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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.

Q3 2022 vs. Q2 2022

How the institutions holding Qualtrics International Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of XM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1901167−22
Shares125.7M10.1K125.8M+64.1K (+0.1%)
Value$1.57B$126.0K$1.28B−$292.3M (−18.6%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Qualtrics International Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to XM in Q3 2022
InstitutionSharesValue% of portfolio
EdgePoint Investment Group Inc.4,160,259$42.4M0.47%
Balyasny Asset Management LLC966,536$9.84M0.04%
NZS Capital, LLC509,777$5.19M0.48%
T. Rowe Price Investment Management, Inc.491,303$5.00M0.00%
Oasis Management Co Ltd.352,379$3.59M0.62%
Element Capital Management LLC343,960$3.50M1.68%
1492 Capital Management LLC201,995$2.06M1.48%
Ardevora Asset Management LLP184,995$1.88M0.03%
HRT Financial LP111,277$1.13M0.01%
Skandinaviska Enskilda Banken AB (publ)101,800$1.04M0.01%
Squarepoint Ops LLC30,428$310.0K0.00%
Janney Capital Management LLC26,626$271.0K0.02%
Nomura Holdings Inc25,497$260.0K0.00%
Parallax Volatility Advisers, L.P.25,426$259.0K0.01%
Drive Wealth Management, LLC17,673$180.0K0.17%
XTX Topco Ltd16,402$167.0K0.04%
Wolverine Trading, LLC10,623$111.0K0.00%
Lazard Asset Management LLC6,221$63.0K0.00%
Lindbrook Capital, LLC1,810$18.0K0.00%
Cary Street Partners Asset Management LLC600$6.00K0.00%
TD Waterhouse Canada Inc.500$5.36K0.00%
Ten Capital Wealth Advisors, LLC488$5.00K0.00%
Institutional & Family Asset Management, LLC57$1.00K0.00%
Ronald Blue Trust, Inc.108$1.00K0.00%
Capital Advisors, Ltd. LLC11$00.00%
Community Bank, N.A.15$00.00%
Moser Wealth Advisors, LLC1$00.00%

Sold out (49)

Institutions that held Qualtrics International Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of XM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Citadel Advisors LLC4,433,224$55.5M
Dorsal Capital Management, LLC1,788,427$22.4M
Capital International Investors1,276,855$16.0M
Point72 Asset Management, L.P.1,087,400$13.6M
Vista Equity Partners Management, LLC1,013,532$12.7M
Alliancebernstein L.P.376,501$4.71M
Stanley-Laman Group, Ltd.345,406$4.32M
La Financiere de L'Echiquier333,000$4.17M
Principal Financial Group Inc213,634$2.67M
Brown Advisory Inc212,727$2.66M
Macquarie Group Ltd175,132$2.19M
Picton Mahoney Asset Management134,770$1.69M
PDT Partners, LLC133,625$1.67M
Brookfield Asset Management Inc.125,000$1.56M
Voloridge Investment Management, LLC97,196$1.22M
Marshall Wace, LLP96,836$1.21M
DekaBank Deutsche Girozentrale98,100$1.21M
Oppenheimer & Co Inc68,615$858.0K
PEAK6 Investments LLC66,093$827.0K
Arrowstreet Capital, Limited Partnership64,384$805.0K
Dynamic Technology Lab Private Ltd62,736$785.0K
Y-Intercept (Hong Kong) Ltd58,555$733.0K
Walleye Trading LLC58,252$729.0K
Paloma Partners Management Co45,800$573.0K
Capital International Inc43,453$544.0K
Gsa Capital Partners LLP42,550$532.0K
Tudor Investment Corp Et Al28,061$351.0K
UBS Asset Management Americas Inc22,294$278.9K
Alberta Investment Management Corp20,701$259.0K
Steel Peak Wealth Management LLC20,000$250.0K
MQS Management LLC14,798$185.0K
Man Group plc–$145.0K
Boothbay Fund Management, LLC10,478$131.0K
Bridgefront Capital, LLC10,149$127.0K
Pearl River Capital, LLC10,023$125.0K
Captrust Financial Advisors1,004$13.0K
Global Retirement Partners, LLC691$9.00K
Total Clarity Wealth Management, Inc.500$6.00K
Umb Bank N A43$1.00K
Toronto Dominion Bank52$1.00K
First Horizon Advisors, Inc.121$1.00K
Prestige Wealth Management Group LLC50$1.00K
Proequities, Inc.3$0
Ci Investments Inc.11$0
Private Trust Co NA11$0
CIBC Private Wealth Group, LLC13$0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC60$0
Bell Investment Advisors, Inc36$0
Apeiron RIA LLC3,000–

Not filed for Q3 2022 yet (1)

Institutions that held Qualtrics International Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XM in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
B. Riley Wealth Management, Inc.10,082$126.0K