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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.

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.

Institutional holdersQ2 2022: 190 institutions
Q1 2021: 150 institutionsQ2 2021: 164 institutionsQ3 2021: 165 institutionsQ4 2021: 210 institutionsQ1 2022: 197 institutionsQ2 2022: 190 institutionsQ3 2022: 167 institutionsQ4 2022: 176 institutionsQ1 2023: 198 institutionsQ2 2023: 3 institutionsQ3 2023: 1 institutionQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $1.57B
Q1 2021: $2.35BQ2 2021: $2.97BQ3 2021: $3.40BQ4 2021: $4.22BQ1 2022: $3.73BQ2 2022: $1.57BQ3 2022: $1.28BQ4 2022: $1.32BQ1 2023: $2.54BQ2 2023: $1.87MQ3 2023: $47.0KQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding XM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20231$47.0K
Q2 20233$1.87M
Q1 2023198$2.54B
Q4 2022176$1.32B
Q3 2022167$1.28B
Q2 2022190$1.57B
Q1 2022197$3.73B
Q4 2021210$4.22B
Q3 2021165$3.40B
Q2 2021164$2.97B
Q1 2021150$2.35B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q1 2022.

Institutions holding XM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Group One Trading, L.P.51,448$644.0K0.02%−67,803−56.9%Reduced
Credit Suisse AG48,139$602.0K0.00%+3,335+7.4%Added
Paloma Partners Management Co45,800$573.0K0.06%+45,800New
Crewe Advisors LLC44,319$554.0K0.12%00.0%Unchanged
Hood River Capital Management LLC43,729$547.0K0.02%+353+0.8%Added
Capital International Inc43,453$544.0K0.01%−69,217−61.4%Reduced
Gsa Capital Partners LLP42,550$532.0K0.08%+19,230+82.5%Added
Quadrature Capital Ltd42,381$530.0K0.02%+42,381New
Elite Wealth Management, Inc.39,829$498.0K0.26%+16,941+74.0%Added
US Bancorp39,578$495.0K0.00%+39,578New
Canada Pension Plan Investment Board35,395$442.0K0.00%+21,200+149.3%Added
Ensign Peak Advisors, Inc32,935$412.0K0.00%00.0%Unchanged
Tudor Investment Corp Et Al28,061$351.0K0.01%+28,061New
SEI Investments Co27,973$350.0K0.00%−761−2.6%Reduced
Raymond James & Associates24,465$306.0K0.00%−3,025−11.0%Reduced
NinePointTwo Capital23,951$299.0K0.10%+23,951New
Truist Financial Corp23,750$297.0K0.00%−1,244−5.0%Reduced
Manufacturers Life Insurance Company, The23,372$292.4K0.00%+5,627+31.7%Added
Prudential Financial Inc23,300$292.0K0.00%+23,300New
Victory Capital Management Inc22,755$285.0K0.00%−56−0.2%Reduced
UBS Asset Management Americas Inc22,294$278.9K0.00%00.0%Unchanged
Barclays PLC21,447$268.0K0.00%+18,470+620.4%Added
Alberta Investment Management Corp20,701$259.0K0.00%+20,701New
Steel Peak Wealth Management LLC20,000$250.0K0.02%00.0%Unchanged
CIBC Asset Management Inc19,933$249.0K0.00%−1,459−6.8%Reduced
Envestnet Asset Management Inc19,330$242.0K0.00%−2,624−12.0%Reduced
Simplex Trading, LLC18,491$231.0K0.01%+442+2.4%Added
Peapack Gladstone Financial Corp18,050$226.0K0.01%+8,050+80.5%Added
Conestoga Capital Advisors, LLC17,631$221.0K0.00%+2,865+19.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main17,075$213.6K0.00%−150−0.9%Reduced
Stifel Financial Corp16,821$211.0K0.00%−66,670−79.9%Reduced
Ieq Capital, LLC16,679$209.0K0.01%00.0%Unchanged
MQS Management LLC14,798$185.0K0.13%+14,798New
Cetera Investment Advisers14,225$178.0K0.00%+2,180+18.1%Added
Mirador Capital Partners LP13,584$170.0K0.04%−93−0.7%Reduced
Tower Research Capital LLC (TRC)13,140$164.0K0.00%−3,937−23.1%Reduced
FirstPurpose Wealth LLC12,061$151.0K0.10%−226−1.8%Reduced
