Vista Equity Partners Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Vista Equity Partners 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
2022 Q3	–	Sell	-1,013,532	Closed	-$12.7M	–	35
2022 Q2	$12.7M	Sell	1,013,532 -439,792	-30%	-$7.83M	0.22%	20
2022 Q1	$41.5M	Buy	1,453,324 +475,464	+49%	+$13.7M	0.36%	10
2021 Q4	$34.6M	Buy	977,860 +211,140	+28%	+$8.21M	0.26%	16
2021 Q3	$32.8M	Hold	766,720	–	–	0.32%	12
2021 Q2	$29.3M	Buy	766,720 +327,511	+75%	+$11.5M	0.32%	14
2021 Q1	$14.5M	Buy	+439,209	New	+$17.8M	0.21%	20

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vista Equity Partners Management's XM Position: Q3 2022 in Review

Vista Equity Partners Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 1,013,532 shares — an estimated $12.7M sold.

Vista Equity Partners Management first reported a position in XM in Q1 2021 and held it in 6 quarters. The position peaked at $41.5M in Q1 2022. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

Vista Equity Partners Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Vista Equity Partners Management sold 1,013,532 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $12.7M.
Vista Equity Partners Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
Vista Equity Partners Management's Qualtrics International Inc. Class A Common Stock position peaked at $41.5M in Q1 2022.
167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on Vista Equity Partners Management's 13F filing for Q3 2022, filed 14 Nov 2022.