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 |
|---|---|---|---|---|---|
| SEI Investments Co | 27,631 | $286.8K | 0.00% | −342−1.2% | Reduced |
| Quadrature Capital Ltd | 26,621 | $276.3K | 0.01% | −32,165−54.7% | Reduced |
| Prudential Financial Inc | 26,094 | $270.9K | 0.00% | −88−0.3% | Reduced |
| JustInvest LLC | 24,074 | $249.9K | 0.01% | +5,391+28.9% | Added |
| Truist Financial Corp | 23,800 | $247.0K | 0.00% | −948−3.8% | Reduced |
| Janney Capital Management LLC | 23,267 | $242.0K | 0.02% | −3,359−12.6% | Reduced |
| Blair William & Co | 23,127 | $240.1K | 0.00% | −5,982−20.6% | Reduced |
| Aristides Capital LLC | 22,445 | $233.0K | 0.14% | +22,445 | New |
| Group One Trading, L.P. | 21,575 | $223.9K | 0.01% | −7,520−25.8% | Reduced |
| TownSquare Capital, LLC | 21,431 | $222.5K | 0.01% | +21,431 | New |
| Citigroup Inc | 19,401 | $201.4K | 0.00% | −770−3.8% | Reduced |
| Two Sigma Securities, LLC | 19,377 | $201.1K | 0.03% | +19,377 | New |
| UBS Group AG | 18,634 | $193.4K | 0.00% | −53,567−74.2% | Reduced |
| Quantamental Technologies LLC | 18,105 | $187.9K | 0.09% | +18,105 | New |
| Drive Wealth Management, LLC | 17,623 | $182.9K | 0.09% | −50−0.3% | Reduced |
| Conestoga Capital Advisors, LLC | 17,366 | $180.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,096 | $177.5K | 0.00% | +5,871+52.3% | Added |
| Crewe Advisors LLC | 16,635 | $172.7K | 0.03% | −20,684−55.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 16,445 | $170.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,088 | $167.0K | 0.00% | +16,088 | New |
| Wolverine Trading, LLC | 15,736 | $163.0K | 0.00% | +5,113+48.1% | Added |
| FirstPurpose Wealth LLC | 15,565 | $161.6K | 0.09% | +1,511+10.8% | Added |
| Fox Run Management, L.L.C. | 14,880 | $154.5K | 0.06% | +14,880 | New |
| Engineers Gate Manager LP | 14,431 | $149.8K | 0.01% | −4,421−23.5% | Reduced |
| GWM Advisors LLC | 13,763 | $142.9K | 0.00% | +13,763 | New |
| PDT Partners, LLC | 13,529 | $140.4K | 0.02% | +13,529 | New |
| Gsa Capital Partners LLP | 13,121 | $136.0K | 0.02% | +13,121 | New |
| Quantbot Technologies LP | 12,905 | $134.0K | 0.01% | +12,905 | New |
| Peapack Gladstone Financial Corp | 12,450 | $129.0K | 0.00% | −6,250−33.4% | Reduced |
| Handelsbanken Fonder AB | 11,500 | $119.0K | 0.00% | +11,500 | New |
| Intellectus Partners, LLC | 11,075 | $115.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,610 | $110.0K | 0.00% | +10,610 | New |
| Victory Capital Management Inc | 10,506 | $109.1K | 0.00% | −40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,017 | $62.0K | 0.00% | +4,809+398.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,356 | $56.0K | 0.00% | −43−0.8% | 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 |
| Advisors Asset Management, Inc. | 4,383 | $45.5K | 0.00% | −1,049−19.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,131 | $43.0K | 0.00% | −437−9.6% | Reduced |
| Rockefeller Capital Management L.P. | 3,758 | $39.0K | 0.00% | −2,003−34.8% | Reduced |
| Lazard Asset Management LLC | 3,641 | $37.0K | 0.00% | −2,580−41.5% | Reduced |
| Global Wealth Strategies & Associates | 3,004 | $31.2K | 0.02% | +3,004 | New |
| Cutler Group LP | 2,996 | $31.0K | 0.00% | −2,020−40.3% | Reduced |
| Alpha Paradigm Partners, LLC | 2,347 | $24.0K | 0.01% | +2,347 | New |
| James Investment Research Inc | 1,936 | $20.0K | 0.00% | +1,936 | New |
| Belpointe Asset Management LLC | 1,225 | $12.7K | 0.00% | +1,225 | New |
| Lindbrook Capital, LLC | 1,223 | $12.7K | 0.00% | −587−32.4% | Reduced |
| Macroview Investment Management LLC | 1,181 | $12.3K | 0.02% | +1,181 | New |
| First Horizon Advisors, Inc. | 1,025 | $10.6K | 0.00% | +1,025 | New |
| Fifth Third Bancorp | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 905 | $9.39K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 761 | $7.90K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 605 | $6.28K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $6.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $5.19K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 488 | $5.07K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 476 | $4.94K | 0.00% | −2,390−83.4% | Reduced |
| Spire Wealth Management | 344 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $3.00K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 265 | $2.75K | 0.00% | +265 | New |
| Romano Brothers and Company | 210 | $2.18K | 0.00% | +210 | New |
| Tyler-Stone Wealth Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 92 | $955 | 0.00% | −23,085−99.6% | Reduced |
| Advisory Services Network, LLC | 60 | $623 | 0.00% | +60 | New |
| Institutional & Family Asset Management, LLC | 57 | $592 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $540 | 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 |
| Truvestments Capital LLC | 40 | $415 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $260 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19 | $197 | 0.00% | −299−94.0% | Reduced |
| Moser Wealth Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $10 | 0.00% | +1 | New |
| Private Trust Co NA | 11 | $0 | 0.00% | +11 | New |
| IFP Advisors, Inc | 100 | – | – | −2,000−95.2% | Reduced |
| General Catalyst Group Management, LLC | 0 | $0 | 0.00% | −4,337,186−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −343,960−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −291,702−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −184,995−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −133,242−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −122,273−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −111,277−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −73,330−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −70,684−100.0% | Sold out |
| Summit Partners L P | 0 | $0 | 0.00% | −70,073−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,428−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −25,497−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −25,426−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −23,951−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −19,933−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −17,075−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −16,679−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,402−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,184−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |