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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 36,035 | $1.22M | 0.01% | +3,330+10.2% | Added |
| Dimensional Fund Advisors LP | 34,026 | $1.15M | 0.00% | +1,582+4.9% | Added |
| Guggenheim Capital LLC | 34,019 | $1.15M | 0.01% | +9,496+38.7% | Added |
| Cubist Systematic Strategies, LLC | 33,997 | $1.15M | 0.01% | −29,085−46.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,344 | $1.13M | 0.07% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 30,000 | $1.01M | 0.22% | +20,000+200.0% | Added |
| Levin Capital Strategies, L.P. | 30,000 | $1.01M | 0.11% | +30,000 | New |
| Bank of Montreal | 29,244 | $994.0K | 0.00% | −22,286−43.2% | Reduced |
| Oppenheimer Asset Management Inc. | 29,140 | $983.0K | 0.01% | +853+3.0% | Added |
| EMC Capital Management | 28,734 | $970.0K | 0.55% | −8,220−22.2% | Reduced |
| 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 |
| Arizona State Retirement System | 26,582 | $897.0K | 0.01% | +3,033+12.9% | Added |
| Stratos Wealth Advisors, LLC | 26,352 | $889.0K | 0.08% | −2,000−7.1% | Reduced |
| Voya Investment Management LLC | 25,744 | $869.0K | 0.00% | −3,570−12.2% | Reduced |
| Herald Investment Management Ltd | 25,000 | $842.0K | 0.14% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 24,690 | $833.0K | 0.48% | 00.0% | Unchanged |
| Nomura Holdings Inc | 24,375 | $823.0K | 0.01% | +24,375 | New |
| Russell Investments Group, Ltd. | 23,613 | $796.0K | 0.00% | −1,352−5.4% | Reduced |
| HighTower Advisors, LLC | 22,564 | $760.0K | 0.00% | −3,530−13.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 22,500 | $759.0K | 0.14% | +22,500 | New |
| Grandeur Peak Global Advisors, LLC | 22,134 | $747.0K | 0.04% | −73,125−76.8% | Reduced |
| TPG Financial Advisors, LLC | 20,773 | $701.0K | 0.49% | 00.0% | Unchanged |
| 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 |
| Amalgamated Bank | 19,843 | $670.0K | 0.01% | +3,256+19.6% | Added |
| Mariner, LLC | 18,883 | $637.0K | 0.00% | +18,883 | New |
| Susquehanna Fundamental Investments, LLC | 18,760 | $633.0K | 0.01% | +8,610+84.8% | Added |
| Walleye Trading LLC | 18,447 | $623.0K | 0.02% | +18,447 | New |
| Allstate Corp | 16,957 | $572.0K | 0.02% | −9,942−37.0% | Reduced |
| Wrapmanager Inc | 16,812 | $567.0K | 0.15% | +16,812 | New |
| LPL Financial LLC | 16,380 | $553.0K | 0.00% | +6,144+60.0% | Added |
| Creative Planning | 16,089 | $543.0K | 0.00% | +16,089 | New |
| Schonfeld Strategic Advisors LLC | 15,885 | $537.0K | 0.01% | +4,598+40.7% | Added |
| Handelsbanken Fonder AB | 15,700 | $530.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,184 | $512.0K | 0.00% | +15,184 | New |
| ETF Managers Group, LLC | 15,102 | $511.0K | 0.01% | +15,102 | New |
| Parallel Advisors, LLC | 15,043 | $508.0K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 14,600 | $493.0K | 0.60% | +14,600 | New |
| Archford Capital Strategies, LLC | 13,000 | $439.0K | 0.11% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,816 | $433.0K | 0.00% | +114+0.9% | Added |
| Jane Street Group, LLC | 12,585 | $425.0K | 0.00% | −30,911−71.1% | Reduced |
| Teacher Retirement System of Texas | 12,543 | $423.0K | 0.00% | +4,036+47.4% | Added |
| State of Wisconsin Investment Board | 12,361 | $417.0K | 0.00% | +900+7.9% | Added |
| AlphaCrest Capital Management LLC | 12,200 | $412.0K | 0.02% | −8,400−40.8% | Reduced |
