Adage Capital Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Adage Capital Partners’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-121,368	Closed	-$2.16M	–	974
2023 Q1	$2.16M	Buy	+121,368	New	+$1.86M	﹤0.01%	760
2022 Q2	–	Sell	-525,000	Closed	-$15M	–	1166
2022 Q1	$15M	Buy	525,000 +375,000	+250%	+$10.8M	0.03%	578
2021 Q4	$5.31M	Hold	150,000	–	–	0.01%	811
2021 Q3	$6.41M	Buy	150,000 +25,000	+20%	+$1.06M	0.01%	799
2021 Q2	$4.78M	Hold	125,000	–	–	0.01%	832
2021 Q1	$4.11M	Buy	+125,000	New	+$5.07M	0.01%	817

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Adage Capital Partners's XM Position: Q2 2023 in Review

Adage Capital Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 121,368 shares — an estimated $2.16M sold.

Adage Capital Partners first reported a position in XM in Q1 2021 and held it in 6 quarters. The position peaked at $15M in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Adage Capital Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Adage Capital Partners sold 121,368 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $2.16M.
Adage Capital Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
Adage Capital Partners's Qualtrics International Inc. Class A Common Stock position peaked at $15M in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Adage Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.