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, Q2 2021
Institutional positions in Medallia, Inc. as of Jun 30, 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
- 208
- +15 vs. Q1 2021
- Shares held
- 128.6M
- −14.6M (−10.2%) vs. Q1 2021
- Total value
- $4.34B
- +$344.3M (+8.6%) vs. Q1 2021
- New holders
- 48
- 71 more added
- Sold out
- 33
- 61 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 208 | $4.31B |
| Q2 2021 | 208 | $4.34B |
| Q1 2021 | 193 | $4.00B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Medallia, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.00K | 0.00% | +18+200.0% | Added |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | +28 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.00K | 0.00% | +25 | New |
| NEXT Financial Group, Inc | 40 | $1.00K | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 93 | $3.00K | 0.00% | −927−90.9% | Reduced |
| Performa Ltd (US), LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 200 | $6.00K | 0.00% | +200 | New |
| Liberty Wealth Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 248 | $9.00K | 0.00% | −19,012−98.7% | Reduced |
| First Horizon Advisors, Inc. | 279 | $9.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $10.0K | 0.00% | −54−15.3% | Reduced |
| Concord Wealth Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 339 | $11.0K | 0.00% | +186+121.6% | Added |
| Pacifica Partners Inc. | 400 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 542 | $18.0K | 0.00% | +542 | New |
| Migdal Insurance & Financial Holdings Ltd. | 837 | $28.0K | 0.00% | −423−33.6% | Reduced |
| Group One Trading, L.P. | 886 | $30.0K | 0.00% | +886 | New |
| American Portfolios Advisors | 891 | $30.1K | 0.00% | −566−38.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,286 | $43.0K | 0.00% | −1,334−50.9% | Reduced |
| Signaturefd, LLC | 1,529 | $52.0K | 0.00% | +1,529 | New |
| CoreFirst Bank & Trust | 1,620 | $55.0K | 0.04% | +1,620 | New |
| American International Group, Inc. | 1,783 | $60.0K | 0.00% | −217−10.9% | Reduced |
| Geneos Wealth Management Inc. | 1,990 | $66.0K | 0.00% | −20,773−91.3% | Reduced |
| Spire Wealth Management | 2,400 | $81.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 2,540 | $86.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,614 | $88.0K | 0.01% | +506+24.0% | Added |
| Lazard Asset Management LLC | 2,919 | $98.0K | 0.00% | +1,432+96.3% | Added |
| Compagnie Lombard Odier SCmA | 3,200 | $107.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,934 | $132.0K | 0.00% | −192−4.7% | Reduced |
| Panagora Asset Management Inc | 3,986 | $135.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,695 | $158.5K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,892 | $165.1K | 0.00% | −1,588−24.5% | Reduced |
| Captrust Financial Advisors | 5,593 | $189.0K | 0.00% | +1,240+28.5% | Added |
| Old National Bancorp | 6,007 | $203.0K | 0.01% | +6,007 | New |
| Prudential Financial Inc | 6,029 | $204.0K | 0.00% | +6,029 | New |
| Cushing Asset Management, LP | 6,458 | $218.0K | 0.02% | +6,458 | New |
| Buckingham Strategic Wealth, LLC | 7,000 | $236.0K | 0.01% | +7,000 | New |
| Xponance, Inc. | 7,064 | $238.0K | 0.00% | −2,397−25.3% | Reduced |
| Maryland State Retirement & Pension System | 7,135 | $238.0K | 0.01% | +7,135 | New |
| Regal Investment Advisors LLC | 7,323 | $247.0K | 0.02% | +7,323 | New |
| First Mercantile Trust Co | 7,619 | $257.0K | 0.03% | +398+5.5% | Added |
| Advisor Group Holdings, Inc. | 7,887 | $265.0K | 0.00% | +4,236+116.0% | Added |
| Winton Group Ltd | 8,019 | $271.0K | 0.01% | +8,019 | New |
| Quantbot Technologies LP | 8,200 | $276.0K | 0.02% | −10,517−56.2% | Reduced |
| Clear Street Markets LLC | 8,435 | $285.0K | 0.06% | +8,435 | New |
| Psagot Investment House Ltd. | 8,650 | $292.0K | 0.01% | +8,650 | New |
