Qualtrics Ownership 2024 | Who Owns Qualtrics Now?

Overview ForecastChart

Institutional Ownership

0.00%

Insider Ownership

11.30%

Retail Ownership

88.70%

Institutional Holders

1.00

Qualtrics Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SILVER LAKE GROUP, L.L.C.	4.28%	3.23%	24,987,839	-	-	445,533,169,000	Mar 31, 2023
VANGUARD GROUP INC	1.76%	0.00%	10,266,860	42,419	0.41%	183,058,114,000	Mar 31, 2023
EDGEPOINT INVESTMENT GROUP INC.	1.59%	1.66%	9,296,627	2,306,798	33.00%	165,758,861,000	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	1.25%	0.05%	7,278,897	3,304,915	83.16%	129,783,000	Mar 31, 2023
PENTWATER CAPITAL MANAGEMENT LP	0.81%	0.82%	4,760,000	4,760,000	100.00%	84,870,800,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.70%	0.02%	4,083,561	-711,896	-14.85%	72,809,893,000	Mar 31, 2023
MAGNETAR FINANCIAL LLC	0.67%	1.35%	3,894,425	3,894,425	100.00%	69,437,598,000	Mar 31, 2023
FIL LTD	0.62%	0.07%	3,608,000	3,608,000	100.00%	64,330,640,000	Mar 31, 2023
DEUTSCHE BANK AG\	0.61%	0.04%	3,554,889	-349,111	-8.94%	63,383,671,000	Mar 31, 2023
GLAZER CAPITAL, LLC	0.57%	3.27%	3,354,996	3,354,996	100.00%	59,820,000	Mar 31, 2023
ARROWMARK COLORADO HOLDINGS LLC	0.55%	0.65%	3,211,895	-1,430,885	-30.82%	57,268,088,000	Mar 31, 2023
P SCHOENFELD ASSET MANAGEMENT LP	0.53%	4.89%	3,100,000	3,100,000	100.00%	55,273,000,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.50%	0.01%	2,949,247	-1,278,723	-30.24%	52,586,000	Mar 31, 2023
MAN GROUP PLC	0.44%	0.16%	2,588,643	2,588,643	100.00%	46,155,505,000	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.44%	0.01%	2,576,729	-1,939,720	-42.95%	45,943,078,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.38%	0.05%	2,213,900	567,400	34.46%	39,474,000	Mar 31, 2023
BLACKROCK INC.	0.36%	0.00%	2,117,189	298,365	16.40%	37,749,480,000	Mar 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.	0.33%	1.47%	1,912,779	1,912,779	100.00%	34,104,850,000	Mar 31, 2023
FMR LLC	0.28%	0.00%	1,629,061	-97,490	-5.65%	29,046,158,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.28%	0.02%	1,618,463	-201,827	-11.09%	28,857,000	Mar 31, 2023

Qualtrics's largest institutional shareholder is SILVER LAKE GROUP, L.L.C., holding 4.28% of the company's total share outstanding, currently valued at $445.53B. The top 10 institutional shareholders own together 12.85% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARDIN HILL MANAGEMENT PARTNERS LP	0.21%	5.44%	1,234,487	1,234,487	100.00%	22,011,000	Mar 31, 2023
BLOOM TREE PARTNERS, LLC	0.10%	5.01%	577,534	-818,580	-58.63%	10,297,431,000	Mar 31, 2023
P SCHOENFELD ASSET MANAGEMENT LP	0.53%	4.89%	3,100,000	3,100,000	100.00%	55,273,000,000	Mar 31, 2023
PSQUARED ASSET MANAGEMENT AG	0.26%	3.85%	1,500,000	1,500,000	100.00%	26,745,000,000	Mar 31, 2023
GLAZER CAPITAL, LLC	0.57%	3.27%	3,354,996	3,354,996	100.00%	59,820,000	Mar 31, 2023
SILVER LAKE GROUP, L.L.C.	4.28%	3.23%	24,987,839	-	-	445,533,169,000	Mar 31, 2023
VAZIRANI ASSET MANAGEMENT LLC	0.01%	2.53%	75,000	75,000	100.00%	1,337,250,000	Mar 31, 2023
OLYMPIAD RESEARCH LP	0.02%	2.35%	113,122	113,122	100.00%	2,016,965,000	Mar 31, 2023
INTELLECTUS PARTNERS, LLC	0.07%	2.23%	396,374	385,299	3479.00%	7,067,348,000	Mar 31, 2023
KELLNER CAPITAL, LLC	0.02%	2.23%	89,724	89,724	100.00%	1,600,000	Mar 31, 2023
EDGEPOINT INVESTMENT GROUP INC.	1.59%	1.66%	9,296,627	2,306,798	33.00%	165,758,861,000	Mar 31, 2023
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0.09%	1.63%	535,416	535,416	100.00%	9,546,000	Mar 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.	0.33%	1.47%	1,912,779	1,912,779	100.00%	34,104,850,000	Mar 31, 2023
MAGNETAR FINANCIAL LLC	0.67%	1.35%	3,894,425	3,894,425	100.00%	69,437,598,000	Mar 31, 2023
MIC CAPITAL MANAGEMENT UK LLP	0.07%	1.33%	389,600	-	-	6,946,568,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	0.06%	1.23%	358,050	358,050	100.00%	6,384,032,000	Mar 31, 2023
NEXPOINT ASSET MANAGEMENT, L.P.	0.10%	1.12%	579,427	579,427	100.00%	10,331,183,000	Mar 31, 2023
PRIVIUM FUND MANAGEMENT (UK) LTD	0.01%	1.08%	77,000	77,000	100.00%	1,372,525,000	Mar 31, 2023
ANGELO GORDON & CO., L.P.	0.03%	0.89%	200,000	200,000	100.00%	3,566,000,000	Mar 31, 2023
ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.04%	0.84%	225,282	225,282	100.00%	4,016,778,000	Mar 31, 2023

