SUMO — SUMO LOGIC INC
Reported value held$343.53M
Funds holding (latest)38
Sector—
SUMO (SUMO LOGIC INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 38 funds have reported positions historically, with the sum of their latest reported stakes valued at $343.53M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2023 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.50M | $125.80M | 0.00% | Reduce |
| Morgan Stanley history | 2.42M | $29.01M | 0.00% | Add |
| Geode Capital Management history | 2.23M | $26.77M | 0.00% | Add |
| Legal & General Investment Management America history | 2.17M | $25.94M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.67M | $19.96M | 0.01% | Add |
| BNY Mellon history | 1.33M | $15.89M | 0.00% | Reduce |
| Janus Henderson Group history | 1.28M | $15.31M | 0.01% | Add |
| Northern Trust Corp history | 1.06M | $12.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 840.60K | $10.07M | 0.00% | Add |
| Deutsche Bank AG history | 524.59K | $6.28M | 0.00% | Add |
| JPMorgan Chase & Co history | 294.49K | $4.18M | 0.00% | Reduce |
| Citadel Advisors history | 346.27K | $4.15M | 0.00% | Reduce |
| Fidelity International (FIL) history | 325.00K | $3.89M | 0.01% | New |
| Prudential Financial history | 261.22K | $3.13M | 0.01% | Add |
| Bank of America Corp history | 246.48K | $2.95M | 0.00% | Add |
| Balyasny Asset Management history | 226.99K | $2.72M | 0.01% | New |
| Two Sigma Investments history | 128.30K | $1.54M | 0.01% | New |
| D. E. Shaw & Co history | 122.02K | $1.46M | 0.00% | Reduce |
| Citigroup Inc history | 80.76K | $967.49K | 0.00% | Hold |
| Invesco Ltd history | 56.53K | $677.22K | 0.00% | Add |
| Wellington Management Group history | 51.95K | $622.42K | 0.00% | Reduce |
| Manulife Financial history | 44.83K | $537.01K | 0.00% | Hold |
| UBS Group AG history | 30.54K | $365.86K | 0.00% | Reduce |
| Wells Fargo & Co history | 28.30K | $338.99K | 0.00% | Add |
| Amundi US history | 16.16K | $193.61K | 0.00% | Add |
| Principal Global Investors history | 13.10K | $156.93K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.06K | $72.62K | 0.00% | Add |
| Renaissance Technologies history | 2.75M | $32.92K | 0.04% | Add |
| Arrowstreet Capital history | 1.03M | $12.40K | 0.02% | Add |
| Baillie Gifford & Co history | 946 | $11.33K | 0.00% | Add |
| Millennium Management history | 420.92K | $5.04K | 0.00% | Reduce |
| PNC Financial Services history | 143 | $1.71K | 0.00% | Reduce |
| T. Rowe Price Associates history | 37.58K | $451 | 0.00% | Reduce |
Q4 2022 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.03M | $89.36M | 0.00% | Add |
| Legal & General Investment Management America history | 2.58M | $20.93M | 0.01% | Reduce |
| BNY Mellon history | 1.70M | $13.79M | 0.00% | Reduce |
| Morgan Stanley history | 1.38M | $11.18M | 0.00% | Reduce |
| Northern Trust Corp history | 1.04M | $8.39M | 0.00% | Add |
| Goldman Sachs Group history | 867.69K | $7.03M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 824.20K | $6.68M | 0.00% | Add |
| Marshall Wace history | 575.97K | $4.67M | 0.01% | Add |
| Citadel Advisors history | 534.50K | $4.33M | 0.00% | Add |
| D. E. Shaw & Co history | 419.83K | $3.40M | 0.00% | Add |
| Deutsche Bank AG history | 326.23K | $2.64M | 0.00% | Reduce |
| Prudential Financial history | 231.38K | $1.87M | 0.00% | Reduce |
| Citigroup Inc history | 80.50K | $652.03K | 0.00% | Add |
| Bank of America Corp history | 74.45K | $603.04K | 0.00% | Reduce |
| Wellington Management Group history | 67.79K | $549.12K | 0.00% | Add |
| UBS Group AG history | 56.35K | $456.46K | 0.00% | Reduce |
