Needham Investment Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Needham Investment Management’s Portfolio SUMO Stock Details SUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,100,000	Closed	-$8.91M	–	128
2022 Q4	$8.91M	Buy	1,100,000 +300,026	+38%	+$2.28M	1.61%	21
2022 Q3	$6M	Sell	799,974 -315,026	-28%	-$2.51M	1.18%	30
2022 Q2	$8.35M	Buy	1,115,000 +637,500	+134%	+$5.59M	1.56%	21
2022 Q1	$5.57M	Sell	477,500 -232,500	-33%	-$2.69M	0.81%	45
2021 Q4	$9.63M	Sell	710,000 -30,000	-4%	-$466K	1.21%	28
2021 Q3	$11.9M	Buy	740,000 +326,922	+79%	+$6.49M	1.59%	20
2021 Q2	$8.53M	Sell	413,078 -300,000	-42%	-$5.8M	1.25%	30
2021 Q1	$13.4M	Buy	713,078 +411,500	+136%	+$12M	1.84%	15
2020 Q4	$8.62M	Buy	+301,578	New	+$7.1M	1.45%	22

Other funds holding SUMO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Needham Investment Management's SUMO Position: Q1 2023 in Review

Needham Investment Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2023, closing a stake of 1,100,000 shares — an estimated $8.91M sold.

Needham Investment Management first reported a position in SUMO in Q4 2020 and held it in 9 quarters. The position peaked at $13.4M in Q1 2021. 176 funds tracked by Wall St. Rank hold SUMO as of Q1 2023.

Needham Investment Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Needham Investment Management sold 1,100,000 Sumo Logic, Inc. Common Stock shares in Q1 2023, an estimated $8.91M.
Needham Investment Management first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 9 quarters.
Needham Investment Management's Sumo Logic, Inc. Common Stock position peaked at $13.4M in Q1 2021.
176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2023.

Based on Needham Investment Management's 13F filing for Q1 2023, filed 15 May 2023.