The largest Qualtrics shareholder by % of total assets is BARDIN HILL MANAGEMENT PARTNERS LP. The company owns 1.23M shares of Qualtrics (XM), representing 5.44% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PENTWATER CAPITAL MANAGEMENT LP	0.81%	0.82%	4,760,000	4,760,000	100.00%	84,870,800,000	Mar 31, 2023
MAGNETAR FINANCIAL LLC	0.67%	1.35%	3,894,425	3,894,425	100.00%	69,437,598,000	Mar 31, 2023
FIL LTD	0.62%	0.07%	3,608,000	3,608,000	100.00%	64,330,640,000	Mar 31, 2023
GLAZER CAPITAL, LLC	0.57%	3.27%	3,354,996	3,354,996	100.00%	59,820,000	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	1.25%	0.05%	7,278,897	3,304,915	83.16%	129,783,000	Mar 31, 2023
P SCHOENFELD ASSET MANAGEMENT LP	0.53%	4.89%	3,100,000	3,100,000	100.00%	55,273,000,000	Mar 31, 2023
MAN GROUP PLC	0.44%	0.16%	2,588,643	2,588,643	100.00%	46,155,505,000	Mar 31, 2023
EDGEPOINT INVESTMENT GROUP INC.	1.59%	1.66%	9,296,627	2,306,798	33.00%	165,758,861,000	Mar 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.	0.33%	1.47%	1,912,779	1,912,779	100.00%	34,104,850,000	Mar 31, 2023
PSQUARED ASSET MANAGEMENT AG	0.26%	3.85%	1,500,000	1,500,000	100.00%	26,745,000,000	Mar 31, 2023
PENTWATER CAPITAL MANAGEMENT LP	0.21%	0.22%	1,250,000	1,250,000	100.00%	22,287,500,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.21%	5.44%	1,234,487	1,234,487	100.00%	22,011,000	Mar 31, 2023
SOFTBANK GROUP CORP.	0.14%	0.18%	800,000	800,000	100.00%	14,264,000,000	Mar 31, 2023
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.13%	0.07%	769,775	769,775	100.00%	13,725,088,000	Mar 31, 2023
PICTON MAHONEY ASSET MANAGEMENT	0.13%	0.59%	750,000	750,000	100.00%	13,372,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	0.15%	0.24%	870,820	721,133	481.76%	15,527,000	Mar 31, 2023
TOKIO MARINE ASSET MANAGEMENT CO LTD	0.11%	0.82%	660,300	660,300	100.00%	11,773,149,000	Mar 31, 2023
AQR ARBITRAGE LLC	0.11%	0.34%	632,028	632,028	100.00%	11,269,059,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.18%	0.00%	1,067,630	602,823	129.69%	19,035,843,000	Mar 31, 2023
CINCTIVE CAPITAL MANAGEMENT LP	0.10%	0.34%	580,000	580,000	100.00%	10,341,400,000	Mar 31, 2023

As of Mar 31 2023, Qualtrics's largest institutional buyer is PENTWATER CAPITAL MANAGEMENT LP. The company purchased 4.76M stocks of XM, valued at $84.87B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GREENVALE CAPITAL LLP	-	-	-	-9,300,000	-100.00%	-	Mar 31, 2023
ALKEON CAPITAL MANAGEMENT LLC	-	-	-	-4,268,003	-100.00%	-	Mar 31, 2023
INVESCO LTD.	0.00%	0.00%	23,898	-3,814,545	-99.38%	426,101,000	Mar 31, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	-	-2,043,243	-100.00%	-	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.44%	0.01%	2,576,729	-1,939,720	-42.95%	45,943,078,000	Mar 31, 2023
REGAL PARTNERS LTD	-	-	-	-1,833,087	-100.00%	-	Mar 31, 2023
EAGLE ASSET MANAGEMENT INC	0.03%	0.02%	156,536	-1,592,898	-91.05%	2,791,000,000	Mar 31, 2023
TIGER GLOBAL MANAGEMENT LLC	-	-	-	-1,488,500	-100.00%	-	Mar 31, 2023
ARROWMARK COLORADO HOLDINGS LLC	0.55%	0.65%	3,211,895	-1,430,885	-30.82%	57,268,088,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.22%	0.06%	1,314,264	-1,341,731	-50.52%	23,433,327,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.50%	0.01%	2,949,247	-1,278,723	-30.24%	52,586,000	Mar 31, 2023
ENSIGN PEAK ADVISORS, INC	-	-	-	-1,056,921	-100.00%	-	Mar 31, 2023
BLOOM TREE PARTNERS, LLC	0.10%	5.01%	577,534	-818,580	-58.63%	10,297,431,000	Mar 31, 2023
DEEPWATER ASSET MANAGEMENT, LLC	-	-	-	-809,269	-100.00%	-	Mar 31, 2023
FIRST TRUST ADVISORS LP	0.19%	0.02%	1,103,027	-720,924	-39.53%	19,666,971,000	Mar 31, 2023
J. GOLDMAN & CO LP	-	-	-	-714,446	-100.00%	-	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.70%	0.02%	4,083,561	-711,896	-14.85%	72,809,893,000	Mar 31, 2023
LORD, ABBETT & CO. LLC	-	-	-	-674,981	-100.00%	-	Mar 31, 2023
NZS CAPITAL, LLC	-	-	-	-668,797	-100.00%	-	Mar 31, 2023
CLEARLINE CAPITAL LP	0.00%	0.07%	27,216	-556,386	-95.34%	485,262,000	Mar 31, 2023

