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USER

UserTesting, Inc.

Delisted

USER was delisted on the 11th of January, 2023.

63 hedge funds and large institutions have $283M invested in UserTesting, Inc. in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0% more funds holding

Funds holding: 6363 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

22% less capital invested

Capital invested by funds: $361M → $283M (-$78M)

97% less call options, than puts

Call options by funds: $1K | Put options by funds: $29K

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
22
Reduced
16
Closed
12
Calls
$1K
Puts
$29K
Net Calls
-$28K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$99M
SG
2
StepStone Group
California
$97.5M
OM
3
OpenView Management
Massachusetts
$35.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$14M +$3.38M +686,224 +24%
BlackRock
5
BlackRock
New York
$10.3M +$2.11M +427,779 +19%
AIM
6
Artemis Investment Management
United Kingdom
$10.2M -$42.9K -8,708 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.99M +$1.93M +392,250 +106%
State Street
8
State Street
Massachusetts
$2.88M +$598K +121,551 +20%
Northern Trust
9
Northern Trust
Illinois
$1.5M +$324K +65,736 +21%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$1.02M +$411K +83,565 +47%
Invesco
11
Invesco
Georgia
$751K +$292K +59,271 +45%
N
12
Nuveen
North Carolina
$623K -$627K -127,490 -45%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$517K +$157K +31,844 +32%
Charles Schwab
14
Charles Schwab
California
$495K +$110K +22,294 +21%
Morgan Stanley
15
Morgan Stanley
New York
$486K -$122K -24,808 -17%
WMC
16
Westwood Management Corporation
Illinois
$470K
TI
17
Truepoint Inc
Ohio
$419K -$251K -51,035 -32%
HighTower Advisors
18
HighTower Advisors
Illinois
$310K +$389K +78,973 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$235K -$117K -23,697 -28%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$225K +$19.3K +3,912 +7%
JWM
21
JFG Wealth Management
Colorado
$196K
CC
22
Cornerstone Capital
California
$185K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$173K +$103K +20,896 +89%
QCG
24
Quadrant Capital Group
Ohio
$156K -$306K -62,154 -61%
Bank of America
25
Bank of America
North Carolina
$150K -$67.4K -13,688 -26%

USER Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UserTesting, Inc. (USER) for Q3 2022, worth a combined $283M — down 22% from $361M a quarter earlier.

Fund positioning in USER was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 22 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.38M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.24M sold.

  • 63 institutional investors held UserTesting, Inc. (USER) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $283M of UserTesting, Inc. stock for Q3 2022, down 22% quarter-over-quarter.
  • 12 funds opened new UserTesting, Inc. positions in Q3 2022 and 12 closed out, a net change of 0 holders.
  • The largest UserTesting, Inc. buyer in Q3 2022 was Vanguard Group, an estimated $3.38M added.
  • The largest UserTesting, Inc. seller in Q3 2022 was Lord, Abbett & Co, an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2022.