| Aigen Investment Management, LP | 11,655 | $393.0K | 0.07% | −3,029−20.6% | Reduced |
| Oppenheimer & Co Inc | 11,328 | $382.0K | 0.01% | −5,769−33.7% | Reduced |
| Squarepoint Ops LLC | 10,239 | $346.0K | 0.00% | −192,380−94.9% | Reduced |
| Seven Eight Capital, LP | 10,074 | $340.0K | 0.05% | +10,074 | New |
| 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 |
| Avidian Wealth Solutions, LLC | 9,800 | $331.0K | 0.03% | −1,200−10.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,098 | $307.0K | 0.01% | +8,629+1,839.9% | Added |
| Camden Capital, LLC | 8,856 | $299.0K | 0.07% | −537−5.7% | Reduced |
| HSBC Holdings PLC | 8,699 | $295.0K | 0.00% | +8,699 | New |
| Psagot Investment House Ltd. | 8,650 | $292.0K | 0.01% | +8,650 | New |
| Clear Street Markets LLC | 8,435 | $285.0K | 0.06% | +8,435 | New |
| Quantbot Technologies LP | 8,200 | $276.0K | 0.02% | −10,517−56.2% | Reduced |
| Winton Group Ltd | 8,019 | $271.0K | 0.01% | +8,019 | New |
| Advisor Group Holdings, Inc. | 7,887 | $265.0K | 0.00% | +4,236+116.0% | Added |
| First Mercantile Trust Co | 7,619 | $257.0K | 0.03% | +398+5.5% | Added |
| Regal Investment Advisors LLC | 7,323 | $247.0K | 0.02% | +7,323 | 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 |
| Buckingham Strategic Wealth, LLC | 7,000 | $236.0K | 0.01% | +7,000 | New |
| Cushing Asset Management, LP | 6,458 | $218.0K | 0.02% | +6,458 | New |
| Prudential Financial Inc | 6,029 | $204.0K | 0.00% | +6,029 | New |
| Old National Bancorp | 6,007 | $203.0K | 0.01% | +6,007 | New |
| Captrust Financial Advisors | 5,593 | $189.0K | 0.00% | +1,240+28.5% | Added |
| Metropolitan Life Insurance Co | 4,892 | $165.1K | 0.00% | −1,588−24.5% | Reduced |
| Leonteq Securities AG | 4,695 | $158.5K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,986 | $135.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,934 | $132.0K | 0.00% | −192−4.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,200 | $107.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,919 | $98.0K | 0.00% | +1,432+96.3% | Added |
| Bogart Wealth, LLC | 2,614 | $88.0K | 0.01% | +506+24.0% | Added |
| Guinness Atkinson Asset Management Inc | 2,540 | $86.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 2,400 | $81.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,990 | $66.0K | 0.00% | −20,773−91.3% | Reduced |
| American International Group, Inc. | 1,783 | $60.0K | 0.00% | −217−10.9% | Reduced |
| CoreFirst Bank & Trust | 1,620 | $55.0K | 0.04% | +1,620 | New |
| Signaturefd, LLC | 1,529 | $52.0K | 0.00% | +1,529 | New |
| Canada Pension Plan Investment Board | 1,286 | $43.0K | 0.00% | −1,334−50.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 891 | $30.1K | 0.00% | −566−38.8% | Reduced |
| Group One Trading, L.P. | 886 | $30.0K | 0.00% | +886 | New |
| Migdal Insurance & Financial Holdings Ltd. | 837 | $28.0K | 0.00% | −423−33.6% | Reduced |
| Baillie Gifford & Co | 542 | $18.0K | 0.00% | +542 | New |
| Pacifica Partners Inc. | 400 | $13.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 339 | $11.0K | 0.00% | +186+121.6% | Added |
| US Bancorp | 300 | $10.0K | 0.00% | −54−15.3% | Reduced |
| Concord Wealth Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Liberty Wealth Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| First Manhattan Co | 200 | $6.00K | 0.00% | +200 | 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 |