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Citrix Systems Inc

CTXSDelisted Sep 30, 2022
Industry
Services-Prepackaged Software
SEC CIK
0000877890

Citrix Systems Inc was delisted on Sep 30, 2022; its insiders filed their last Form 4 on Oct 3, 2022; 513 institutions reported holding it in 13F filings for Q3 2022, worth $10.3B in total; Fairfax Financial was the only superinvestor holding it.

13F holders, Q3 2022

Institutional positions in Citrix Systems Inc as of Sep 30, 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

CTXS is no longer listed, so this page shows Q3 2022. 13F filings for later quarters list far fewer holders.

Institutional holders
513
−54 vs. Q2 2022
Shares held
99.3M
−15.7M (−13.6%) vs. Q2 2022
Total value
$10.3B
−$870.2M (−7.8%) vs. Q2 2022
New holders
61
160 more added
Sold out
115
174 more reduced

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CTXS 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 2022: 513 institutions
Q1 2021: 682 institutionsQ2 2021: 638 institutionsQ3 2021: 583 institutionsQ4 2021: 578 institutionsQ1 2022: 576 institutionsQ2 2022: 573 institutionsQ3 2022: 513 institutionsQ4 2022: 4 institutionsQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 2 institutionsQ4 2023: 2 institutionsQ1 2024: 2 institutionsQ2 2024: 2 institutionsQ3 2024: 2 institutionsQ4 2024: 3 institutionsQ1 2025: 2 institutionsQ2 2025: 2 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ3 2022: $10.3B
Q1 2021: $15.9BQ2 2021: $13.1BQ3 2021: $12.7BQ4 2021: $11.7BQ1 2022: $11.6BQ2 2022: $11.2BQ3 2022: $10.3BQ4 2022: $81.3KQ1 2023: $104Q2 2023: $104Q3 2023: $820.1KQ4 2023: $1.13MQ1 2024: $1.52MQ2 2024: $1.67MQ3 2024: $1.83MQ4 2024: $2.28MQ1 2025: $1.98MQ2 2025: $2.16MQ3 2025: $2.11MQ4 2025: $2.11MQ1 2026: $973.1KQ2 2026: $104
Institutions holding CTXS and their total value by quarter
QuarterHoldersValue
Q2 20261$104
Q1 20262$973.1K
Q4 20252$2.11M
Q3 20252$2.11M
Q2 20252$2.16M
Q1 20252$1.98M
Q4 20243$2.28M
Q3 20242$1.83M
Q2 20242$1.67M
Q1 20242$1.52M
Q4 20232$1.13M
Q3 20232$820.1K
Q2 20231$104
Q1 20231$104
Q4 20224$81.3K
Q3 2022513$10.3B
Q2 2022573$11.2B
Q1 2022576$11.6B
Q4 2021578$11.7B
Q3 2021583$12.7B
Q2 2021638$13.1B
Q1 2021682$15.9B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Citrix Systems Inc; share changes are against Q2 2022.

