Marshall Wace’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Marshall Wace’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	-405,798	Closed	-$7.24M	–	3163
2023 Q1	$7.24M	Buy	+405,798	New	+$6.2M	0.02%	832
2022 Q3	–	Sell	-96,836	Closed	-$1.21M	–	3954
2022 Q2	$1.21M	Buy	+96,836	New	+$1.72M	﹤0.01%	2329
2022 Q1	–	Sell	-593,401	Closed	-$21M	–	4266
2021 Q4	$21M	Buy	+593,401	New	+$23.1M	0.04%	476
2021 Q3	–	Sell	-41,013	Closed	-$1.57M	–	3562
2021 Q2	$1.57M	Sell	41,013 -25,704	-39%	-$902K	0.01%	1579
2021 Q1	$2.2M	Buy	+66,717	New	+$2.71M	0.01%	1284

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

Marshall Wace's XM Position: Q2 2023 in Review

Marshall Wace sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 405,798 shares — an estimated $7.24M sold.

Marshall Wace first reported a position in XM in Q1 2021 and held it in 5 quarters. The position peaked at $21M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Marshall Wace reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 405,798 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $7.24M.
Marshall Wace first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
Marshall Wace's Qualtrics International Inc. Class A Common Stock position peaked at $21M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.