Man Group plc–$145.0K0.00%––
Intellectus Partners, LLC11,075$139.0K0.05%+380+3.6%Added
Boothbay Fund Management, LLC10,478$131.0K0.00%+10,478New
JustInvest LLC10,297$129.0K0.01%+3,049+42.1%Added
Bridgefront Capital, LLC10,149$127.0K0.14%+10,149New
B. Riley Wealth Management, Inc.10,082$126.0K0.01%+10,082New
Pearl River Capital, LLC10,023$125.0K0.03%+10,023New
Royal Bank of Canada8,931$112.0K0.00%−50,473−85.0%Reduced
Edmond de Rothschild Holding S.A.8,535$107.0K0.00%+361+4.4%Added
Amundi6,831$87.0K0.00%−9,743−58.8%Reduced
Rockefeller Capital Management L.P.6,892$86.0K0.00%+819+13.5%Added
Advisors Asset Management, Inc.5,970$75.0K0.00%+5,970New
Advisor Group Holdings, Inc.5,220$66.0K0.00%−648−11.0%Reduced
Cutler Group LP3,567$44.0K0.01%−443−11.0%Reduced
Leonteq Securities AG2,866$35.9K0.00%+339+13.4%Added
Albion Financial Group1,381$17.0K0.00%+1,381New
Benjamin F. Edwards & Company, Inc.1,231$15.0K0.00%−3,426−73.6%Reduced
Spire Wealth Management1,157$14.0K0.00%−229−16.5%Reduced
Fifth Third Bancorp1,000$13.0K0.00%00.0%Unchanged
Captrust Financial Advisors1,004$13.0K0.00%+220+28.1%Added
Cedar Mountain Advisors, LLC905$11.0K0.00%00.0%Unchanged
NVWM, LLC761$10.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC691$9.00K0.00%00.0%Unchanged
Signaturefd, LLC550$7.00K0.00%−800−59.3%Reduced
Allworth Financial LP500$6.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.500$6.00K0.00%+500New
KB Financial Partners, LLC394$5.00K0.00%00.0%Unchanged
CWM, LLC290$4.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.318$3.00K0.00%−7,201−95.8%Reduced
JFS Wealth Advisors, LLC200$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management200$3.00K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc100$1.00K0.00%−2,900−96.7%Reduced
Steward Partners Investment Advisory, LLC46$1.00K0.00%−134−74.4%Reduced
Parallel Advisors, LLC52$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC50$1.00K0.00%−32−39.0%Reduced
Umb Bank N A43$1.00K0.00%00.0%Unchanged
Worth Asset Management, LLC50$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank52$1.00K0.00%+52New
First Horizon Advisors, Inc.121$1.00K0.00%+121New
Truvestments Capital LLC40$1.00K0.00%+40New
Castle Wealth Management LLC50$1.00K0.00%+50New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC60$00.00%00.0%Unchanged
Geneos Wealth Management Inc.50$00.00%00.0%Unchanged
Danda Trouve Investment Management, Inc.30$00.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$00.00%00.0%Unchanged
Proequities, Inc.3$00.00%+3New
Ci Investments Inc.11$00.00%+4+57.1%Added
GPS Wealth Strategies Group, LLC8$00.00%00.0%Unchanged
Private Trust Co NA11$00.00%+11New
CIBC Private Wealth Group, LLC13$00.00%+13New
Bell Investment Advisors, Inc36$00.00%+36New
IFP Advisors, Inc100––00.0%Unchanged
Apeiron RIA LLC3,000––+3,000New
Holocene Advisors, LP0$00.00%−4,788,083−100.0%Sold out
Scge Management, L.P.0$00.00%−3,431,000−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1,628,357−100.0%Sold out
HHR Asset Management, LLC0$00.00%−823,399−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−525,000−100.0%Sold out
Cinctive Capital Management LP0$00.00%−408,860−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−250,000−100.0%Sold out
Sora Investors LLC0$00.00%−109,827−100.0%Sold out
Bokf, NA0$00.00%−103,937−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−90,395−100.0%Sold out