As of Mar 31 2023, Qualtrics's biggest institutional seller is GREENVALE CAPITAL LLP. The company sold -9.30M shares of XM, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PENTWATER CAPITAL MANAGEMENT LP	0.81%	0.82%	4,760,000	4,760,000	100.00%	84,870,800,000	Mar 31, 2023
MAGNETAR FINANCIAL LLC	0.67%	1.35%	3,894,425	3,894,425	100.00%	69,437,598,000	Mar 31, 2023
FIL LTD	0.62%	0.07%	3,608,000	3,608,000	100.00%	64,330,640,000	Mar 31, 2023
GLAZER CAPITAL, LLC	0.57%	3.27%	3,354,996	3,354,996	100.00%	59,820,000	Mar 31, 2023
P SCHOENFELD ASSET MANAGEMENT LP	0.53%	4.89%	3,100,000	3,100,000	100.00%	55,273,000,000	Mar 31, 2023
MAN GROUP PLC	0.44%	0.16%	2,588,643	2,588,643	100.00%	46,155,505,000	Mar 31, 2023
FIRST TRUST CAPITAL MANAGEMENT L.P.	0.33%	1.47%	1,912,779	1,912,779	100.00%	34,104,850,000	Mar 31, 2023
PSQUARED ASSET MANAGEMENT AG	0.26%	3.85%	1,500,000	1,500,000	100.00%	26,745,000,000	Mar 31, 2023
PENTWATER CAPITAL MANAGEMENT LP	0.21%	0.22%	1,250,000	1,250,000	100.00%	22,287,500,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.21%	5.44%	1,234,487	1,234,487	100.00%	22,011,000	Mar 31, 2023
SOFTBANK GROUP CORP.	0.14%	0.18%	800,000	800,000	100.00%	14,264,000,000	Mar 31, 2023
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.13%	0.07%	769,775	769,775	100.00%	13,725,088,000	Mar 31, 2023
PICTON MAHONEY ASSET MANAGEMENT	0.13%	0.59%	750,000	750,000	100.00%	13,372,000	Mar 31, 2023
TOKIO MARINE ASSET MANAGEMENT CO LTD	0.11%	0.82%	660,300	660,300	100.00%	11,773,149,000	Mar 31, 2023
AQR ARBITRAGE LLC	0.11%	0.34%	632,028	632,028	100.00%	11,269,059,000	Mar 31, 2023
CINCTIVE CAPITAL MANAGEMENT LP	0.10%	0.34%	580,000	580,000	100.00%	10,341,400,000	Mar 31, 2023
NEXPOINT ASSET MANAGEMENT, L.P.	0.10%	1.12%	579,427	579,427	100.00%	10,331,183,000	Mar 31, 2023
ALPINE ASSOCIATES MANAGEMENT INC.	0.10%	0.54%	568,500	568,500	100.00%	10,136,355,000	Mar 31, 2023
ALLIANCEBERNSTEIN L.P.	0.10%	0.00%	560,556	560,556	100.00%	9,994,713,000	Mar 31, 2023
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0.09%	1.63%	535,416	535,416	100.00%	9,546,000	Mar 31, 2023
GABELLI FUNDS LLC	0.09%	0.07%	530,320	530,320	100.00%	9,455,606,000	Mar 31, 2023
MARSHALL WACE, LLP	0.07%	0.02%	405,798	405,798	100.00%	7,235,380,000	Mar 31, 2023
CENTIVA CAPITAL, LP	0.07%	0.17%	380,000	380,000	100.00%	6,775,400,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	0.06%	1.23%	358,050	358,050	100.00%	6,384,032,000	Mar 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC	0.06%	0.21%	356,731	356,731	100.00%	6,360,514,000	Mar 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP	0.06%	0.06%	340,000	340,000	100.00%	6,062,200,000	Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.05%	0.02%	281,182	281,182	100.00%	5,013,475,000	Mar 31, 2023
DLD ASSET MANAGEMENT, LP	0.05%	0.41%	274,400	274,400	100.00%	4,892,552,000	Mar 31, 2023
AMERIPRISE FINANCIAL INC	0.04%	0.00%	242,072	242,072	100.00%	4,316,144,000	Mar 31, 2023
DUPONT CAPITAL MANAGEMENT CORP	0.04%	0.19%	226,600	226,600	100.00%	4,040,278,000	Mar 31, 2023
ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.04%	0.84%	225,282	225,282	100.00%	4,016,778,000	Mar 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.04%	0.02%	225,000	225,000	100.00%	4,011,750,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	0.03%	0.06%	203,900	203,900	100.00%	3,636,000	Mar 31, 2023
EHP FUNDS INC.	0.03%	0.70%	200,000	200,000	100.00%	3,566,000,000	Mar 31, 2023
ANGELO GORDON & CO., L.P.	0.03%	0.89%	200,000	200,000	100.00%	3,566,000,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.03%	0.00%	151,300	151,300	100.00%	2,698,000,000	Mar 31, 2023
VERITION FUND MANAGEMENT LLC	0.03%	0.04%	151,085	151,085	100.00%	2,693,846,000	Mar 31, 2023
COWEN AND COMPANY, LLC	0.02%	0.01%	131,000	131,000	100.00%	43,230,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.02%	0.01%	130,000	130,000	100.00%	2,317,900,000	Mar 31, 2023
ADAGE CAPITAL PARTNERS GP, L.L.C.	0.02%	0.00%	121,368	121,368	100.00%	2,163,991,000	Mar 31, 2023
TRIUM CAPITAL LLP	0.02%	0.73%	118,458	118,458	100.00%	2,112,000	Mar 31, 2023
OLYMPIAD RESEARCH LP	0.02%	2.35%	113,122	113,122	100.00%	2,016,965,000	Mar 31, 2023
BOOTHBAY FUND MANAGEMENT, LLC	0.02%	0.04%	101,751	101,751	100.00%	1,814,220,000	Mar 31, 2023
MAVEN SECURITIES LTD	0.02%	0.04%	101,000	101,000	100.00%	1,800,830,000	Mar 31, 2023
