NIM
XM

Needham Investment Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Needham Investment Management’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
2021
Q2 		– Sell
-30,000
Closed -$987K – 128
2021
Q1 		$987K Buy
+30,000
New +$1.22M 0.13% 91

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Needham Investment Management's XM Position: Q2 2021 in Review

Needham Investment Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2021, closing a stake of 30,000 shares — an estimated $987K sold.

Needham Investment Management first reported a position in XM in Q1 2021 and held it in 1 quarter. The position peaked at $987K in Q1 2021. 164 funds tracked by Wall St. Rank hold XM as of Q2 2021.

  • Needham Investment Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Needham Investment Management sold 30,000 Qualtrics International Inc. Class A Common Stock shares in Q2 2021, an estimated $987K.
  • Needham Investment Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Needham Investment Management's Qualtrics International Inc. Class A Common Stock position peaked at $987K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2021.

Based on Needham Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.