VEPM
XM
Vista Equity Partners Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,013,532
| Closed | -$12.7M | – | 35 |
|
|
2022
Q2 | $12.7M | Sell |
1,013,532
-439,792
| -30% | -$5.5M | 0.22% | 20 |
|
|
2022
Q1 | $41.5M | Buy |
1,453,324
+475,464
| +49% | +$13.6M | 0.36% | 10 |
|
|
2021
Q4 | $34.6M | Buy |
977,860
+211,140
| +28% | +$7.47M | 0.26% | 16 |
|
|
2021
Q3 | $32.8M | Hold |
766,720
| – | – | 0.32% | 12 |
|
|
2021
Q2 | $29.3M | Buy |
766,720
+327,511
| +75% | +$12.5M | 0.32% | 14 |
|
|
2021
Q1 | $14.5M | Buy |
+439,209
| New | +$14.5M | 0.21% | 20 |
|