NATIXIS	0.02%	0.02%	100,000	100,000	100.00%	1,783,000,000	Mar 31, 2023
CENTIVA CAPITAL, LP	0.02%	0.04%	97,500	97,500	100.00%	1,738,425,000	Mar 31, 2023
HRT FINANCIAL LP	0.02%	0.02%	93,809	93,809	100.00%	1,672,000	Mar 31, 2023
KELLNER CAPITAL, LLC	0.02%	2.23%	89,724	89,724	100.00%	1,600,000	Mar 31, 2023
ERGOTELES LLC	0.01%	0.06%	85,473	85,473	100.00%	1,523,984,000	Mar 31, 2023
MOORE CAPITAL MANAGEMENT, LP	0.01%	0.03%	80,000	80,000	100.00%	1,426,400,000	Mar 31, 2023
BAYESIAN CAPITAL MANAGEMENT, LP	0.01%	0.17%	79,034	79,034	100.00%	1,409,176,000	Mar 31, 2023
PRIVIUM FUND MANAGEMENT (UK) LTD	0.01%	1.08%	77,000	77,000	100.00%	1,372,525,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.01%	0.00%	75,900	75,900	100.00%	1,353,000	Mar 31, 2023
VAZIRANI ASSET MANAGEMENT LLC	0.01%	2.53%	75,000	75,000	100.00%	1,337,250,000	Mar 31, 2023
TWO SIGMA ADVISERS, LP	0.01%	0.00%	70,400	70,400	100.00%	1,255,232,000	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	0.01%	69,000	69,000	100.00%	1,230,000	Mar 31, 2023
TIG ADVISORS, LLC	0.01%	0.09%	67,898	67,898	100.00%	1,210,621,000	Mar 31, 2023
GAM HOLDING AG	0.01%	0.08%	65,000	65,000	100.00%	1,158,950,000	Mar 31, 2023
SAGEFIELD CAPITAL LP	0.01%	0.25%	61,400	61,400	100.00%	1,094,762,000	Mar 31, 2023
VESTCOR INC	0.01%	0.04%	60,000	60,000	100.00%	1,070,000	Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC	0.01%	0.00%	53,185	53,185	100.00%	948,000	Mar 31, 2023
ATHOS CAPITAL LTD	0.01%	0.61%	50,000	50,000	100.00%	892,000	Mar 31, 2023
GAMCO INVESTORS, INC. ET AL	0.01%	0.01%	47,469	47,469	100.00%	846,372,000	Mar 31, 2023
CENTIVA CAPITAL, LP	0.01%	0.02%	45,000	45,000	100.00%	802,350,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.01%	0.08%	42,442	42,442	100.00%	757,000	Mar 31, 2023
SAND GROVE CAPITAL MANAGEMENT LLP	0.01%	0.10%	41,521	41,521	100.00%	740,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	0.01%	0.00%	38,108	38,108	100.00%	679,466,000	Mar 31, 2023
CEERA INVESTMENTS, LLC	0.01%	0.42%	37,005	37,005	100.00%	660,000	Mar 31, 2023
BELVEDERE TRADING LLC	0.01%	0.00%	36,900	36,900	100.00%	657,927,000	Mar 31, 2023
HARVEST MANAGEMENT LLC	0.01%	0.39%	29,000	29,000	100.00%	517,070,000	Mar 31, 2023
MACKENZIE FINANCIAL CORP	0.00%	0.00%	21,100	21,100	100.00%	376,213,000	Mar 31, 2023
PROSHARE ADVISORS LLC	0.00%	0.00%	19,584	19,584	100.00%	349,183,000	Mar 31, 2023
BELVEDERE TRADING LLC	0.00%	0.00%	18,067	18,067	100.00%	322,135,000	Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC	0.00%	0.00%	17,810	17,810	100.00%	317,552,000	Mar 31, 2023
GUGGENHEIM CAPITAL LLC	0.00%	0.00%	15,435	15,435	100.00%	275,206,000	Mar 31, 2023
GOTHAM ASSET MANAGEMENT, LLC	0.00%	0.01%	15,184	15,184	100.00%	270,731,000	Mar 31, 2023
DC INVESTMENTS MANAGEMENT, LLC	0.00%	0.32%	14,883	14,883	100.00%	265,364,000	Mar 31, 2023
PENDERFUND CAPITAL MANAGEMENT LTD.	0.00%	0.11%	14,000	14,000	100.00%	337,000	Mar 31, 2023
SHAY CAPITAL LLC	0.00%	0.04%	12,000	12,000	100.00%	213,960,000	Mar 31, 2023
B. METZLER SEEL. SOHN & CO. AG	0.00%	0.00%	10,409	10,409	100.00%	185,592,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.00%	-	10,000	10,000	100.00%	178,300,000	Mar 31, 2023
HUNTING HILL GLOBAL CAPITAL, LLC	0.00%	0.14%	10,000	10,000	100.00%	178,300,000	Mar 31, 2023
NOMURA ASSET MANAGEMENT CO LTD	0.00%	0.00%	4,564	4,564	100.00%	81,380,000	Mar 31, 2023
OSSIAM	0.00%	0.00%	3,006	3,006	100.00%	53,597,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	0.00%	0.00%	1,527	1,527	100.00%	27,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.00%	0.00%	1,500	1,500	100.00%	27,000	Mar 31, 2023
CLEAR HARBOR ASSET MANAGEMENT, LLC	0.00%	0.00%	1,000	1,000	100.00%	17,830,000	Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	375	375	100.00%	6,686,000	Mar 31, 2023
BELVEDERE TRADING LLC	0.00%	-	300	300	100.00%	5,349,000	Mar 31, 2023
NEW MILLENNIUM GROUP LLC	-	0.00%	150	150	100.00%	2,675,000	Mar 31, 2023
FNY INVESTMENT ADVISERS, LLC	-	0.00%	140	140	100.00%	2,000	Mar 31, 2023
LEE FINANCIAL CO	-	0.00%	111	111	100.00%	1,980,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	-	-	100	100	100.00%	1,783,000	Mar 31, 2023
HEXAGON CAPITAL PARTNERS LLC	-	0.00%	38	38	100.00%	678,000	Mar 31, 2023
PRIVATE TRUST CO NA	-	-	11	11	100.00%	196,000	Mar 31, 2023
GPS WEALTH STRATEGIES GROUP, LLC	-	-	8	8	100.00%	143,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	-	-	2	2	100.00%	20,000	Mar 31, 2023

