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, Q1 2022
Institutional positions in Qualtrics International Inc. as of Mar 31, 2022. 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
- 197
- −11 vs. Q4 2021
- Shares held
- 130.6M
- +11.4M (+9.5%) vs. Q4 2021
- Total value
- $3.73B
- −$494.3M (−11.7%) vs. Q4 2021
- New holders
- 43
- 80 more added
- Sold out
- 54
- 51 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q4 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% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 12 | $0 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| Umb Bank N A | 43 | $1.00K | 0.00% | −400−90.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $1.00K | 0.00% | −23−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 19 | $1.00K | 0.00% | −3−13.6% | Reduced |
| Geneos Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 50 | $1.43K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $5.00K | 0.00% | −70−28.0% | Reduced |
| IFP Advisors, Inc | 100 | $5.00K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $6.00K | 0.00% | +200 | New |
| CWM, LLC | 290 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 691 | $10.0K | 0.00% | +691 | New |
| KB Financial Partners, LLC | 394 | $11.0K | 0.00% | +394 | New |
| Allworth Financial LP | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 761 | $22.0K | 0.01% | −22,754−96.8% | Reduced |
| Captrust Financial Advisors | 784 | $22.0K | 0.00% | +387+97.5% | Added |
| Cedar Mountain Advisors, LLC | 905 | $26.0K | 0.01% | +905 | New |
| Fifth Third Bancorp | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $29.0K | 0.01% | +1,000 | New |
| Dark Forest Capital Management LP | 1,154 | $32.0K | 0.01% | −827−41.7% | Reduced |
| Signaturefd, LLC | 1,350 | $39.0K | 0.00% | +550+68.8% | Added |
| Spire Wealth Management | 1,386 | $40.0K | 0.00% | −15,263−91.7% | Reduced |
| Leonteq Securities AG | 2,527 | $72.1K | 0.00% | +800+46.3% | Added |
| Barclays PLC | 2,977 | $85.0K | 0.00% | +2,977 | New |
| Kelly Lawrence W & Associates Inc | 3,000 | $86.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,010 | $114.0K | 0.01% | −5,738−58.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,657 | $133.0K | 0.01% | +670+16.8% | Added |
| Advisor Group Holdings, Inc. | 5,868 | $173.0K | 0.00% | −2,905−33.1% | Reduced |
| Rockefeller Capital Management L.P. | 6,073 | $173.0K | 0.00% | +5,273+659.1% | Added |
| Walleye Trading LLC | 6,211 | $177.0K | 0.00% | −19,700−76.0% | Reduced |
| Gamco Investors, Inc. Et Al | 7,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,157 | $204.0K | 0.02% | −694−8.8% | Reduced |
| Pendal Group Limited | 7,231 | $206.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 7,248 | $207.0K | 0.01% | −12,117−62.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,519 | $214.0K | 0.00% | +5,592+290.2% | Added |
| Parametric Portfolio Associates LLC | 7,556 | $216.0K | 0.00% | −3,587−32.2% | Reduced |
| XTX Topco Ltd | 7,555 | $216.0K | 0.09% | +559+8.0% | Added |
| Summit Trail Advisors, LLC | 7,783 | $222.0K | 0.02% | +383+5.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,092 | $231.0K | 0.00% | +1,468+22.2% | Added |
| Edmond de Rothschild Holding S.A. | 8,174 | $233.0K | 0.01% | +792+10.7% | Added |
| Cypress Wealth Services, LLC | 8,695 | $248.0K | 0.07% | +8,695 | New |
| UBS Group AG | 9,205 | $263.0K | 0.00% | −1,154−11.1% | Reduced |
| Seven Eight Capital, LP | 9,254 | $264.0K | 0.04% | −32,913−78.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,701 | $277.0K | 0.06% | +9,701 | New |
