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

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

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Fidelity International

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