Regal Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Regal Partners’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	-1,833,087	Closed	-$19M	–	50
2022 Q4	$19M	Sell	1,833,087 -5,414	-0.3%	-$56.7K	4.45%	8
2022 Q3	$18.7M	Sell	1,838,501 -243,652	-12%	-$3.03M	3.93%	6
2022 Q2	$26M	Sell	2,082,153 -224,489	-10%	-$4M	4.43%	6
2022 Q1	$65.9M	Buy	2,306,642 +93,584	+4%	+$2.7M	8.53%	4
2021 Q4	$78.3M	Sell	2,213,058 -79,841	-3%	-$3.1M	9.4%	5
2021 Q3	$98M	Sell	2,292,899 -65,766	-3%	-$2.78M	10.77%	5
2021 Q2	$90.2M	Buy	2,358,665 +339,538	+17%	+$11.9M	7.14%	6
2021 Q1	$66.4M	Buy	+2,019,127	New	+$81.9M	5.88%	7

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Regal Partners's XM Position: Q1 2023 in Review

Regal Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 1,833,087 shares — an estimated $19M sold.

Regal Partners first reported a position in XM in Q1 2021 and held it in 8 quarters. The position peaked at $98M in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

Regal Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Regal Partners sold 1,833,087 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $19M.
Regal Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Regal Partners's Qualtrics International Inc. Class A Common Stock position peaked at $98M in Q3 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Regal Partners's 13F filing for Q1 2023, filed 15 May 2023.