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, Q4 2022
Institutional positions in Qualtrics International Inc. as of Dec 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
- 176
- +10 vs. Q3 2022
- Shares held
- 127.2M
- +1.41M (+1.1%) vs. Q3 2022
- Total value
- $1.32B
- +$39.4M (+3.1%) vs. Q3 2022
- New holders
- 42
- 36 more added
- Sold out
- 32
- 68 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 11 | $0 | 0.00% | +11 | New |
| Moser Wealth Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $10 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 19 | $197 | 0.00% | −299−94.0% | Reduced |
| Guardian Wealth Management, Inc. | 25 | $260 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $415 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $519 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $519 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $540 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $592 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 60 | $623 | 0.00% | +60 | New |
| Barclays PLC | 92 | $955 | 0.00% | −23,085−99.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 210 | $2.18K | 0.00% | +210 | New |
| BBJS Financial Advisors, LLC | 265 | $2.75K | 0.00% | +265 | New |
| CWM, LLC | 290 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 344 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 476 | $4.94K | 0.00% | −2,390−83.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 488 | $5.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $5.19K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $6.23K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 605 | $6.28K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 761 | $7.90K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 905 | $9.39K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,025 | $10.6K | 0.00% | +1,025 | New |
| Macroview Investment Management LLC | 1,181 | $12.3K | 0.02% | +1,181 | New |
| Lindbrook Capital, LLC | 1,223 | $12.7K | 0.00% | −587−32.4% | Reduced |
| Belpointe Asset Management LLC | 1,225 | $12.7K | 0.00% | +1,225 | New |
| James Investment Research Inc | 1,936 | $20.0K | 0.00% | +1,936 | New |
| Alpha Paradigm Partners, LLC | 2,347 | $24.0K | 0.01% | +2,347 | New |
| Cutler Group LP | 2,996 | $31.0K | 0.00% | −2,020−40.3% | Reduced |
| Global Wealth Strategies & Associates | 3,004 | $31.2K | 0.02% | +3,004 | New |
| Lazard Asset Management LLC | 3,641 | $37.0K | 0.00% | −2,580−41.5% | Reduced |
| Rockefeller Capital Management L.P. | 3,758 | $39.0K | 0.00% | −2,003−34.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,131 | $43.0K | 0.00% | −437−9.6% | Reduced |
| Advisors Asset Management, Inc. | 4,383 | $45.5K | 0.00% | −1,049−19.3% | Reduced |
| Coppell Advisory Solutions LLC | 4,525 | $47.0K | 0.02% | +4,525 | New |
| Coppell Advisory Solutions Corp. | 4,525 | $47.0K | 0.02% | +4,525 | New |
| Benjamin F. Edwards & Company, Inc. | 5,356 | $56.0K | 0.00% | −43−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,017 | $62.0K | 0.00% | +4,809+398.1% | Added |
| Victory Capital Management Inc | 10,506 | $109.1K | 0.00% | −40.0% | Reduced |
| SG Americas Securities, LLC | 10,610 | $110.0K | 0.00% | +10,610 | New |
| Intellectus Partners, LLC | 11,075 | $115.0K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,500 | $119.0K | 0.00% | +11,500 | New |
| Peapack Gladstone Financial Corp | 12,450 | $129.0K | 0.00% | −6,250−33.4% | Reduced |
| Quantbot Technologies LP | 12,905 | $134.0K | 0.01% | +12,905 | New |
| Gsa Capital Partners LLP | 13,121 | $136.0K | 0.02% | +13,121 | New |
| PDT Partners, LLC | 13,529 | $140.4K | 0.02% | +13,529 | New |
| GWM Advisors LLC | 13,763 | $142.9K | 0.00% | +13,763 | New |
