Sumo Logic Inc (SUMO) Ownership

12.04 ↑0.00 (0.00%)

As of May 11, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Sumo Logic Inc (SUMO), owning a total of 10.5 million shares. Combined, the top 31 institutional holders of SUMO own 66.93% of the company with a total of 82.8 million shares.

In the latest ownership report on March 31st 2023, the top 31 institutional holders increased their combined ownership of SUMO by 7.1 million shares. 12 institutions bought 14,281,046 total additional shares and increased their ownership by an average of 561.88%. However 8 institutions sold 7,174,440 total shares and decreased their ownership by an average of 23.25%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sumo Logic Inc increased by a net total of 7,106,606 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.462%	-4.819%	10,500,780	-531,633	2023-03-31
BlackRock Inc	7.749%	-9.107%	9,615,846	-963,466	2023-03-31
Sapphire Ventures (GPE) I, L.L.C.	5.196%	0.000%	6,448,005	0	2023-03-31
Battery Management Corp	3.431%	0.000%	4,257,435	0	2023-03-31
Water Island Capital LLC	3.103%	0.000%	3,850,252	3,850,252	2023-03-31
Pentwater Capital Management LP	2.324%	0.000%	2,884,338	2,884,338	2023-03-31
Renaissance Technologies Corp	2.214%	42.834%	2,747,700	824,000	2023-03-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	2.151%	-47.340%	2,669,120	-2,399,512	2023-03-31
State Street Corporation	1.971%	9.865%	2,446,145	219,653	2023-03-31
Morgan Stanley - Brokerage Accounts	1.952%	75.539%	2,421,888	1,042,200	2023-03-31
Geode Capital Management, LLC	1.801%	5.921%	2,234,880	124,936	2023-03-31
Legal & General Group PLC	1.745%	-16.220%	2,165,215	-419,181	2023-03-31
Goldman Sachs Group Inc	1.343%	92.018%	1,666,132	798,438	2023-03-31
Magnetar Financial LLC	1.300%	0.000%	1,613,068	1,613,068	2023-03-31
Verition Fund Managegment, LLC	1.226%	0.000%	1,521,233	1,521,233	2023-03-31
Dimensional Fund Advisors, Inc.	1.209%	8.468%	1,499,928	117,102	2023-03-31
UBS Asset Mgmt Americas Inc	1.160%	-2.793%	1,439,359	-41,360	2023-03-31
Vector Capital Management, L.P.	1.128%	-58.824%	1,400,000	-2,000,000	2023-03-31
Artemis Investment Management LLP	1.081%	-24.862%	1,341,638	-443,917	2023-03-31
Bank of New York Mellon Corp	1.069%	-22.055%	1,326,578	-375,371	2023-03-31
HHG PLC	1.030%	6,505.310%	1,278,656	1,259,298	2023-03-31
Northern Trust Corp	0.856%	2.561%	1,062,386	26,528	2023-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.462%	-4.819%	10,500,780	-531,633	2023-03-31
BlackRock Inc	7.749%	-9.107%	9,615,846	-963,466	2023-03-31
Sapphire Ventures (GPE) I, L.L.C.	5.196%	0.000%	6,448,005	0	2023-03-31
Battery Management Corp	3.431%	0.000%	4,257,435	0	2023-03-31
Water Island Capital LLC	3.103%	0.000%	3,850,252	3,850,252	2023-03-31
Greylock XII GP LLC	3.004%	0.000%	3,676,090	0	2022-09-30
Pentwater Capital Management LP	2.324%	0.000%	2,884,338	2,884,338	2023-03-31
Renaissance Technologies Corp	2.214%	42.834%	2,747,700	824,000	2023-03-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	2.151%	-47.340%	2,669,120	-2,399,512	2023-03-31
State Street Corporation	1.971%	9.865%	2,446,145	219,653	2023-03-31
Morgan Stanley - Brokerage Accounts	1.952%	75.539%	2,421,888	1,042,200	2023-03-31
Glynn Capital Management, LLC	1.869%	0.000%	2,287,909	0	2022-12-31
Geode Capital Management, LLC	1.801%	5.921%	2,234,880	124,936	2023-03-31
Millennium Management LLC	1.770%	-0.753%	2,195,709	-16,647	2022-12-31
Legal & General Group PLC	1.745%	-16.220%	2,165,215	-419,181	2023-03-31
Brown Advisory Holdings Inc	1.531%	-44.450%	1,874,209	-1,499,682	2022-12-31
SC US (TTGP), LTD.	1.517%	0.000%	1,820,956	0	2022-09-30
Goldman Sachs Group Inc	1.343%	92.018%	1,666,132	798,438	2023-03-31
Magnetar Financial LLC	1.300%	0.000%	1,613,068	1,613,068	2023-03-31
Verition Fund Managegment, LLC	1.226%	0.000%	1,521,233	1,521,233	2023-03-31
Dimensional Fund Advisors, Inc.	1.209%	8.468%	1,499,928	117,102	2023-03-31
UBS Asset Mgmt Americas Inc	1.160%	-2.793%	1,439,359	-41,360	2023-03-31
Vector Capital Management, L.P.	1.128%	-58.824%	1,400,000	-2,000,000	2023-03-31
Artemis Investment Management LLP	1.081%	-24.862%	1,341,638	-443,917	2023-03-31
Bank of New York Mellon Corp	1.069%	-22.055%	1,326,578	-375,371	2023-03-31
HHG PLC	1.030%	6,505.310%	1,278,656	1,259,298	2023-03-31
Deutsche Bank AG	1.018%	42.175%	1,207,229	358,115	2022-06-30
B. Riley Asset Management, LLC	0.965%	35.358%	1,196,851	312,637	2022-12-31
Needham Investment Management, LLC	0.887%	37.505%	1,100,000	300,026	2022-12-31
Nuveen Asset Management, LLC	0.872%	-11.726%	1,081,696	-143,682	2022-12-31
Northern Trust Corp	0.856%	2.561%	1,062,386	26,528	2023-03-31

