SEC ownership of NEW RELIC, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001448056.

Comparable stake leader

JANA PARTNERS LLC

Disclosed value leader

JANA PARTNERS LLC

Comparable rows

0/21

Latest evidence

08 Nov 2023

Top shareholders Insider holders Latest transactions

Parsed ownership sources: 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder: JANA PARTNERS LLC
Ranking: Comparable ownership first, then disclosed value
Latest parsed ownership date: 08 Nov 2023
Freshness: Most recent filing date in this holder set
Issuer CIK: 0001448056
Issuer location: San Francisco, CA

Ownership snapshot

Top shareholders of NEW RELIC, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

JANA PARTNERS LLC

Disclosed value leader

JANA PARTNERS LLC

Comparable rows

0/21

Latest evidence

08 Nov 2023

3/4/5 Highest disclosed value: $270,233,977 21 rows are not safely comparable across share classes. Showing 1-8 of 21 holder rows.

Quick read

JANA PARTNERS LLC has the largest disclosed position value at $270.23M.

0 of 21 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens JANA PARTNERS LLC's linked filing trail.

Disclosed position value Top 5

JANA PARTNERS LLC $270.23M

JANA Partners Management, LP $192.49M

Mark J. Sachleben $35.33M

Michael J. Christenson $10.98M

Adam Messinger $4.06M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 21 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
JANA PARTNERS LLC	3/4/5 Director, Other* 3/4/5	— mixed-class rows	$270,233,977 3,217,807 shares mixed-class rows	—	15 Aug 2023
JANA Partners Management, LP	3/4/5 Director, Other* 3/4/5	— class O/S missing	$192,489,215 3,217,807 shares	—	08 Nov 2023
Mark J. Sachleben	3/4/5 Chief Financial Officer 3/4/5	— mixed-class rows	$35,329,987 424,401 shares mixed-class rows	—	15 Aug 2022
Michael J. Christenson	3/4/5 Advisor to CEO, Director 3/4/5	— mixed-class rows	$10,984,756 146,053 shares mixed-class rows	—	15 May 2021
Adam Messinger	3/4/5 Director 3/4/5	— class O/S missing	$4,063,248 48,372 shares	—	13 Jun 2022
Steve Hurn	3/4/5 Chief Sales Officer 3/4/5	— mixed-class rows	$3,596,231 48,627 shares mixed-class rows	—	15 Aug 2022
William Staples	3/4/5 CHIEF EXECUTIVE OFFICER, Director 3/4/5	— class O/S missing	$3,482,632 60,004 shares	—	08 Nov 2023
Dan Scholnick	3/4/5 Director 3/4/5	— mixed-class rows	$3,464,898 41,386 shares mixed-class rows	—	13 Jun 2022

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 21 Aug 2025.

Buys

Insiders: 0

Sells

Insiders: 0

Net

Shares: 0

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 0 Shares: 0

Window (months)	Buy value	Sell value	Net value
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 23 reporting-owner rows connected to NEW RELIC, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest Forms 3/4/5 holder

JANA PARTNERS LLC

Net 12M change

Latest report

08 Nov 2023

Name	Relationship	Holdings Value	Valuation	Report Date
JANA PARTNERS LLC	Director, Other*	$270,233,977	Mixed	15 Aug 2023
JANA Partners Management, LP	Director, Other*	$192,489,215	Mixed	08 Nov 2023
Mark J. Sachleben	Chief Financial Officer	$35,329,987	Mixed	15 Aug 2022
Michael J. Christenson	Advisor to CEO, Director	$10,984,756	Mixed	15 May 2021
Adam Messinger	Director	$4,063,248	Mixed	13 Jun 2022
Steve Hurn	Chief Sales Officer	$3,596,231	Mixed	15 Aug 2022
William Staples	CHIEF EXECUTIVE OFFICER, Director	$3,482,632	Mixed	08 Nov 2023
Dan Scholnick	Director	$3,464,898	Mixed	13 Jun 2022
David Barter	Chief Financial Officer	$1,999,304	Mixed	08 Nov 2023
James R. Tolonen	Director	$1,306,193	Mixed	13 Jun 2022
Kristy Friedrichs	Chief Operating Officer	$1,252,188	Mixed	15 Jun 2023
Mark Dodds	Chief Revenue Officer	$1,100,554	Mixed	08 Nov 2023
Carlisle Caroline Watteeuw	Director	$997,500	Mixed	15 Aug 2023
Thomas J. Lloyd	Chief Legal Officer, Corp Secy	$990,511	Mixed	08 Nov 2023
Susan Donner Arthur	Director	$138,193	Mixed	08 Nov 2023
David J. Henshall	Director	$138,193	Mixed	08 Nov 2023
Hope F. Cochran	Director	$138,193	Mixed	08 Nov 2023
Radhakrishnan Mahendran	Director	$138,193	Mixed	08 Nov 2023
Takeshi Numoto	Director	$138,193	Mixed	08 Nov 2023
Phalachandra Bhat	Director	$138,193	Mixed	08 Nov 2023

Recent insider transactions for NEW RELIC, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	SEC-reported value	SEC-reported price	Shares	Shares owned	Date	Ownership
No insider transactions were found in the last 12 months for this issuer.

^* marks a reported price that did not pass the local price check.

SEC ownership of NEW RELIC, INC.

Top shareholders of NEW RELIC, INC. (13F + 13D/G + 3/4/5)

JANA PARTNERS LLC has the largest disclosed position value at $270.23M.

Insider trading overview

Insider holders from Forms 3/4/5

Continue from NEW RELIC, INC. ownership

Recent insider transactions for NEW RELIC, INC.