Qualtrics's largest new institutional shareholder by number of shares is PENTWATER CAPITAL MANAGEMENT LP, purchased 4.76M shares, valued at $84.87B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GREENVALE CAPITAL LLP	-	-	-	-9,300,000	-100.00%	-	Mar 31, 2023
ALKEON CAPITAL MANAGEMENT LLC	-	-	-	-4,268,003	-100.00%	-	Mar 31, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	-	-2,043,243	-100.00%	-	Mar 31, 2023
REGAL PARTNERS LTD	-	-	-	-1,833,087	-100.00%	-	Mar 31, 2023
TIGER GLOBAL MANAGEMENT LLC	-	-	-	-1,488,500	-100.00%	-	Mar 31, 2023
ENSIGN PEAK ADVISORS, INC	-	-	-	-1,056,921	-100.00%	-	Mar 31, 2023
DEEPWATER ASSET MANAGEMENT, LLC	-	-	-	-809,269	-100.00%	-	Mar 31, 2023
J. GOLDMAN & CO LP	-	-	-	-714,446	-100.00%	-	Mar 31, 2023
LORD, ABBETT & CO. LLC	-	-	-	-674,981	-100.00%	-	Mar 31, 2023
NZS CAPITAL, LLC	-	-	-	-668,797	-100.00%	-	Mar 31, 2023
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.	-	-	-	-540,000	-100.00%	-	Mar 31, 2023
WESTERLY CAPITAL MANAGEMENT, LLC	-	-	-	-500,000	-100.00%	-	Mar 31, 2023
POLAR CAPITAL HOLDINGS PLC	-	-	-	-483,263	-100.00%	-	Mar 31, 2023
IVY LANE CAPITAL MANAGEMENT, LLC	-	-	-	-455,000	-100.00%	-	Mar 31, 2023
FRONTIER CAPITAL MANAGEMENT CO LLC	-	-	-	-420,787	-100.00%	-	Mar 31, 2023
OASIS MANAGEMENT CO LTD.	-	-	-	-402,379	-100.00%	-	Mar 31, 2023
HARBERT FUND ADVISORS, INC.	-	-	-	-347,522	-100.00%	-	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-271,851	-100.00%	-	Mar 31, 2023
ASSENAGON ASSET MANAGEMENT S.A.	-	-	-	-268,333	-100.00%	-	Mar 31, 2023
TWENTY ACRE CAPITAL LP	-	-	-	-262,800	-100.00%	-	Mar 31, 2023
D. E. SHAW & CO., INC.	-	-	-	-231,700	-100.00%	-	Mar 31, 2023
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	-	-	-	-207,081	-100.00%	-	Mar 31, 2023
1492 CAPITAL MANAGEMENT LLC	-	-	-	-200,753	-100.00%	-	Mar 31, 2023
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.	-	-	-	-200,000	-100.00%	-	Mar 31, 2023
WASHINGTON HARBOUR PARTNERS LP	-	-	-	-159,006	-100.00%	-	Mar 31, 2023
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-159,004	-100.00%	-	Mar 31, 2023
PALOGIC VALUE MANAGEMENT, L.P.	-	-	-	-120,000	-100.00%	-	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	-	-	-	-110,402	-100.00%	-	Mar 31, 2023
ALPHA DNA INVESTMENT MANAGEMENT LLC	-	-	-	-106,781	-100.00%	-	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-102,263	-100.00%	-	Mar 31, 2023
CAPTION MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2023
STRATEGIC VISION INVESTMENT LTD	-	-	-	-86,715	-100.00%	-	Mar 31, 2023
TWINBEECH CAPITAL LP	-	-	-	-60,882	-100.00%	-	Mar 31, 2023
AE WEALTH MANAGEMENT LLC	-	-	-	-55,791	-100.00%	-	Mar 31, 2023
MACH-1 FINANCIAL GROUP, LLC	-	-	-	-55,281	-100.00%	-	Mar 31, 2023
BANK HAPOALIM BM	-	-	-	-54,220	-100.00%	-	Mar 31, 2023
NOMURA HOLDINGS INC	-	-	-	-50,000	-100.00%	-	Mar 31, 2023
HOOD RIVER CAPITAL MANAGEMENT LLC	-	-	-	-41,083	-100.00%	-	Mar 31, 2023
CSS LLC/IL	-	-	-	-39,400	-100.00%	-	Mar 31, 2023
MIRADOR CAPITAL PARTNERS LP	-	-	-	-28,020	-100.00%	-	Mar 31, 2023
SEI INVESTMENTS CO	-	-	-	-27,631	-100.00%	-	Mar 31, 2023
QUADRATURE CAPITAL LTD	-	-	-	-26,621	-100.00%	-	Mar 31, 2023
JANNEY CAPITAL MANAGEMENT LLC	-	-	-	-23,267	-100.00%	-	Mar 31, 2023
ARISTIDES CAPITAL LLC	-	-	-	-22,445	-100.00%	-	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,377	-100.00%	-	Mar 31, 2023
QUANTAMENTAL TECHNOLOGIES LLC	-	-	-	-18,105	-100.00%	-	Mar 31, 2023
CONESTOGA CAPITAL ADVISORS, LLC	-	-	-	-17,366	-100.00%	-	Mar 31, 2023
EDMOND DE ROTHSCHILD HOLDING S.A.	-	-	-	-16,445	-100.00%	-	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	-	-	-	-16,088	-100.00%	-	Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-14,880	-100.00%	-	Mar 31, 2023
ENGINEERS GATE MANAGER LP	-	-	-	-14,431	-100.00%	-	Mar 31, 2023
NEWEDGE ADVISORS, LLC	-	-	-	-13,763	-100.00%	-	Mar 31, 2023
PDT PARTNERS, LLC	-	-	-	-13,529	-100.00%	-	Mar 31, 2023
PEAPACK GLADSTONE FINANCIAL CORP	-	-	-	-12,450	-100.00%	-	Mar 31, 2023
SG AMERICAS SECURITIES, LLC	-	-	-	-10,610	-100.00%	-	Mar 31, 2023
COPPELL ADVISORY SOLUTIONS CORP.	-	-	-	-4,525	-100.00%	-	Mar 31, 2023
JAMES INVESTMENT RESEARCH INC	-	-	-	-1,936	-100.00%	-	Mar 31, 2023
MACROVIEW INVESTMENT MANAGEMENT LLC	-	-	-	-1,181	-100.00%	-	Mar 31, 2023
BBJS FINANCIAL ADVISORS, LLC	-	-	-	-265	-100.00%	-	Mar 31, 2023
ROMANO BROTHERS AND COMPANY	-	-	-	-210	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-100	-100.00%	-	Mar 31, 2023
TUCKER ASSET MANAGEMENT LLC	-	-	-	-50	-100.00%	-	Mar 31, 2023
TRUVESTMENTS CAPITAL LLC	-	-	-	-40	-100.00%	-	Mar 31, 2023
PNC FINANCIAL SERVICES GROUP, INC.	-	-	-	-19	-100.00%	-	Mar 31, 2023

