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, Q2 2022
Institutional positions in Qualtrics International Inc. as of Jun 30, 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
- 190
- −5 vs. Q1 2022
- Shares held
- 125.7M
- −4.91M (−3.8%) vs. Q1 2022
- Total value
- $1.57B
- −$2.16B (−57.8%) vs. Q1 2022
- New holders
- 42
- 67 more added
- Sold out
- 47
- 51 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $0 | 0.00% | +3 | New |
| Ci Investments Inc. | 11 | $0 | 0.00% | +4+57.1% | Added |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $0 | 0.00% | +11 | New |
| CIBC Private Wealth Group, LLC | 13 | $0 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 36 | $0 | 0.00% | +36 | New |
| Kelly Lawrence W & Associates Inc | 100 | $1.00K | 0.00% | −2,900−96.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 46 | $1.00K | 0.00% | −134−74.4% | Reduced |
| Parallel Advisors, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.00K | 0.00% | −32−39.0% | Reduced |
| Umb Bank N A | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 52 | $1.00K | 0.00% | +52 | New |
| First Horizon Advisors, Inc. | 121 | $1.00K | 0.00% | +121 | New |
| Truvestments Capital LLC | 40 | $1.00K | 0.00% | +40 | New |
| Castle Wealth Management LLC | 50 | $1.00K | 0.00% | +50 | New |
| The PNC Financial Services Group, Inc. | 318 | $3.00K | 0.00% | −7,201−95.8% | Reduced |
| JFS Wealth Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 394 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $6.00K | 0.00% | +500 | New |
| Signaturefd, LLC | 550 | $7.00K | 0.00% | −800−59.3% | Reduced |
| Global Retirement Partners, LLC | 691 | $9.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 761 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 905 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,004 | $13.0K | 0.00% | +220+28.1% | Added |
| Spire Wealth Management | 1,157 | $14.0K | 0.00% | −229−16.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,231 | $15.0K | 0.00% | −3,426−73.6% | Reduced |
| Albion Financial Group | 1,381 | $17.0K | 0.00% | +1,381 | New |
| Leonteq Securities AG | 2,866 | $35.9K | 0.00% | +339+13.4% | Added |
| Cutler Group LP | 3,567 | $44.0K | 0.01% | −443−11.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,220 | $66.0K | 0.00% | −648−11.0% | Reduced |
| Advisors Asset Management, Inc. | 5,970 | $75.0K | 0.00% | +5,970 | New |
| Rockefeller Capital Management L.P. | 6,892 | $86.0K | 0.00% | +819+13.5% | Added |
| Amundi | 6,831 | $87.0K | 0.00% | −9,743−58.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,535 | $107.0K | 0.00% | +361+4.4% | Added |
| Royal Bank of Canada | 8,931 | $112.0K | 0.00% | −50,473−85.0% | Reduced |
| Pearl River Capital, LLC | 10,023 | $125.0K | 0.03% | +10,023 | New |
| B. Riley Wealth Management, Inc. | 10,082 | $126.0K | 0.01% | +10,082 | New |
| Bridgefront Capital, LLC | 10,149 | $127.0K | 0.14% | +10,149 | New |
| JustInvest LLC | 10,297 | $129.0K | 0.01% | +3,049+42.1% | Added |
| Boothbay Fund Management, LLC | 10,478 | $131.0K | 0.00% | +10,478 | New |
| Intellectus Partners, LLC | 11,075 | $139.0K | 0.05% | +380+3.6% | Added |
| Man Group plc | – | $145.0K | 0.00% | – | – |
| FirstPurpose Wealth LLC | 12,061 | $151.0K | 0.10% | −226−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,140 | $164.0K | 0.00% | −3,937−23.1% | Reduced |
| Mirador Capital Partners LP | 13,584 | $170.0K | 0.04% | −93−0.7% | Reduced |
| Cetera Investment Advisers | 14,225 | $178.0K | 0.00% | +2,180+18.1% | Added |