Mutual Fund Ownership

UBS: US Equity Small Cap Growth is the biggest individual fund holder of Sumo Logic Inc (SUMO), owning a total of 3.6 million shares. Combined, the top 56 mutual fund holders of SUMO own 40.19% of the company with a total of 49.6 million shares.

In the latest ownership report on April 30th 2023, the top 56 fund holders increased their combined ownership of SUMO by 487 thousand shares. 6 funds bought 695,155 total additional shares and increased their ownership by an average of 0.83%. However 7 funds sold 208,402 total shares and decreased their ownership by an average of 6.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sumo Logic Inc increased by a net total of 486,753 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.637%	0.000%	3,271,547	0	2023-04-30
Vanguard Small Cap Index	2.197%	-0.024%	2,726,502	-666	2023-04-30
Vanguard Small Cap Growth Index Inv	1.261%	0.396%	1,564,976	6,174	2023-04-30
Vanguard Extended Market Index Investor	1.220%	0.071%	1,513,849	1,066	2023-04-30
Fidelity® Small Cap Index	0.817%	1.177%	1,014,107	11,799	2023-04-30
Artemis US Smaller Companies I Acc GBP	0.766%	0.000%	950,998	0	2023-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.496%	3.322%	615,897	19,800	2023-04-30
Vanguard Information Technology ETF	0.476%	-1.566%	590,463	-9,396	2023-04-30
Fidelity® Extended Market Index	0.453%	-3.481%	561,734	-20,261	2023-04-30
State St Russell Sm Cap® Indx NL Cl C	0.361%	-1.582%	448,039	-7,200	2023-04-30
DFA US Small Cap I	0.351%	0.000%	435,846	0	2023-04-30
Fidelity Canadian Large Cp Mlt Ast Bs O	0.298%	0.000%	370,000	370,000	2023-04-30
DFA US Micro Cap I	0.291%	-30.785%	361,507	-160,791	2023-04-30
SEI Multi Strategy Alternatives F (SIMT)	0.231%	0.000%	286,316	286,316	2023-04-30
EHP Global Arbitrage Alternative Cl F	0.230%	0.000%	284,999	0	2023-04-30
Strategic Advisers® Small-Mid Cap	0.173%	0.000%	214,001	0	2023-04-30
Artemis Funds(Lux) US Smlr Coms FI USD	0.157%	-4.501%	194,884	-9,184	2023-04-30
Man GLG Event Driven Alternative IN USD	0.113%	-0.643%	139,725	-904	2023-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
UBS: US Equity Small Cap Growth	2.916%	0.000%	3,618,501	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.637%	0.000%	3,271,547	0	2023-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.637%	14.983%	3,271,547	426,299	2023-03-31
Vanguard Small Cap Index	2.197%	-0.024%	2,726,502	-666	2023-04-30
iShares Russell 2000 ETF	2.039%	-1.141%	2,529,753	-29,184	2023-04-28
Alger Small Cap Focus I	1.982%	0.000%	2,426,081	2,426,081	2023-01-31
Alger Small Cap Focus Composite	1.982%	0.000%	2,426,081	2,426,081	2023-01-31
Arbitrage R	1.792%	0.000%	2,223,427	2,223,427	2023-02-28
L&G Cyber Security ETF	1.730%	-0.041%	2,117,595	-858	2023-03-31
Vanguard Small Cap Growth Index Inv	1.261%	0.396%	1,564,976	6,174	2023-04-30
Vanguard Extended Market Index Investor	1.220%	0.071%	1,513,849	1,066	2023-04-30
Fidelity® Small Cap Index	0.817%	1.177%	1,014,107	11,799	2023-04-30
Needham Small Cap Growth Retail	0.816%	53.852%	1,000,000	350,026	2022-12-31
