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, Q3 2021
Institutional positions in Qualtrics International Inc. as of Sep 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
- 165
- +3 vs. Q2 2021
- Shares held
- 79.6M
- +1.95M (+2.5%) vs. Q2 2021
- Total value
- $3.40B
- +$432.2M (+14.6%) vs. Q2 2021
- New holders
- 42
- 55 more added
- Sold out
- 39
- 45 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 5 | $0 | 0.00% | +2+66.7% | Added |
| Ci Investments Inc. | 2 | $0 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 30 | $1.00K | 0.00% | +30 | New |
| Gilder Gagnon Howe & Co LLC | 41 | $2.00K | 0.00% | −161,370−100.0% | Reduced |
| Geneos Wealth Management Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 39 | $2.00K | 0.00% | +39 | New |
| Federation des caisses Desjardins du Quebec | 50 | $2.14K | 0.00% | +50 | New |
| Carroll Financial Associates, Inc. | 76 | $3.00K | 0.00% | +13+20.6% | Added |
| Newbridge Financial Services Group, Inc. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 127 | $5.00K | 0.00% | +127 | New |
| US Bancorp | 193 | $8.00K | 0.00% | −519−72.9% | Reduced |
| Macroview Investment Management LLC | 241 | $10.0K | 0.01% | +241 | New |
| Tradition Wealth Management, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $21.0K | 0.00% | +500 | New |
| Leonteq Securities AG | 527 | $22.5K | 0.00% | +527 | New |
| Koshinski Asset Management, Inc. | 600 | $25.6K | 0.00% | +600 | New |
| Danda Trouve Investment Management, Inc. | 680 | $29.0K | 0.03% | +318+87.8% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $34.0K | 0.00% | +100+14.3% | Added |
| Fifth Third Bancorp | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,337 | $57.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,329 | $57.0K | 0.00% | +1,329 | New |
| The PNC Financial Services Group, Inc. | 1,937 | $83.0K | 0.00% | +736+61.3% | Added |
| Citigroup Inc | 2,490 | $106.0K | 0.00% | −8,718−77.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,849 | $122.0K | 0.01% | −899−24.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 3,000 | $128.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,494 | $149.0K | 0.02% | +1,187+51.5% | Added |
| James Investment Research Inc | 4,049 | $173.0K | 0.02% | +529+15.0% | Added |
| Tower Research Capital LLC (TRC) | 4,781 | $205.0K | 0.01% | +4,481+1,493.7% | Added |
| Verity Asset Management, Inc. | 4,804 | $205.0K | 0.13% | +4,804 | New |
| Capstone Investment Advisors, LLC | 4,836 | $207.0K | 0.00% | +4,836 | New |
| TownSquare Capital, LLC | 5,046 | $216.0K | 0.01% | +5,046 | New |
| Gsa Capital Partners LLP | 5,215 | $223.0K | 0.02% | −3,512−40.2% | Reduced |
| Means Investment Co., Inc. | 5,214 | $223.0K | 0.04% | +5,214 | New |
| Franklin Resources Inc | 6,035 | $258.0K | 0.00% | −178,965−96.7% | Reduced |
| Commonwealth Equity Services, LLC | 6,138 | $262.0K | 0.00% | +600+10.8% | Added |
| Gotham Asset Management, LLC | 6,456 | $276.0K | 0.01% | −2,499−27.9% | Reduced |
| Pegasus Partners Ltd. | 6,564 | $281.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,795 | $290.0K | 0.02% | +6,795 | New |
| XTX Topco Ltd | 6,852 | $293.0K | 0.10% | +6,852 | New |
| Gamco Investors, Inc. Et Al | 7,000 | $299.0K | 0.00% | −220−3.0% | Reduced |
| Pendal Group Limited | 7,094 | $303.0K | 0.00% | +103+1.5% | Added |
| Manufacturers Life Insurance Company, The | 7,538 | $322.0K | 0.00% | −101,055−93.1% | Reduced |
| Summit Trail Advisors, LLC | 7,538 | $322.0K | 0.02% | +138+1.9% | Added |
| Sciencast Management LP | 7,623 | $334.0K | 0.09% | +7,623 | New |
| Raymond James & Associates | 8,167 | $349.0K | 0.00% | +8,167 | New |
| Squarepoint Ops LLC | 8,312 | $355.0K | 0.00% | +8,312 | New |
| Cutler Group LP | 8,542 | $365.0K | 0.03% | −6,980−45.0% | Reduced |
| LVW Advisors, LLC | 8,630 | $369.0K | 0.06% | −12,500−59.2% | Reduced |
