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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, Q3 2023

Institutional positions in Veradigm Inc. as of Sep 30, 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
217
−10 vs. Q2 2023
Shares held
110.0M
+214.4K (+0.2%) vs. Q2 2023
Total value
$1.45B
+$71.5M (+5.2%) vs. Q2 2023
New holders
22
67 more added
Sold out
32
90 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 217 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 heldQ3 2023: $1.45B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Veradigm Inc.; share changes are against Q2 2023.

Institutions holding MDRX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC5$630.00%00.0%Unchanged
North Star Investment Management Corp.6$790.00%00.0%Unchanged
Gradient Investments LLC10$1310.00%00.0%Unchanged
Sunbelt Securities, Inc.10$1310.00%+10New
Glassman Wealth Services14$1840.00%00.0%Unchanged
Abound Wealth Management22$2900.00%00.0%Unchanged
SJS Investment Consulting Inc.24$3160.00%+4+20.0%Added
Northwestern Mutual Wealth Management Co30$3940.00%00.0%Unchanged
Global Retirement Partners, LLC29$3940.00%+29New
AdvisorNet Financial, Inc38$4990.00%00.0%Unchanged
Baker Avenue Asset Management, LP57$7490.00%00.0%Unchanged
Headlands Technologies LLC65$8540.00%−1,360−95.4%Reduced
ClariVest Asset Management LLC41$1.00K0.00%−76−65.0%Reduced
Bessemer Group Inc104$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC85$1.00K0.00%+85New
Glen Eagle Advisors, LLC78$1.02K0.00%00.0%Unchanged
Massmutual Trust Co FSB79$1.04K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc85$1.12K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC91$1.20K0.00%+24+35.8%Added
JNBA Financial Advisors100$1.32K0.00%00.0%Unchanged
Allworth Financial LP140$1.84K0.00%−26−15.7%Reduced
Bell Investment Advisors, Inc142$1.87K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC146$1.92K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.137$2.00K0.00%+137New
IFP Advisors, Inc164$2.15K0.00%+15+10.1%Added
Signaturefd, LLC203$2.67K0.00%−162−44.4%Reduced
Front Row Advisors LLC220$2.89K0.00%00.0%Unchanged
City State Bank198$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc258$3.39K0.00%+16+6.6%Added
Hexagon Capital Partners LLC261$3.43K0.00%+261New
Paloma Partners Management Co280$3.68K0.00%+280New
Federation des caisses Desjardins du Quebec300$3.94K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.328$4.31K0.00%+328New
Parkside Financial Bank & Trust462$6.07K0.00%+9+2.0%Added
TSFG, LLC500$7.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC573$7.53K0.00%−2−0.3%Reduced
Carolinas Wealth Consulting LLC649$8.56K0.00%00.0%Unchanged
CWM, LLC667$9.00K0.00%−32−4.6%Reduced
Parallel Advisors, LLC929$12.2K0.00%00.0%Unchanged
Fifth Third Bancorp931$12.2K0.00%+442+90.4%Added
Highlander Capital Management, LLC1,000$13.0K0.01%+1,000New
Cary Street Partner Investment Advisory LLC1,100$14.5K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd1,300$17.1K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,475$19.0K0.00%00.0%Unchanged
Spire Wealth Management1,461$19.2K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.1,817$24.0K0.00%−21−1.1%Reduced
Atwood & Palmer Inc1,925$25.3K0.00%00.0%Unchanged
Quadrant Capital Group LLC2,489$32.7K0.00%+226+10.0%Added
