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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 27,490 | $785.0K | 0.00% | −9,004−24.7% | Reduced |
| Delphia (USA) Inc. | 26,773 | $764.0K | 0.57% | +26,773 | New |
| PEAK6 Investments LLC | 25,427 | $726.0K | 0.02% | −2,203−8.0% | Reduced |
| Truist Financial Corp | 24,994 | $714.0K | 0.00% | −270−1.1% | Reduced |
| Gsa Capital Partners LLP | 23,320 | $666.0K | 0.09% | +16,579+245.9% | Added |
| Elite Wealth Management, Inc. | 22,888 | $653.0K | 0.28% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 22,294 | $636.5K | 0.00% | +5,298+31.2% | Added |
| Envestnet Asset Management Inc | 21,954 | $627.0K | 0.00% | +3,847+21.2% | Added |
| Wolverine Trading, LLC | 21,050 | $612.0K | 0.02% | +10,907+107.5% | Added |
| CIBC Asset Management Inc | 21,392 | $611.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 20,000 | $571.0K | 0.03% | +10,000+100.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 19,882 | $568.0K | 0.01% | +19,882 | New |
| Clearline Capital LP | 18,653 | $533.0K | 0.07% | +18,653 | New |
| Simplex Trading, LLC | 18,049 | $515.0K | 0.02% | +8,646+91.9% | Added |
| Manufacturers Life Insurance Company, The | 17,745 | $506.6K | 0.00% | +8,910+100.8% | Added |
| Squarepoint Ops LLC | 17,234 | $492.0K | 0.00% | −29,272−62.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,225 | $491.9K | 0.00% | −382,050−95.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,077 | $488.0K | 0.00% | +8,163+91.6% | Added |
| Ieq Capital, LLC | 16,679 | $476.0K | 0.01% | 00.0% | Unchanged |
| Jeneq Management, LP | 16,200 | $463.0K | 0.12% | +16,200 | New |
| Quantbot Technologies LP | 16,001 | $456.0K | 0.04% | −91,962−85.2% | Reduced |
| Amundi | 16,574 | $436.0K | 0.00% | +6,117+58.5% | Added |
| Galvin, Gaustad & Stein, LLC | 15,000 | $428.0K | 0.04% | +8,500+130.8% | 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 |
| Conestoga Capital Advisors, LLC | 14,766 | $422.0K | 0.01% | +5,190+54.2% | Added |
| Canada Pension Plan Investment Board | 14,195 | $406.0K | 0.00% | +765+5.7% | Added |
| Mirador Capital Partners LP | 13,677 | $390.0K | 0.08% | +13,677 | New |
| Legal & General Group Plc | 13,453 | $384.0K | 0.00% | +412+3.2% | Added |
| Man Group plc | 13,348 | $381.0K | 0.00% | −107,122−88.9% | Reduced |
| SG Americas Securities, LLC | 12,745 | $364.0K | 0.00% | +12,745 | New |
| Two Sigma Securities, LLC | 12,700 | $363.0K | 0.05% | +12,700 | New |
| FirstPurpose Wealth LLC | 12,287 | $351.0K | 0.27% | +5,421+79.0% | Added |
| Sciencast Management LP | 13,136 | $350.0K | 0.08% | +13,136 | New |
| Cetera Investment Advisers | 12,045 | $344.0K | 0.00% | +3,520+41.3% | Added |
| Altfest L J & Co Inc | 11,740 | $335.0K | 0.06% | +874+8.0% | Added |
| Intellectus Partners, LLC | 10,695 | $305.0K | 0.09% | +10,695 | New |
| Level Four Advisory Services, LLC | 10,388 | $297.0K | 0.02% | +10,388 | New |
| Peapack Gladstone Financial Corp | 10,000 | $286.0K | 0.01% | +10,000 | New |
| HighTower Advisors, LLC | 9,782 | $281.0K | 0.00% | −2,688−21.6% | Reduced |
| Platform Technology Partners | 9,763 | $279.0K | 0.13% | −5,500−36.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,701 | $277.0K | 0.06% | +9,701 | New |
| Seven Eight Capital, LP | 9,254 | $264.0K | 0.04% | −32,913−78.1% | Reduced |
| UBS Group AG | 9,205 | $263.0K | 0.00% | −1,154−11.1% | Reduced |
| Cypress Wealth Services, LLC | 8,695 | $248.0K | 0.07% | +8,695 | New |
| Edmond de Rothschild Holding S.A. | 8,174 | $233.0K | 0.01% | +792+10.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,092 | $231.0K | 0.00% | +1,468+22.2% | Added |
| Summit Trail Advisors, LLC | 7,783 | $222.0K | 0.02% | +383+5.2% | 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 |
| The PNC Financial Services Group, Inc. | 7,519 | $214.0K | 0.00% | +5,592+290.2% | Added |
| JustInvest LLC | 7,248 | $207.0K | 0.01% | −12,117−62.6% | Reduced |
| Pendal Group Limited | 7,231 | $206.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,157 | $204.0K | 0.02% | −694−8.8% | Reduced |
| Gamco Investors, Inc. Et Al | 7,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,211 | $177.0K | 0.00% | −19,700−76.0% | Reduced |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 4,657 | $133.0K | 0.01% | +670+16.8% | Added |
| Cutler Group LP | 4,010 | $114.0K | 0.01% | −5,738−58.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 3,000 | $86.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 2,977 | $85.0K | 0.00% | +2,977 | New |
| Leonteq Securities AG | 2,527 | $72.1K | 0.00% | +800+46.3% | Added |
| Spire Wealth Management | 1,386 | $40.0K | 0.00% | −15,263−91.7% | Reduced |
| Signaturefd, LLC | 1,350 | $39.0K | 0.00% | +550+68.8% | Added |
| Dark Forest Capital Management LP | 1,154 | $32.0K | 0.01% | −827−41.7% | Reduced |
| Fifth Third Bancorp | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $29.0K | 0.01% | +1,000 | New |
| Cedar Mountain Advisors, LLC | 905 | $26.0K | 0.01% | +905 | New |
| NVWM, LLC | 761 | $22.0K | 0.01% | −22,754−96.8% | Reduced |
| Captrust Financial Advisors | 784 | $22.0K | 0.00% | +387+97.5% | Added |
| Allworth Financial LP | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 394 | $11.0K | 0.00% | +394 | New |
| Global Retirement Partners, LLC | 691 | $10.0K | 0.00% | +691 | New |
| CWM, LLC | 290 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $6.00K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 180 | $5.00K | 0.00% | −70−28.0% | Reduced |
| IFP Advisors, Inc | 100 | $5.00K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tucker Asset Management LLC | 50 | $1.43K | 0.00% | +50 | 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 |
| 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 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,177,797−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,254,878−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −798,577−100.0% | Sold out |