Veradigm Inc.
MDRXDelisted Apr 25, 2024- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001124804
Veradigm Inc. was delisted on Apr 25, 2024; its insiders filed their last Form 4 on Jun 3, 2026; 225 institutions reported holding it in 13F filings for Q4 2023, worth $1.17B in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Veradigm Inc. as of Dec 31, 2022. 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
- 255
- +3 vs. Q3 2022
- Shares held
- 111.5M
- −5.39M (−4.6%) vs. Q3 2022
- Total value
- $1.97B
- +$186.7M (+10.5%) vs. Q3 2022
- New holders
- 36
- 63 more added
- Sold out
- 33
- 118 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDRX 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 | 2 | $66.0K |
| Q1 2026 | 2 | $60.0K |
| Q4 2025 | 2 | $62.0K |
| Q3 2025 | 3 | $235.0K |
| Q2 2025 | 3 | $231.0K |
| Q1 2025 | 4 | $358.1K |
| Q4 2024 | 8 | $25.8M |
| Q3 2024 | 8 | $50.1M |
| Q2 2024 | 10 | $34.8M |
| Q1 2024 | 35 | $96.6M |
| Q4 2023 | 225 | $1.17B |
| Q3 2023 | 217 | $1.45B |
| Q2 2023 | 229 | $1.39B |
| Q1 2023 | 243 | $1.44B |
| Q4 2022 | 255 | $1.97B |
| Q3 2022 | 253 | $1.78B |
| Q2 2022 | 248 | $1.72B |
| Q1 2022 | 256 | $2.69B |
| Q4 2021 | 219 | $2.26B |
| Q3 2021 | 225 | $1.72B |
| Q2 2021 | 235 | $2.54B |
| Q1 2021 | 236 | $2.19B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Veradigm Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 55 | $0 | 0.00% | −518−90.4% | Reduced |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 6 | $106 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7 | $123 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 3 | $125 | 0.00% | +3 | New |
| Gradient Investments LLC | 10 | $176 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 20 | $353 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $353 | 0.00% | +2+11.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $441 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $494 | 0.00% | +11+64.7% | Added |
| AdvisorNet Financial, Inc | 30 | $529 | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 32 | $564 | 0.00% | −21−39.6% | Reduced |
| Schubert & Co | 32 | $564 | 0.00% | −13−28.9% | Reduced |
| Lindbrook Capital, LLC | 37 | $653 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 47 | $837 | 0.00% | +47 | New |
| Prestige Wealth Management Group LLC | 56 | $988 | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 47 | $1.00K | 0.00% | −10−17.5% | Reduced |
| GWM Advisors LLC | 57 | $1.00K | 0.00% | +57 | New |
| Glen Eagle Advisors, LLC | 78 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $1.50K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 90 | $2.00K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 170 | $3.00K | 0.00% | −2−1.2% | Reduced |
| Spire Wealth Management | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 220 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 242 | $4.27K | 0.00% | −421−63.5% | Reduced |
| US Bancorp | 283 | $4.99K | 0.00% | −15−5.0% | Reduced |
| City State Bank | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $5.29K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 334 | $5.89K | 0.00% | −325−49.3% | Reduced |
| Hanseatic Management Services Inc | 360 | $6.00K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 350 | $6.17K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 350 | $6.17K | 0.00% | +350 | New |
| IFP Advisors, Inc | 519 | $7.00K | 0.00% | −10−1.9% | Reduced |
| Parkside Financial Bank & Trust | 483 | $8.52K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 518 | $9.13K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 591 | $10.4K | 0.00% | −335−36.2% | Reduced |
| EverSource Wealth Advisors, LLC | 616 | $10.9K | 0.00% | +115+23.0% | Added |
| Northwestern Mutual Wealth Management Co | 629 | $11.1K | 0.00% | +609+3,045.0% | Added |
| Carolinas Wealth Consulting LLC | 649 | $11.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 676 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 751 | $13.0K | 0.00% | −1,352−64.3% | Reduced |
| Parallel Advisors, LLC | 857 | $15.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 875 | $15.4K | 0.00% | +875 | New |
