Oppenheimer & Co’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Oppenheimer & Co’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 Q3	–	Sell	-68,615	Closed	-$858K	–	1482
2022 Q2	$858K	Buy	68,615 +21,143	+45%	+$376K	0.02%	741
2022 Q1	$1.35M	Sell	47,472 -18,217	-28%	-$526K	0.02%	626
2021 Q4	$2.33M	Buy	65,689 +40,257	+158%	+$1.56M	0.04%	474
2021 Q3	$1.09M	Buy	25,432 +355	+1%	+$15K	0.02%	712
2021 Q2	$959K	Buy	25,077 +11,467	+84%	+$403K	0.02%	767
2021 Q1	$448K	Buy	+13,610	New	+$552K	0.01%	1007

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

EIG

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

Oppenheimer & Co's XM Position: Q3 2022 in Review

Oppenheimer & Co sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 68,615 shares — an estimated $858K sold.

Oppenheimer & Co first reported a position in XM in Q1 2021 and held it in 6 quarters. The position peaked at $2.33M in Q4 2021. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

Oppenheimer & Co reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Oppenheimer & Co sold 68,615 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $858K.
Oppenheimer & Co first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
Oppenheimer & Co's Qualtrics International Inc. Class A Common Stock position peaked at $2.33M in Q4 2021.
167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.