| Engineers Gate Manager LP | 14,431 | $149.8K | 0.01% | −4,421−23.5% | Reduced |
| Fox Run Management, L.L.C. | 14,880 | $154.5K | 0.06% | +14,880 | New |
| FirstPurpose Wealth LLC | 15,565 | $161.6K | 0.09% | +1,511+10.8% | Added |
| Wolverine Trading, LLC | 15,736 | $163.0K | 0.00% | +5,113+48.1% | Added |
| HighTower Advisors, LLC | 16,088 | $167.0K | 0.00% | +16,088 | New |
| Edmond de Rothschild Holding S.A. | 16,445 | $170.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16,635 | $172.7K | 0.03% | −20,684−55.4% | Reduced |
| Cetera Investment Advisers | 17,096 | $177.5K | 0.00% | +5,871+52.3% | Added |
| Conestoga Capital Advisors, LLC | 17,366 | $180.3K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 17,623 | $182.9K | 0.09% | −50−0.3% | Reduced |
| Quantamental Technologies LLC | 18,105 | $187.9K | 0.09% | +18,105 | New |
| UBS Group AG | 18,634 | $193.4K | 0.00% | −53,567−74.2% | Reduced |
| Two Sigma Securities, LLC | 19,377 | $201.1K | 0.03% | +19,377 | New |
| Citigroup Inc | 19,401 | $201.4K | 0.00% | −770−3.8% | Reduced |
| TownSquare Capital, LLC | 21,431 | $222.5K | 0.01% | +21,431 | New |
| Group One Trading, L.P. | 21,575 | $223.9K | 0.01% | −7,520−25.8% | Reduced |
| Aristides Capital LLC | 22,445 | $233.0K | 0.14% | +22,445 | New |
| Blair William & Co | 23,127 | $240.1K | 0.00% | −5,982−20.6% | Reduced |
| Janney Capital Management LLC | 23,267 | $242.0K | 0.02% | −3,359−12.6% | Reduced |
| Truist Financial Corp | 23,800 | $247.0K | 0.00% | −948−3.8% | Reduced |
| JustInvest LLC | 24,074 | $249.9K | 0.01% | +5,391+28.9% | Added |
| Prudential Financial Inc | 26,094 | $270.9K | 0.00% | −88−0.3% | Reduced |
| Quadrature Capital Ltd | 26,621 | $276.3K | 0.01% | −32,165−54.7% | Reduced |
| SEI Investments Co | 27,631 | $286.8K | 0.00% | −342−1.2% | Reduced |
| Mirador Capital Partners LP | 28,020 | $290.8K | 0.07% | −834−2.9% | Reduced |
| Woodline Partners LP | 28,264 | $293.4K | 0.00% | +28,264 | New |
| MV Capital Management, Inc. | 31,257 | $324.4K | 0.05% | +31,257 | New |
| Manufacturers Life Insurance Company, The | 32,973 | $341.2K | 0.00% | −17,098−34.1% | Reduced |
| Susquehanna International Group, LLP | 33,887 | $351.7K | 0.00% | −75,577−69.0% | Reduced |
| Elite Wealth Management, Inc. | 39,629 | $411.3K | 0.21% | −200−0.5% | Reduced |
| Hood River Capital Management LLC | 41,083 | $426.4K | 0.02% | −2,646−6.1% | Reduced |
| Renaissance Capital LLC | 45,692 | $474.3K | 0.37% | −80−0.2% | Reduced |
| Raymond James & Associates | 47,028 | $488.2K | 0.00% | −8,950−16.0% | Reduced |
| Clear Harbor Asset Management, LLC | 50,508 | $524.3K | 0.07% | −350−0.7% | Reduced |
| Delphia (USA) Inc. | 53,158 | $551.8K | 0.64% | +53,158 | New |
| Simplex Trading, LLC | 53,609 | $556.0K | 0.03% | −37,329−41.0% | Reduced |
| Bank Hapoalim BM | 54,220 | $563.0K | 0.07% | −9,850−15.4% | Reduced |
| Mach-1 Financial Group, Inc. | 55,281 | $573.8K | 0.27% | +55,281 | New |
| AE Wealth Management LLC | 55,791 | $579.1K | 0.00% | +55,791 | New |
| Corton Capital Inc. | 57,852 | $600.5K | 0.49% | +57,852 | New |
| Trexquant Investment LP | 58,954 | $611.9K | 0.02% | −85,089−59.1% | Reduced |
| Credit Suisse AG | 59,040 | $612.8K | 0.00% | −12,183−17.1% | Reduced |
| Twinbeech Capital LP | 60,882 | $632.0K | 0.01% | −33,866−35.7% | Reduced |
| JPMorgan Chase & Co | 66,102 | $686.0K | 0.00% | −252−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 71,187 | $739.0K | 0.00% | +71,187 | New |
| Wells Fargo & Company | 79,875 | $829.1K | 0.00% | −10,129−11.3% | Reduced |
| Envestnet Asset Management Inc | 79,914 | $829.5K | 0.00% | +53,937+207.6% | Added |
| US Bancorp | 80,061 | $831.0K | 0.00% | +160+0.2% | Added |
| National Bank of Canada | 80,757 | $838.2K | 0.00% | 00.0% | Unchanged |