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, Q3 2021
Institutional positions in Medallia, Inc. as of Sep 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
MDLA is no longer listed, so this page shows Q3 2021. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 208
- 0 vs. Q2 2021
- Shares held
- 127.3M
- −1.30M (−1.0%) vs. Q2 2021
- Total value
- $4.31B
- −$28.7M (−0.7%) vs. Q2 2021
- New holders
- 68
- 46 more added
- Sold out
- 68
- 61 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Medallia, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 28 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 10 | $0 | 0.00% | +10 | New |
| Crescent Capital Consulting, LLC | 1 | $0 | 0.00% | +1 | New |
| Berman Capital Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Captrust Financial Advisors | 21 | $1.00K | 0.00% | −5,572−99.6% | Reduced |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.00K | 0.00% | +15 | New |
| Meeder Asset Management Inc | 86 | $3.00K | 0.00% | −7−7.5% | Reduced |
| Gemmer Asset Management LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 100 | $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% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Liberty Wealth Management LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 288 | $10.0K | 0.00% | −51−15.0% | Reduced |
| Concord Wealth Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 420 | $14.0K | 0.00% | −8,678−95.4% | Reduced |
| Pacifica Partners Inc. | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 657 | $22.0K | 0.01% | +657 | New |
| UBS Group AG | 685 | $23.0K | 0.00% | −106,203−99.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 837 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 869 | $29.0K | 0.00% | +869 | New |
| Endurance Wealth Management, Inc. | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,144 | $39.0K | 0.00% | −142−11.0% | Reduced |
| Signaturefd, LLC | 1,250 | $42.0K | 0.00% | −279−18.2% | Reduced |
| CoreFirst Bank & Trust | 1,620 | $55.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 1,668 | $56.0K | 0.00% | −115−6.4% | Reduced |
| Geneos Wealth Management Inc. | 1,990 | $67.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,400 | $81.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,468 | $84.0K | 0.00% | −5,419−68.7% | Reduced |
| Bogart Wealth, LLC | 2,614 | $89.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,772 | $93.0K | 0.00% | −147−5.0% | Reduced |
| Penserra Capital Management LLC | 2,920 | $98.0K | 0.00% | +2,920 | New |
| First Mercantile Trust Co | 3,015 | $102.0K | 0.01% | −4,604−60.4% | Reduced |
| Sphinx Trading, LP | 4,000 | $135.0K | 0.18% | +4,000 | New |
| Metropolitan Life Insurance Co | 4,828 | $163.5K | 0.00% | −64−1.3% | Reduced |
| Great West Life Assurance Co | 5,064 | $173.0K | 0.00% | −299,772−98.3% | Reduced |
| CIBC Asset Management Inc | 6,307 | $214.0K | 0.00% | +6,307 | New |
| Xponance, Inc. | 7,106 | $241.0K | 0.00% | +42+0.6% | Added |
| Maryland State Retirement & Pension System | 7,135 | $242.0K | 0.01% | 00.0% | Unchanged |
| Washington Capital Management Inc | 7,300 | $247.3K | 0.22% | −7,300−50.0% | Reduced |
| Parallel Advisors, LLC | 7,600 | $257.0K | 0.01% | −7,443−49.5% | Reduced |
| AQR Capital Management LLC | 8,236 | $279.0K | 0.00% | +8,236 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,178 | $311.0K | 0.00% | −39,958−81.3% | Reduced |
| Winton Group Ltd | 9,260 | $314.0K | 0.02% | +1,241+15.5% | Added |
| Envestnet Asset Management Inc | 9,326 | $316.0K | 0.00% | −48,268−83.8% | Reduced |
| Algert Global LLC | 9,570 | $324.0K | 0.04% | +9,570 | New |
| Camden Capital, LLC | 9,717 | $329.0K | 0.07% | +861+9.7% | Added |
| Principal Financial Group Inc | 9,736 | $330.0K | 0.00% | −236−2.4% | Reduced |
| Oppenheimer & Co Inc | 9,792 | $332.0K | 0.01% | −1,536−13.6% | Reduced |