| Manulife Financial history | 44.83K | $363.09K | 0.00% | Add |
| Invesco Ltd history | 40.52K | $328.23K | 0.00% | Reduce |
| Janus Henderson Group history | 19.36K | $156.61K | 0.00% | Hold |
| Amundi US history | 13.54K | $102.54K | 0.00% | New |
| Principal Global Investors history | 11.50K | $93.13K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.88K | $39.50K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.86K | $31.27K | 0.00% | Reduce |
| Millennium Management history | 2.20M | $17.79K | 0.01% | Reduce |
| Geode Capital Management history | 2.11M | $17.09K | 0.00% | Add |
| Renaissance Technologies history | 1.92M | $15.58K | 0.02% | Reduce |
| PNC Financial Services history | 1.28K | $10.39K | 0.00% | Hold |
| Arrowstreet Capital history | 630.43K | $5.11K | 0.01% | Add |
| T. Rowe Price Associates history | 349.43K | $2.83K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 330.40K | $2.68K | 0.00% | Add |
| Baillie Gifford & Co history | 726 | $6 | 0.00% | Hold |
Q3 2022 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.44M | $78.31M | 0.00% | Add |
| Legal & General Investment Management America history | 2.78M | $20.83M | 0.01% | Add |
| Millennium Management history | 2.53M | $18.99M | 0.01% | Add |
| Renaissance Technologies history | 2.03M | $15.21M | 0.02% | Add |
| Geode Capital Management history | 2.02M | $15.14M | 0.00% | Add |
| BNY Mellon history | 1.75M | $13.12M | 0.00% | Add |
| Goldman Sachs Group history | 1.42M | $10.66M | 0.00% | Add |
| Morgan Stanley history | 1.41M | $10.59M | 0.00% | Reduce |
| Northern Trust Corp history | 1.00M | $7.52M | 0.00% | Add |
| Charles Schwab Investment Management history | 782.25K | $5.87M | 0.00% | Add |
| Citadel Advisors history | 464.78K | $3.49M | 0.00% | Reduce |
| Arrowstreet Capital history | 434.04K | $3.25M | 0.01% | Add |
| Deutsche Bank AG history | 392.84K | $2.95M | 0.00% | Reduce |
| T. Rowe Price Associates history | 380.82K | $2.86M | 0.00% | Reduce |
| Prudential Financial history | 320.74K | $2.41M | 0.00% | Add |
| D. E. Shaw & Co history | 317.77K | $2.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 302.00K | $2.27M | 0.00% | Reduce |
| Marshall Wace history | 268.19K | $2.01M | 0.00% | Reduce |
| Bank of America Corp history | 87.56K | $657.00K | 0.00% | Reduce |
| UBS Group AG history | 70.49K | $529.00K | 0.00% | Add |
| Citigroup Inc history | 68.06K | $511.00K | 0.00% | Reduce |
| Wellington Management Group history | 52.48K | $394.00K | 0.00% | New |
| Invesco Ltd history | 43.27K | $325.00K | 0.00% | Add |
| Manulife Financial history | 34.66K | $260.00K | 0.00% | Reduce |
| Janus Henderson Group history | 19.36K | $145.00K | 0.00% | Hold |
| Principal Global Investors history | 14.70K | $110.00K | 0.00% | Add |
| Wells Fargo & Co history | 6.04K | $45.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.33K | $40.00K | 0.00% | Reduce |
| PNC Financial Services history | 1.28K | $10.00K | 0.00% | Reduce |
| Baillie Gifford & Co history | 726 | $5.00K | 0.00% | Hold |
Q2 2022 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.64M | $72.19M | 0.00% | Add |
| Legal & General Investment Management America history | 2.67M | $20.00M | 0.01% | Add |
| Millennium Management history | 2.48M | $18.58M | 0.01% | Add |
| Renaissance Technologies history | 1.85M | $13.86M | 0.02% | Add |
| Geode Capital Management history | 1.61M | $12.07M | 0.00% | Hold |
| BNY Mellon history | 1.56M | $11.68M | 0.00% | Add |
| Morgan Stanley history | 1.43M | $10.70M | 0.00% | Add |
| Deutsche Bank AG history | 1.21M | $9.04M | 0.01% | Add |
