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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, Q1 2023

Institutional positions in Veradigm Inc. as of Mar 31, 2023. 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
243
−11 vs. Q4 2022
Shares held
110.0M
−1.41M (−1.3%) vs. Q4 2022
Total value
$1.44B
−$525.6M (−26.7%) vs. Q4 2022
New holders
30
78 more added
Sold out
41
97 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 243 institutions
Q1 2021: 236 institutionsQ2 2021: 235 institutionsQ3 2021: 225 institutionsQ4 2021: 219 institutionsQ1 2022: 256 institutionsQ2 2022: 248 institutionsQ3 2022: 253 institutionsQ4 2022: 255 institutionsQ1 2023: 243 institutionsQ2 2023: 229 institutionsQ3 2023: 217 institutionsQ4 2023: 225 institutionsQ1 2024: 35 institutionsQ2 2024: 10 institutionsQ3 2024: 8 institutionsQ4 2024: 8 institutionsQ1 2025: 4 institutionsQ2 2025: 3 institutionsQ3 2025: 3 institutionsQ4 2025: 2 institutionsQ1 2026: 2 institutionsQ2 2026: 2 institutions
Value heldQ1 2023: $1.44B
Q1 2021: $2.19BQ2 2021: $2.54BQ3 2021: $1.72BQ4 2021: $2.26BQ1 2022: $2.69BQ2 2022: $1.72BQ3 2022: $1.78BQ4 2022: $1.97BQ1 2023: $1.44BQ2 2023: $1.39BQ3 2023: $1.45BQ4 2023: $1.17BQ1 2024: $96.6MQ2 2024: $34.8MQ3 2024: $50.1MQ4 2024: $25.8MQ1 2025: $358.1KQ2 2025: $231.0KQ3 2025: $235.0KQ4 2025: $62.0KQ1 2026: $60.0KQ2 2026: $66.0K
Institutions holding MDRX and their total value by quarter
QuarterHoldersValue
Q2 20262$66.0K
Q1 20262$60.0K
Q4 20252$62.0K
Q3 20253$235.0K
Q2 20253$231.0K
Q1 20254$358.1K
Q4 20248$25.8M
Q3 20248$50.1M
Q2 202410$34.8M
Q1 202435$96.6M
Q4 2023225$1.17B
Q3 2023217$1.45B
Q2 2023229$1.39B
Q1 2023243$1.44B
Q4 2022255$1.97B
Q3 2022253$1.78B
Q2 2022248$1.72B
Q1 2022256$2.69B
Q4 2021219$2.26B
Q3 2021225$1.72B
Q2 2021235$2.54B
Q1 2021236$2.19B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Veradigm Inc.; share changes are against Q4 2022.

Institutions holding MDRX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC53$00.00%+44+488.9%Added
JFS Wealth Advisors, LLC4$530.00%−28−87.5%Reduced
Tfo-TDC, LLC5$650.00%+2+66.7%Added
Schubert & Co9$1180.00%−23−71.9%Reduced
Gradient Investments LLC10$1310.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co25$3260.00%−604−96.0%Reduced
Moisand Fitzgerald Tamayo, LLC25$3270.00%00.0%Unchanged
Lindbrook Capital, LLC71$9270.00%+34+91.9%Added
Glen Eagle Advisors, LLC78$1.02K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc85$1.11K0.00%00.0%Unchanged
JNBA Financial Advisors100$1.31K0.00%00.0%Unchanged
Bell Investment Advisors, Inc142$1.85K0.00%−28−16.5%Reduced
IFP Advisors, Inc149$1.90K0.00%−370−71.3%Reduced
EverSource Wealth Advisors, LLC146$1.91K0.00%−470−76.3%Reduced
CWM, LLC179$2.00K0.00%−572−76.2%Reduced
ClariVest Asset Management LLC90$2.00K0.00%00.0%Unchanged
National Bank of Canada214$2.79K0.00%−304−58.7%Reduced
City State Bank200$3.00K0.00%−100−33.3%Reduced
Front Row Advisors LLC220$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc242$3.13K0.00%00.0%Unchanged
Group One Trading, L.P.261$3.41K0.00%+261New
Federation des caisses Desjardins du Quebec300$3.92K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.327$4.27K0.00%−7−2.1%Reduced
Advisory Services Network, LLC350$4.57K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC350$4.57K0.00%00.0%Unchanged
Bartlett & Co. LLC350$5.00K0.00%00.0%Unchanged
Fifth Third Bancorp400$5.22K0.00%−191−32.3%Reduced
Parkside Financial Bank & Trust493$6.43K0.00%+10+2.1%Added
Ellevest, Inc.532$6.94K0.00%+512+2,560.0%Added
Carolinas Wealth Consulting LLC649$8.47K0.00%00.0%Unchanged
TSFG, LLC676$9.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC753$9.83K0.00%−299−28.4%Reduced
Belpointe Asset Management LLC813$10.6K0.00%−62−7.1%Reduced
Parallel Advisors, LLC841$11.0K0.00%−16−1.9%Reduced
