Medallia, Inc. - 584021109

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2021 · Compare: Q2 2021
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 11,953,613 404,869 0.01% 0.01% 1 +3,915,412 48.71% Q3 2021 Nov 12, 2021
JPMORGAN CHASE & CO History Added to 8,234,998 278,920 0.03% 0.01% 2 +4,669,598 130.97% Q3 2021 Nov 12, 2021
SCGE MANAGEMENT, L.P. History No change 4,099,026 138,834 1.29% 1.3% 3 0 0.0% Q3 2021 Nov 15, 2021
Champlain Investment Partners, LLC History Reduced 3,500,243 118,553 0.57% 2.13% 4 -9,757,222 -73.6% Q3 2021 Nov 12, 2021
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,880,534 97,564 0.02% 0.03% 5 -3,258,044 -53.07% Q3 2021 Nov 15, 2021
MILLENNIUM MANAGEMENT LLC History Added to 2,836,097 96,059 0.06% 0.0% 6 +2,720,801 2359.84% Q3 2021 Nov 15, 2021
Bank of New York Mellon Corp History Reduced 2,427,294 82,212 0.02% 0.04% 7 -3,414,431 -58.45% Q3 2021 Nov 18, 2021
GOLDMAN SACHS GROUP INC History Added to 1,695,801 57,437 0.01% 0.0% 8 +1,105,365 187.21% Q3 2021 Jan 20, 2022
STATE STREET CORP History Added to 1,573,397 53,291 0.0% 0.0% 9 +141,730 9.9% Q3 2021 Nov 15, 2021
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,336,272 45,259 0.01% 0.0% 10 +268,882 25.19% Q3 2021 Nov 12, 2021
BALYASNY ASSET MANAGEMENT LLC History New 1,236,463 41,879 0.17% — 11 +1,236,463 New Q3 2021 Dec 01, 2021
CITADEL ADVISORS LLC History Added to 1,147,991 38,882 24.76% 0.0% 12 +556,216 93.99% Q3 2021 Mar 11, 2022
GABELLI FUNDS LLC History New 1,082,759 36,673 0.24% — 13 +1,082,759 New Q3 2021 Nov 12, 2021
WELLS FARGO & COMPANY/MN History Reduced 1,042,488 35,309 0.01% 0.02% 14 -1,204,249 -53.6% Q3 2021 Nov 15, 2021
Man Group plc History New 961,469 32,565 0.11% — 15 +961,469 New Q3 2021 Nov 15, 2021
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 886,848 30,038 0.01% 0.01% 16 +243,204 37.79% Q3 2021 Nov 16, 2021
BANK OF AMERICA CORP /DE/ History Reduced 820,746 27,798 0.0% 0.01% 17 -962,061 -53.96% Q3 2021 Nov 15, 2021
CITIGROUP INC History Added to 787,845 26,684 0.02% 0.01% 18 +110,278 16.28% Q3 2021 Nov 10, 2021
PICTON MAHONEY ASSET MANAGEMENT History New 775,000 26,249 0.97% — 19 +775,000 New Q3 2021 Nov 09, 2021
CNH PARTNERS LLC History New 756,847 25,634 0.73% — 20 +756,847 New Q3 2021 Nov 15, 2021
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 632,864 21,434 0.0% 0.0% 21 +328,945 108.23% Q3 2021 Nov 15, 2021
FIRST TRUST ADVISORS LP History New 564,299 19,113 0.02% — 22 +564,299 New Q3 2021 Nov 15, 2021
MORGAN STANLEY History Reduced 556,646 18,853 0.0% 0.0% 23 -147,536 -20.95% Q3 2021 Nov 15, 2021
NORTHERN TRUST CORP History Reduced 495,620 16,787 0.0% 0.0% 24 -212,422 -30.0% Q3 2021 Nov 15, 2021
Neuberger Berman Group LLC History New 426,132 14,433 0.01% — 25 +426,132 New Q3 2021 Nov 12, 2021
Polar Asset Management Partners Inc. History New 426,068 14,431 0.14% — 26 +426,068 New Q3 2021 Nov 15, 2021
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 393,261 13,320 0.1% 0.28% 27 -729,678 -64.98% Q3 2021 Oct 19, 2021