Alger Mid Cap Focus Composite	0.813%	0.000%	994,447	994,447	2023-01-31
Alger Mid Cap Focus Z	0.813%	0.000%	994,447	994,447	2023-01-31
Vanguard Explorer Inv	0.768%	-44.429%	952,418	-761,442	2023-03-31
Artemis US Smaller Companies I Acc GBP	0.766%	0.000%	950,998	0	2023-04-30
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.714%	-6.728%	846,005	-61,020	2022-07-31
iShares Automation&Robotics ETF USD Acc	0.636%	0.000%	788,841	0	2023-04-28
WisdomTree Cloud Computing ETF	0.632%	0.000%	784,097	0	2023-04-28
IQ Merger Arbitrage ETF	0.590%	0.000%	732,556	0	2023-04-21
Brown Advisory Small-Cap Growth Inv	0.594%	0.000%	713,071	0	2022-11-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.562%	-7.566%	697,610	-57,100	2023-03-31
TIAA-CREF Quant Small-Cap Equity Instl	0.551%	0.000%	684,050	0	2023-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.496%	3.322%	615,897	19,800	2023-04-30
ETFMG Prime Cyber Security ETF	0.489%	0.000%	606,211	0	2023-04-28
WisdomTree Cloud Computing ETF - USD Acc	0.499%	0.000%	599,220	0	2023-01-31
iShares Russell 2000 Growth ETF	0.482%	0.000%	598,610	0	2023-04-28
Vanguard Information Technology ETF	0.476%	-1.566%	590,463	-9,396	2023-04-30
Janus HndrsnGlbl Mlt-Strat E2 EUR	0.473%	0.000%	587,483	587,483	2023-03-31
Fidelity® Extended Market Index	0.453%	-3.481%	561,734	-20,261	2023-04-30
Meridian Growth Legacy	0.394%	-47.443%	488,647	-441,106	2023-03-31
State St Russell Sm Cap® Indx NL Cl C	0.361%	-1.582%	448,039	-7,200	2023-04-30
DFA US Small Cap I	0.351%	0.000%	435,846	0	2023-04-30
iMGP Alt Strats Instl	0.324%	0.000%	402,367	402,367	2023-03-31
Fidelity Canadian Large Cp Mlt Ast Bs O	0.298%	0.000%	370,000	370,000	2023-04-30
DFA US Micro Cap I	0.291%	-30.785%	361,507	-160,791	2023-04-30
NT R2000 Index Fund - NL	0.270%	2.173%	335,455	7,135	2023-03-31
SEI Multi Strategy Alternatives F (SIMT)	0.231%	0.000%	286,316	286,316	2023-04-30
EHP Global Arbitrage Alternative Cl F	0.230%	0.000%	284,999	0	2023-04-30
NT R2000 Index Fund - DC - NL - 2	0.209%	2.911%	258,996	7,326	2023-03-31
Meridian Small Cap Growth Legacy	0.209%	-46.799%	258,972	-227,812	2023-03-31
Water Island Event-Driven Fund I	0.205%	0.000%	253,894	253,894	2023-02-28
BlackRock Extended Mkt Composite	0.199%	0.115%	246,578	284	2023-03-31
UBS Small Cap Growth	0.198%	526.760%	245,740	206,532	2023-03-31
Vanguard VIF Small Co Gr	0.196%	-51.399%	242,566	-256,534	2023-03-31
NT R2000 Growth Index Fund - NL	0.183%	2.248%	226,918	4,989	2023-03-31
Strategic Advisers® Small-Mid Cap	0.173%	0.000%	214,001	0	2023-04-30
UBS US Small Cap Growth P	0.168%	-8.663%	208,467	-19,772	2023-03-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.157%	-4.501%	194,884	-9,184	2023-04-30
iShares Russell 2000 Small-Cap Idx Instl	0.146%	30.126%	181,306	41,975	2022-11-30
Northern Trust Russell 2000 Growth Index	0.126%	3.028%	156,268	4,592	2023-03-31
Fidelity NorthStar Sr F	0.121%	0.000%	150,000	150,000	2023-03-31
Man GLG Event Driven Alternative IN USD	0.113%	-0.643%	139,725	-904	2023-04-30
The Merger Fund A	0.112%	0.000%	139,399	139,399	2023-03-31
Russell Personalized DI All Cap SMA	0.094%	1.236%	116,627	1,424	2023-03-31