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AE Wealth Management’s Sprinklr CXM Stock Holding History

AE Wealth Management’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.7K Buy
+13,112
New +$69.7K ﹤0.01% 2019
2023
Q4 		– Sell
-36,548
Closed -$506K – 2075
2023
Q3 		$506K Buy
+36,548
New +$523K ﹤0.01% 1378

Other funds holding CXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's CXM Position: Q2 2026 in Review

AE Wealth Management opened a new position in Sprinklr (CXM) in Q2 2026: 13,112 shares worth $67.7K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CXM as recently as Q3 2023.

AE Wealth Management first reported a position in CXM in Q3 2023 and has held it in 2 quarters since. The position peaked at $506K in Q3 2023. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • AE Wealth Management held 13,112 shares of Sprinklr worth $67.7K as of Q2 2026.
  • Sprinklr was a new AE Wealth Management position in Q2 2026.
  • Sprinklr made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2019 holding.
  • AE Wealth Management first reported a position in Sprinklr in Q3 2023 and has held it in 2 quarters since.
  • AE Wealth Management's Sprinklr position peaked at $506K in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.