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 |
|---|---|---|---|---|---|
| Laurion Capital Management LP | 13,011 | $556.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,689 | $542.0K | 0.00% | +12,689 | New |
| Acadian Asset Management LLC | 12,681 | $540.0K | 0.00% | −7,903−38.4% | Reduced |
| Quantbot Technologies LP | 12,258 | $523.0K | 0.04% | +12,258 | New |
| Parametric Portfolio Associates LLC | 11,886 | $508.0K | 0.00% | +11,886 | New |
| Dimensional Fund Advisors LP | 11,575 | $495.0K | 0.00% | +1,092+10.4% | Added |
| Canada Pension Plan Investment Board | 11,000 | $470.0K | 0.00% | +11,000 | New |
| UBS Asset Management Americas Inc | 10,885 | $465.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,580 | $452.0K | 0.01% | −69,442−86.8% | Reduced |
| Amundi | 10,457 | $447.0K | 0.00% | +10,457 | New |
| Envestnet Asset Management Inc | 10,144 | $434.0K | 0.00% | +1,156+12.9% | Added |
| Steel Peak Wealth Management LLC | 10,072 | $430.0K | 0.03% | +72+0.7% | Added |
| Conestoga Capital Advisors, LLC | 9,601 | $410.0K | 0.01% | +2,761+40.4% | Added |
| TBH Global Asset Management, LLC | 9,167 | $392.0K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,931 | $381.0K | 0.00% | −2,443−21.5% | Reduced |
| LVW Advisors, LLC | 8,630 | $369.0K | 0.06% | −12,500−59.2% | Reduced |
| Cutler Group LP | 8,542 | $365.0K | 0.03% | −6,980−45.0% | Reduced |
| Squarepoint Ops LLC | 8,312 | $355.0K | 0.00% | +8,312 | New |
| Raymond James & Associates | 8,167 | $349.0K | 0.00% | +8,167 | New |
| Sciencast Management LP | 7,623 | $334.0K | 0.09% | +7,623 | New |
| 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 |
| Pendal Group Limited | 7,094 | $303.0K | 0.00% | +103+1.5% | Added |
| Gamco Investors, Inc. Et Al | 7,000 | $299.0K | 0.00% | −220−3.0% | Reduced |
| XTX Topco Ltd | 6,852 | $293.0K | 0.10% | +6,852 | New |
| Engineers Gate Manager LP | 6,795 | $290.0K | 0.02% | +6,795 | New |
| Pegasus Partners Ltd. | 6,564 | $281.0K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,456 | $276.0K | 0.01% | −2,499−27.9% | Reduced |
| Commonwealth Equity Services, LLC | 6,138 | $262.0K | 0.00% | +600+10.8% | Added |
| Franklin Resources Inc | 6,035 | $258.0K | 0.00% | −178,965−96.7% | Reduced |
| 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 |
| TownSquare Capital, LLC | 5,046 | $216.0K | 0.01% | +5,046 | New |
| Capstone Investment Advisors, LLC | 4,836 | $207.0K | 0.00% | +4,836 | New |
| 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 |
| James Investment Research Inc | 4,049 | $173.0K | 0.02% | +529+15.0% | Added |
| Arkadios Wealth Advisors | 3,494 | $149.0K | 0.02% | +1,187+51.5% | Added |
| Kelly Lawrence W & Associates Inc | 3,000 | $128.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,849 | $122.0K | 0.01% | −899−24.0% | Reduced |
| Citigroup Inc | 2,490 | $106.0K | 0.00% | −8,718−77.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,937 | $83.0K | 0.00% | +736+61.3% | Added |
| 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 |
| Fifth Third Bancorp | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $34.0K | 0.00% | +100+14.3% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $32.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 680 | $29.0K | 0.03% | +318+87.8% | Added |
| Koshinski Asset Management, Inc. | 600 | $25.6K | 0.00% | +600 | New |
| Leonteq Securities AG | 527 | $22.5K | 0.00% | +527 | New |
| Allworth Financial LP | 500 | $21.0K | 0.00% | +500 | New |
| Tradition Wealth Management, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 241 | $10.0K | 0.01% | +241 | New |
| US Bancorp | 193 | $8.00K | 0.00% | −519−72.9% | Reduced |
| Asset Dedication, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 127 | $5.00K | 0.00% | +127 | New |
| Newbridge Financial Services Group, Inc. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 76 | $3.00K | 0.00% | +13+20.6% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $2.14K | 0.00% | +50 | 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 |
| Baystate Wealth Management LLC | 30 | $1.00K | 0.00% | +30 | New |
| Washington Trust Co | 5 | $0 | 0.00% | +2+66.7% | Added |
| Ci Investments Inc. | 2 | $0 | 0.00% | +2 | New |
| Putnam Investments LLC | 0 | $0 | 0.00% | −1,078,181−100.0% | Sold out |
| SB Investment Advisers (UK) Ltd | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −543,400−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −376,834−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −279,000−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −165,577−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −124,282−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −65,325−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,013−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,788−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −18,730−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −15,527−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −125−100.0% | Sold out |