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 |
|---|---|---|---|---|---|
| UBS Group AG | 14,460 | $553.0K | 0.00% | +26+0.2% | Added |
| Stifel Financial Corp | 14,105 | $540.0K | 0.00% | −16,338−53.7% | Reduced |
| Fred Alger Management, LLC | 13,413 | $513.0K | 0.00% | +13,413 | New |
| Laurion Capital Management LP | 13,011 | $498.0K | 0.01% | −52,989−80.3% | Reduced |
| Perpetual Investment Management Ltd | 13,000 | $497.0K | 0.07% | +13,000 | New |
| Walleye Capital LLC | 12,863 | $492.0K | 0.02% | +12,863 | New |
| 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 |
| Advisor Group Holdings, Inc. | 11,374 | $435.0K | 0.00% | −4,313−27.5% | Reduced |
| Citigroup Inc | 11,208 | $429.0K | 0.00% | −16,684−59.8% | Reduced |
| UBS Asset Management Americas Inc | 10,885 | $416.4K | 0.00% | +10,885 | New |
| Dimensional Fund Advisors LP | 10,483 | $401.0K | 0.00% | +862+9.0% | Added |
| Maven Securities LTD | 10,000 | $388.0K | 0.04% | +10,000 | New |
| Rokos Capital Management LLP | 10,000 | $385.0K | 0.02% | −90,000−90.0% | Reduced |
| 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 |
| TBH Global Asset Management, LLC | 9,167 | $351.0K | 0.08% | +9,167 | New |
| Envestnet Asset Management Inc | 8,988 | $344.0K | 0.00% | +8,988 | New |
| Gotham Asset Management, LLC | 8,955 | $343.0K | 0.01% | +8,955 | New |
| Gsa Capital Partners LLP | 8,727 | $334.0K | 0.04% | +8,727 | New |
| Dynamic Technology Lab Private Ltd | 8,090 | $309.0K | 0.03% | +8,090 | New |
| Levin Capital Strategies, L.P. | 8,000 | $306.0K | 0.03% | +8,000 | New |
| Schonfeld Strategic Advisors LLC | 7,700 | $294.0K | 0.00% | +7,700 | New |
| Summit Trail Advisors, LLC | 7,400 | $283.0K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 7,220 | $276.0K | 0.00% | +1,000+16.1% | Added |
| Blueshift Asset Management, LLC | 7,042 | $269.0K | 0.01% | +7,042 | New |
| Pendal Group Limited | 6,991 | $267.0K | 0.00% | −148−2.1% | Reduced |
| Conestoga Capital Advisors, LLC | 6,840 | $262.0K | 0.00% | +6,840 | New |
| Pegasus Partners Ltd. | 6,564 | $251.0K | 0.05% | +95+1.5% | Added |
| IHT Wealth Management, LLC | 5,950 | $228.0K | 0.01% | +5,950 | New |
| Cetera Investment Advisers | 5,620 | $215.0K | 0.00% | +5,620 | New |
| Commonwealth Equity Services, LLC | 5,538 | $211.0K | 0.00% | −3,431−38.3% | Reduced |
| Twinbeech Capital LP | 5,429 | $208.0K | 0.03% | +5,429 | New |
| Two Sigma Advisers, LP | 5,400 | $207.0K | 0.00% | +5,400 | New |
| Benjamin F. Edwards & Company, Inc. | 3,748 | $143.0K | 0.01% | +3,540+1,701.9% | Added |
| Advisory Services Network, LLC | 3,549 | $136.0K | 0.00% | +3,549 | New |
| James Investment Research Inc | 3,520 | $135.0K | 0.01% | −1,425−28.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 3,000 | $115.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,307 | $88.0K | 0.01% | +15+0.7% | Added |
| NVWM, LLC | 1,831 | $70.0K | 0.03% | +125+7.3% | Added |
| Spire Wealth Management | 1,337 | $51.0K | 0.00% | −19,210−93.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,201 | $45.0K | 0.00% | +47+4.1% | Added |
| Fifth Third Bancorp | 1,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $29.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 712 | $27.0K | 0.00% | +12+1.7% | Added |
| Signaturefd, LLC | 700 | $27.0K | 0.00% | +350+100.0% | Added |
| Isthmus Partners, LLC | 500 | $19.0K | 0.00% | +500 | New |
| Tradition Wealth Management, LLC | 400 | $15.0K | 0.00% | +400 | New |
| Danda Trouve Investment Management, Inc. | 362 | $14.0K | 0.02% | +81+28.8% | Added |
| Tower Research Capital LLC (TRC) | 300 | $11.0K | 0.00% | +296+7,400.0% | Added |
| CWM, LLC | 200 | $8.00K | 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 |
| Asset Dedication, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 95 | $4.00K | 0.00% | +95 | New |
| SOA Wealth Advisors, LLC. | 125 | $4.00K | 0.00% | +125 | 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 |
| Clearview Wealth Advisors LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 63 | $2.00K | 0.00% | +63 | New |
| Geneos Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 23 | $802 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $0 | 0.00% | +3 | New |
| Red Door Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,676,492−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −996,000−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −791,454−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| XN Exponent Advisors LLC | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −437,468−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −130,778−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −107,181−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −79,900−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −65,912−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −65,459−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −60,934−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −36,375−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −30,047−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −28,033−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −23,112−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −21,973−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −19,287−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,059−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −16,335−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −13,913−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −8,310−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −600−100.0% | Sold out |