Harbert Fund Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Harbert Fund Advisors’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 Q1	–	Sell	-347,522	Closed	-$3.61M	–	57
2022 Q4	$3.61M	Buy	347,522 +16,637	+5%	+$174K	2.89%	12
2022 Q3	$3.37M	Hold	330,885	–	–	1.79%	15
2022 Q2	$4.14M	Hold	330,885	–	–	2.01%	19
2022 Q1	$9.45M	Buy	330,885 +2,772	+0.8%	+$80K	3.96%	7
2021 Q4	$11.6M	Buy	+328,113	New	+$12.8M	2.93%	12

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

EIG

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Harbert Fund Advisors's XM Position: Q1 2023 in Review

Harbert Fund Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 347,522 shares — an estimated $3.61M sold.

Harbert Fund Advisors first reported a position in XM in Q4 2021 and held it in 5 quarters. The position peaked at $11.6M in Q4 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

Harbert Fund Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Harbert Fund Advisors sold 347,522 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $3.61M.
Harbert Fund Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Harbert Fund Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $11.6M in Q4 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Harbert Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.