Vanguard Personalized Indexing Management’s Altair Engineering Inc ALTR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ALTR Stock Details ALTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,837	Closed	-$419K	–	1924
2024 Q4	$419K	Buy	3,837 +837	+28%	+$86.3K	0.01%	1195
2024 Q3	$287K	Buy	3,000 +674	+29%	+$61.2K	﹤0.01%	1367
2024 Q2	$228K	Buy	+2,326	New	+$205K	﹤0.01%	1398
2022 Q2	–	Sell	-3,191	Closed	-$206K	–	1341
2022 Q1	$206K	Buy	+3,191	New	+$201K	0.01%	1119

Other funds holding ALTR

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's ALTR Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 3,837 shares — an estimated $419K sold.

Vanguard Personalized Indexing Management first reported a position in ALTR in Q1 2022 and held it in 4 quarters. The position peaked at $419K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

Vanguard Personalized Indexing Management reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,837 Altair Engineering Inc shares in Q1 2025, an estimated $419K.
Vanguard Personalized Indexing Management first reported a position in Altair Engineering Inc in Q1 2022 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Altair Engineering Inc position peaked at $419K in Q4 2024.
3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.