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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 36,657 | $1.30M | 0.02% | +26,077+246.5% | Added |
| Raymond James & Associates | 36,494 | $1.29M | 0.00% | +28,327+346.8% | Added |
| Bayesian Capital Management, LP | 31,417 | $1.11M | 0.35% | +31,417 | New |
| Keeler Thomas Management LLC | 31,026 | $1.10M | 0.48% | +8,520+37.9% | Added |
| SEI Investments Co | 29,419 | $1.04M | 0.00% | +10,144+52.6% | Added |
| PEAK6 Investments LLC | 27,630 | $978.0K | 0.03% | −7,990−22.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,412 | $970.0K | 0.11% | +8,862+47.8% | Added |
| Walleye Trading LLC | 25,911 | $917.0K | 0.01% | +25,911 | New |
| Truist Financial Corp | 25,264 | $894.0K | 0.00% | +25,264 | New |
| Laurion Capital Management LP | 25,000 | $885.0K | 0.02% | +11,989+92.1% | Added |
| Victory Capital Management Inc | 23,822 | $843.0K | 0.00% | +1,012+4.4% | Added |
| NVWM, LLC | 23,515 | $833.0K | 0.26% | +214+0.9% | Added |
| Elite Wealth Management, Inc. | 22,888 | $810.0K | 0.31% | +6,829+42.5% | Added |
| Jump Financial, LLC | 22,625 | $801.0K | 0.05% | −49,748−68.7% | Reduced |
| CIBC Asset Management Inc | 21,392 | $757.0K | 0.00% | +950+4.6% | Added |
| Graham Capital Management, L.P. | 20,115 | $712.0K | 0.04% | +20,115 | New |
| Walleye Capital LLC | 19,458 | $689.0K | 0.02% | −2,686−12.1% | Reduced |
| JustInvest LLC | 19,365 | $686.0K | 0.04% | +19,365 | New |
| Envestnet Asset Management Inc | 18,107 | $641.0K | 0.00% | +7,963+78.5% | Added |
| UBS Asset Management Americas Inc | 16,996 | $601.7K | 0.00% | +6,111+56.1% | Added |
| Ieq Capital, LLC | 16,679 | $590.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 16,649 | $589.0K | 0.01% | +15,312+1,145.3% | Added |
| Thomas Story & Son LLC | 15,805 | $559.0K | 0.22% | −50.0% | Reduced |
| Platform Technology Partners | 15,263 | $540.0K | 0.24% | +700+4.8% | Added |
| Woodward Diversified Capital, LLC | 15,101 | $535.0K | 0.31% | −8,922−37.1% | Reduced |
| Canada Pension Plan Investment Board | 13,430 | $475.0K | 0.00% | +2,430+22.1% | Added |
| Stifel Financial Corp | 13,227 | $468.0K | 0.00% | −257−1.9% | Reduced |
| Legal & General Group Plc | 13,041 | $462.0K | 0.00% | +13,041 | New |
| LPL Financial LLC | 12,643 | $448.0K | 0.00% | −3,390−21.1% | Reduced |
| Dimensional Fund Advisors LP | 12,513 | $443.0K | 0.00% | +938+8.1% | Added |
| HighTower Advisors, LLC | 12,470 | $442.0K | 0.00% | −5,535−30.7% | Reduced |
| Parametric Portfolio Associates LLC | 11,143 | $394.0K | 0.00% | −743−6.3% | Reduced |
| Altfest L J & Co Inc | 10,866 | $385.0K | 0.07% | +10,866 | New |
| Winton Group Ltd | 10,614 | $376.0K | 0.02% | +10,614 | New |
| Engineers Gate Manager LP | 10,388 | $368.0K | 0.02% | +3,593+52.9% | Added |
| UBS Group AG | 10,359 | $367.0K | 0.00% | −198,577−95.0% | Reduced |
| Wolverine Trading, LLC | 10,143 | $364.0K | 0.00% | +10,143 | New |
| Paloma Partners Management Co | 10,241 | $363.0K | 0.01% | +10,241 | New |
| Steel Peak Wealth Management LLC | 10,000 | $354.0K | 0.02% | −72−0.7% | Reduced |
| Cutler Group LP | 9,748 | $345.0K | 0.02% | +1,206+14.1% | Added |
| Conestoga Capital Advisors, LLC | 9,576 | $339.0K | 0.00% | −25−0.3% | Reduced |
| Citigroup Inc | 9,427 | $334.0K | 0.00% | +6,937+278.6% | Added |
