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Allworth Financial’s Sprinklr CXM Stock Holding History

Allworth Financial’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 		$12.8K Sell
2,486
-2,262
-48% -$12K ﹤0.01% 3549
2026
Q1 		$28.5K Buy
4,748
+3,799
+400% +$23.6K ﹤0.01% 2742
2025
Q4 		$7.38K Buy
949
+844
+804% +$6.42K ﹤0.01% 3473
2025
Q3 		$811 Sell
105
-32
-23% -$270 ﹤0.01% 4311
2025
Q2 		$1.16K Buy
137
+76
+125% +$609 ﹤0.01% 3917
2025
Q1 		$459 Sell
61
-361
-86% -$3.16K ﹤0.01% 3701
2024
Q4 		$3.65K Buy
+422
New +$3.37K ﹤0.01% 2899

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 $3.37T AUM 44.26% 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

Allworth Financial's CXM Position: Q2 2026 in Review

Allworth Financial reduced its Sprinklr (CXM) stake by 48% in Q2 2026, selling an estimated $12K and leaving 2,486 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

Allworth Financial first reported a position in CXM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.5K in Q1 2026. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Allworth Financial held 2,486 shares of Sprinklr worth $12.8K as of Q2 2026.
  • Allworth Financial sold 2,262 Sprinklr shares in Q2 2026, an estimated $12K.
  • Sprinklr made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3549 holding.
  • Allworth Financial first reported a position in Sprinklr in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's Sprinklr position peaked at $28.5K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.