TUDOR INVESTMENT CORP ET AL History Added to 375,972 12,734 0.21% 0.03% 28 +324,611 632.02% Q3 2021 Nov 17, 2021
ROYAL BANK OF CANADA History Reduced 365,703 12,387 0.0% 0.0% 29 -23,388 -6.01% Q3 2021 Nov 15, 2021
Pentwater Capital Management LP History Reduced 336,631 11,402 0.12% 0.12% 30 -108,369 -24.35% Q3 2021 Nov 15, 2021
Woodline Partners LP History New 294,914 9,989 0.16% — 31 +294,914 New Q3 2021 Nov 15, 2021
D. E. Shaw & Co., Inc. History Added to 284,998 9,653 0.01% 0.0% 32 +165,767 139.03% Q3 2021 Nov 15, 2021
JANUS HENDERSON GROUP PLC History Reduced 241,700 8,186 0.0% 0.02% 33 -1,033,296 -81.04% Q3 2021 Nov 16, 2021
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 235,700 7,983 0.02% 0.0% 34 +170,600 262.06% Q3 2021 Nov 10, 2021
ALLIANCEBERNSTEIN L.P. History Added to 235,582 7,979 0.0% 0.0% 35 +193,852 464.54% Q3 2021 Nov 10, 2021
Swiss National Bank History Added to 225,600 7,641 0.0% 0.0% 36 +10,000 4.64% Q3 2021 Nov 08, 2021
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 211,896 7,177 0.01% 0.01% 37 +5,759 2.79% Q3 2021 Nov 10, 2021
Centiva Capital, LP History Added to 206,000 6,977 0.44% 0.04% 38 +154,831 302.59% Q3 2021 Nov 17, 2021
NATIXIS History New 199,800 6,767 0.02% — 39 +199,800 New Q3 2021 Nov 12, 2021
NOMURA HOLDINGS INC History Added to 190,668 6,465 0.02% 0.0% 40 +166,293 682.23% Q3 2021 Nov 15, 2021
Candriam Luxembourg S.C.A. History New 179,682 6,086 0.04% — 41 +179,682 New Q3 2021 Nov 09, 2021
BANK OF MONTREAL /CAN/ History Added to 178,397 6,042 0.0% 0.0% 42 +149,153 510.03% Q3 2021 Nov 12, 2021
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 175,178 5,933 0.01% 0.01% 43 -3,196 -1.79% Q3 2021 Nov 15, 2021
BANK OF NOVA SCOTIA History New 167,500 5,673 0.01% — 44 +167,500 New Q3 2021 Nov 12, 2021
GAMCO INVESTORS, INC. ET AL History New 160,454 5,435 0.05% — 45 +160,454 New Q3 2021 Nov 12, 2021
BLAIR WILLIAM & CO/IL History Reduced 157,491 5,334 0.02% 0.02% 46 -14,154 -8.25% Q3 2021 Nov 12, 2021
Walleye Capital LLC History Added to 151,302 5,125 0.15% 0.06% 47 +97,201 179.67% Q3 2021 Nov 15, 2021
LMR Partners LLP History New 150,811 5,108 0.06% — 48 +150,811 New Q3 2021 Nov 15, 2021
UBS ASSET MANAGEMENT AMERICAS INC History Added to 150,735 5,105 0.1% 0.0% 49 +2,460 1.66% Q3 2021 Dec 14, 2021
Walleye Trading LLC History Added to 145,345 4,922 0.02% 0.01% 50 +98,898 212.93% Q3 2021 Nov 15, 2021
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 140,007 4,742 0.02% 0.03% 51 -83,651 -37.4% Q3 2021 Nov 15, 2021
WOLVERINE ASSET MANAGEMENT LLC History No change 126,400 4,281 0.04% 0.03% 52 0 0.0% Q3 2021 Nov 12, 2021
MACQUARIE GROUP LTD History Reduced 121,141 4,103 0.0% 0.0% 53 -1,184 -0.97% Q3 2021 Nov 12, 2021
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 117,287 3,973 0.0% 0.01% 54 -46,396 -28.35% Q3 2021 Nov 02, 2021
STATE OF WISCONSIN INVESTMENT BOARD History Added to 107,253 3,633 0.01% 0.0% 55 +94,892 767.67% Q3 2021 Nov 12, 2021
