Wellington Management Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Wellington Management Group’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	-2,576,729	Closed	-$45.9M	–	2078
2023 Q1	$45.9M	Sell	2,576,729 -1,939,720	-43%	-$29.6M	0.01%	711
2022 Q4	$46.9M	Sell	4,516,449 -14,700	-0.3%	-$154K	0.01%	700
2022 Q3	$46.1M	Buy	4,531,149 +1,551,728	+52%	+$19.3M	0.01%	698
2022 Q2	$37.3M	Sell	2,979,421 -1,306,687	-30%	-$23.3M	0.01%	757
2022 Q1	$122M	Buy	4,286,108 +798,977	+23%	+$23.1M	0.02%	542
2021 Q4	$123M	Buy	3,487,131 +2,563,047	+277%	+$99.6M	0.02%	579
2021 Q3	$39.5M	Buy	924,084 +61,587	+7%	+$2.6M	0.01%	897
2021 Q2	$33M	Buy	862,497 +309,933	+56%	+$10.9M	0.01%	961
2021 Q1	$18.2M	Buy	+552,564	New	+$22.4M	﹤0.01%	1098

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

Wellington Management Group's XM Position: Q2 2023 in Review

Wellington Management Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 2,576,729 shares — an estimated $45.9M sold.

Wellington Management Group first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $123M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Wellington Management Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Wellington Management Group sold 2,576,729 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $45.9M.
Wellington Management Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Wellington Management Group's Qualtrics International Inc. Class A Common Stock position peaked at $123M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.