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, 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 | $2.54B |
| 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, 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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 70,400 | $1.26M | 0.00% | +70,400 | New |
| Public Employees Retirement System of Ohio | 69,000 | $1.23M | 0.01% | +69,000 | New |
| TIG Advisors, LLC | 67,898 | $1.21M | 0.09% | +67,898 | New |
| GAM Holding AG | 65,000 | $1.16M | 0.08% | +65,000 | New |
| Sagefield Capital LP | 61,400 | $1.09M | 0.25% | +61,400 | New |
| Raymond James & Associates | 60,576 | $1.08M | 0.00% | +13,548+28.8% | Added |
| Gsa Capital Partners LLP | 60,384 | $1.08M | 0.11% | +47,263+360.2% | Added |
| Vestcor Inc | 60,000 | $1.07M | 0.04% | +60,000 | New |
| Clear Harbor Asset Management, LLC | 55,723 | $993.5K | 0.10% | +5,215+10.3% | Added |
| Commonwealth Equity Services, LLC | 53,185 | $948.0K | 0.00% | +53,185 | New |
| Alps Advisors Inc | 48,913 | $872.1K | 0.01% | −60,495−55.3% | Reduced |
| Manufacturers Life Insurance Company, The | 48,135 | $858.2K | 0.00% | +15,162+46.0% | Added |
| Gamco Investors, Inc. Et Al | 47,469 | $846.4K | 0.01% | +47,469 | New |
| Envestnet Asset Management Inc | 46,711 | $832.9K | 0.00% | −33,203−41.5% | Reduced |
| Elite Wealth Management, Inc. | 43,469 | $775.1K | 0.34% | +3,840+9.7% | Added |
| Virtu Financial LLC | 42,442 | $757.0K | 0.08% | +42,442 | New |
| Renaissance Capital LLC | 42,325 | $754.7K | 0.56% | −3,367−7.4% | Reduced |
| Sand Grove Capital Management LLP | 41,521 | $740.0K | 0.11% | +41,521 | New |
| Quantbot Technologies LP | 41,263 | $735.7K | 0.05% | +28,358+219.7% | Added |
| PEAK6 Investments LLC | 38,108 | $679.5K | 0.04% | +38,108 | New |
| Ceera Investments, LLC | 37,005 | $659.8K | 0.42% | +37,005 | New |
| Rockefeller Capital Management L.P. | 32,014 | $570.0K | 0.00% | +28,256+751.9% | Added |
| MV Capital Management, Inc. | 31,257 | $557.3K | 0.08% | 00.0% | Unchanged |
| Harvest Management LLC | 29,000 | $517.1K | 0.47% | +29,000 | New |
| Corton Capital Inc. | 28,842 | $514.3K | 0.36% | −29,010−50.1% | Reduced |
| Clearline Capital LP | 27,216 | $485.3K | 0.07% | −556,386−95.3% | Reduced |
| Prudential Financial Inc | 26,372 | $434.4K | 0.00% | +278+1.1% | Added |
| Invesco Ltd. | 23,898 | $426.1K | 0.00% | −3,814,545−99.4% | Reduced |
| Delphia (USA) Inc. | 23,374 | $416.8K | 0.51% | −29,784−56.0% | Reduced |
| TownSquare Capital, LLC | 22,198 | $395.8K | 0.01% | +767+3.6% | Added |
| Wolverine Trading, LLC | 21,824 | $389.0K | 0.01% | +6,088+38.7% | Added |
| Truist Financial Corp | 21,300 | $379.8K | 0.00% | −2,500−10.5% | Reduced |
| Mackenzie Financial Corp | 21,100 | $376.2K | 0.00% | +21,100 | New |
| Blair William & Co | 20,890 | $372.5K | 0.00% | −2,237−9.7% | Reduced |
| Citigroup Inc | 19,716 | $351.5K | 0.00% | +315+1.6% | Added |
| ProShare Advisors LLC | 19,584 | $349.2K | 0.00% | +19,584 | New |
| PenderFund Capital Management Ltd. | 14,000 | $337.0K | 0.11% | +14,000 | New |
| Cubist Systematic Strategies, LLC | 18,237 | $325.2K | 0.00% | −206,880−91.9% | Reduced |
| Belvedere Trading LLC | 18,067 | $322.1K | 0.14% | +18,067 | New |
| FirstPurpose Wealth LLC | 17,995 | $320.9K | 0.16% | +2,430+15.6% | Added |
| Wolverine Asset Management LLC | 17,810 | $317.6K | 0.01% | +17,810 | New |
| Drive Wealth Management, LLC | 17,613 | $314.0K | 0.13% | −10−0.1% | Reduced |
| JustInvest LLC | 17,264 | $307.8K | 0.01% | −6,810−28.3% | Reduced |