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 100,392 3,400 0.01% 0.01% 56 +1,175 1.18% Q3 2021 Nov 08, 2021
DEUTSCHE BANK AG\ History Reduced 99,797 3,379 0.0% 0.0% 57 -139,648 -58.32% Q3 2021 Nov 04, 2021
RHUMBLINE ADVISERS History Reduced 93,278 3,159 0.0% 0.0% 58 -2,148 -2.25% Q3 2021 Nov 12, 2021
JANE STREET GROUP, LLC History Reduced 90,842 3,077 0.0% 0.0% 59 -27,043 -22.94% Q3 2021 Nov 16, 2021
Alyeska Investment Group, L.P. History New 89,165 3,020 2.79% — 60 +89,165 New Q3 2021 May 19, 2022
Legal & General Group Plc History Added to 88,507 2,997 0.0% 0.0% 61 +19,958 29.11% Q3 2021 Nov 15, 2021
State of New Jersey Common Pension Fund D History Reduced 78,242 2,650 0.01% 0.01% 62 -22,746 -22.52% Q3 2021 Oct 27, 2021
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 74,843 2,535 0.02% — 63 +74,843 New Q3 2021 Nov 15, 2021
Jump Financial, LLC History New 74,800 2,533 0.18% — 64 +74,800 New Q3 2021 Nov 12, 2021
Invesco Ltd. History Added to 73,894 2,503 0.0% 0.0% 65 +15,237 25.98% Q3 2021 Nov 15, 2021
Sarasin & Partners LLP History No change 72,233 2,447 0.02% 0.03% 66 0 0.0% Q3 2021 Oct 22, 2021
AMERIPRISE FINANCIAL INC History Reduced 70,135 2,375 0.0% 0.0% 67 -204,455 -74.46% Q3 2021 Nov 15, 2021
Bank Julius Baer & Co. Ltd, Zurich History New 69,472 2,353 0.01% — 68 +69,472 New Q3 2021 Nov 12, 2021
GUGGENHEIM CAPITAL LLC History Added to 64,253 2,177 0.01% 0.01% 69 +30,234 88.87% Q3 2021 Nov 15, 2021
SEI INVESTMENTS CO History Reduced 62,930 2,131 0.0% 0.04% 70 -408,367 -86.65% Q3 2021 Nov 12, 2021
Skandinaviska Enskilda Banken AB (publ) History New 60,000 2,032 0.01% — 71 +60,000 New Q3 2021 Nov 10, 2021
Verition Fund Management LLC History Added to 52,662 1,784 0.02% 0.01% 72 +7,662 17.03% Q3 2021 Nov 15, 2021
Maven Securities LTD History New 50,800 1,721 0.06% — 73 +50,800 New Q3 2021 Nov 15, 2021
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 50,000 1,694 0.02% — 74 +50,000 New Q3 2021 Nov 10, 2021
TIGER GLOBAL MANAGEMENT LLC History No change 50,000 1,694 0.0% 0.0% 75 0 0.0% Q3 2021 Nov 15, 2021
CAPSTONE INVESTMENT ADVISORS, LLC History New 45,240 1,532 0.0% — 76 +45,240 New Q3 2021 Nov 15, 2021
Rockefeller Capital Management L.P. History Added to 34,064 1,153 0.01% 0.0% 77 +30,130 765.89% Q3 2021 Nov 12, 2021
Schonfeld Strategic Advisors LLC History Added to 34,000 1,152 0.01% 0.01% 78 +18,115 114.04% Q3 2021 Nov 16, 2021
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 33,344 1,129 0.06% 0.07% 79 0 0.0% Q3 2021 Nov 02, 2021
SC US (TTGP), LTD. History No change 32,727,189 1,108 6.18% 7.03% 80 0 0.0% Q3 2021 Nov 15, 2021
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 28,600 969 0.03% 0.03% 81 0 0.0% Q3 2021 Oct 22, 2021
Arizona State Retirement System History Added to 27,817 942 0.01% 0.01% 82 +1,235 4.65% Q3 2021 Nov 12, 2021
VOYA INVESTMENT MANAGEMENT LLC History Added to 25,871 876 0.0% 0.0% 83 +127 0.49% Q3 2021 Nov 15, 2021
