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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.

Q1 2022 vs. Q4 2021

How the institutions holding Qualtrics International Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of XM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2102197−11
Shares119.3M91130.6M+11.4M (+9.5%)
Value$4.22B$3.00K$3.73B−$494.3M (−11.7%)

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Qualtrics International Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to XM in Q1 2022
InstitutionSharesValue% of portfolio
Lord, Abbett & Co. LLC2,952,119$84.3M0.22%
Dorsal Capital Management, LLC1,400,000$40.0M2.03%
First Trust Advisors LP1,038,531$29.6M0.03%
Polar Capital Holdings Plc498,439$14.2M0.08%
Washington Harbour Partners LP435,495$12.4M4.54%
Stanley-Laman Group, Ltd.377,857$10.8M1.49%
La Financiere de L'Echiquier310,000$8.85M0.36%
Macquarie Group Ltd258,493$7.38M0.01%
Twinbeech Capital LP168,496$4.81M0.21%
Twenty Acre Capital LP120,100$3.43M2.67%
Sora Investors LLC109,827$3.14M1.45%
Bokf, NA103,937$2.97M0.05%
Lisanti Capital Growth, LLC90,395$2.58M0.29%
O'Shares Investment Advisers, LLC75,538$2.16M0.17%
Crestline Management, LP71,495$2.04M0.26%
New York State Common Retirement Fund68,650$1.96M0.00%
Twin Tree Management, LP57,069$1.63M0.03%
Trexquant Investment LP45,355$1.29M0.06%
Corton Capital Inc.38,676$1.10M0.48%
Delphia (USA) Inc.26,773$764.0K0.57%
Weiss Multi-Strategy Advisers LLC19,882$568.0K0.01%
Clearline Capital LP18,653$533.0K0.07%
Jeneq Management, LP16,200$463.0K0.12%
Mirador Capital Partners LP13,677$390.0K0.08%
SG Americas Securities, LLC12,745$364.0K0.00%
Two Sigma Securities, LLC12,700$363.0K0.05%
Sciencast Management LP13,136$350.0K0.08%
Intellectus Partners, LLC10,695$305.0K0.09%
Level Four Advisory Services, LLC10,388$297.0K0.02%
Peapack Gladstone Financial Corp10,000$286.0K0.01%
Y-Intercept (Hong Kong) Ltd9,701$277.0K0.06%
Cypress Wealth Services, LLC8,695$248.0K0.07%
Barclays PLC2,977$85.0K0.00%
Repertoire Partners LP1,000$29.0K0.01%
Cedar Mountain Advisors, LLC905$26.0K0.01%
KB Financial Partners, LLC394$11.0K0.00%
Global Retirement Partners, LLC691$10.0K0.00%
Tyler-Stone Wealth Management200$6.00K0.00%
IFP Advisors, Inc100$5.00K0.00%
Tucker Asset Management LLC50$1.43K0.00%
Worth Asset Management, LLC50$1.00K0.00%
IndexIQ Advisors LLC12$00.00%
Capital Advisors, Ltd. LLC10$00.00%

Sold out (54)

Institutions that held Qualtrics International Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of XM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Capital Research Global Investors2,177,797$77.1M
Migdal Insurance & Financial Holdings Ltd.1,254,878$44.4M
Durable Capital Partners LP798,577$28.3M
Marshall Wace, LLP593,401$21.0M
ThornTree Capital Partners LP481,081$17.0M
Hidden Lake Asset Management LP457,526$16.2M
Balyasny Asset Management LLC394,257$14.0M
HRT Financial LP360,702$12.8M
Islet Management, LP350,000$12.4M
D. E. Shaw & Co., Inc.304,384$10.8M
Pentwater Capital Management LP237,500$8.41M
Schonfeld Strategic Advisors LLC211,635$7.49M
Point72 Asset Management, L.P.191,905$6.79M
Industrial Alliance Investment Management Inc.143,850$5.09M
Grandeur Peak Global Advisors, LLC117,024$4.14M
Tudor Investment Corp Et Al91,727$3.25M
Two Sigma Investments, LP89,146$3.16M
Ergoteles LLC87,424$3.10M
Healthcare of Ontario Pension Plan Trust Fund65,000$2.30M
Alyeska Investment Group, L.P.60,113$2.13M
Occudo Quantitative Strategies LP59,887$2.12M
Qube Research & Technologies Ltd58,141$2.06M
Arrowstreet Capital, Limited Partnership50,434$1.78M
Westerly Capital Management, LLC50,000$1.77M
Voloridge Investment Management, LLC47,530$1.68M
Keeler Thomas Management LLC31,026$1.10M
Dynamic Technology Lab Private Ltd27,412$970.0K
Laurion Capital Management LP25,000$885.0K
Walleye Capital LLC19,458$689.0K
Woodward Diversified Capital, LLC15,101$535.0K
LPL Financial LLC12,643$448.0K
Winton Group Ltd10,614$376.0K
Paloma Partners Management Co10,241$363.0K
LVW Advisors, LLC9,415$333.0K
TBH Global Asset Management, LLC9,167$325.0K
Jefferies Group LLC7,500$265.5K
Franklin Resources Inc7,155$253.0K
ProShare Advisors LLC6,806$241.0K
Pegasus Partners Ltd.6,564$232.0K
Jacobs Levy Equity Management, Inc6,437$228.0K
Arete Wealth Advisors, LLC5,950$211.0K
HSBC Holdings PLC5,793$205.0K
Advisors Asset Management, Inc.4,274$151.3K
Johnson Financial Group, Inc.500$18.0K
Total Clarity Wealth Management, Inc.500$18.0K
Tradition Wealth Management, LLC400$14.0K
Atlantic Trust, LLC371$13.0K
Cypress Capital Management LLC (WY)300$11.0K
US Bancorp190$7.00K
Newbridge Financial Services Group, Inc.90$3.00K
Lee Financial Co21$1.00K
Truvestments Capital LLC40$1.00K
South State Corp.7$0
Mach-1 Financial Group, Inc.21$0

Not filed for Q1 2022 yet (2)

Institutions that held Qualtrics International Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Carroll Financial Associates, Inc.76$2.00K
Bell Investment Advisors, Inc15$1.00K