CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sprinklr CXM Stock Holding History

CAPTRUST Financial Advisors’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 		$132K Buy
25,503
+9,442
+59% +$50.2K ﹤0.01% 2986
2026
Q1 		$96.4K Buy
+16,061
New +$99.6K ﹤0.01% 2817
2025
Q3 		– Sell
-15,531
Closed -$131K – 2647
2025
Q2 		$131K Buy
+15,531
New +$124K ﹤0.01% 2359
2022
Q3 		– Sell
-4,750
Closed -$48K – 2526
2022
Q2 		$48K Buy
+4,750
New +$57.7K ﹤0.01% 2788

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

CAPTRUST Financial Advisors's CXM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Sprinklr (CXM) stake by 59% in Q2 2026, buying an estimated $50.2K and bringing the position to 25,503 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

CAPTRUST Financial Advisors first reported a position in CXM in Q2 2022 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • CAPTRUST Financial Advisors held 25,503 shares of Sprinklr worth $132K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 9,442 Sprinklr shares in Q2 2026, an estimated $50.2K.
  • Sprinklr made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2986 holding.
  • CAPTRUST Financial Advisors first reported a position in Sprinklr in Q2 2022 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.