| MQS Management LLC | 14,798 | $185.0K | 0.13% | +14,798 | New |
| Ieq Capital, LLC | 16,679 | $209.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,821 | $211.0K | 0.00% | −66,670−79.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,075 | $213.6K | 0.00% | −150−0.9% | Reduced |
| Conestoga Capital Advisors, LLC | 17,631 | $221.0K | 0.00% | +2,865+19.4% | Added |
| Peapack Gladstone Financial Corp | 18,050 | $226.0K | 0.01% | +8,050+80.5% | Added |
| Simplex Trading, LLC | 18,491 | $231.0K | 0.01% | +442+2.4% | Added |
| Envestnet Asset Management Inc | 19,330 | $242.0K | 0.00% | −2,624−12.0% | Reduced |
| CIBC Asset Management Inc | 19,933 | $249.0K | 0.00% | −1,459−6.8% | Reduced |
| Steel Peak Wealth Management LLC | 20,000 | $250.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 20,701 | $259.0K | 0.00% | +20,701 | New |
| Barclays PLC | 21,447 | $268.0K | 0.00% | +18,470+620.4% | Added |
| UBS Asset Management Americas Inc | 22,294 | $278.9K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 22,755 | $285.0K | 0.00% | −56−0.2% | Reduced |
| Prudential Financial Inc | 23,300 | $292.0K | 0.00% | +23,300 | New |
| Manufacturers Life Insurance Company, The | 23,372 | $292.4K | 0.00% | +5,627+31.7% | Added |
| Truist Financial Corp | 23,750 | $297.0K | 0.00% | −1,244−5.0% | Reduced |
| NinePointTwo Capital | 23,951 | $299.0K | 0.10% | +23,951 | New |
| Raymond James & Associates | 24,465 | $306.0K | 0.00% | −3,025−11.0% | Reduced |
| SEI Investments Co | 27,973 | $350.0K | 0.00% | −761−2.6% | Reduced |
| Tudor Investment Corp Et Al | 28,061 | $351.0K | 0.01% | +28,061 | New |
| Ensign Peak Advisors, Inc | 32,935 | $412.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 35,395 | $442.0K | 0.00% | +21,200+149.3% | Added |
| US Bancorp | 39,578 | $495.0K | 0.00% | +39,578 | New |
| Elite Wealth Management, Inc. | 39,829 | $498.0K | 0.26% | +16,941+74.0% | Added |
| Quadrature Capital Ltd | 42,381 | $530.0K | 0.02% | +42,381 | New |
| Gsa Capital Partners LLP | 42,550 | $532.0K | 0.08% | +19,230+82.5% | Added |
| Capital International Inc | 43,453 | $544.0K | 0.01% | −69,217−61.4% | Reduced |
| Hood River Capital Management LLC | 43,729 | $547.0K | 0.02% | +353+0.8% | Added |
| Crewe Advisors LLC | 44,319 | $554.0K | 0.12% | 00.0% | Unchanged |
| Paloma Partners Management Co | 45,800 | $573.0K | 0.06% | +45,800 | New |
| Credit Suisse AG | 48,139 | $602.0K | 0.00% | +3,335+7.4% | Added |
| Group One Trading, L.P. | 51,448 | $644.0K | 0.02% | −67,803−56.9% | Reduced |
| Renaissance Capital LLC | 52,279 | $654.0K | 0.35% | +15,841+43.5% | Added |
| Walleye Trading LLC | 58,252 | $729.0K | 0.02% | +52,041+837.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,555 | $733.0K | 0.10% | +48,854+503.6% | Added |
| Dynamic Technology Lab Private Ltd | 62,736 | $785.0K | 0.09% | +62,736 | New |
| Arrowstreet Capital, Limited Partnership | 64,384 | $805.0K | 0.00% | +64,384 | New |
| Jane Street Group, LLC | 64,439 | $806.0K | 0.00% | −151,493−70.2% | Reduced |
| PEAK6 Investments LLC | 66,093 | $827.0K | 0.02% | +40,666+159.9% | Added |
| Oppenheimer & Co Inc | 68,615 | $858.0K | 0.02% | +21,143+44.5% | Added |
| Legal & General Group Plc | 69,421 | $868.0K | 0.00% | +55,968+416.0% | Added |
| Summit Partners L P | 70,073 | $877.0K | 0.06% | −1,694−2.4% | Reduced |
| BlueMar Capital Management, LLC | 73,330 | $917.0K | 0.62% | −2,990−3.9% | Reduced |
| Bank Hapoalim BM | 73,710 | $922.0K | 0.12% | +4,550+6.6% | Added |