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