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
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 $5.72T AUM 30.48% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CAPTRUST Financial Advisors's CXM Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Sprinklr (CXM) in Q1 2026: 16,061 shares worth $96.4K. The stake represents ﹤0.01% of the portfolio and ranks #2817 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CXM as recently as Q2 2025.

CAPTRUST Financial Advisors first reported a position in CXM in Q2 2022 and has held it in 3 quarters since. The position peaked at $131K in Q2 2025. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,061 shares of Sprinklr worth $96.4K as of Q1 2026.
  • Sprinklr was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Sprinklr made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2817 holding.
  • CAPTRUST Financial Advisors first reported a position in Sprinklr in Q2 2022 and has held it in 3 quarters since.
  • CAPTRUST Financial Advisors's Sprinklr position peaked at $131K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.