FC
NEWR

FORA Capital’s New Relic, Inc. NEWR Stock Holding History

FORA Capital’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
2023
Q3 		– Sell
-4,187
Closed -$274K – 607
2023
Q2 		$274K Sell
4,187
-5,144
-55% -$371K 0.04% 290
2023
Q1 		$703K Buy
+9,331
New +$630K 0.07% 301
2022
Q1 		– Sell
-2,439
Closed -$268K – 659
2021
Q4 		$268K Buy
+2,439
New +$235K 0.1% 242
2021
Q3 		– Sell
-5,389
Closed -$361K – 940
2021
Q2 		$361K Buy
5,389
+5,038
+1,435% +$324K 0.07% 324
2021
Q1 		$22K Buy
+351
New +$23.3K 0.01% 667
2020
Q3 		– Sell
-4,897
Closed -$337K – 1069
2020
Q2 		$337K Buy
+4,897
New +$292K 0.12% 229

Other funds holding NEWR

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HCM
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UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return