1458-

148 institutional shareholders have increased their position in NEWR stock as of 30 Sep 23 compared to 160 in the previous quarter (a -7.50% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Sep, 23898.54%
30 Jun, 2382-
31 Mar, 23827.89%
31 Dec, 2276-9.52%
30 Sep, 2284-2.33%
30 Jun, 228632.31%
31 Mar, 2265-25.29%
31 Dec, 218710.13%
30 Sep, 217916.18%
30 Jun, 21683.03%
31 Mar, 2166-2.94%
31 Dec, 2068-13.92%
30 Sep, 20798.22%
30 Jun, 20734.29%
31 Mar, 2070-2.78%
31 Dec, 197210.77%
30 Sep, 1965-40.91%
30 Jun, 191105.77%
31 Mar, 1910413.04%
31 Dec, 189212.20%
30 Sep, 1882-1.20%
30 Jun, 18839.21%
31 Mar, 1876-1.30%
31 Dec, 177742.59%
30 Sep, 175431.71%
30 Jun, 174110.81%
31 Mar, 173737.04%
31 Dec, 162712.50%
30 Sep, 162450.00%
30 Jun, 1616-48.39%
31 Mar, 1631-3.13%
31 Dec, 153268.42%
30 Sep, 151911.76%
30 Jun, 1517142.86%
31 Mar, 157-
31 Dec, 14--

89 institutional shareholders have reduced their position in NEWR stock as of 30 Sep 23 compared to 82 in the previous quarter (a 8.54% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Sep, 23281-5.07%59,294,494-1.60%85.26%1.11%148-7.50%898.54%
30 Jun, 232963.14%60,258,6294.84%87.60%1.21%160-1.84%82-
31 Mar, 2328712.99%57,475,593-1.98%85.01%1.14%16319.85%827.89%
31 Dec, 22254-6.62%58,636,2411.32%86.17%1.16%1365.43%76-9.52%
30 Sep, 222726.67%57,869,596-1.08%86.11%1.11%12917.27%84-2.33%
30 Jun, 22255-7.94%58,504,218-1.54%88.08%1.04%110-30.38%8632.31%
31 Mar, 22277-8.58%59,419,2621.70%91.99%1.14%1580.64%65-25.29%
31 Dec, 2130318.82%58,427,4023.44%89.91%1.16%15740.18%8710.13%
30 Sep, 2125511.84%56,484,2771.03%87.88%1.13%1124.67%7916.18%
30 Jun, 212283.64%55,909,566-2.93%88.27%0.99%107-3.60%683.03%
31 Mar, 21220-9.09%57,598,9659.61%94.32%1.28%111-8.26%66-2.94%
31 Dec, 202423.42%52,550,350-0.38%85.85%1.13%12116.35%68-13.92%
30 Sep, 20234-7.87%52,751,782-1.65%87.13%1.09%104-29.73%798.22%
30 Jun, 2025412.39%53,636,0952.58%89.50%1.15%14823.33%734.29%
31 Mar, 20226-15.36%52,285,7195.75%88.10%1.24%120-21.05%70-2.78%
31 Dec, 192675.53%49,443,1612.67%84.18%1.24%1521.33%7210.77%
30 Sep, 19253-17.59%48,158,1003.21%82.50%1.27%1505.63%65-40.91%
30 Jun, 19307-9.44%46,662,2611.23%80.53%1.23%142-19.77%1105.77%
31 Mar, 1933911.15%46,094,3670.08%81.03%1.25%1774.73%10413.04%
31 Dec, 183050.99%46,055,7773.62%80.66%1.31%169-0.59%9212.20%
30 Sep, 183025.59%44,446,1822.94%78.38%1.33%170-3.95%82-1.20%
30 Jun, 1828619.17%43,178,2334.96%76.85%1.36%17733.08%839.21%
31 Mar, 1824027.66%41,139,051-1.20%75.05%1.32%13356.47%76-1.30%
31 Dec, 171888.67%41,638,218-1.63%75.44%1.26%85-12.37%7742.59%
30 Sep, 171732.98%42,327,3424.80%77.38%1.37%97-8.49%5431.71%
30 Jun, 1716815.86%40,387,6586.83%75.21%1.48%10617.78%4110.81%
31 Mar, 171451.40%37,805,6804.51%71.34%1.49%90-9.09%3737.04%
31 Dec, 1614319.17%36,172,69312.31%69.13%1.76%9926.92%2712.50%
30 Sep, 1612014.29%32,207,8478.48%62.75%1.80%781.30%2450.00%
30 Jun, 1610512.90%29,691,4095.95%59.12%1.76%7763.83%16-48.39%
31 Mar, 1693-14.68%28,024,74528.78%57.89%2.93%47-21.67%31-3.13%
31 Dec, 1510917.20%21,761,16313.51%44.45%2.80%60-1.64%3268.42%
30 Sep, 159324.00%19,170,32715.38%39.81%3.21%6122.00%1911.76%
30 Jun, 157527.12%16,615,02429.79%35.21%1.37%5016.28%17142.86%
31 Mar, 15591.72%12,801,85016.27%50.62%2.18%43-25.86%7-
31 Dec, 1458-11,010,454-48.19%-58---