| Goldman Sachs Group history | 1.20M | $9.00M | 0.00% | Add |
| Citadel Advisors history | 832.85K | $6.24M | 0.00% | Add |
| Northern Trust Corp history | 796.62K | $5.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 641.08K | $4.80M | 0.00% | Reduce |
| Marshall Wace history | 586.77K | $4.39M | 0.01% | Add |
| D. E. Shaw & Co history | 489.04K | $3.66M | 0.01% | Add |
| T. Rowe Price Associates history | 454.52K | $3.40M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 353.83K | $2.65M | 0.00% | Add |
| Bank of America Corp history | 162.62K | $1.22M | 0.00% | Add |
| Two Sigma Investments history | 144.33K | $1.08M | 0.00% | Add |
| Prudential Financial history | 139.53K | $1.04M | 0.00% | New |
| Citigroup Inc history | 121.50K | $910.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 61.06K | $457.00K | 0.00% | Add |
| Arrowstreet Capital history | 45.41K | $340.00K | 0.00% | New |
| Manulife Financial history | 35.14K | $263.00K | 0.00% | Reduce |
| Invesco Ltd history | 34.77K | $261.00K | 0.00% | Add |
| UBS Group AG history | 34.09K | $255.00K | 0.00% | Reduce |
| Janus Henderson Group history | 19.39K | $145.00K | 0.00% | New |
| Principal Global Investors history | 10.17K | $76.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.13K | $47.00K | 0.00% | Reduce |
| PNC Financial Services history | 5.37K | $40.00K | 0.00% | Add |
| Baillie Gifford & Co history | 726 | $5.00K | 0.00% | Hold |
Q1 2022 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.93M | $104.23M | 0.00% | Add |
| Legal & General Investment Management America history | 2.58M | $30.13M | 0.01% | Add |
| Tiger Global Management history | 1.93M | $22.50M | 0.09% | Reduce |
| Geode Capital Management history | 1.62M | $18.85M | 0.00% | Add |
| BNY Mellon history | 1.47M | $17.19M | 0.00% | Reduce |
| Morgan Stanley history | 1.34M | $15.58M | 0.00% | Add |
| Goldman Sachs Group history | 993.43K | $11.59M | 0.00% | Add |
| Deutsche Bank AG history | 849.11K | $9.91M | 0.01% | Add |
| Northern Trust Corp history | 787.36K | $9.19M | 0.00% | Reduce |
| Millennium Management history | 776.97K | $9.07M | 0.01% | Add |
| Charles Schwab Investment Management history | 648.63K | $7.57M | 0.00% | Add |
| Citadel Advisors history | 501.90K | $5.86M | 0.00% | Add |
| T. Rowe Price Associates history | 459.80K | $5.37M | 0.00% | Reduce |
| Renaissance Technologies history | 354.70K | $4.14M | 0.01% | New |
| JPMorgan Chase & Co history | 317.29K | $3.70M | 0.00% | Add |
| Marshall Wace history | 235.90K | $2.75M | 0.01% | Add |
| Citigroup Inc history | 208.26K | $2.43M | 0.00% | Reduce |
| Bank of America Corp history | 161.61K | $1.89M | 0.00% | Add |
| D. E. Shaw & Co history | 100.00K | $1.17M | 0.00% | Hold |
| Two Sigma Investments history | 70.21K | $819.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 45.03K | $526.00K | 0.00% | Reduce |
| UBS Group AG history | 39.37K | $459.00K | 0.00% | Reduce |
| Manulife Financial history | 36.63K | $427.00K | 0.00% | Reduce |
| Invesco Ltd history | 30.50K | $356.00K | 0.00% | Add |
| Principal Global Investors history | 16.05K | $187.00K | 0.00% | Add |
| Franklin Resources history | 15.28K | $178.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.72K | $31.00K | 0.00% | Add |
| Baillie Gifford & Co history | 726 | $8.00K | 0.00% | Hold |
| PNC Financial Services history | 14 | $0 | — | New |
Q4 2021 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.53M | $115.72M | 0.00% | Add |
| Tiger Global Management history | 2.13M | $28.84M | 0.07% | Reduce |
| Legal & General Investment Management America history | 2.00M | $27.17M | 0.01% | Add |
