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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 73,894 | $2.50M | 0.00% | +15,237+26.0% | Added |
| Sarasin & Partners LLP | 72,233 | $2.45M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 70,135 | $2.38M | 0.00% | −204,455−74.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 69,472 | $2.35M | 0.01% | +69,472 | New |
| Guggenheim Capital LLC | 64,253 | $2.18M | 0.01% | +30,234+88.9% | Added |
| SEI Investments Co | 62,930 | $2.13M | 0.00% | −408,367−86.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 60,000 | $2.03M | 0.01% | +60,000 | New |
| Keebeck Alpha, LP | 57,373 | $1.94M | 0.60% | +57,373 | New |
| Verition Fund Management LLC | 52,662 | $1.78M | 0.03% | +7,662+17.0% | Added |
| Maven Securities LTD | 50,800 | $1.72M | 0.20% | +50,800 | New |
| 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 |
| Lombard Odier Asset Management (USA) Corp | 47,500 | $1.61M | 0.24% | +25,000+111.1% | Added |
| GAM Holding AG | 47,200 | $1.60M | 0.07% | +47,200 | New |
| Capstone Investment Advisors, LLC | 45,240 | $1.53M | 0.03% | +45,240 | New |
| HAP Trading, LLC | 45,162 | $1.53M | 0.11% | +45,162 | New |
| Price T Rowe Associates Inc | 39,258 | $1.33M | 0.00% | +300+0.8% | Added |
| Occudo Quantitative Strategies LP | 39,034 | $1.32M | 0.16% | −9,462−19.5% | Reduced |
| Telemetry Investments, L.L.C. | 38,762 | $1.31M | 1.80% | +38,762 | New |
| Treasurer of the State of North Carolina | 38,074 | $1.29M | 0.01% | +2,039+5.7% | Added |
| Rockefeller Capital Management L.P. | 34,064 | $1.15M | 0.01% | +30,130+765.9% | Added |
| Schonfeld Strategic Advisors LLC | 34,000 | $1.15M | 0.01% | +18,115+114.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,344 | $1.13M | 0.06% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 28,600 | $969.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 27,817 | $942.0K | 0.01% | +1,235+4.6% | Added |
| Harvest Management LLC | 27,200 | $921.0K | 0.81% | +27,200 | New |
| Voya Investment Management LLC | 25,871 | $876.0K | 0.00% | +127+0.5% | Added |
| Stratos Wealth Advisors, LLC | 25,000 | $847.0K | 0.07% | −1,352−5.1% | Reduced |
| Jane Street Group, LLC | 24,942 | $845.0K | 0.00% | +12,357+98.2% | Added |
| Bordeaux Wealth Advisors LLC | 24,690 | $836.0K | 0.48% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,613 | $799.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,439 | $794.0K | 0.00% | −69,379−74.7% | Reduced |
| qPULA Trading Management LP | 21,104 | $715.0K | 1.12% | +21,104 | New |
| Hamilton Lane Advisors LLC | 20,556 | $696.0K | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 19,100 | $647.0K | 0.01% | −743−3.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,760 | $635.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,669 | $632.0K | 0.00% | −214−1.1% | Reduced |
| Salem Investment Counselors Inc | 18,282 | $619.0K | 0.03% | +18,282 | New |
| Victory Capital Management Inc | 17,080 | $579.0K | 0.00% | −1,600,793−98.9% | Reduced |
| TPG Financial Advisors, LLC | 16,869 | $571.0K | 0.38% | −3,904−18.8% | Reduced |
| Advantage Alpha Capital Partners LP | 16,552 | $561.0K | 0.10% | −214,712−92.8% | Reduced |
| Teacher Retirement System of Texas | 15,768 | $534.0K | 0.00% | +3,225+25.7% | Added |
| Handelsbanken Fonder AB | 15,700 | $532.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 14,988 | $507.0K | 0.01% | −114−0.8% | Reduced |
| Diversified Trust Co | 14,920 | $505.0K | 0.02% | −41,055−73.3% | Reduced |