| HSBC Holdings PLC | 8,699 | $295.0K | 0.00% | +8,699 | New |
| Camden Capital, LLC | 8,856 | $299.0K | 0.07% | −537−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 9,098 | $307.0K | 0.01% | +8,629+1,839.9% | Added |
| Avidian Wealth Solutions, LLC | 9,800 | $331.0K | 0.03% | −1,200−10.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,000 | $337.0K | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 9,972 | $337.0K | 0.00% | +415+4.3% | Added |
| Vident Investment Advisory, LLC | 9,991 | $337.0K | 0.01% | +9,991 | New |
| Seven Eight Capital, LP | 10,074 | $340.0K | 0.05% | +10,074 | New |
| Squarepoint Ops LLC | 10,239 | $346.0K | 0.00% | −192,380−94.9% | Reduced |
| Oppenheimer & Co Inc | 11,328 | $382.0K | 0.01% | −5,769−33.7% | Reduced |
| Aigen Investment Management, LP | 11,655 | $393.0K | 0.07% | −3,029−20.6% | Reduced |
| AlphaCrest Capital Management LLC | 12,200 | $412.0K | 0.02% | −8,400−40.8% | Reduced |
| State of Wisconsin Investment Board | 12,361 | $417.0K | 0.00% | +900+7.9% | Added |
| Teacher Retirement System of Texas | 12,543 | $423.0K | 0.00% | +4,036+47.4% | Added |
| Jane Street Group, LLC | 12,585 | $425.0K | 0.00% | −30,911−71.1% | Reduced |
| First Republic Investment Management, Inc. | 12,816 | $433.0K | 0.00% | +114+0.9% | Added |
| Archford Capital Strategies, LLC | 13,000 | $439.0K | 0.11% | 00.0% | Unchanged |
| Washington Capital Management Inc | 14,600 | $493.0K | 0.60% | +14,600 | New |
| Parallel Advisors, LLC | 15,043 | $508.0K | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 15,102 | $511.0K | 0.01% | +15,102 | New |
| Cambridge Investment Research Advisors, Inc. | 15,184 | $512.0K | 0.00% | +15,184 | New |
| Handelsbanken Fonder AB | 15,700 | $530.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,885 | $537.0K | 0.01% | +4,598+40.7% | Added |
| Creative Planning | 16,089 | $543.0K | 0.00% | +16,089 | New |
| LPL Financial LLC | 16,380 | $553.0K | 0.00% | +6,144+60.0% | Added |
| Wrapmanager Inc | 16,812 | $567.0K | 0.15% | +16,812 | New |
| Allstate Corp | 16,957 | $572.0K | 0.02% | −9,942−37.0% | Reduced |
| Walleye Trading LLC | 18,447 | $623.0K | 0.02% | +18,447 | New |
| Susquehanna Fundamental Investments, LLC | 18,760 | $633.0K | 0.01% | +8,610+84.8% | Added |
| Mariner, LLC | 18,883 | $637.0K | 0.00% | +18,883 | New |
| Amalgamated Bank | 19,843 | $670.0K | 0.01% | +3,256+19.6% | Added |
| Hamilton Lane Advisors LLC | 20,556 | $694.0K | 0.22% | −45,190−68.7% | Reduced |
| Truist Financial Corp | 20,536 | $694.0K | 0.00% | −9,663−32.0% | Reduced |
| TPG Financial Advisors, LLC | 20,773 | $701.0K | 0.49% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 22,134 | $747.0K | 0.04% | −73,125−76.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 22,500 | $759.0K | 0.14% | +22,500 | New |
| HighTower Advisors, LLC | 22,564 | $760.0K | 0.00% | −3,530−13.5% | Reduced |
| Russell Investments Group, Ltd. | 23,613 | $796.0K | 0.00% | −1,352−5.4% | Reduced |
| Nomura Holdings Inc | 24,375 | $823.0K | 0.01% | +24,375 | New |
| Bordeaux Wealth Advisors LLC | 24,690 | $833.0K | 0.48% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 25,000 | $842.0K | 0.14% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,744 | $869.0K | 0.00% | −3,570−12.2% | Reduced |
| Stratos Wealth Advisors, LLC | 26,352 | $889.0K | 0.08% | −2,000−7.1% | Reduced |
| Arizona State Retirement System | 26,582 | $897.0K | 0.01% | +3,033+12.9% | Added |
| Ferguson Wellman Capital Management, Inc | 28,600 | $965.0K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 28,586 | $965.0K | 0.05% | +28,586 | New |
| EMC Capital Management | 28,734 | $970.0K | 0.55% | −8,220−22.2% | Reduced |
| Oppenheimer Asset Management Inc. | 29,140 | $983.0K | 0.01% | +853+3.0% | Added |