| Squarepoint Ops LLC | 9,984 | $338.0K | 0.00% | −255−2.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,000 | $338.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,973 | $372.0K | 0.00% | −618,268−98.3% | Reduced |
| Creative Planning | 11,092 | $376.0K | 0.00% | −4,997−31.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,484 | $389.0K | 0.00% | −3,700−24.4% | Reduced |
| First Republic Investment Management, Inc. | 12,114 | $410.0K | 0.00% | −702−5.5% | Reduced |
| S. Muoio & Co. LLC | 12,329 | $418.0K | 0.35% | +12,329 | New |
| Archford Capital Strategies, LLC | 13,000 | $440.0K | 0.10% | 00.0% | Unchanged |
| Group One Trading, L.P. | 13,664 | $463.0K | 0.01% | +12,778+1,442.2% | Added |
| Walleye Trading LLC | 13,945 | $472.0K | 0.01% | −4,502−24.4% | Reduced |
| HighTower Advisors, LLC | 13,995 | $474.0K | 0.00% | −8,569−38.0% | Reduced |
| Diversified Trust Co | 14,920 | $505.0K | 0.02% | −41,055−73.3% | Reduced |
| ETF Managers Group, LLC | 14,988 | $507.0K | 0.01% | −114−0.8% | Reduced |
| Handelsbanken Fonder AB | 15,700 | $532.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,768 | $534.0K | 0.00% | +3,225+25.7% | Added |
| Advantage Alpha Capital Partners LP | 16,552 | $561.0K | 0.10% | −214,712−92.8% | Reduced |
| TPG Financial Advisors, LLC | 16,869 | $571.0K | 0.38% | −3,904−18.8% | Reduced |
| Victory Capital Management Inc | 17,080 | $579.0K | 0.00% | −1,600,793−98.9% | Reduced |
| Salem Investment Counselors Inc | 18,282 | $619.0K | 0.03% | +18,282 | New |
| Mariner, LLC | 18,669 | $632.0K | 0.00% | −214−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,760 | $635.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 19,100 | $647.0K | 0.01% | −743−3.7% | Reduced |
| Hamilton Lane Advisors LLC | 20,556 | $696.0K | 0.12% | 00.0% | Unchanged |
| qPULA Trading Management LP | 21,104 | $715.0K | 1.12% | +21,104 | New |
| Stifel Financial Corp | 23,439 | $794.0K | 0.00% | −69,379−74.7% | Reduced |
| Russell Investments Group, Ltd. | 23,613 | $799.0K | 0.00% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 24,690 | $836.0K | 0.48% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,942 | $845.0K | 0.00% | +12,357+98.2% | Added |
| Stratos Wealth Advisors, LLC | 25,000 | $847.0K | 0.07% | −1,352−5.1% | Reduced |
| Voya Investment Management LLC | 25,871 | $876.0K | 0.00% | +127+0.5% | Added |
| Harvest Management LLC | 27,200 | $921.0K | 0.81% | +27,200 | New |
| Arizona State Retirement System | 27,817 | $942.0K | 0.01% | +1,235+4.6% | Added |
| Ferguson Wellman Capital Management, Inc | 28,600 | $969.0K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,344 | $1.13M | 0.06% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,000 | $1.15M | 0.01% | +18,115+114.0% | Added |
| Rockefeller Capital Management L.P. | 34,064 | $1.15M | 0.01% | +30,130+765.9% | Added |
| Treasurer of the State of North Carolina | 38,074 | $1.29M | 0.01% | +2,039+5.7% | Added |
| Telemetry Investments, L.L.C. | 38,762 | $1.31M | 1.80% | +38,762 | New |
| Occudo Quantitative Strategies LP | 39,034 | $1.32M | 0.16% | −9,462−19.5% | Reduced |
| Price T Rowe Associates Inc | 39,258 | $1.33M | 0.00% | +300+0.8% | Added |
| HAP Trading, LLC | 45,162 | $1.53M | 0.11% | +45,162 | New |
| Capstone Investment Advisors, LLC | 45,240 | $1.53M | 0.03% | +45,240 | New |
| GAM Holding AG | 47,200 | $1.60M | 0.07% | +47,200 | New |
| Lombard Odier Asset Management (USA) Corp | 47,500 | $1.61M | 0.24% | +25,000+111.1% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $1.69M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,000 | $1.69M | 0.02% | +50,000 | New |
| Maven Securities LTD | 50,800 | $1.72M | 0.20% | +50,800 | New |
| Verition Fund Management LLC | 52,662 | $1.78M | 0.03% | +7,662+17.0% | Added |
| Keebeck Alpha, LP | 57,373 | $1.94M | 0.60% | +57,373 | New |