Qualtrics International Inc.
XMDelisted Jun 28, 2023- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001747748
Qualtrics International Inc. was delisted on Jun 28, 2023; its insiders filed their last Form 4 on Jun 28, 2023; 198 institutions reported holding it in 13F filings for Q1 2023, worth $2.54B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Qualtrics International Inc. as of Jun 30, 2021. 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
- 164
- +14 vs. Q1 2021
- Shares held
- 77.6M
- +6.12M (+8.6%) vs. Q1 2021
- Total value
- $2.97B
- +$615.5M (+26.1%) vs. Q1 2021
- New holders
- 55
- 59 more added
- Sold out
- 41
- 33 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XM 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 1 | $47.0K |
| Q2 2023 | 3 | $1.87M |
| Q1 2023 | 198 | $2.54B |
| Q4 2022 | 176 | $1.32B |
| Q3 2022 | 167 | $1.28B |
| Q2 2022 | 190 | $1.57B |
| Q1 2022 | 197 | $3.73B |
| Q4 2021 | 210 | $4.22B |
| Q3 2021 | 165 | $3.40B |
| Q2 2021 | 164 | $2.97B |
| Q1 2021 | 150 | $2.35B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 3 | $0 | 0.00% | +3 | New |
| Red Door Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Flagship Private Wealth, LLC | 23 | $802 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 63 | $2.00K | 0.00% | +63 | New |
| Rockefeller Capital Management L.P. | 100 | $3.00K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 90 | $3.00K | 0.00% | +90 | New |
| TCI Wealth Advisors, Inc. | 95 | $4.00K | 0.00% | +95 | New |
| SOA Wealth Advisors, LLC. | 125 | $4.00K | 0.00% | +125 | New |
| Asset Dedication, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 161 | $6.00K | 0.00% | +161 | New |
| State of Wyoming | 168 | $6.00K | 0.00% | +168 | New |
| CWM, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $11.0K | 0.00% | +296+7,400.0% | Added |
| Danda Trouve Investment Management, Inc. | 362 | $14.0K | 0.02% | +81+28.8% | Added |
| Tradition Wealth Management, LLC | 400 | $15.0K | 0.00% | +400 | New |
| Isthmus Partners, LLC | 500 | $19.0K | 0.00% | +500 | New |
| US Bancorp | 712 | $27.0K | 0.00% | +12+1.7% | Added |
| Signaturefd, LLC | 700 | $27.0K | 0.00% | +350+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,201 | $45.0K | 0.00% | +47+4.1% | Added |
| Spire Wealth Management | 1,337 | $51.0K | 0.00% | −19,210−93.5% | Reduced |
| NVWM, LLC | 1,831 | $70.0K | 0.03% | +125+7.3% | Added |
| Arkadios Wealth Advisors | 2,307 | $88.0K | 0.01% | +15+0.7% | Added |
| Kelly Lawrence W & Associates Inc | 3,000 | $115.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 3,520 | $135.0K | 0.01% | −1,425−28.8% | Reduced |
| Advisory Services Network, LLC | 3,549 | $136.0K | 0.00% | +3,549 | New |
| Benjamin F. Edwards & Company, Inc. | 3,748 | $143.0K | 0.01% | +3,540+1,701.9% | Added |
| Two Sigma Advisers, LP | 5,400 | $207.0K | 0.00% | +5,400 | New |
| Twinbeech Capital LP | 5,429 | $208.0K | 0.03% | +5,429 | New |
| Commonwealth Equity Services, LLC | 5,538 | $211.0K | 0.00% | −3,431−38.3% | Reduced |
| Cetera Investment Advisers | 5,620 | $215.0K | 0.00% | +5,620 | New |
| IHT Wealth Management, LLC | 5,950 | $228.0K | 0.01% | +5,950 | New |
| Pegasus Partners Ltd. | 6,564 | $251.0K | 0.05% | +95+1.5% | Added |
| Conestoga Capital Advisors, LLC | 6,840 | $262.0K | 0.00% | +6,840 | New |
| Pendal Group Limited | 6,991 | $267.0K | 0.00% | −148−2.1% | Reduced |
| Blueshift Asset Management, LLC | 7,042 | $269.0K | 0.01% | +7,042 | New |
| Gamco Investors, Inc. Et Al | 7,220 | $276.0K | 0.00% | +1,000+16.1% | Added |
| Summit Trail Advisors, LLC | 7,400 | $283.0K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,700 | $294.0K | 0.00% | +7,700 | New |
| Levin Capital Strategies, L.P. | 8,000 | $306.0K | 0.03% | +8,000 | New |
| Dynamic Technology Lab Private Ltd | 8,090 | $309.0K | 0.03% | +8,090 | New |
| Gsa Capital Partners LLP | 8,727 | $334.0K | 0.04% | +8,727 | New |
| Gotham Asset Management, LLC | 8,955 | $343.0K | 0.01% | +8,955 | New |
| Envestnet Asset Management Inc | 8,988 | $344.0K | 0.00% | +8,988 | New |