| LVW Advisors, LLC | 9,415 | $333.0K | 0.06% | +785+9.1% | Added |
| Simplex Trading, LLC | 9,403 | $332.0K | 0.01% | −17,472−65.0% | Reduced |
| TBH Global Asset Management, LLC | 9,167 | $325.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,914 | $316.0K | 0.01% | +4,133+86.4% | Added |
| Manufacturers Life Insurance Company, The | 8,835 | $313.0K | 0.00% | +1,297+17.2% | Added |
| Advisor Group Holdings, Inc. | 8,773 | $311.0K | 0.00% | −158−1.8% | Reduced |
| Cetera Investment Advisers | 8,525 | $302.0K | 0.00% | +8,525 | New |
| Amundi | 10,457 | $292.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,851 | $278.0K | 0.02% | +7,851 | New |
| Jefferies Group LLC | 7,500 | $265.5K | 0.00% | +7,500 | New |
| Summit Trail Advisors, LLC | 7,400 | $262.0K | 0.02% | −138−1.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,382 | $261.0K | 0.01% | +7,382 | New |
| Pendal Group Limited | 7,231 | $256.0K | 0.00% | +137+1.9% | Added |
| Verition Fund Management LLC | 7,169 | $254.0K | 0.00% | +7,169 | New |
| Franklin Resources Inc | 7,155 | $253.0K | 0.00% | +1,120+18.6% | Added |
| 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 |
| FirstPurpose Wealth LLC | 6,866 | $243.0K | 0.15% | +6,866 | New |
| ProShare Advisors LLC | 6,806 | $241.0K | 0.00% | +6,806 | New |
| Gsa Capital Partners LLP | 6,741 | $239.0K | 0.03% | +1,526+29.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,624 | $238.0K | 0.00% | +6,624 | New |
| Pegasus Partners Ltd. | 6,564 | $232.0K | 0.04% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 6,500 | $230.0K | 0.02% | +6,500 | New |
| Jacobs Levy Equity Management, Inc | 6,437 | $228.0K | 0.00% | +6,437 | New |
| Arete Wealth Advisors, LLC | 5,950 | $211.0K | 0.02% | +5,950 | New |
| HSBC Holdings PLC | 5,793 | $205.0K | 0.00% | +5,793 | New |
| Advisors Asset Management, Inc. | 4,274 | $151.3K | 0.00% | +2,945+221.6% | Added |
| National Bank of Canada | 4,238 | $150.0K | 0.00% | +4,238 | New |
| Benjamin F. Edwards & Company, Inc. | 3,987 | $141.0K | 0.01% | +1,138+39.9% | Added |
| Kelly Lawrence W & Associates Inc | 3,000 | $106.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,981 | $70.0K | 0.03% | +1,854+1,459.8% | Added |
| The PNC Financial Services Group, Inc. | 1,927 | $69.0K | 0.00% | −10−0.5% | Reduced |
| Leonteq Securities AG | 1,727 | $61.1K | 0.00% | +1,200+227.7% | Added |
| Fifth Third Bancorp | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 800 | $28.0K | 0.00% | +800 | 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 |
| Umb Bank N A | 443 | $16.0K | 0.00% | +443 | New |
| Tradition Wealth Management, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 397 | $14.0K | 0.00% | +397 | New |
| Atlantic Trust, LLC | 371 | $13.0K | 0.01% | +371 | New |
| Cypress Capital Management LLC (WY) | 300 | $11.0K | 0.01% | +300 | New |
| CWM, LLC | 290 | $10.0K | 0.00% | +290 | New |
| Steward Partners Investment Advisory, LLC | 250 | $9.00K | 0.00% | −500−66.7% | Reduced |
| US Bancorp | 190 | $7.00K | 0.00% | −3−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +200 | New |
| High Net Worth Advisory Group LLC | 150 | $5.00K | 0.00% | +150 | 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 |
| 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 |
| 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 |