Russell Investments Group, Ltd. History No change 23,613 799 0.0% 0.0% 84 0 0.0% Q3 2021 Nov 08, 2021
STIFEL FINANCIAL CORP History Reduced 23,439 794 0.0% 0.0% 85 -69,379 -74.75% Q3 2021 Nov 15, 2021
Mariner, LLC History Reduced 18,669 632 0.0% 0.0% 86 -214 -1.13% Q3 2021 Nov 15, 2021
SALEM INVESTMENT COUNSELORS INC History New 18,282 619 0.03% — 87 +18,282 New Q3 2021 Nov 15, 2021
VICTORY CAPITAL MANAGEMENT INC History Reduced 17,080 579 0.0% 0.05% 88 -1,600,793 -98.94% Q3 2021 Nov 02, 2021
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 15,768 534 0.0% 0.0% 89 +3,225 25.71% Q3 2021 Nov 09, 2021
Diversified Trust Co History Reduced 14,920 505 0.02% 0.07% 90 -41,055 -73.35% Q3 2021 Jan 13, 2022
HighTower Advisors, LLC History Reduced 13,995 474 0.0% 0.0% 91 -8,569 -37.98% Q3 2021 Nov 12, 2021
GROUP ONE TRADING, L.P. History Added to 13,664 463 0.0% 0.0% 92 +12,778 1442.21% Q3 2021 Nov 12, 2021
Creative Planning History Reduced 11,092 376 0.0% 0.0% 93 -4,997 -31.06% Q3 2021 Nov 10, 2021
Squarepoint Ops LLC History Reduced 9,984 338 0.0% 0.0% 94 -255 -2.49% Q3 2021 Nov 15, 2021
Robertson Stephens Wealth Management, LLC History No change 10,000 338 0.04% 0.04% 95 0 0.0% Q3 2021 Nov 10, 2021
OPPENHEIMER & CO INC History Reduced 9,792 332 0.01% 0.01% 96 -1,536 -13.56% Q3 2021 Nov 12, 2021
PRINCIPAL FINANCIAL GROUP INC History Reduced 9,736 330 0.0% 0.0% 97 -236 -2.37% Q3 2021 Nov 09, 2021
ENVESTNET ASSET MANAGEMENT INC History Reduced 9,326 316 0.0% 0.0% 98 -48,268 -83.81% Q3 2021 Oct 07, 2021
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 9,178 311 0.0% 0.01% 99 -39,958 -81.32% Q3 2021 Nov 15, 2021
AQR CAPITAL MANAGEMENT LLC History New 8,236 279 0.0% — 100 +8,236 New Q3 2021 Nov 15, 2021
Parallel Advisors, LLC History Reduced 7,600 257 0.01% 0.02% 101 -7,443 -49.48% Q3 2021 Nov 02, 2021
Maryland State Retirement & Pension System History No change 7,135 242 0.01% 0.01% 102 0 0.0% Q3 2021 Oct 29, 2021
XPONANCE, INC. History Added to 7,106 241 0.0% 0.0% 103 +42 0.59% Q3 2021 Nov 05, 2021
CIBC Asset Management Inc History New 6,307 214 0.0% — 104 +6,307 New Q3 2021 Nov 09, 2021
LAZARD ASSET MANAGEMENT LLC History Reduced 2,772 93 0.0% 0.0% 105 -147 -5.04% Q3 2021 Nov 15, 2021
ADVISOR GROUP HOLDINGS, INC. History Reduced 2,468 84 0.0% 0.0% 106 -5,419 -68.71% Q3 2021 Nov 05, 2021
Geneos Wealth Management Inc. History No change 1,990 67 0.0% 0.0% 107 0 0.0% Q3 2021 Nov 09, 2021
SIGNATUREFD, LLC History Reduced 1,250 42 0.0% 0.0% 108 -279 -18.25% Q3 2021 Oct 28, 2021
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 1,144 39 0.0% 0.0% 109 -142 -11.04% Q3 2021 Nov 15, 2021
UBS Group AG History Reduced 685 23 0.0% 0.0% 110 -106,203 -99.36% Q3 2021 Nov 15, 2021
Tower Research Capital LLC (TRC) History Reduced 420 14 0.0% 0.01% 111 -8,678 -95.38% Q3 2021 Nov 15, 2021
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 288 10 0.0% 0.0% 112 -51 -15.04% Q3 2021 Nov 05, 2021
FIRST MANHATTAN CO History No change 200 6 0.0% 0.0% 113 0 0.0% Q3 2021 Nov 15, 2021