Cary Street Partner Investment Advisory LLC1,100$14.4K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd1,300$17.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,475$19.0K0.00%00.0%Unchanged
Spire Wealth Management1,461$19.1K0.00%+1,296+785.5%Added
Harel Insurance Investments & Financial Services Ltd.1,796$23.0K0.00%+80+4.7%Added
Ronald Blue Trust, Inc.1,345$24.0K0.00%+139+11.5%Added
Atwood & Palmer Inc1,925$25.1K0.00%00.0%Unchanged
Federated Hermes, Inc.1,934$25.2K0.00%+756+64.2%Added
Gladius Capital Management LP2,126$27.7K0.01%+2,126New
Tower Research Capital LLC (TRC)2,723$36.0K0.00%+331+13.8%Added
Quarry LP2,806$36.6K0.02%+2,806New
Column Capital Advisors, LLC3,080$40.2K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,959$51.6K0.00%−874−18.1%Reduced
Nisa Investment Advisors, LLC5,297$69.0K0.00%−143,460−96.4%Reduced
Envestnet Asset Management Inc32,691$69.0K0.00%+7,027+27.4%Added
Metropolitan Life Insurance Co5,981$78.1K0.00%−907−13.2%Reduced
FMR LLC6,342$82.8K0.00%+51+0.8%Added
Covestor Ltd6,613$86.0K0.07%+3,689+126.2%Added
Ameritas Investment Partners, Inc.8,546$111.5K0.00%00.0%Unchanged
KBC Group NV8,978$117.0K0.00%−1,112−11.0%Reduced
Creative Planning10,467$136.6K0.00%+10,467New
Crossmark Global Holdings, Inc.10,720$140.0K0.00%−51−0.5%Reduced
MQS Management LLC11,499$150.1K0.10%+11,499New
NinePointTwo Capital11,676$152.0K0.06%00.0%Unchanged
State of Wyoming11,853$154.7K0.05%−4,083−25.6%Reduced
Wedge Capital Management L L P12,751$166.4K0.00%+12,751New
HSBC Holdings PLC13,268$172.4K0.00%−45,863−77.6%Reduced
Greenleaf Trust13,281$173.3K0.00%00.0%Unchanged
UBS Group AG13,377$174.6K0.00%−79,976−85.7%Reduced
Caxton Associates LP13,537$176.7K0.03%+13,537New
O'Shaughnessy Asset Management, LLC13,941$181.9K0.00%−59,877−81.1%Reduced
Aquatic Capital Management LLC14,100$184.0K0.01%−6,900−32.9%Reduced
XTX Topco Ltd14,379$187.6K0.04%+14,379New
Bank of Montreal14,529$189.6K0.00%−732−4.8%Reduced
Pictet Asset Management SA14,552$189.9K0.00%00.0%Unchanged
Point72 Asset Management, L.P.14,610$190.7K0.00%−387,290−96.4%Reduced
Pathstone Family Office, LLC14,489$191.3K0.00%−6,774−31.9%Reduced
Guggenheim Capital LLC14,705$191.9K0.00%−1,311−8.2%Reduced
Franklin Resources Inc14,962$195.3K0.00%+14,962New
Zurcher Kantonalbank (Zurich Cantonalbank)15,057$196.5K0.00%−29−0.2%Reduced
Amundi15,643$202.3K0.00%+15,643New
Graham Capital Management, L.P.15,596$203.5K0.01%+15,596New
ProShare Advisors LLC15,663$204.4K0.00%−1,388−8.1%Reduced
Manatuck Hill Partners, LLC15,750$205.5K0.10%00.0%Unchanged
Trail Ridge Investment Advisors, LLC16,496$215.3K0.14%−6,704−28.9%Reduced
Captrust Financial Advisors16,909$220.7K0.00%+478+2.9%Added
Quantamental Technologies LLC16,931$220.9K0.12%+16,931New
Public Employees Retirement Association of Colorado17,677$231.0K0.00%00.0%Unchanged
Quantinno Capital Management LP18,147$237.0K0.02%00.0%Unchanged
Prelude Capital Management, LLC18,322$239.1K0.02%+18,322New
Aigen Investment Management, LP18,504$241.5K0.03%+18,504New
Paradigm Capital Management Inc20,000$261.0K0.02%00.0%Unchanged
Point72 Middle East FZE20,322$265.2K0.02%+20,322New
Fox Run Management, L.L.C.20,751$270.8K0.09%+20,751New
CWM Advisors, LLC20,877$272.4K0.03%+7,526+56.4%Added
Schonfeld Strategic Advisors LLC21,800$284.5K0.00%−7,600−25.9%Reduced
Ergoteles LLC22,162$289.2K0.01%−89,067−80.1%Reduced
Jane Street Group, LLC22,259$290.5K0.00%−38,516−63.4%Reduced
Jump Financial, LLC22,323$291.3K0.01%+22,323New
Shell Asset Management Co22,407$292.0K0.01%−79−0.4%Reduced
Mutual of America Capital Management LLC22,500$293.6K0.00%−398−1.7%Reduced
Everence Capital Management Inc23,320$304.0K0.02%00.0%Unchanged
PEAK6 Investments LLC23,381$305.1K0.02%+23,381New
The PNC Financial Services Group, Inc.24,439$318.9K0.00%+14,523+146.5%Added
Polar Capital Holdings Plc27,855$363.5K0.00%00.0%Unchanged
Waterfront Wealth Inc.29,636$386.8K0.13%−10,909−26.9%Reduced