| Advisor Group Holdings, Inc. | 8,931 | $381.0K | 0.00% | −2,443−21.5% | Reduced |
| TBH Global Asset Management, LLC | 9,167 | $392.0K | 0.09% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 9,601 | $410.0K | 0.01% | +2,761+40.4% | Added |
| Steel Peak Wealth Management LLC | 10,072 | $430.0K | 0.03% | +72+0.7% | Added |
| Envestnet Asset Management Inc | 10,144 | $434.0K | 0.00% | +1,156+12.9% | Added |
| Amundi | 10,457 | $447.0K | 0.00% | +10,457 | New |
| Group One Trading, L.P. | 10,580 | $452.0K | 0.01% | −69,442−86.8% | Reduced |
| UBS Asset Management Americas Inc | 10,885 | $465.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 11,000 | $470.0K | 0.00% | +11,000 | New |
| Dimensional Fund Advisors LP | 11,575 | $495.0K | 0.00% | +1,092+10.4% | Added |
| Parametric Portfolio Associates LLC | 11,886 | $508.0K | 0.00% | +11,886 | New |
| Quantbot Technologies LP | 12,258 | $523.0K | 0.04% | +12,258 | New |
| Acadian Asset Management LLC | 12,681 | $540.0K | 0.00% | −7,903−38.4% | Reduced |
| Balyasny Asset Management LLC | 12,689 | $542.0K | 0.00% | +12,689 | New |
| Laurion Capital Management LP | 13,011 | $556.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,484 | $576.0K | 0.00% | −621−4.4% | Reduced |
| Virtu Financial LLC | 14,400 | $615.0K | 0.05% | +14,400 | New |
| Platform Technology Partners | 14,563 | $622.0K | 0.28% | +8+0.1% | Added |
| AE Wealth Management LLC | 15,607 | $667.0K | 0.01% | +15,607 | New |
| Thomas Story & Son LLC | 15,810 | $676.0K | 0.28% | +445+2.9% | Added |
| Qube Research & Technologies Ltd | 15,973 | $683.0K | 0.01% | +1,189+8.0% | Added |
| LPL Financial LLC | 16,033 | $685.0K | 0.00% | −7,877−32.9% | Reduced |
| Elite Wealth Management, Inc. | 16,059 | $686.0K | 0.31% | +16,059 | New |
| Ieq Capital, LLC | 16,679 | $713.0K | 0.02% | −16,666−50.0% | Reduced |
| Fred Alger Management, LLC | 16,869 | $721.0K | 0.00% | +3,456+25.8% | Added |
| HighTower Advisors, LLC | 18,005 | $769.0K | 0.00% | +18,005 | New |
| Dynamic Technology Lab Private Ltd | 18,550 | $793.0K | 0.10% | +10,460+129.3% | Added |
| SEI Investments Co | 19,275 | $824.0K | 0.00% | +19,275 | New |
| Cubist Systematic Strategies, LLC | 20,165 | $862.0K | 0.01% | −6,192−23.5% | Reduced |
| CIBC Asset Management Inc | 20,442 | $874.0K | 0.00% | +20,442 | New |
| Walleye Capital LLC | 22,144 | $946.0K | 0.03% | +9,281+72.2% | Added |
| Keeler Thomas Management LLC | 22,506 | $961.0K | 0.46% | −2,309−9.3% | Reduced |
| Victory Capital Management Inc | 22,810 | $975.0K | 0.00% | −498−2.1% | Reduced |
| Simplex Trading, LLC | 26,875 | $984.0K | 0.03% | +400+1.5% | Added |
| NVWM, LLC | 23,301 | $996.0K | 0.36% | +21,470+1,172.6% | Added |
| Woodward Diversified Capital, LLC | 24,023 | $1.03M | 0.64% | −6,258−20.7% | Reduced |
| Oppenheimer & Co Inc | 25,432 | $1.09M | 0.02% | +355+1.4% | Added |
| Credit Suisse AG | 26,962 | $1.15M | 0.00% | +26,962 | New |
| GWM Advisors LLC | 27,106 | $1.16M | 0.03% | +3,788+16.2% | Added |
| Hood River Capital Management LLC | 28,367 | $1.21M | 0.04% | +28,367 | New |
| Renaissance Capital LLC | 29,379 | $1.26M | 0.25% | −42,282−59.0% | Reduced |
| ExodusPoint Capital Management, LP | 30,399 | $1.30M | 0.02% | −84,540−73.6% | Reduced |
| Jane Street Group, LLC | 31,676 | $1.35M | 0.00% | −57,621−64.5% | Reduced |
| Alpha DNA Investment Management LLC | 32,363 | $1.38M | 0.97% | +32,363 | New |
| Crewe Advisors LLC | 34,519 | $1.48M | 0.35% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 34,566 | $1.48M | 0.18% | +2,500+7.8% | Added |
| PEAK6 Investments LLC | 35,620 | $1.52M | 0.03% | −2,572−6.7% | Reduced |
| Marshall Wace North America L.P. | 36,605 | $1.56M | 0.01% | +36,605 | New |
| BlueMar Capital Management, LLC | 39,720 | $1.70M | 0.44% | +152+0.4% | Added |
| Scge Management, L.P. | 40,000 | $1.71M | 0.02% | 00.0% | Unchanged |