Qualtrics's largest sold out institutional shareholder by shares sold is GREENVALE CAPITAL LLP, sold -9.30M shares, valued at -, as of undefined.

Qualtrics Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Alger ETF Trust	2.38%	16,869	-	-	Dec 31, 2023
T. Rowe Price Science & Technology Fund, Inc.	1.61%	2,291,133	-	-	Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.58%	538,707	-	-	Jan 31, 2024
LORD ABBETT SECURITIES TRUST	0.57%	2,698,841	-	-	Jan 31, 2024
AltShares Trust	0.53%	95,106	-	-	Feb 29, 2024
Ares Dynamic Credit Allocation Fund, Inc.	0.51%	2,986,246	2,986,246	-	Mar 31, 2024
OSI ETF Trust	0.43%	75,538	75,538	-	Mar 31, 2022
ARBITRAGE FUNDS	0.43%	1,977,649	-	-	Feb 29, 2024
IndexIQ ETF Trust	0.36%	814,900	-	-	Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.31%	106,908	-	-	Mar 31, 2024
Comstock Funds, Inc.	0.30%	6,500	-	-	Jan 31, 2024
Nuveen Credit Strategies Income Fund	0.30%	3,615,937	3,373,179	1389.52%	Jan 31, 2024
MERIDIAN FUND INC	0.30%	705,869	-	-	Mar 28, 2024
MFS SERIES TRUST IV	0.24%	813,396	-	-	Feb 29, 2024
Advantage Advisers Xanthus Fund, L.L.C.	0.21%	624,000	-	-	Mar 31, 2024
EATON VANCE VARIABLE TRUST	0.17%	1,020,560	1,020,560	-	Mar 31, 2024
MFS SERIES TRUST II	0.17%	522,851	-	-	Feb 29, 2024
AMCAP FUND	0.16%	1,360,186	-	-	Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS	0.16%	81,233	-	-	Mar 31, 2024
Investment Managers Series Trust II	0.15%	1,917,105	-	-	Jan 31, 2024
NEXPOINT FUNDS I	0.15%	579,427	-	-	Dec 31, 2023
ACAP Strategic Fund	0.15%	2,119,232	-	-	Mar 31, 2024
EATON VANCE SENIOR INCOME TRUST	0.14%	223,875	223,875	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.13%	979,942	-	-	Mar 31, 2024
M FUND INC	0.13%	60,155	-	-	Mar 31, 2024
NEW ECONOMY FUND	0.12%	545,321	-	-	Feb 29, 2024
VANGUARD EXPLORER FUND	0.11%	1,378,248	-	-	Jan 31, 2024
LORD ABBETT RESEARCH FUND INC	0.10%	98,864	-	-	Feb 29, 2024
Gabelli 787 Fund, Inc.	0.09%	8,000	-	-	Jan 31, 2024
GROWTH FUND OF AMERICA	0.09%	2,181,703	-	-	Feb 29, 2024
SSGA Active Trust	0.07%	8,841,567	8,841,567	-	Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.	0.06%	6,032	-	-	Feb 29, 2024
Federated Hermes Equity Funds	0.06%	1,125,485	-	-	Jan 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS	0.06%	42,325	-	-	Mar 31, 2024
T. Rowe Price Capital Appreciation Fund, Inc.	0.06%	12,924,476	12,924,476	-	Mar 31, 2024
VANGUARD HORIZON FUNDS	0.06%	1,334,561	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV	0.04%	105,900	-	-	Mar 31, 2024
Calvert Management Series	0.04%	398,623	398,623	-	Mar 31, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)	0.04%	1,259,649	-	-	Jan 31, 2024
FIDELITY ADVISOR SERIES VII	0.03%	286,500	-	-	Jan 31, 2024
EATON VANCE LTD DURATION INCOME FUND	0.03%	746,250	746,250	-	Mar 31, 2024
T. Rowe Price Capital Appreciation Fund, Inc.	0.03%	5,737,868	-	-	Mar 31, 2024
FIDELITY SELECT PORTFOLIOS	0.02%	1,579,815	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.02%	9,557,146	-	-	Mar 31, 2024
FIDELITY MT VERNON STREET TRUST	0.02%	604,231	-	-	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.02%	183,193	-	-	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.02%	28,774	-	-	Mar 31, 2024
FIDELITY SECURITIES FUND	0.02%	1,476,839	-	-	Jan 31, 2024
NEEDHAM FUNDS INC	0.01%	30,000	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.01%	117,800	-	-	Mar 31, 2024
RYDEX VARIABLE TRUST	0.01%	15,435	-	-	Dec 31, 2023
Cavanal Hill Funds	0.01%	26,880	-	-	Feb 29, 2024
TIAA-CREF LIFE FUNDS	0.01%	35,339	-	-	Mar 31, 2024
FIDELITY PURITAN TRUST	0.01%	661,974	-	-	Jan 31, 2024
GDL FUND	0.01%	16,000	-	-	Dec 29, 2023
FRANKLIN STRATEGIC SERIES	0.01%	95,300	-	-	Jan 31, 2024
AdvisorShares Trust	0.01%	44,775	-	-	Mar 28, 2024
FEDERATED HERMES CORE TRUST	0.01%	2,139,873	2,139,873	-	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	33,614	-	-	Feb 29, 2024
CARILLON SERIES TRUST	0.01%	585,882	-	-	Mar 31, 2024
GABELLI INVESTOR FUNDS INC	0.01%	25,000	-	-	Dec 29, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 12	0.01%	25,541	-	-	Jan 31, 2024
RYDEX SERIES FUNDS	0.01%	36,508	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.01%	28,555	-	-	Jan 31, 2024
FIDELITY DEVONSHIRE TRUST	0.01%	77,200	-	-	Jan 31, 2024
MFS SERIES TRUST I	0.01%	133,337	-	-	Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.01%	350,990	-	-	Mar 31, 2024
FEDERATED HERMES INSURANCE SERIES	0.01%	26,300	-	-	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.01%	170,701	-	-	Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	5,254,551	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	1,011,898	-	-	Feb 29, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.	0.00%	1,382	-	-	Mar 31, 2024
LITMAN GREGORY FUNDS TRUST	0.00%	299,218	-	-	Mar 31, 2024
FIDELITY CONTRAFUND	0.00%	281,600	-	-	Mar 31, 2024
PUTNAM FUNDS TRUST	0.00%	909,355	-	-	Jan 31, 2024
Voya PARTNERS INC	0.00%	331,110	-	-	Mar 31, 2024
OPTIMUM FUND TRUST	0.00%	175,132	-	-	Mar 28, 2024
ALPS ETF Trust	0.00%	47,401	-	-	Feb 29, 2024
Goldman Sachs ETF Trust II	0.00%	3,881	-	-	Feb 29, 2024
CREDIT SUISSE OPPORTUNITY FUNDS	0.00%	134,916	-	-	Jan 31, 2024
Starboard Investment Trust	0.00%	1,700	-	-	Feb 29, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS	0.00%	35,870	-	-	Jan 31, 2024
ALLSPRING FUNDS TRUST	0.00%	1,156,907	-	-	Jan 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC	0.00%	174,490	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	75,671	-	-	Mar 31, 2024
John Hancock Exchange-Traded Fund Trust	0.00%	14,333	-	-	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	566,853	-	-	Feb 29, 2024
Forethought Variable Insurance Trust	0.00%	8,837	-	-	Mar 28, 2024
HENNESSY FUNDS TRUST	0.00%	4,052	-	-	Jan 31, 2024
BlackRock Capital Allocation Trust	0.00%	174,125	174,125	-	Mar 31, 2024
Fidelity Central Investment Portfolios LLC	0.00%	95,800	-	-	Feb 29, 2024
MASSMUTUAL PREMIER FUNDS	0.00%	51,271	-	-	Dec 31, 2023
FINANCIAL INVESTORS TRUST	0.00%	132,649	-	-	Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	6,817	-	-	Mar 31, 2024
VALIC Co I	0.00%	460,331	-	-	Feb 29, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	7,400	-	-	Mar 31, 2024
FIDELITY CAPITAL TRUST	0.00%	16,200	-	-	Jan 31, 2024
AB PORTFOLIOS	0.00%	27,224	-	-	Feb 29, 2024
Brown Advisory Funds	0.00%	51,581	-	-	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	35,691	-	-	Mar 28, 2024

Qualtrics's largest mutual fund holder by % of total assets is "Alger ETF Trust", owning 16.87K shares, compromising 2.38% of its total assets.

