Qualtrics International Inc.
XMDelisted- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001747748
Qualtrics International Inc. was delisted in 2023; its insiders filed their last Form 4 on Jun 28, 2023; 198 institutions reported holding it in 13F filings for Q1 2023, worth $2.57B in total; no superinvestor held it.
13F holders, Q1 2023
Institutional positions in Qualtrics International Inc. as of Mar 31, 2023. 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
XM is no longer listed, so this page shows Q1 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 198
- +26 vs. Q4 2022
- Shares held
- 139.8M
- +13.4M (+10.6%) vs. Q4 2022
- Total value
- $2.54B
- +$1.23B (+93.6%) vs. Q4 2022
- New holders
- 85
- 49 more added
- Sold out
- 59
- 42 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $2.57B |
| Q4 2022 | 176 | $1.33B |
| Q3 2022 | 167 | $1.28B |
| Q2 2022 | 190 | $1.57B |
| Q1 2022 | 197 | $3.73B |
| Q4 2021 | 210 | $5.07B |
| Q3 2021 | 165 | $3.40B |
| Q2 2021 | 164 | $2.97B |
| Q1 2021 | 150 | $2.35B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 19 | $0 | 0.00% | +19 | New |
| True Wealth Design, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $143 | 0.00% | +8 | New |
| Private Trust Co NA | 11 | $196 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $446 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 38 | $678 | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 50 | $892 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $892 | 0.00% | 00.0% | Unchanged |
| Athos Capital Ltd | 50,000 | $892 | 0.68% | +50,000 | New |
| Parallel Advisors, LLC | 52 | $927 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 56 | $998 | 0.00% | −1−1.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 111 | $1.98K | 0.00% | +111 | New |
| FNY Investment Advisers, LLC | 140 | $2.00K | 0.00% | +140 | New |
| New Millennium Group LLC | 150 | $2.67K | 0.00% | +150 | New |
| CWM, LLC | 290 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 344 | $6.14K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 375 | $6.69K | 0.00% | +375 | New |
| Leonteq Securities AG | 440 | $7.84K | 0.00% | −36−7.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 488 | $8.70K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $8.91K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 553 | $9.86K | 0.00% | −352−38.9% | Reduced |
| Cary Street Partners Asset Management LLC | 600 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 605 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 724 | $13.0K | 0.00% | −5,293−88.0% | Reduced |
| NVWM, LLC | 761 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 864 | $15.4K | 0.00% | −359−29.4% | Reduced |
| First Horizon Advisors, Inc. | 885 | $15.8K | 0.00% | −140−13.7% | Reduced |
| Fifth Third Bancorp | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,190 | $21.2K | 0.00% | +1,130+1,883.3% | Added |
| Belpointe Asset Management LLC | 1,225 | $21.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,527 | $27.0K | 0.00% | +1,527 | New |
| Mint Tower Capital Management B.V. | 1,500 | $27.0K | 0.00% | +1,500 | New |
| Advisors Asset Management, Inc. | 2,388 | $42.6K | 0.00% | −1,995−45.5% | Reduced |
| Global Wealth Strategies & Associates | 3,004 | $53.6K | 0.03% | 00.0% | Unchanged |
| Ossiam | 3,006 | $53.6K | 0.00% | +3,006 | New |
| National Bank of Canada | 3,640 | $64.9K | 0.00% | −77,117−95.5% | Reduced |
| Royal Bank of Canada | 4,073 | $73.0K | 0.00% | −90,470−95.7% | Reduced |
| Nomura Asset Management Co Ltd | 4,564 | $81.4K | 0.00% | +4,564 | New |
| Benjamin F. Edwards & Company, Inc. | 5,366 | $96.0K | 0.00% | +10+0.2% | Added |
| Group One Trading, L.P. | 5,945 | $106.0K | 0.01% | −15,630−72.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,924 | $123.5K | 0.00% | +2,793+67.6% | Added |
| Lazard Asset Management LLC | 7,081 | $126.0K | 0.00% | +3,440+94.5% | Added |
| Cutler Group LP | 9,084 | $161.0K | 0.03% | +6,088+203.2% | Added |
| Hunting Hill Global Capital, LLC | 10,000 | $178.3K | 0.21% | +10,000 | New |