Gladius Capital Management LP2,658$34.9K0.01%+676+34.1%Added
State of Wyoming2,811$36.9K0.01%−17,389−86.1%Reduced
UBS Group AG2,817$37.0K0.00%+634+29.0%Added
Tower Research Capital LLC (TRC)2,840$37.3K0.00%−2,470−46.5%Reduced
Column Capital Advisors, LLC3,080$40.5K0.01%00.0%Unchanged
KBC Group NV3,804$50.0K0.00%−5,174−57.6%Reduced
Nisa Investment Advisors, LLC4,940$64.9K0.00%+40+0.8%Added
Simplex Trading, LLC6,296$82.0K0.00%+3,269+108.0%Added
Metropolitan Life Insurance Co6,499$85.4K0.00%+518+8.7%Added
FMR LLC7,790$102.4K0.00%+1,113+16.7%Added
Advisor Group Holdings, Inc.9,269$121.8K0.00%+2,444+35.8%Added
Covestor Ltd10,336$136.0K0.10%+966+10.3%Added
Ameritas Investment Partners, Inc.10,724$140.9K0.01%+2,178+25.5%Added
Allspring Global Investments Holdings, LLC12,240$160.8K0.00%−1,109−8.3%Reduced
Everence Capital Management Inc13,450$177.0K0.01%−9,870−42.3%Reduced
Greenleaf Trust13,749$180.7K0.00%−23−0.2%Reduced
Amundi13,685$184.9K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.14,385$189.0K0.00%+14,385New
Pictet Asset Management Holding SA14,552$191.2K0.00%+14,552New
Pathstone Family Office, LLC15,084$198.2K0.00%+771+5.4%Added
Public Employees Retirement Association of Colorado15,119$199.0K0.00%−2,558−14.5%Reduced
Captrust Financial Advisors15,338$201.5K0.00%+104+0.7%Added
Bank of Montreal16,374$204.7K0.00%+77+0.5%Added
Manatuck Hill Partners, LLC15,750$207.0K0.10%00.0%Unchanged
ProShare Advisors LLC16,454$216.2K0.00%−437−2.6%Reduced
Quantinno Capital Management LP18,325$241.0K0.01%+178+1.0%Added
Teza Capital Management LLC18,915$248.5K0.04%+18,915New
Trail Ridge Investment Advisors, LLC19,044$250.2K0.17%+1,135+6.3%Added
Mutual of America Capital Management LLC19,149$251.6K0.00%−2,191−10.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)20,068$263.7K0.00%+1,507+8.1%Added
Jefferies Financial Group Inc.20,727$272.1K0.01%−60,656−74.5%Reduced
North Star Asset Management Inc21,690$285.0K0.02%−9,250−29.9%Reduced
Shell Asset Management Co21,937$288.0K0.01%−344−1.5%Reduced
CWM Advisors, LLC23,248$305.5K0.04%−1,782−7.1%Reduced
Brinker Capital Investments, LLC23,785$312.5K0.00%+23,785New
Orion Portfolio Solutions, LLC23,785$312.5K0.00%+23,785New
Axq Capital, LP25,800$339.0K0.12%+25,800New
Handelsbanken Fonder AB26,871$353.0K0.00%00.0%Unchanged
New York Life Investment Management LLC27,283$358.5K0.00%−4,298−13.6%Reduced
Virginia Retirement Systems Et Al27,400$360.0K0.00%−21,100−43.5%Reduced
Truist Financial Corp30,438$400.0K0.00%−543−1.8%Reduced
Skandinaviska Enskilda Banken AB (publ)30,500$401.0K0.00%−6,200−16.9%Reduced
Waterfront Wealth Inc.30,262$407.3K0.13%−193−0.6%Reduced
Arizona State Retirement System31,109$408.8K0.00%+420+1.4%Added
The PNC Financial Services Group, Inc.32,052$421.2K0.00%+836+2.7%Added
Victory Capital Management Inc32,237$423.6K0.00%−2,858−8.1%Reduced
Oregon Public Employees Retirement Fund32,539$427.6K0.01%−1,500−4.4%Reduced
Jane Street Group, LLC33,013$433.8K0.00%+11,785+55.5%Added
Raymond James & Associates34,132$448.5K0.00%−939−2.7%Reduced
Teachers Retirement System of the State of Kentucky35,978$473.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System37,732$495.8K0.00%+70+0.2%Added
Campbell & CO Investment Adviser LLC39,850$523.6K0.06%+39,850New