AR
USER

Advisory Research’s UserTesting, Inc. USER Stock Holding History

Advisory Research’s Portfolio USER Stock Details USER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,476
Closed -$93K – 424
2022
Q2 		$93K Sell
18,476
-142,940
-89% -$960K 0.01% 319
2022
Q1 		$1.73M Buy
+161,416
New +$1.34M 0.14% 117

Other funds holding USER

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Advisory Research's USER Position: Q3 2022 in Review

Advisory Research sold out of UserTesting, Inc. (USER) in Q3 2022, closing a stake of 18,476 shares — an estimated $93K sold.

Advisory Research first reported a position in USER in Q1 2022 and held it in 2 quarters. The position peaked at $1.73M in Q1 2022. 63 funds tracked by Wall St. Rank hold USER as of Q3 2022.

  • Advisory Research reported no remaining UserTesting, Inc. position as of Q3 2022 after selling out during the quarter.
  • Advisory Research sold 18,476 UserTesting, Inc. shares in Q3 2022, an estimated $93K.
  • Advisory Research first reported a position in UserTesting, Inc. in Q1 2022 and held it in 2 quarters.
  • Advisory Research's UserTesting, Inc. position peaked at $1.73M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held UserTesting, Inc. as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.