| BNY Mellon history | 1.60M | $21.66M | 0.00% | Add |
| Geode Capital Management history | 1.58M | $21.49M | 0.00% | Add |
| Northern Trust Corp history | 815.12K | $11.05M | 0.00% | Add |
| Morgan Stanley history | 814.21K | $11.04M | 0.00% | Add |
| Deutsche Bank AG history | 710.59K | $9.64M | 0.01% | Add |
| T. Rowe Price Associates history | 683.46K | $9.27M | 0.00% | Add |
| Goldman Sachs Group history | 657.52K | $8.92M | 0.00% | Reduce |
| Millennium Management history | 656.04K | $8.90M | 0.01% | Add |
| Charles Schwab Investment Management history | 623.31K | $8.45M | 0.00% | Add |
| Two Sigma Investments history | 455.75K | $6.18M | 0.01% | Add |
| JPMorgan Chase & Co history | 230.11K | $3.12M | 0.00% | Reduce |
| Citigroup Inc history | 218.43K | $2.96M | 0.00% | Add |
| Citadel Advisors history | 149.92K | $2.03M | 0.00% | Reduce |
| Marshall Wace history | 142.30K | $1.93M | 0.00% | New |
| Bank of America Corp history | 127.94K | $1.74M | 0.00% | Reduce |
| D. E. Shaw & Co history | 100.00K | $1.36M | 0.00% | New |
| Wells Fargo & Co history | 79.01K | $1.07M | 0.00% | Reduce |
| Manulife Financial history | 45.38K | $615.00K | 0.00% | Add |
| UBS Group AG history | 41.95K | $569.00K | 0.00% | Add |
| Invesco Ltd history | 29.91K | $406.00K | 0.00% | Reduce |
| CPP Investments history | 16.00K | $217.00K | 0.00% | Reduce |
| Franklin Resources history | 15.99K | $217.00K | 0.00% | Add |
| Principal Global Investors history | 14.91K | $202.00K | 0.00% | Reduce |
| Point72 Asset Management history | 13.00K | $176.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.92K | $26.00K | 0.00% | Reduce |
| Baillie Gifford & Co history | 726 | $10.00K | 0.00% | Hold |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 10.50M | 11.03M | 10.44M | 9.64M | 8.93M | 8.53M | 7.58M | 6.57M | 1.73M |
| Morgan Stanley | 2.42M | 1.38M | 1.41M | 1.43M | 1.34M | 814.21K | 349.13K | — | — |
| Geode Capital Management | 2.23M | 2.11M | 2.02M | 1.61M | 1.62M | 1.58M | 1.52M | — | — |
| Legal & General Investment Management America | 2.17M | 2.58M | 2.78M | 2.67M | 2.58M | 2.00M | 1.51M | — | — |
| Goldman Sachs Group | 1.67M | 867.69K | 1.42M | 1.20M | 993.43K | 657.52K | 721.77K | — | — |
| BNY Mellon | 1.33M | 1.70M | 1.75M | 1.56M | 1.47M | 1.60M | 1.50M | — | — |
| Janus Henderson Group | 1.28M | 19.36K | 19.36K | 19.39K | — | — | — | — | — |
| Northern Trust Corp | 1.06M | 1.04M | 1.00M | 796.62K | 787.36K | 815.12K | 799.75K | — | — |
| Charles Schwab Investment Management | 840.60K | 824.20K | 782.25K | 641.08K | 648.63K | 623.31K | 596.11K | — | — |
| Deutsche Bank AG | 524.59K | 326.23K | 392.84K | 1.21M | 849.11K | 710.59K | 506.17K | — | — |
| JPMorgan Chase & Co | 294.49K | 330.40K | 302.00K | 353.83K | 317.29K | 230.11K | 503.94K | — | — |
| Citadel Advisors | 346.27K | 534.50K | 464.78K | 832.85K | 501.90K | 149.92K | 228.00K | — | — |
| Fidelity International (FIL) | 325.00K | — | — | — | — | — | — | — | — |
| Prudential Financial | 261.22K | 231.38K | 320.74K | 139.53K | — | — | — | — | — |
| Bank of America Corp | 246.48K | 74.45K | 87.56K | 162.62K | 161.61K | 127.94K | 206.00K | — | — |
| Balyasny Asset Management | 226.99K | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 128.30K | — | — | 144.33K | 70.21K | 455.75K | 162.59K | — | — |
| D. E. Shaw & Co | 122.02K | 419.83K | 317.77K | 489.04K | 100.00K | 100.00K | — | — | — |
| Citigroup Inc | 80.76K | 80.50K | 68.06K | 121.50K | 208.26K | 218.43K | 162.71K | — | — |
| Invesco Ltd | 56.53K | 40.52K | 43.27K | 34.77K | 30.50K | 29.91K | 31.76K | — | — |