Qualtrics Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 23	1	-66.67%
30 Jun, 23	3	-98.63%
31 Mar, 23	219	14.66%
31 Dec, 22	191	8.52%
30 Sep, 22	176	-8.33%
30 Jun, 22	192	-9.00%
31 Mar, 22	211	-4.52%
31 Dec, 21	221	26.29%
30 Sep, 21	175	-
30 Jun, 21	175	12.18%
31 Mar, 21	156	7700.00%
31 Dec, 20	2	100.00%
30 Sep, 20	1	-
30 Jun, 20	1	-
31 Mar, 20	1	-
31 Dec, 19	1	-
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	1	-

As of 30 Sep 23, 1 institutions are holding Qualtrics's shares, representing a decrease of -66.67% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 23	4,525	-95.60%
30 Jun, 23	102,880	-99.93%
31 Mar, 23	142,372,170	11.94%
31 Dec, 22	127,190,080	1.12%
30 Sep, 22	125,779,771	0.03%
30 Jun, 22	125,737,242	-3.86%
31 Mar, 22	130,791,625	9.62%
31 Dec, 21	119,310,507	49.94%
30 Sep, 21	79,572,346	2.48%
30 Jun, 21	77,645,936	8.61%
31 Mar, 21	71,489,612	28595744.80%
31 Dec, 20	250	25.00%
30 Sep, 20	200	-
30 Jun, 20	200	-
31 Mar, 20	200	-
31 Dec, 19	200	-
30 Sep, 19	200	-
30 Jun, 19	200	-
31 Mar, 19	200	-

Qualtrics (XM) has 4.53K shares outstanding as of 30 Sep 23, down -95.60% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 23	0.00%	255.81%
30 Jun, 23	0.02%	0.00%
31 Mar, 23	23.76%	5.15%
31 Dec, 22	21.48%	4.68%
30 Sep, 22	21.43%	4.60%
30 Jun, 22	21.59%	4.18%
31 Mar, 22	22.72%	4.26%
31 Dec, 21	23.08%	9.68%
30 Sep, 21	15.44%	6.75%
30 Jun, 21	15.12%	6.88%
31 Mar, 21	14.82%	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-

As of 30 Sep 23, Qualtrics is held by 0.00% institutional shareholders, representing a 255.81% growth compared to 30 Jun 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 23	1	-
30 Jun, 23	1	-99.27%
31 Mar, 23	137	61.18%
31 Dec, 22	85	10.39%
30 Sep, 22	77	-23.76%
30 Jun, 22	101	-19.20%
31 Mar, 22	125	-16.67%
31 Dec, 21	150	59.57%
30 Sep, 21	94	-17.54%
30 Jun, 21	114	-21.92%
31 Mar, 21	146	14500.00%
31 Dec, 20	1	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-

1 institutional shareholders have increased their position in XM stock as of 30 Sep 23 compared to 1 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 23	-	-100.00%
30 Jun, 23	1	-97.50%
31 Mar, 23	40	-41.18%
31 Dec, 22	68	36.00%
30 Sep, 22	50	-7.41%
30 Jun, 22	54	8.00%
31 Mar, 22	50	31.58%
31 Dec, 21	38	-15.56%
30 Sep, 21	45	40.63%
30 Jun, 21	32	-
31 Mar, 21	-	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-

- institutional shareholders have reduced their position in XM stock as of 30 Sep 23 compared to 1 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 23	1	-66.67%	4,525	-95.60%	0.00%	255.81%	1	-	-	-100.00%
30 Jun, 23	3	-98.63%	102,880	-99.93%	0.02%	0.00%	1	-99.27%	1	-97.50%
31 Mar, 23	219	14.66%	142,372,170	11.94%	23.76%	5.15%	137	61.18%	40	-41.18%
31 Dec, 22	191	8.52%	127,190,080	1.12%	21.48%	4.68%	85	10.39%	68	36.00%
30 Sep, 22	176	-8.33%	125,779,771	0.03%	21.43%	4.60%	77	-23.76%	50	-7.41%
30 Jun, 22	192	-9.00%	125,737,242	-3.86%	21.59%	4.18%	101	-19.20%	54	8.00%
31 Mar, 22	211	-4.52%	130,791,625	9.62%	22.72%	4.26%	125	-16.67%	50	31.58%
31 Dec, 21	221	26.29%	119,310,507	49.94%	23.08%	9.68%	150	59.57%	38	-15.56%
30 Sep, 21	175	-	79,572,346	2.48%	15.44%	6.75%	94	-17.54%	45	40.63%
30 Jun, 21	175	12.18%	77,645,936	8.61%	15.12%	6.88%	114	-21.92%	32	-
31 Mar, 21	156	7700.00%	71,489,612	28595744.80%	14.82%	-	146	14500.00%	-	-
31 Dec, 20	2	100.00%	250	25.00%	-	-	1	-	-	-
30 Sep, 20	1	-	200	-	-	-	-	-	-	-
30 Jun, 20	1	-	200	-	-	-	-	-	-	-
31 Mar, 20	1	-	200	-	-	-	-	-	-	-
31 Dec, 19	1	-	200	-	-	-	-	-	-	-
30 Sep, 19	1	-	200	-	-	-	-	-	-	-
30 Jun, 19	1	-	200	-	-	-	-	-100.00%	-	-
31 Mar, 19	1	-	200	-	-	-	1	-	-	-

Qualtrics Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 28, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	12,000	$18.14	$217.68K	596,788
Jun 20, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.05	$270.75K	791,422
Jun 14, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	2,398	$18.07	$43.33K	608,788
Jun 05, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.06	$270.93K	806,422
May 08, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	22,000	$17.88	$393.31K	611,186
May 05, 2023	Brightful De'Porres	officer	See Remarks	S-Sale	Sell	20,464	$17.90	$366.21K	625,038
May 05, 2023	Beckstead Chris	officer	President	S-Sale	Sell	169,418	$17.90	$3.03M	5,007,248

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 28, 2023	McMurray Bill	officer	Chief Revenue Officer	D-Return	Sell	791,422	$18.15	$14.36M	-
Jun 28, 2023	Serafin Zig	director, officer	Chief Executive Officer	D-Return	Sell	11,104,966	$18.15	$201.56M	-
Jun 28, 2023	Smith Ryan S	director, officer	Founder and Executive Chair	D-Return	Sell	11,653,339	$18.15	$211.51M	-
Jun 28, 2023	Smith Ryan S	director, officer	Founder and Executive Chair	D-Return	Sell	6,000,000	-	$600.00	-
Jun 28, 2023	Steckelberg Kelly	director	-	D-Return	Sell	32,194	$18.15	$584.32K	-
Jun 28, 2023	Thimsen John	officer	Chief Technology Officer	D-Return	Sell	1,196,652	$18.15	$21.72M	-
Jun 28, 2023	Beckstead Chris	officer	President	D-Return	Sell	5,007,248	$18.15	$90.88M	-
Jun 28, 2023	Bachman Robert W	officer	Chief Financial Officer	D-Return	Sell	755,879	$18.15	$13.72M	-
Jun 28, 2023	Johnson Omar	director	-	D-Return	Sell	27,843	$18.15	$505.35K	-
Jun 28, 2023	Stucki Brian	officer	See Remarks	D-Return	Sell	596,788	$18.15	$10.83M	-
Jun 28, 2023	Brightful De'Porres	officer	See Remarks	D-Return	Sell	625,038	$18.15	$11.34M	-
Jun 28, 2023	Anderson Brad R.	officer	President, Products & Services	D-Return	Sell	656,143	$18.15	$11.91M	-
Jun 28, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	12,000	$18.14	$217.68K	596,788
Jun 28, 2023	SLTA VI (GP), L.L.C.	director, 10 percent owner		D-Return	Sell	22,518,484	-	-	-
Jun 20, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.05	$270.75K	791,422
Jun 14, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	2,398	$18.07	$43.33K	608,788
Jun 05, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.06	$270.93K	806,422
May 08, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	22,000	$17.88	$393.31K	611,186
May 05, 2023	Brightful De'Porres	officer	See Remarks	S-Sale	Sell	20,464	$17.90	$366.21K	625,038
May 05, 2023	Beckstead Chris	officer	President	S-Sale	Sell	169,418	$17.90	$3.03M	5,007,248