Institutions holding CTXS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$00.00%00.0%Unchanged
Lee Financial Co2$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$00.00%00.0%Unchanged
Siena Capital LLC2$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$00.00%+7New
SJS Investment Consulting Inc.6$00.00%+6New
TD Waterhouse Canada Inc.2$2080.00%−44−95.7%Reduced
Eagle Bay Advisors LLC11$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc8$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC7$1.00K0.00%00.0%Unchanged
Schubert & Co9$1.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.7$1.00K0.00%+7New
Asset Dedication, LLC7$1.00K0.00%+7New
Sierra Capital LLC8$1.00K0.00%+8New
Hexagon Capital Partners LLC6$1.00K0.00%+6New
Householder Group Estate & Retirement Specialist, LLC12$1.00K0.00%+12New
Abound Wealth Management13$1.35K0.00%+13New
First National Advisers, LLC19$2.00K0.00%−2,547−99.3%Reduced
Harbor Investment Advisory, LLC22$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC22$2.00K0.00%00.0%Unchanged
Almanack Investment Partners, LLC.20$2.00K0.00%+20New
Standard Family Office LLC18$2.00K0.00%+18New
Assetmark, Inc33$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.32$3.00K0.00%00.0%Unchanged
Evoke Wealth, LLC24$3.00K0.00%00.0%Unchanged
CVA Family Office, LLC25$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC26$3.00K0.00%+26New
AllSquare Wealth Management LLC40$4.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC39$4.00K0.00%00.0%Unchanged
PSI Advisors, LLC42$4.00K0.00%00.0%Unchanged
Castle Wealth Management LLC40$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC36$4.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.40$4.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.36$4.00K0.00%+20+125.0%Added
Kelly Financial Services LLC40$4.11K0.00%00.0%Unchanged
Estabrook Capital Management48$4.99K0.00%00.0%Unchanged
Money Concepts Capital Corp52$5.00K0.00%−170−76.6%Reduced
Hantz Financial Services, Inc.52$5.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC50$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC49$5.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.47$5.00K0.00%00.0%Unchanged
Solstein Capital, LLC45$5.00K0.00%00.0%Unchanged
American Portfolios Advisors56$5.79K0.00%00.0%Unchanged
Bell Investment Advisors, Inc56$6.00K0.00%+15+36.6%Added
National Pension Service60$6.23K0.00%00.0%Unchanged
Earnest Partners LLC69$7.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management70$7.00K0.01%00.0%Unchanged
Salem Investment Counselors Inc65$7.00K0.00%00.0%Unchanged
Ellevest, Inc.69$7.00K0.00%+69New
Caldwell Trust Co75$7.79K0.00%00.0%Unchanged
Horan Securities, Inc.75$8.00K0.01%00.0%Unchanged
Key Financial Inc80$8.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.86$8.94K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.89$9.00K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc87$9.00K0.00%+15+20.8%Added
Montag A & Associates Inc100$10.0K0.00%00.0%Unchanged
Rational Advisors LLC92$10.0K0.00%00.0%Unchanged
Versant Capital Management, Inc94$10.0K0.00%00.0%Unchanged
EdgeRock Capital LLC100$10.0K0.01%+100New
Glen Eagle Advisors, LLC100$10.3K0.00%−2−2.0%Reduced
Lazard Asset Management LLC109$11.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc106$11.0K0.00%+44+71.0%Added
Massmutual Trust Co FSB105$11.0K0.00%+58+123.4%Added
West Paces Advisors Inc.110$11.4K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.120$12.0K0.00%+120New
Covestor Ltd122$13.0K0.01%−465−79.2%Reduced
Northwest Investment Counselors, LLC125$13.0K0.00%+125New
Spire Wealth Management138$14.0K0.00%−644−82.4%Reduced
Stonebridge Capital Advisors LLC134$14.0K0.00%00.0%Unchanged
Umb Bank N A130$14.0K0.00%+11+9.2%Added
EverSource Wealth Advisors, LLC130$14.0K0.00%+15+13.0%Added
WFA Asset Management Corp142$14.8K0.01%−157−52.5%Reduced
Clearview Wealth Advisors LLC145$15.0K0.01%00.0%Unchanged
Riverview Trust Co158$16.0K0.02%00.0%Unchanged
FourThought Financial, LLC153$16.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP150$16.0K0.00%+150New
Lindbrook Capital, LLC166$17.0K0.00%+117+238.8%Added
Proequities, Inc.178$18.0K0.00%+2+1.1%Added
Parkside Financial Bank & Trust177$19.0K0.01%+27+18.0%Added
TCI Wealth Advisors, Inc.184$19.0K0.00%+73+65.8%Added
Zions Bancorporation, N.A.189$20.0K0.00%+4+2.2%Added
Financial Perspectives, Inc200$20.8K0.01%00.0%Unchanged
Coastal Capital Group, Inc.204$21.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC214$22.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt238$25.0K0.00%−600−71.6%Reduced
Prestige Wealth Management Group LLC264$28.0K0.01%+29+12.3%Added
Coston, McIsaac & Partners294$30.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.335$33.0K0.00%00.0%Unchanged
Private Trust Co NA317$33.0K0.01%−13−3.9%Reduced
Pacifica Partners Inc.360$35.0K0.03%00.0%Unchanged
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH350$36.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.357$37.0K0.00%−100−21.9%Reduced
Harbour Investments, Inc.378$37.0K0.00%00.0%Unchanged
Central Trust Co400$42.0K0.00%−7,334−94.8%Reduced
Roble, Belko & Company, Inc435$45.0K0.01%00.0%Unchanged
IFP Advisors, Inc609$46.0K0.00%00.0%Unchanged
Banque Cantonale Vaudoise440$46.0K0.00%−14−3.1%Reduced
Glassman Wealth Services444$46.0K0.01%+13+3.0%Added
Joseph Group Capital Management480$50.0K0.05%+480New
Lansing Street Advisors486$50.0K0.04%+486New