| B. Metzler seel. Sohn & Co. AG | 10,409 | $185.6K | 0.00% | +10,409 | New |
| Jump Financial, LLC | 10,782 | $192.2K | 0.01% | −90,965−89.4% | Reduced |
| Victory Capital Management Inc | 11,453 | $204.2K | 0.00% | +947+9.0% | Added |
| Handelsbanken Fonder AB | 11,500 | $205.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,796 | $210.3K | 0.00% | −5,300−31.0% | Reduced |
| DC Investments Management, LLC | 14,883 | $265.4K | 0.32% | +14,883 | New |
| Gotham Asset Management, LLC | 15,184 | $270.7K | 0.01% | +15,184 | New |
| Guggenheim Capital LLC | 15,435 | $275.2K | 0.00% | +15,435 | New |
| Crewe Advisors LLC | 16,635 | $296.6K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 17,264 | $307.8K | 0.01% | −6,810−28.3% | Reduced |
| Drive Wealth Management, LLC | 17,613 | $314.0K | 0.13% | −10−0.1% | Reduced |
| Wolverine Asset Management LLC | 17,810 | $317.6K | 0.01% | +17,810 | New |
| FirstPurpose Wealth LLC | 17,995 | $320.9K | 0.16% | +2,430+15.6% | Added |
| Belvedere Trading LLC | 18,067 | $322.1K | 0.14% | +18,067 | New |
| Cubist Systematic Strategies, LLC | 18,237 | $325.2K | 0.00% | −206,880−91.9% | Reduced |
| PenderFund Capital Management Ltd. | 14,000 | $337.0K | 0.11% | +14,000 | New |
| ProShare Advisors LLC | 19,584 | $349.2K | 0.00% | +19,584 | New |
| Citigroup Inc | 19,716 | $351.5K | 0.00% | +315+1.6% | Added |
| Blair William & Co | 20,890 | $372.5K | 0.00% | −2,237−9.7% | Reduced |
| Mackenzie Financial Corp | 21,100 | $376.2K | 0.00% | +21,100 | New |
| Truist Financial Corp | 21,300 | $379.8K | 0.00% | −2,500−10.5% | Reduced |
| Wolverine Trading, LLC | 21,824 | $389.0K | 0.01% | +6,088+38.7% | Added |
| TownSquare Capital, LLC | 22,198 | $395.8K | 0.01% | +767+3.6% | Added |
| Delphia (USA) Inc. | 23,374 | $416.8K | 0.51% | −29,784−56.0% | Reduced |
| Invesco Ltd. | 23,898 | $426.1K | 0.00% | −3,814,545−99.4% | Reduced |
| Prudential Financial Inc | 26,372 | $434.4K | 0.00% | +278+1.1% | Added |
| Clearline Capital LP | 27,216 | $485.3K | 0.07% | −556,386−95.3% | Reduced |
| Corton Capital Inc. | 28,842 | $514.3K | 0.36% | −29,010−50.1% | Reduced |
| Harvest Management LLC | 29,000 | $517.1K | 0.47% | +29,000 | New |
| MV Capital Management, Inc. | 31,257 | $557.3K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32,014 | $570.0K | 0.00% | +28,256+751.9% | Added |
| Ceera Investments, LLC | 37,005 | $659.8K | 0.42% | +37,005 | New |
| PEAK6 Investments LLC | 38,108 | $679.5K | 0.04% | +38,108 | New |
| Quantbot Technologies LP | 41,263 | $735.7K | 0.05% | +28,358+219.7% | Added |
| Sand Grove Capital Management LLP | 41,521 | $740.0K | 0.11% | +41,521 | New |
| Renaissance Capital LLC | 42,325 | $754.7K | 0.56% | −3,367−7.4% | Reduced |
| Virtu Financial LLC | 42,442 | $757.0K | 0.08% | +42,442 | New |
| Elite Wealth Management, Inc. | 43,469 | $775.1K | 0.34% | +3,840+9.7% | Added |
| Envestnet Asset Management Inc | 46,711 | $832.9K | 0.00% | −33,203−41.5% | Reduced |
| Gamco Investors, Inc. Et Al | 47,469 | $846.4K | 0.01% | +47,469 | New |
| Manufacturers Life Insurance Company, The | 48,135 | $858.2K | 0.00% | +15,162+46.0% | Added |
| Alps Advisors Inc | 48,913 | $872.1K | 0.01% | −60,495−55.3% | Reduced |
| Commonwealth Equity Services, LLC | 53,185 | $948.0K | 0.00% | +53,185 | New |
| Clear Harbor Asset Management, LLC | 55,723 | $993.5K | 0.10% | +5,215+10.3% | Added |
| Vestcor Inc | 60,000 | $1.07M | 0.04% | +60,000 | New |
| Gsa Capital Partners LLP | 60,384 | $1.08M | 0.11% | +47,263+360.2% | Added |
| Raymond James & Associates | 60,576 | $1.08M | 0.00% | +13,548+28.8% | Added |
| Sagefield Capital LP | 61,400 | $1.09M | 0.25% | +61,400 | New |
| GAM Holding AG | 65,000 | $1.16M | 0.08% | +65,000 | New |
| TIG Advisors, LLC | 67,898 | $1.21M | 0.09% | +67,898 | New |
| Public Employees Retirement System of Ohio | 69,000 | $1.23M | 0.01% | +69,000 | New |
| Two Sigma Advisers, LP | 70,400 | $1.26M | 0.00% | +70,400 | New |
| Simplex Trading, LLC | 73,438 | $1.31M | 0.06% | +19,829+37.0% | Added |
| Vazirani Asset Management LLC | 75,000 | $1.34M | 2.53% | +75,000 | New |