| Platform Technology Partners | 9,763 | $279.0K | 0.13% | −5,500−36.0% | Reduced |
| HighTower Advisors, LLC | 9,782 | $281.0K | 0.00% | −2,688−21.6% | Reduced |
| Peapack Gladstone Financial Corp | 10,000 | $286.0K | 0.01% | +10,000 | New |
| Level Four Advisory Services, LLC | 10,388 | $297.0K | 0.02% | +10,388 | New |
| Intellectus Partners, LLC | 10,695 | $305.0K | 0.09% | +10,695 | New |
| Altfest L J & Co Inc | 11,740 | $335.0K | 0.06% | +874+8.0% | Added |
| Cetera Investment Advisers | 12,045 | $344.0K | 0.00% | +3,520+41.3% | Added |
| Sciencast Management LP | 13,136 | $350.0K | 0.08% | +13,136 | New |
| FirstPurpose Wealth LLC | 12,287 | $351.0K | 0.27% | +5,421+79.0% | Added |
| Two Sigma Securities, LLC | 12,700 | $363.0K | 0.05% | +12,700 | New |
| SG Americas Securities, LLC | 12,745 | $364.0K | 0.00% | +12,745 | New |
| Man Group plc | 13,348 | $381.0K | 0.00% | −107,122−88.9% | Reduced |
| Legal & General Group Plc | 13,453 | $384.0K | 0.00% | +412+3.2% | Added |
| Mirador Capital Partners LP | 13,677 | $390.0K | 0.08% | +13,677 | New |
| Canada Pension Plan Investment Board | 14,195 | $406.0K | 0.00% | +765+5.7% | Added |
| Conestoga Capital Advisors, LLC | 14,766 | $422.0K | 0.01% | +5,190+54.2% | Added |
| Victory Capital Management Inc | 22,811 | $423.0K | 0.00% | −1,011−4.2% | Reduced |
| Thomas Story & Son LLC | 14,805 | $423.0K | 0.17% | −1,000−6.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 15,000 | $428.0K | 0.04% | +8,500+130.8% | Added |
| Amundi | 16,574 | $436.0K | 0.00% | +6,117+58.5% | Added |
| Quantbot Technologies LP | 16,001 | $456.0K | 0.04% | −91,962−85.2% | Reduced |
| Jeneq Management, LP | 16,200 | $463.0K | 0.12% | +16,200 | New |
| Ieq Capital, LLC | 16,679 | $476.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,077 | $488.0K | 0.00% | +8,163+91.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,225 | $491.9K | 0.00% | −382,050−95.7% | Reduced |
| Squarepoint Ops LLC | 17,234 | $492.0K | 0.00% | −29,272−62.9% | Reduced |
| Manufacturers Life Insurance Company, The | 17,745 | $506.6K | 0.00% | +8,910+100.8% | Added |
| Simplex Trading, LLC | 18,049 | $515.0K | 0.02% | +8,646+91.9% | Added |
| Clearline Capital LP | 18,653 | $533.0K | 0.07% | +18,653 | New |
| Weiss Multi-Strategy Advisers LLC | 19,882 | $568.0K | 0.01% | +19,882 | New |
| Steel Peak Wealth Management LLC | 20,000 | $571.0K | 0.03% | +10,000+100.0% | Added |
| CIBC Asset Management Inc | 21,392 | $611.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 21,050 | $612.0K | 0.02% | +10,907+107.5% | Added |
| Envestnet Asset Management Inc | 21,954 | $627.0K | 0.00% | +3,847+21.2% | Added |
| UBS Asset Management Americas Inc | 22,294 | $636.5K | 0.00% | +5,298+31.2% | Added |
| Elite Wealth Management, Inc. | 22,888 | $653.0K | 0.28% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,320 | $666.0K | 0.09% | +16,579+245.9% | Added |
| Truist Financial Corp | 24,994 | $714.0K | 0.00% | −270−1.1% | Reduced |
| PEAK6 Investments LLC | 25,427 | $726.0K | 0.02% | −2,203−8.0% | Reduced |
| Delphia (USA) Inc. | 26,773 | $764.0K | 0.57% | +26,773 | New |
| Raymond James & Associates | 27,490 | $785.0K | 0.00% | −9,004−24.7% | Reduced |
| SEI Investments Co | 28,734 | $820.0K | 0.00% | −685−2.3% | Reduced |
| Bayesian Capital Management, LP | 28,800 | $822.0K | 0.12% | −2,617−8.3% | Reduced |
| Ensign Peak Advisors, Inc | 32,935 | $940.0K | 0.00% | −331,457−91.0% | Reduced |