| Crewe Advisors LLC | 16,635 | $296.6K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,435 | $275.2K | 0.00% | +15,435 | New |
| Gotham Asset Management, LLC | 15,184 | $270.7K | 0.01% | +15,184 | New |
| DC Investments Management, LLC | 14,883 | $265.4K | 0.32% | +14,883 | New |
| Cetera Investment Advisers | 11,796 | $210.3K | 0.00% | −5,300−31.0% | Reduced |
| Handelsbanken Fonder AB | 11,500 | $205.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,453 | $204.2K | 0.00% | +947+9.0% | Added |
| Jump Financial, LLC | 10,782 | $192.2K | 0.01% | −90,965−89.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,409 | $185.6K | 0.00% | +10,409 | New |
| Hunting Hill Global Capital, LLC | 10,000 | $178.3K | 0.21% | +10,000 | New |
| Cutler Group LP | 9,084 | $161.0K | 0.03% | +6,088+203.2% | Added |
| Lazard Asset Management LLC | 7,081 | $126.0K | 0.00% | +3,440+94.5% | Added |
| Advisor Group Holdings, Inc. | 6,924 | $123.5K | 0.00% | +2,793+67.6% | Added |
| Group One Trading, L.P. | 5,945 | $106.0K | 0.01% | −15,630−72.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,366 | $96.0K | 0.00% | +10+0.2% | Added |
| Nomura Asset Management Co Ltd | 4,564 | $81.4K | 0.00% | +4,564 | New |
| Royal Bank of Canada | 4,073 | $73.0K | 0.00% | −90,470−95.7% | Reduced |
| National Bank of Canada | 3,640 | $64.9K | 0.00% | −77,117−95.5% | Reduced |
| Ossiam | 3,006 | $53.6K | 0.00% | +3,006 | New |
| Global Wealth Strategies & Associates | 3,004 | $53.6K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,388 | $42.6K | 0.00% | −1,995−45.5% | Reduced |
| 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 |
| Belpointe Asset Management LLC | 1,225 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,190 | $21.2K | 0.00% | +1,130+1,883.3% | Added |
| Fifth Third Bancorp | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 885 | $15.8K | 0.00% | −140−13.7% | Reduced |
| Lindbrook Capital, LLC | 864 | $15.4K | 0.00% | −359−29.4% | Reduced |
| NVWM, LLC | 761 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 724 | $13.0K | 0.00% | −5,293−88.0% | Reduced |
| Signaturefd, LLC | 605 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 553 | $9.86K | 0.00% | −352−38.9% | Reduced |
| Allworth Financial LP | 500 | $8.91K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 488 | $8.70K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 440 | $7.84K | 0.00% | −36−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 375 | $6.69K | 0.00% | +375 | New |
| Spire Wealth Management | 344 | $6.14K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $5.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 150 | $2.67K | 0.00% | +150 | New |
| FNY Investment Advisers, LLC | 140 | $2.00K | 0.00% | +140 | New |
| Lee Financial Co | 111 | $1.98K | 0.00% | +111 | New |
| Kelly Lawrence W & Associates Inc | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 56 | $998 | 0.00% | −1−1.8% | Reduced |
| Parallel Advisors, LLC | 52 | $927 | 0.00% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 38 | $678 | 0.00% | +38 | New |
| Guardian Wealth Management, Inc. | 25 | $446 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $196 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $143 | 0.00% | +8 | New |
| True Wealth Design, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $0 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 19 | $0 | 0.00% | +19 | New |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −9,300,000−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −4,268,003−100.0% | Sold out |