| Ronald Blue Trust, Inc. | 1,206 | $18.0K | 0.00% | +513+74.0% | Added |
| Quadrant Capital Group LLC | 1,052 | $18.6K | 0.00% | +714+211.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,100 | $19.4K | 0.00% | +1,100 | New |
| Federated Hermes, Inc. | 1,178 | $20.8K | 0.00% | −312−20.9% | Reduced |
| First Horizon Advisors, Inc. | 1,265 | $22.3K | 0.00% | −67−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,475 | $26.0K | 0.00% | −875−37.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,716 | $30.0K | 0.00% | −30−1.7% | Reduced |
| Atwood & Palmer Inc | 1,925 | $34.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,195 | $38.7K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,392 | $42.0K | 0.00% | −14,703−86.0% | Reduced |
| Covestor Ltd | 2,924 | $52.0K | 0.04% | −119−3.9% | Reduced |
| Column Capital Advisors, LLC | 3,080 | $54.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,777 | $66.6K | 0.03% | −7−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,833 | $85.4K | 0.00% | +651+15.6% | Added |
| Quantbot Technologies LP | 5,307 | $93.6K | 0.01% | +5,307 | New |
| FMR LLC | 6,291 | $111.0K | 0.00% | −678−9.7% | Reduced |
| Metropolitan Life Insurance Co | 6,888 | $121.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,546 | $157.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,916 | $174.9K | 0.00% | −276−2.7% | Reduced |
| KBC Group NV | 10,090 | $178.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,771 | $190.0K | 0.00% | −1,475−12.0% | Reduced |
| NinePointTwo Capital | 11,676 | $205.0K | 0.09% | +11,676 | New |
| MAI Capital Management | 11,653 | $205.6K | 0.00% | +11,653 | New |
| Commonwealth Equity Services, LLC | 13,244 | $233.0K | 0.00% | +13,244 | New |
| Greenleaf Trust | 13,281 | $234.0K | 0.00% | −11−0.1% | Reduced |
| Venture Visionary Partners LLC | 13,300 | $234.6K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,351 | $235.5K | 0.03% | −276−2.0% | Reduced |
| Pictet Asset Management SA | 14,552 | $257.0K | 0.00% | +14,552 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,086 | $266.1K | 0.00% | −47−0.3% | Reduced |
| Pathstone Family Office, LLC | 21,263 | $269.2K | 0.01% | −1,295−5.7% | Reduced |
| Bank of Montreal | 15,261 | $274.5K | 0.00% | +2,904+23.5% | Added |
| Manatuck Hill Partners, LLC | 15,750 | $277.8K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 15,936 | $281.1K | 0.09% | +9,835+161.2% | Added |
| Guggenheim Capital LLC | 16,016 | $282.5K | 0.00% | +16,016 | New |
| Captrust Financial Advisors | 16,431 | $289.8K | 0.00% | −2,369−12.6% | Reduced |
| HRT Financial LP | 16,550 | $291.0K | 0.00% | −565,193−97.2% | Reduced |
| ProShare Advisors LLC | 17,051 | $300.8K | 0.00% | +1,989+13.2% | Added |
| Public Employees Retirement Association of Colorado | 17,677 | $312.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,147 | $320.0K | 0.02% | +213+1.2% | Added |
| Los Angeles Capital Management LLC | 18,947 | $334.2K | 0.00% | −630−3.2% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $352.8K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,000 | $370.0K | 0.03% | +21,000 | New |
| Ritholtz Wealth Management | 21,599 | $381.0K | 0.02% | +11,243+108.6% | Added |
| Bridgefront Capital, LLC | 21,868 | $385.8K | 0.27% | +21,868 | New |
| Shell Asset Management Co | 22,486 | $397.0K | 0.02% | −4,224−15.8% | Reduced |
| Mutual of America Capital Management LLC | 22,898 | $403.9K | 0.01% | +856+3.9% | Added |
| Trail Ridge Investment Advisors, LLC | 23,200 | $409.2K | 0.28% | +335+1.5% | Added |
| Everence Capital Management Inc | 23,320 | $411.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 23,611 | $416.0K | 0.04% | −63,589−72.9% | Reduced |
| Janus Henderson Group PLC | 24,582 | $433.5K | 0.00% | −10.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 24,700 | $435.7K | 0.00% | −113,500−82.1% | Reduced |
| New York Life Investment Management LLC | 25,126 | $443.2K | 0.01% | +2,776+12.4% | Added |
| Teza Capital Management LLC | 25,370 | $447.5K | 0.09% | +3,936+18.4% | Added |
| Envestnet Asset Management Inc | 25,664 | $452.7K | 0.00% | +6,495+33.9% | Added |