Baird Financial Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Baird Financial Group’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
2022 Q4	–	Sell	-122,273	Closed	-$1.25M	–	1790
2022 Q3	$1.25M	Buy	122,273 +2,326	+2%	+$28.9K	﹤0.01%	981
2022 Q2	$1.5M	Buy	119,947 +62,129	+107%	+$1.11M	﹤0.01%	950
2022 Q1	$1.65M	Sell	57,818 -2,844	-5%	-$82.1K	﹤0.01%	972
2021 Q4	$2.15M	Buy	60,662 +20,062	+49%	+$780K	0.01%	912
2021 Q3	$1.74M	Buy	40,600 +7,925	+24%	+$335K	﹤0.01%	993
2021 Q2	$1.25M	Buy	+32,675	New	+$1.15M	﹤0.01%	1095

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baird Financial Group's XM Position: Q4 2022 in Review

Baird Financial Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 122,273 shares — an estimated $1.25M sold.

Baird Financial Group first reported a position in XM in Q2 2021 and held it in 6 quarters. The position peaked at $2.15M in Q4 2021. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

Baird Financial Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Baird Financial Group sold 122,273 Qualtrics International Inc. Class A Common Stock shares in Q4 2022, an estimated $1.25M.
Baird Financial Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 6 quarters.
Baird Financial Group's Qualtrics International Inc. Class A Common Stock position peaked at $2.15M in Q4 2021.
176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.