| TBH Global Asset Management, LLC | 9,167 | $351.0K | 0.08% | +9,167 | New |
| Shay Capital LLC | 10,000 | $383.0K | 0.09% | +10,000 | New |
| Steel Peak Wealth Management LLC | 10,000 | $383.0K | 0.03% | +10,000 | New |
| Rokos Capital Management LLP | 10,000 | $385.0K | 0.02% | −90,000−90.0% | Reduced |
| Maven Securities LTD | 10,000 | $388.0K | 0.04% | +10,000 | New |
| Dimensional Fund Advisors LP | 10,483 | $401.0K | 0.00% | +862+9.0% | Added |
| UBS Asset Management Americas Inc | 10,885 | $416.4K | 0.00% | +10,885 | New |
| Citigroup Inc | 11,208 | $429.0K | 0.00% | −16,684−59.8% | Reduced |
| Advisor Group Holdings, Inc. | 11,374 | $435.0K | 0.00% | −4,313−27.5% | Reduced |
| Bel Air Investment Advisors LLC | 12,000 | $459.0K | 0.01% | +12,000 | New |
| Interval Partners, LP | 12,000 | $459.0K | 0.03% | +12,000 | New |
| Walleye Capital LLC | 12,863 | $492.0K | 0.02% | +12,863 | New |
| Perpetual Investment Management Ltd | 13,000 | $497.0K | 0.07% | +13,000 | New |
| Laurion Capital Management LP | 13,011 | $498.0K | 0.01% | −52,989−80.3% | Reduced |
| Fred Alger Management, LLC | 13,413 | $513.0K | 0.00% | +13,413 | New |
| Stifel Financial Corp | 14,105 | $540.0K | 0.00% | −16,338−53.7% | Reduced |
| UBS Group AG | 14,460 | $553.0K | 0.00% | +26+0.2% | Added |
| Platform Technology Partners | 14,555 | $557.0K | 0.23% | +14,555 | New |
| Qube Research & Technologies Ltd | 14,784 | $565.0K | 0.01% | +5,168+53.7% | Added |
| Thomas Story & Son LLC | 15,365 | $588.0K | 0.22% | −1,175−7.1% | Reduced |
| Cutler Group LP | 15,522 | $593.0K | 0.04% | +9,615+162.8% | Added |
| Banque Cantonale Vaudoise | 15,527 | $594.0K | 0.03% | +15,527 | New |
| Walleye Trading LLC | 18,730 | $716.0K | 0.02% | +18,730 | New |
| Acadian Asset Management LLC | 20,584 | $788.0K | 0.00% | +20,584 | New |
| LVW Advisors, LLC | 21,130 | $808.0K | 0.14% | +2,673+14.5% | Added |
| Seven Eight Capital, LP | 23,300 | $891.0K | 0.12% | +23,300 | New |
| GWM Advisors LLC | 23,318 | $892.0K | 0.02% | −9,421−28.8% | Reduced |
| Victory Capital Management Inc | 23,308 | $892.0K | 0.00% | +108+0.5% | Added |
| LPL Financial LLC | 23,910 | $915.0K | 0.00% | −8,568−26.4% | Reduced |
| Keeler Thomas Management LLC | 24,815 | $949.0K | 0.46% | +6,763+37.5% | Added |
| Oppenheimer & Co Inc | 25,077 | $959.0K | 0.02% | +11,467+84.3% | Added |
| Cubist Systematic Strategies, LLC | 26,357 | $1.01M | 0.01% | +26,357 | New |
| Simplex Trading, LLC | 26,475 | $1.01M | 0.04% | +12,185+85.3% | Added |
| Woodward Diversified Capital, LLC | 30,281 | $1.16M | 0.66% | +20,907+223.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,800 | $1.18M | 0.01% | +30,800 | New |
| Clear Harbor Asset Management, LLC | 32,066 | $1.23M | 0.15% | +3,248+11.3% | Added |
| Baird Financial Group, Inc. | 32,675 | $1.25M | 0.00% | +32,675 | New |
| Royal Bank of Canada | 33,244 | $1.27M | 0.00% | −15,944−32.4% | Reduced |
| Ieq Capital, LLC | 33,345 | $1.27M | 0.04% | +33,345 | New |
| Crewe Advisors LLC | 34,519 | $1.32M | 0.33% | +33,378+2,925.3% | Added |
| HRT Financial LP | 35,788 | $1.37M | 0.01% | −83,138−69.9% | Reduced |
| PEAK6 Investments LLC | 38,192 | $1.46M | 0.04% | +38,192 | New |
| BlueMar Capital Management, LLC | 39,568 | $1.51M | 0.35% | +1,075+2.8% | Added |
| Scge Management, L.P. | 40,000 | $1.53M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 41,013 | $1.57M | 0.01% | −25,704−38.5% | Reduced |
| JPMorgan Chase & Co | 44,800 | $1.71M | 0.00% | −104,575−70.0% | Reduced |
| Man Group plc | 52,089 | $1.99M | 0.01% | −25,365−32.7% | Reduced |
| Pentwater Capital Management LP | 60,000 | $2.29M | 0.02% | +39,700+195.6% | Added |
| Bank of New York Mellon Corp | 62,495 | $2.39M | 0.00% | +31,856+104.0% | Added |
| Cinctive Capital Management LP | 62,500 | $2.39M | 0.13% | +62,500 | New |
| Capital International Inc | 64,584 | $2.47M | 0.02% | −1,933−2.9% | Reduced |
| Woodline Partners LP | 65,325 | $2.50M | 0.05% | −52,043−44.3% | Reduced |
| Renaissance Capital LLC | 71,661 | $2.74M | 0.43% | −3,481−4.6% | Reduced |