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 28, 2023	McMurray Bill	officer	Chief Revenue Officer	D-Return	Sell	791,422	$18.15	$14.36M	-
Jun 28, 2023	Serafin Zig	director, officer	Chief Executive Officer	D-Return	Sell	11,104,966	$18.15	$201.56M	-
Jun 28, 2023	Smith Ryan S	director, officer	Founder and Executive Chair	D-Return	Sell	11,653,339	$18.15	$211.51M	-
Jun 28, 2023	Smith Ryan S	director, officer	Founder and Executive Chair	D-Return	Sell	6,000,000	-	$600.00	-
Jun 28, 2023	Steckelberg Kelly	director	-	D-Return	Sell	32,194	$18.15	$584.32K	-
Jun 28, 2023	Thimsen John	officer	Chief Technology Officer	D-Return	Sell	1,196,652	$18.15	$21.72M	-
Jun 28, 2023	Beckstead Chris	officer	President	D-Return	Sell	5,007,248	$18.15	$90.88M	-
Jun 28, 2023	Bachman Robert W	officer	Chief Financial Officer	D-Return	Sell	755,879	$18.15	$13.72M	-
Jun 28, 2023	Johnson Omar	director	-	D-Return	Sell	27,843	$18.15	$505.35K	-
Jun 28, 2023	Stucki Brian	officer	See Remarks	D-Return	Sell	596,788	$18.15	$10.83M	-
Jun 28, 2023	Brightful De'Porres	officer	See Remarks	D-Return	Sell	625,038	$18.15	$11.34M	-
Jun 28, 2023	Anderson Brad R.	officer	President, Products & Services	D-Return	Sell	656,143	$18.15	$11.91M	-
Jun 28, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	12,000	$18.14	$217.68K	596,788
Jun 28, 2023	SLTA VI (GP), L.L.C.	director, 10 percent owner		D-Return	Sell	22,518,484	-	-	-
Jun 20, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.05	$270.75K	791,422
Jun 14, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	2,398	$18.07	$43.33K	608,788
Jun 05, 2023	McMurray Bill	officer	Chief Revenue Officer	S-Sale	Sell	15,000	$18.06	$270.93K	806,422
May 08, 2023	Stucki Brian	officer	See Remarks	S-Sale	Sell	22,000	$17.88	$393.31K	611,186
May 05, 2023	Brightful De'Porres	officer	See Remarks	S-Sale	Sell	20,464	$17.90	$366.21K	625,038
May 05, 2023	Beckstead Chris	officer	President	S-Sale	Sell	169,418	$17.90	$3.03M	5,007,248

The last insider sell of Qualtrics's stock was made by McMurray Bill on Jun 28 2023, selling 791,422 shares at $18.15 per share (valued at $14.36M).

Qualtrics Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2023	-	25	-
Q1 2023	34	260	13.08%
Q4 2022	2	11	18.18%
Q3 2022	5	16	31.25%
Q2 2022	2	12	16.67%
Q1 2022	116	56	207.14%
Q4 2021	35	25	140.00%
Q3 2021	6	36	16.67%
Q2 2021	24	26	92.31%
Q1 2021	53	-	-

0 total buy trades, and 25 total sell trades (buy/sell ratio of 0.00%) were made by Qualtrics's insiders, as of Q2 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2023	-	12	-
Q1 2023	-	254	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	76	-	-
Q4 2021	34	4	850.00%
Q3 2021	-	6	-
Q2 2021	24	26	92.31%
Q1 2021	-	-	-

As of Q2 2023, Insider owners conducted 0 open market buy trades and 12 open market sell trades of Qualtrics's stocks.

Qualtrics Peer Ownership

Ticker	Company
SSNC	SS&C Technologies Holdings, Inc.
GWRE	Guidewire Software, Inc.
PRO	PROS Holdings, Inc.
GTLB	GitLab Inc.
APPF	AppFolio, Inc.
TYL	Tyler Technologies, Inc.
BSY	Bentley Systems, Incorporated
MANH	Manhattan Associates, Inc.
QTWO	Q2 Holdings, Inc.
MNDY	monday.com Ltd.
DDOG	Datadog, Inc.
DSGX	The Descartes Systems Group Inc.
FROG	JFrog Ltd.
DV	DoubleVerify Holdings, Inc.
BLKB	Blackbaud, Inc.
GBTG	Global Business Travel Group, Inc.
AZPN	Aspen Technology, Inc.
BILL	Bill.com Holdings, Inc.
ANSS	ANSYS, Inc.
BL	BlackLine, Inc.

XM Ownership FAQ

Who Owns Qualtrics?

Qualtrics is owned by institutional shareholders (0.00%), insiders (11.30%), and public (88.70%). The largest institutional shareholder of Qualtrics is SILVER LAKE GROUP, L.L.C. (4.28% of total shares) and the top mutual fund owner is Alger ETF Trust (2.38% of total shares).

Who are the major institutional shareholders of Qualtrics?

Qualtrics's major institutional shareholders are SILVER LAKE GROUP, L.L.C., VANGUARD GROUP INC, EDGEPOINT INVESTMENT GROUP INC., NUVEEN ASSET MANAGEMENT, LLC, and PENTWATER CAPITAL MANAGEMENT LP. The top five shareholders own together 9.69% of the company's share outstanding.

How many Qualtrics shareholders are there?

As of Sep 2023, there are 1 institutional shareholders of Qualtrics.

What percentage of Qualtrics is owned by SILVER LAKE GROUP, L.L.C?

SILVER LAKE GROUP, L.L.C owns 24.99M shares of Qualtrics, representing 4.28% of the company's total shares outstanding, valued at $445.53B (as of Mar 2023).

What percentage of Qualtrics is owned by VANGUARD GROUP INC?

As of Mar 2023, VANGUARD GROUP INC holds 10.27M shares of Qualtrics (XM), compromising 1.76% of the company, valued at $183.06B.

What percentage of Qualtrics is owned by EDGEPOINT INVESTMENT GROUP INC?

EDGEPOINT INVESTMENT GROUP INC is the third largest holder of Qualtrics. The company owns 9.3M of the company's shares outstanding (worth $165.76B).