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, Q4 2021
Institutional positions in Qualtrics International Inc. as of Dec 31, 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
- 210
- +46 vs. Q3 2021
- Shares held
- 119.3M
- +39.7M (+50.0%) vs. Q3 2021
- Total value
- $4.22B
- +$824.4M (+24.2%) vs. Q3 2021
- New holders
- 76
- 81 more added
- Sold out
- 30
- 35 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7 | $0 | 0.00% | +5+250.0% | Added |
| South State Corp. | 7 | $0 | 0.00% | +7 | New |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Mach-1 Financial Group, Inc. | 21 | $0 | 0.00% | +21 | New |
| Danda Trouve Investment Management, Inc. | 30 | $1.00K | 0.00% | −650−95.6% | Reduced |
| Geneos Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $1.00K | 0.00% | +22 | New |
| Lee Financial Co | 21 | $1.00K | 0.00% | +21 | New |
| Truvestments Capital LLC | 40 | $1.00K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 15 | $1.00K | 0.00% | +15 | New |
| Guardian Wealth Management, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Carroll Financial Associates, Inc. | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $2.00K | 0.00% | +83 | New |
| Parallel Advisors, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Washington Trust Advisors, Inc. | 54 | $2.00K | 0.00% | +54 | New |
| Newbridge Financial Services Group, Inc. | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 82 | $3.00K | 0.00% | +82 | New |
| H. L. Ormond & Company, LLC | 89 | $3.00K | 0.00% | +89 | New |
| High Net Worth Advisory Group LLC | 150 | $5.00K | 0.00% | +150 | New |
| US Bancorp | 190 | $7.00K | 0.00% | −3−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 250 | $9.00K | 0.00% | −500−66.7% | Reduced |
| CWM, LLC | 290 | $10.0K | 0.00% | +290 | New |
| Cypress Capital Management LLC (WY) | 300 | $11.0K | 0.01% | +300 | New |
| Atlantic Trust, LLC | 371 | $13.0K | 0.01% | +371 | New |
| Tradition Wealth Management, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 397 | $14.0K | 0.00% | +397 | New |
| Umb Bank N A | 443 | $16.0K | 0.00% | +443 | New |
| Allworth Financial LP | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $18.0K | 0.00% | +500 | New |
| Total Clarity Wealth Management, Inc. | 500 | $18.0K | 0.01% | +500 | New |
| Signaturefd, LLC | 800 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 800 | $28.0K | 0.00% | +800 | New |
| Fifth Third Bancorp | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,727 | $61.1K | 0.00% | +1,200+227.7% | Added |
| The PNC Financial Services Group, Inc. | 1,927 | $69.0K | 0.00% | −10−0.5% | Reduced |
| Dark Forest Capital Management LP | 1,981 | $70.0K | 0.03% | +1,854+1,459.8% | Added |
| Kelly Lawrence W & Associates Inc | 3,000 | $106.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,987 | $141.0K | 0.01% | +1,138+39.9% | Added |
| National Bank of Canada | 4,238 | $150.0K | 0.00% | +4,238 | New |
| Advisors Asset Management, Inc. | 4,274 | $151.3K | 0.00% | +2,945+221.6% | Added |
| HSBC Holdings PLC | 5,793 | $205.0K | 0.00% | +5,793 | New |
| Arete Wealth Advisors, LLC | 5,950 | $211.0K | 0.02% | +5,950 | New |
| Jacobs Levy Equity Management, Inc | 6,437 | $228.0K | 0.00% | +6,437 | New |
| Galvin, Gaustad & Stein, LLC | 6,500 | $230.0K | 0.02% | +6,500 | New |
| Pegasus Partners Ltd. | 6,564 | $232.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,624 | $238.0K | 0.00% | +6,624 | New |
| Gsa Capital Partners LLP | 6,741 | $239.0K | 0.03% | +1,526+29.3% | Added |
| ProShare Advisors LLC | 6,806 | $241.0K | 0.00% | +6,806 | New |
| FirstPurpose Wealth LLC | 6,866 | $243.0K | 0.15% | +6,866 | New |
