Massachusetts Financial Services’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Massachusetts Financial Services’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	-207,081	Closed	-$2.15M	–	890
2022 Q4	$2.15M	Sell	207,081 -3,886	-2%	-$40.7K	﹤0.01%	724
2022 Q3	$2.15M	Sell	210,967 -1,025,943	-83%	-$12.7M	﹤0.01%	714
2022 Q2	$15.5M	Buy	1,236,910 +123,206	+11%	+$2.19M	0.01%	577
2022 Q1	$31.8M	Buy	1,113,704 +22,028	+2%	+$636K	0.01%	540
2021 Q4	$38.6M	Sell	1,091,676 -10,425	-0.9%	-$405K	0.01%	532
2021 Q3	$47.1M	Sell	1,102,101 -700,345	-39%	-$29.6M	0.01%	512
2021 Q2	$68.9M	Sell	1,802,446 -19,014	-1%	-$668K	0.02%	455
2021 Q1	$59.9M	Buy	+1,821,460	New	+$73.9M	0.02%	459

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

Massachusetts Financial Services's XM Position: Q1 2023 in Review

Massachusetts Financial Services sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 207,081 shares — an estimated $2.15M sold.

Massachusetts Financial Services first reported a position in XM in Q1 2021 and held it in 8 quarters. The position peaked at $68.9M in Q2 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

Massachusetts Financial Services reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Massachusetts Financial Services sold 207,081 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $2.15M.
Massachusetts Financial Services first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Massachusetts Financial Services's Qualtrics International Inc. Class A Common Stock position peaked at $68.9M in Q2 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Massachusetts Financial Services's 13F filing for Q1 2023, filed 10 May 2023.