Water Island Capital’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Water Island Capital’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 Q2	–	Sell	-2,906,908	Closed	-$51.8M	–	86
2023 Q1	$51.8M	Buy	+2,906,908	New	+$44.4M	4.09%	10

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Water Island Capital's XM Position: Q2 2023 in Review

Water Island Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 2,906,908 shares — an estimated $51.8M sold.

Water Island Capital first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $51.8M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Water Island Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Water Island Capital sold 2,906,908 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $51.8M.
Water Island Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
Water Island Capital's Qualtrics International Inc. Class A Common Stock position peaked at $51.8M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Water Island Capital's 13F filing for Q2 2023, filed 14 Aug 2023.