New Relic Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 13, 2023JANA Partners Management, LPdirector-D-ReturnSell2,381--3,215,426
Nov 13, 2023JANA Partners Management, LPdirector-M-ExemptSell2,381---
Nov 13, 2023JANA Partners Management, LPdirector-D-ReturnSell3,215,426---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell17,066---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYD-ReturnSell122,989---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell71,941---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell12,540---
Nov 13, 2023Numoto Takeshidirector-D-ReturnSell7,623---
Nov 13, 2023Numoto Takeshidirector-M-ExemptSell2,381---
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptSell2,381---
Nov 13, 2023HENSHALL DAVID Jdirector-D-ReturnSell16,434---
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptSell3,855---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 13, 2023JANA Partners Management, LPdirector-M-ExemptBuy2,381$87.00$207.15K3,217,807
Nov 13, 2023JANA Partners Management, LPdirector-D-ReturnSell2,381--3,215,426
Nov 13, 2023JANA Partners Management, LPdirector-M-ExemptSell2,381---
Nov 13, 2023JANA Partners Management, LPdirector-D-ReturnSell3,215,426---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptBuy5,717--122,989
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptBuy71,941--117,272
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptBuy38,791$87.00$3.37M45,331
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell17,066---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYD-ReturnSell122,989---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell71,941---
Nov 13, 2023Lloyd Thomas J.officer CHIEF LEGAL OFFICER, CORP SECYM-ExemptSell12,540---
Nov 13, 2023Numoto Takeshidirector-M-ExemptBuy2,705$87.00$235.34K7,623
Nov 13, 2023Numoto Takeshidirector-D-ReturnSell7,623---
Nov 13, 2023Numoto Takeshidirector-M-ExemptSell2,381---
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptBuy1,336--16,434
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptBuy2,952$87.00$256.82K15,098
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptSell2,381---
Nov 13, 2023HENSHALL DAVID Jdirector-D-ReturnSell16,434---
Nov 13, 2023HENSHALL DAVID Jdirector-M-ExemptSell3,855---
Nov 13, 2023Staples Williamdirector, officer CHIEF EXECUTIVE OFFICERM-ExemptBuy33,857--685,270

The last insider sell of New Relic's stock was made by JANA Partners Management, LP on Nov 13 2023, selling 2,381 shares at - per share (valued at -).

New Relic Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023-1-
Q3 20233936108.33%
Q2 2023435676.79%
Q1 2023253964.10%
Q4 2022304862.50%
Q3 2022173253.13%
Q2 2022283971.79%
Q1 2022205735.09%
Q4 2021246338.10%
Q3 2021366258.06%
Q2 2021244751.06%
Q1 2021133141.94%
Q4 2020101952.63%
Q3 20203430113.33%
Q2 2020131968.42%
Q1 2020111861.11%
Q4 201991947.37%
Q3 2019445875.86%
Q2 2019316349.21%
Q1 2019206431.25%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by New Relic's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023---
Q3 2023-6-
Q2 2023-30-
Q1 2023-17-
Q4 2022-18-
Q3 2022-10-
Q2 2022-16-
Q1 2022-36-
Q4 2021-40-
Q3 2021-24-
Q2 2021-27-
Q1 2021-18-
Q4 20201911.11%
Q3 202011010.00%
Q2 2020-11-
Q1 2020-7-
Q4 2019-11-
Q3 2019-28-
Q2 2019-39-
Q1 2019-44-

As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of New Relic's stocks.

New Relic Peer Ownership


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PATHUiPath Inc.
DLODLocal Limited
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PAGSPagSeguro Digital Ltd.
CRWDCrowdStrike Holdings, Inc.

NEWR Ownership FAQ


New Relic is owned by institutional shareholders (85.26%), insiders (11.40%), and public (3.34%). The largest institutional shareholder of New Relic is AMERICAN INTERNATIONAL GROUP, INC. (0% of total shares) and the top mutual fund owner is Virtus Convertible & Income 2024 Target Term Fund (1.34% of total shares).

New Relic's major institutional shareholders are AMERICAN INTERNATIONAL GROUP, INC., BANK OF NOVA SCOTIA, VIRTUS INVESTMENT ADVISERS, INC., JPMORGAN CHASE & CO, and US BANCORP \DE\. The top five shareholders own together 0% of the company's share outstanding.

As of Sep 2023, there are 281 institutional shareholders of New Relic.

AMERICAN INTERNATIONAL GROUP, INC owns 0 shares of New Relic, representing 0% of the company's total shares outstanding, valued at $0 (as of Dec 2023).

As of Dec 2023, BANK OF NOVA SCOTIA holds 0 shares of New Relic (NEWR), compromising 0% of the company, valued at $0.

VIRTUS INVESTMENT ADVISERS, INC is the third largest holder of New Relic. The company owns 0 of the company's shares outstanding (worth $0).