JO
NEWR

John Overdeck’s New Relic, Inc. NEWR Stock Holding History

John Overdeck’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
2021
Q4 		– Sell
-3,000
Closed -$215K – 5059
2021
Q3 		$215K Buy
+3,000
New +$222K ﹤0.01% 3917
2021
Q2 		– Sell
-11,000
Closed -$676K – 4709
2021
Q1 		$676K Buy
11,000
+6,100
+124% +$405K ﹤0.01% 2653
2020
Q4 		$320K Sell
4,900
-9,100
-65% -$561K ﹤0.01% 2814
2020
Q3 		$789K Buy
+14,000
New +$855K ﹤0.01% 1914
2020
Q2 		– Sell
-7,800
Closed -$361K – 3667
2020
Q1 		$361K Buy
+7,800
New +$456K ﹤0.01% 2169
2019
Q4 		– Sell
-4,000
Closed -$246K – 4068
2019
Q3 		$246K Buy
+4,000
New +$289K ﹤0.01% 3080
2019
Q1 		– Sell
-3,000
Closed -$243K – 3564
2018
Q4 		$243K Sell
3,000
-2,000
-40% -$168K ﹤0.01% 2595
2018
Q3 		$471K Buy
+5,000
New +$518K ﹤0.01% 2493

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

John Overdeck's NEWR Position: Q2 2023 in Review

John Overdeck sold out of New Relic, Inc. (NEWR) in Q2 2023, closing a stake of 50,943 shares — an estimated $3.84M sold.

John Overdeck first reported a position in NEWR in Q2 2015 and held it in 30 quarters. The position peaked at $82.7M in Q2 2018. 278 funds tracked by Wall St. Rank hold NEWR as of Q2 2023.

  • John Overdeck reported no remaining New Relic, Inc. position as of Q2 2023 after selling out during the quarter.
  • John Overdeck sold 50,943 New Relic, Inc. shares in Q2 2023, an estimated $3.84M.
  • John Overdeck first reported a position in New Relic, Inc. in Q2 2015 and held it in 30 quarters.
  • John Overdeck's New Relic, Inc. position peaked at $82.7M in Q2 2018.
  • 278 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2023.

Based on Two Sigma Investments's 13F filing for Q2 2023, filed 14 Aug 2023.