| HighTower Advisors, LLC | 13,995 | $474.0K | 0.00% | −8,569−38.0% | Reduced |
| Walleye Trading LLC | 13,945 | $472.0K | 0.01% | −4,502−24.4% | Reduced |
| Group One Trading, L.P. | 13,664 | $463.0K | 0.01% | +12,778+1,442.2% | Added |
| Archford Capital Strategies, LLC | 13,000 | $440.0K | 0.10% | 00.0% | Unchanged |
| S. Muoio & Co. LLC | 12,329 | $418.0K | 0.35% | +12,329 | New |
| First Republic Investment Management, Inc. | 12,114 | $410.0K | 0.00% | −702−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,484 | $389.0K | 0.00% | −3,700−24.4% | Reduced |
| Creative Planning | 11,092 | $376.0K | 0.00% | −4,997−31.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,973 | $372.0K | 0.00% | −618,268−98.3% | 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 |
| Oppenheimer & Co Inc | 9,792 | $332.0K | 0.01% | −1,536−13.6% | Reduced |
| Principal Financial Group Inc | 9,736 | $330.0K | 0.00% | −236−2.4% | Reduced |
| Camden Capital, LLC | 9,717 | $329.0K | 0.07% | +861+9.7% | Added |
| Algert Global LLC | 9,570 | $324.0K | 0.04% | +9,570 | New |
| Envestnet Asset Management Inc | 9,326 | $316.0K | 0.00% | −48,268−83.8% | Reduced |
| Winton Group Ltd | 9,260 | $314.0K | 0.02% | +1,241+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,178 | $311.0K | 0.00% | −39,958−81.3% | Reduced |
| AQR Capital Management LLC | 8,236 | $279.0K | 0.00% | +8,236 | New |
| Parallel Advisors, LLC | 7,600 | $257.0K | 0.01% | −7,443−49.5% | Reduced |
| Washington Capital Management Inc | 7,300 | $247.3K | 0.22% | −7,300−50.0% | Reduced |
| Maryland State Retirement & Pension System | 7,135 | $242.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 7,106 | $241.0K | 0.00% | +42+0.6% | Added |
| CIBC Asset Management Inc | 6,307 | $214.0K | 0.00% | +6,307 | New |
| Great West Life Assurance Co | 5,064 | $173.0K | 0.00% | −299,772−98.3% | Reduced |
| Metropolitan Life Insurance Co | 4,828 | $163.5K | 0.00% | −64−1.3% | Reduced |
| Sphinx Trading, LP | 4,000 | $135.0K | 0.18% | +4,000 | New |
| First Mercantile Trust Co | 3,015 | $102.0K | 0.01% | −4,604−60.4% | Reduced |
| Penserra Capital Management LLC | 2,920 | $98.0K | 0.00% | +2,920 | New |
| Lazard Asset Management LLC | 2,772 | $93.0K | 0.00% | −147−5.0% | Reduced |
| Bogart Wealth, LLC | 2,614 | $89.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,468 | $84.0K | 0.00% | −5,419−68.7% | Reduced |
| Spire Wealth Management | 2,400 | $81.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,990 | $67.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,668 | $56.0K | 0.00% | −115−6.4% | Reduced |
| CoreFirst Bank & Trust | 1,620 | $55.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,250 | $42.0K | 0.00% | −279−18.2% | Reduced |
| Canada Pension Plan Investment Board | 1,144 | $39.0K | 0.00% | −142−11.0% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 869 | $29.0K | 0.00% | +869 | New |
| Migdal Insurance & Financial Holdings Ltd. | 837 | $28.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 685 | $23.0K | 0.00% | −106,203−99.4% | Reduced |
| Hanson & Doremus Investment Management | 657 | $22.0K | 0.01% | +657 | New |
| 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 |
| 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 |
| Liberty Wealth Management LLC | 200 | $7.00K | 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 |
| 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 |
| Captrust Financial Advisors | 21 | $1.00K | 0.00% | −5,572−99.6% | Reduced |