FEDERATED HERMES, INC. History Reduced 1 1 0.0% 0.1% 114 -1,581,331 -100.0% Q3 2021 Nov 15, 2021
CAPTRUST FINANCIAL ADVISORS History Reduced 21 1 0.0% 0.0% 116 -5,572 -99.62% Q3 2021 Nov 16, 2021
MASSMUTUAL TRUST CO FSB/ADV History No change 28 1 0.0% 0.0% 115 0 0.0% Q3 2021 Nov 12, 2021
WASATCH ADVISORS INC History Closed out 0 0 — 1.25% — -9,157,518 -100.0% Q2 2021 Aug 12, 2021
TimesSquare Capital Management, LLC History Closed out 0 0 — 0.55% — -2,001,925 -100.0% Q2 2021 Aug 09, 2021
FRED ALGER MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -544,908 -100.0% Q2 2021 Aug 16, 2021
WCM INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -409,696 -100.0% Q2 2021 Aug 05, 2021
BAMCO INC /NY/ History Closed out 0 0 — 0.02% — -250,000 -100.0% Q2 2021 Aug 13, 2021
FARALLON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 5.54% — -240,000 -100.0% Q2 2021 May 15, 2023
MARSHALL WACE, LLP History Closed out 0 0 — 0.5% — -237,331 -100.0% Q2 2021 Aug 25, 2021
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.01% — -130,267 -100.0% Q2 2021 Aug 16, 2021
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 — 0.02% — -61,523 -100.0% Q2 2021 Aug 12, 2021
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 — 0.04% — -55,102 -100.0% Q2 2021 Aug 11, 2021
Holocene Advisors, LP History Closed out 0 0 — 0.01% — -52,956 -100.0% Q2 2021 Aug 16, 2021
Engineers Gate Manager LP History Closed out 0 0 — 0.1% — -48,336 -100.0% Q2 2021 Aug 16, 2021
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 — 0.0% — -34,026 -100.0% Q2 2021 Aug 12, 2021
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.01% — -29,140 -100.0% Q2 2021 Aug 03, 2021
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -20,536 -100.0% Q2 2021 Aug 16, 2021
ALLSTATE CORP History Closed out 0 0 — 0.02% — -16,957 -100.0% Q2 2021 Aug 16, 2021
LPL Financial LLC History Closed out 0 0 — 0.0% — -16,380 -100.0% Q2 2021 Aug 13, 2021
HSBC HOLDINGS PLC History Closed out 0 0 — 0.0% — -8,699 -100.0% Q2 2021 Aug 13, 2021
PRUDENTIAL FINANCIAL INC History Closed out 0 0 — 0.16% — -6,029 -100.0% Q2 2021 Jun 14, 2024
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.01% — -6,007 -100.0% Q2 2021 Jul 26, 2021
Leonteq Securities AG History Closed out 0 0 — 0.01% — -4,695 -100.0% Q2 2021 Mar 26, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 — 0.0% — -3,986 -100.0% Q2 2021 Aug 11, 2021
Compagnie Lombard Odier SCmA History Closed out 0 0 — 0.0% — -3,200 -100.0% Q2 2021 Jul 15, 2021
BAILLIE GIFFORD & CO History Closed out 0 0 — 0.0% — -542 -100.0% Q2 2021 Aug 02, 2021
US BANCORP \DE\ History Closed out 0 0 — 0.0% — -300 -100.0% Q2 2021 Aug 05, 2021
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -248 -100.0% Q2 2021 Aug 12, 2021
Steward Partners Investment Advisory, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q2 2021 Aug 13, 2021
FMR LLC History New 10 0 — — — +10 New Q3 2021 Feb 14, 2022
Arkadios Wealth Advisors History No change 28 0 — — — 0 0.0% Q3 2021 Oct 19, 2021