PenderFund Capital Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

PenderFund Capital 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
2023 Q2	–	Sell	-14,000	Closed	-$337K	–	139
2023 Q1	$337K	Buy	+14,000	New	+$214K	0.11%	94

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

PenderFund Capital Management's XM Position: Q2 2023 in Review

PenderFund Capital Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 14,000 shares — an estimated $337K sold.

PenderFund Capital Management first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $337K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

PenderFund Capital Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
PenderFund Capital Management sold 14,000 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $337K.
PenderFund Capital Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
PenderFund Capital Management's Qualtrics International Inc. Class A Common Stock position peaked at $337K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on PenderFund Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.