| Gamco Investors, Inc. Et Al | 7,000 | $248.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,996 | $248.0K | 0.14% | +144+2.1% | Added |
| Franklin Resources Inc | 7,155 | $253.0K | 0.00% | +1,120+18.6% | Added |
| Verition Fund Management LLC | 7,169 | $254.0K | 0.00% | +7,169 | New |
| Pendal Group Limited | 7,231 | $256.0K | 0.00% | +137+1.9% | Added |
| Edmond de Rothschild Holding S.A. | 7,382 | $261.0K | 0.01% | +7,382 | New |
| Summit Trail Advisors, LLC | 7,400 | $262.0K | 0.02% | −138−1.8% | Reduced |
| Jefferies Group LLC | 7,500 | $265.5K | 0.00% | +7,500 | New |
| Blueshift Asset Management, LLC | 7,851 | $278.0K | 0.02% | +7,851 | New |
| Amundi | 10,457 | $292.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,525 | $302.0K | 0.00% | +8,525 | New |
| Advisor Group Holdings, Inc. | 8,773 | $311.0K | 0.00% | −158−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 8,835 | $313.0K | 0.00% | +1,297+17.2% | Added |
| Tower Research Capital LLC (TRC) | 8,914 | $316.0K | 0.01% | +4,133+86.4% | Added |
| TBH Global Asset Management, LLC | 9,167 | $325.0K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,403 | $332.0K | 0.01% | −17,472−65.0% | Reduced |
| LVW Advisors, LLC | 9,415 | $333.0K | 0.06% | +785+9.1% | Added |
| Citigroup Inc | 9,427 | $334.0K | 0.00% | +6,937+278.6% | Added |
| Conestoga Capital Advisors, LLC | 9,576 | $339.0K | 0.00% | −25−0.3% | Reduced |
| Cutler Group LP | 9,748 | $345.0K | 0.02% | +1,206+14.1% | Added |
| Steel Peak Wealth Management LLC | 10,000 | $354.0K | 0.02% | −72−0.7% | Reduced |
| Paloma Partners Management Co | 10,241 | $363.0K | 0.01% | +10,241 | New |
| Wolverine Trading, LLC | 10,143 | $364.0K | 0.00% | +10,143 | New |
| UBS Group AG | 10,359 | $367.0K | 0.00% | −198,577−95.0% | Reduced |
| Engineers Gate Manager LP | 10,388 | $368.0K | 0.02% | +3,593+52.9% | Added |
| Winton Group Ltd | 10,614 | $376.0K | 0.02% | +10,614 | New |
| Altfest L J & Co Inc | 10,866 | $385.0K | 0.07% | +10,866 | New |
| Parametric Portfolio Associates LLC | 11,143 | $394.0K | 0.00% | −743−6.3% | Reduced |
| HighTower Advisors, LLC | 12,470 | $442.0K | 0.00% | −5,535−30.7% | Reduced |
| Dimensional Fund Advisors LP | 12,513 | $443.0K | 0.00% | +938+8.1% | Added |
| LPL Financial LLC | 12,643 | $448.0K | 0.00% | −3,390−21.1% | Reduced |
| Legal & General Group Plc | 13,041 | $462.0K | 0.00% | +13,041 | New |
| Stifel Financial Corp | 13,227 | $468.0K | 0.00% | −257−1.9% | Reduced |
| Canada Pension Plan Investment Board | 13,430 | $475.0K | 0.00% | +2,430+22.1% | Added |
| Woodward Diversified Capital, LLC | 15,101 | $535.0K | 0.31% | −8,922−37.1% | Reduced |
| Platform Technology Partners | 15,263 | $540.0K | 0.24% | +700+4.8% | Added |
| Thomas Story & Son LLC | 15,805 | $559.0K | 0.22% | −50.0% | Reduced |
| Spire Wealth Management | 16,649 | $589.0K | 0.01% | +15,312+1,145.3% | Added |
| Ieq Capital, LLC | 16,679 | $590.0K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 16,996 | $601.7K | 0.00% | +6,111+56.1% | Added |
| Envestnet Asset Management Inc | 18,107 | $641.0K | 0.00% | +7,963+78.5% | Added |
| JustInvest LLC | 19,365 | $686.0K | 0.04% | +19,365 | New |
| Walleye Capital LLC | 19,458 | $689.0K | 0.02% | −2,686−12.1% | Reduced |
| Graham Capital Management, L.P. | 20,115 | $712.0K | 0.04% | +20,115 | New |
| CIBC Asset Management Inc | 21,392 | $757.0K | 0.00% | +950+4.6% | Added |
| Jump Financial, LLC | 22,625 | $801.0K | 0.05% | −49,748−68.7% | Reduced |
| Elite Wealth Management, Inc. | 22,888 | $810.0K | 0.31% | +6,829+42.5% | Added |
| NVWM, LLC | 23,515 | $833.0K | 0.26% | +214+0.9% | Added |
| Victory Capital Management Inc | 23,822 | $843.0K | 0.00% | +1,012+4.4% | Added |