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Medallia, Inc.

MDLADelisted Oct 29, 2021
Industry
Services-Computer Programming, Data Processing, Etc.
SEC CIK
0001540184

Medallia, Inc. was delisted on Oct 29, 2021; its insiders filed their last Form 4 on Nov 2, 2021; 208 institutions reported holding it in 13F filings for Q3 2021, worth $4.31B in total; Tiger Global Management was the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Medallia, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
193
No complete 13F data for Q4 2020
Shares held
143.3M
No complete 13F data for Q4 2020
Total value
$4.00B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MDLA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 193 institutions
Q1 2021: 193 institutionsQ2 2021: 208 institutionsQ3 2021: 208 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $4.00B
Q1 2021: $4.00BQ2 2021: $4.34BQ3 2021: $4.31BQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MDLA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 2021208$4.31B
Q2 2021208$4.34B
Q1 2021193$4.00B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Medallia, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MDLA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC5$00.00%––
Arkadios Wealth Advisors28$00.00%––
FMR LLC24$1.00K0.00%––
Institutional & Family Asset Management, LLC39$1.00K0.00%––
Wealthcare Advisory Partners LLC30$1.00K0.00%––
Newbridge Financial Services Group, Inc.9$1.00K0.00%––
Gemmer Asset Management LLC80$2.00K0.00%––
HighMark Wealth Management LLC85$2.00K0.00%––
Performa Ltd (US), LLC100$3.00K0.00%––
The PNC Financial Services Group, Inc.153$4.00K0.00%––
First Horizon Advisors, Inc.279$7.00K0.00%––
Concord Wealth Partners300$8.00K0.00%––
US Bancorp354$10.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC400$11.0K0.00%––
Pacifica Partners Inc.400$12.0K0.01%––
Manchester Financial Inc462$13.0K0.01%––
Tower Research Capital LLC (TRC)469$13.0K0.00%––
Hanson & Doremus Investment Management657$18.0K0.00%––
FORA Capital, LLC955$27.0K0.01%––
Meeder Asset Management Inc1,020$28.0K0.00%––
Endurance Wealth Management, Inc.1,000$28.0K0.00%––
Sowell Financial Services LLC1,089$29.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,260$35.0K0.00%––
NWK Group, Inc.1,450$40.0K0.02%––
American Portfolios Advisors1,457$40.6K0.00%––
Lazard Asset Management LLC1,487$41.0K0.00%––
Simplex Trading, LLC1,671$46.0K0.00%––
American International Group, Inc.2,000$56.0K0.00%––
Bogart Wealth, LLC2,108$59.0K0.01%––
Spire Wealth Management2,400$67.0K0.00%––
Guinness Atkinson Asset Management Inc2,540$71.0K0.04%––
Canada Pension Plan Investment Board2,620$73.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital3,106$87.0K0.00%––
Compagnie Lombard Odier SCmA3,200$89.0K0.00%––
Advisor Group Holdings, Inc.3,651$104.0K0.00%––
Panagora Asset Management Inc3,986$111.0K0.00%––
Rockefeller Capital Management L.P.4,126$115.0K0.00%––
Captrust Financial Advisors4,353$121.0K0.00%––
Credit Agricole S A4,626$129.0K0.00%––
Leonteq Securities AG4,695$130.9K0.01%––
Parallax Volatility Advisers, L.P.5,230$146.0K0.00%––
Harbour Investments, Inc.6,017$168.0K0.01%––
Metropolitan Life Insurance Co6,480$180.7K0.00%––
First Mercantile Trust Co7,221$201.0K0.02%––
Teacher Retirement System of Texas8,507$237.0K0.00%––
UBS Group AG8,919$248.0K0.00%––
Camden Capital, LLC9,393$262.0K0.07%––
Xponance, Inc.9,461$264.0K0.01%––
Principal Financial Group Inc9,557$267.0K0.00%––
Robertson Stephens Wealth Management, LLC10,000$278.0K0.04%––
Aveo Capital Partners, LLC10,000$279.0K0.07%––
Susquehanna Fundamental Investments, LLC10,150$283.0K0.00%––
LPL Financial LLC10,236$285.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund10,300$287.0K0.00%––
Fifth Third Bancorp10,510$293.0K0.00%––
Wolverine Trading, LLC11,062$299.0K0.01%––
Mercer Global Advisors Inc10,812$302.0K0.00%––
Avidian Wealth Solutions, LLC11,000$307.0K0.03%––
Schonfeld Strategic Advisors LLC11,287$314.0K0.00%––
State of Wisconsin Investment Board11,461$320.0K0.00%––
Trexquant Investment LP11,899$332.0K0.03%––
Rehmann Capital Advisory Group12,169$339.4K0.03%––
First Republic Investment Management, Inc.12,702$354.0K0.00%––
Archford Capital Strategies, LLC13,000$392.0K0.10%––
Aigen Investment Management, LP14,684$410.0K0.05%––
Granite Point Capital Management, L.P.15,000$418.0K0.12%––
Parallel Advisors, LLC15,043$420.0K0.02%––
Handelsbanken Fonder AB15,700$438.0K0.00%––
Mayflower Financial Advisors, LLC16,000$446.0K0.07%––
Amalgamated Bank16,587$463.0K0.02%––
Oppenheimer & Co Inc17,097$477.0K0.01%––
Quantbot Technologies LP18,717$522.0K0.05%––
Advisory Services Network, LLC19,260$537.0K0.02%––
AlphaCrest Capital Management LLC20,600$575.0K0.03%––
TPG Financial Advisors, LLC20,773$579.0K0.40%––
Dynamic Technology Lab Private Ltd23,280$649.0K0.07%––
Arizona State Retirement System23,549$657.0K0.01%––
Virtu Financial LLC23,713$661.0K0.05%––
Geneos Wealth Management Inc.22,763$671.0K0.02%––
Guggenheim Capital LLC24,523$684.0K0.00%––
Bordeaux Wealth Advisors LLC24,690$689.0K0.48%––
Herald Investment Management Ltd25,000$695.0K0.12%––
Russell Investments Group, Ltd.24,965$696.0K0.00%––
HighTower Advisors, LLC26,094$728.0K0.00%––
Allstate Corp26,899$751.0K0.02%––
Oppenheimer Asset Management Inc.28,287$789.0K0.01%––
Stratos Wealth Advisors, LLC28,352$791.0K0.08%––
Ferguson Wellman Capital Management, Inc28,600$798.0K0.03%––
Voya Investment Management LLC29,314$818.0K0.00%––
Truist Financial Corp30,199$841.0K0.00%––
Dimensional Fund Advisors LP32,444$905.0K0.00%––
Treasurer of the State of North Carolina32,705$912.0K0.01%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management33,344$930.0K0.07%––
Price T Rowe Associates Inc36,258$1.01M0.00%––
EMC Capital Management36,954$1.03M0.73%––
NN Investment Partners Holdings N.V.37,900$1.06M0.01%––
Alliancebernstein L.P.40,186$1.12M0.00%––
Invesco Ltd.42,523$1.19M0.00%––
Jane Street Group, LLC43,496$1.21M0.00%––
STRS Ohio43,664$1.22M0.00%––