David Goel’s New Relic, Inc. NEWR Stock Holding History

David Goel’s Portfolio NEWR Stock Details NEWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-250,000	Closed	-$14.1M	–	32
2020 Q3	$14.1M	Buy	+250,000	New	+$15.3M	0.19%	28

Other funds holding NEWR

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

David Goel's NEWR Position: Q2 2022 in Review

David Goel sold out of New Relic, Inc. (NEWR) in Q2 2022, closing a stake of 5,000,000 shares — an estimated $334M sold.

David Goel first reported a position in NEWR in Q4 2014 and held it in 29 quarters. The position peaked at $550M in Q4 2021. 233 funds tracked by Wall St. Rank hold NEWR as of Q2 2022.

David Goel reported no remaining New Relic, Inc. position as of Q2 2022 after selling out during the quarter.
David Goel sold 5,000,000 New Relic, Inc. shares in Q2 2022, an estimated $334M.
David Goel first reported a position in New Relic, Inc. in Q4 2014 and held it in 29 quarters.
David Goel's New Relic, Inc. position peaked at $550M in Q4 2021.
233 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2022.

Based on Matrix Capital Management Company's 13F filing for Q2 2022, filed 15 Aug 2022.