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, Q3 2022
Institutional positions in Qualtrics International Inc. as of Sep 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
- 167
- −22 vs. Q2 2022
- Shares held
- 125.8M
- +64.1K (+0.1%) vs. Q2 2022
- Total value
- $1.28B
- −$292.3M (−18.6%) vs. Q2 2022
- New holders
- 27
- 52 more added
- Sold out
- 49
- 47 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 25,497 | $260.0K | 0.00% | +25,497 | New |
| Parallax Volatility Advisers, L.P. | 25,426 | $259.0K | 0.01% | +25,426 | New |
| Truist Financial Corp | 24,748 | $252.0K | 0.00% | +998+4.2% | Added |
| NinePointTwo Capital | 23,951 | $243.0K | 0.10% | 00.0% | Unchanged |
| Barclays PLC | 23,177 | $235.0K | 0.00% | +1,730+8.1% | Added |
| Citigroup Inc | 20,171 | $205.0K | 0.00% | −452,238−95.7% | Reduced |
| CIBC Asset Management Inc | 19,933 | $203.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,852 | $192.0K | 0.01% | −124,304−86.8% | Reduced |
| Peapack Gladstone Financial Corp | 18,700 | $190.0K | 0.00% | +650+3.6% | Added |
| JustInvest LLC | 18,683 | $190.0K | 0.01% | +8,386+81.4% | Added |
| Drive Wealth Management, LLC | 17,673 | $180.0K | 0.17% | +17,673 | New |
| Conestoga Capital Advisors, LLC | 17,366 | $177.0K | 0.00% | −265−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,075 | $173.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,679 | $170.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16,445 | $167.0K | 0.00% | +7,910+92.7% | Added |
| XTX Topco Ltd | 16,402 | $167.0K | 0.04% | +16,402 | New |
| FirstPurpose Wealth LLC | 14,054 | $143.0K | 0.09% | +1,993+16.5% | Added |
| ExodusPoint Capital Management, LP | 13,218 | $135.0K | 0.00% | −256,117−95.1% | Reduced |
| Stifel Financial Corp | 13,184 | $134.0K | 0.00% | −3,637−21.6% | Reduced |
| Cetera Investment Advisers | 11,225 | $114.0K | 0.00% | −3,000−21.1% | Reduced |
| Intellectus Partners, LLC | 11,075 | $113.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,623 | $111.0K | 0.00% | +10,623 | New |
| Victory Capital Management Inc | 10,510 | $107.0K | 0.00% | −12,245−53.8% | Reduced |
| Royal Bank of Canada | 8,852 | $90.0K | 0.00% | −79−0.9% | Reduced |
| Amundi | 6,831 | $76.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,221 | $63.0K | 0.00% | +6,221 | New |
| Rockefeller Capital Management L.P. | 5,761 | $58.0K | 0.00% | −1,131−16.4% | Reduced |
| Advisors Asset Management, Inc. | 5,432 | $55.0K | 0.00% | −538−9.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,399 | $55.0K | 0.00% | +4,168+338.6% | Added |
| Cutler Group LP | 5,016 | $51.0K | 0.01% | +1,449+40.6% | Added |
| Advisor Group Holdings, Inc. | 4,568 | $47.0K | 0.00% | −652−12.5% | Reduced |
| Canada Pension Plan Investment Board | 3,275 | $33.0K | 0.00% | −32,120−90.7% | Reduced |
| Leonteq Securities AG | 2,866 | $29.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,810 | $18.0K | 0.00% | +1,810 | New |
| Albion Financial Group | 1,381 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,208 | $12.0K | 0.00% | −11,932−90.8% | Reduced |
| Repertoire Partners LP | 1,000 | $10.0K | 0.01% | −149,000−99.3% | Reduced |
| Fifth Third Bancorp | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 905 | $9.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 761 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 605 | $6.00K | 0.00% | +55+10.0% | Added |
| Cary Street Partners Asset Management LLC | 600 | $6.00K | 0.00% | +600 | New |
| TD Waterhouse Canada Inc. | 500 | $5.36K | 0.00% | +500 | New |
| Allworth Financial LP | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 488 | $5.00K | 0.00% | +488 | New |
| Spire Wealth Management | 344 | $4.00K | 0.00% | −813−70.3% | Reduced |
| KB Financial Partners, LLC | 394 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 318 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 108 | $1.00K | 0.00% | +108 | New |
| Steward Partners Investment Advisory, LLC | 23 | $0 | 0.00% | −23−50.0% | Reduced |
| Truvestments Capital LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $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 |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Community Bank, N.A. | 15 | $0 | 0.00% | +15 | New |
| Moser Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2,100 | – | – | +2,000+2,000.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,433,224−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −1,788,427−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,276,855−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,087,400−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −1,013,532−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −376,501−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −345,406−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −333,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −213,634−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −212,727−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −175,132−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −134,770−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −133,625−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −97,196−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −96,836−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −98,100−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −68,615−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −66,093−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −64,384−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −62,736−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −58,555−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −58,252−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −43,453−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −42,550−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,061−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −22,294−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,701−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −14,798−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |