Charles Schwab
CXM icon

Charles Schwab’s Sprinklr CXM Stock Holding History

Charles Schwab’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 		$5.94M Sell
1,151,857
-206,224
-15% -$1.1M ﹤0.01% 2396
2026
Q1 		$8.15M Buy
1,358,081
+239,466
+21% +$1.49M ﹤0.01% 2197
2025
Q4 		$8.7M Sell
1,118,615
-21,238
-2% -$162K ﹤0.01% 2204
2025
Q3 		$8.8M Buy
1,139,853
+55,874
+5% +$471K ﹤0.01% 2167
2025
Q2 		$9.17M Sell
1,083,979
-13,547
-1% -$108K ﹤0.01% 2059
2025
Q1 		$9.16M Buy
1,097,526
+42,234
+4% +$370K ﹤0.01% 1994
2024
Q4 		$8.92M Buy
1,055,292
+18,021
+2% +$144K ﹤0.01% 2070
2024
Q3 		$8.02M Buy
1,037,271
+97,066
+10% +$855K ﹤0.01% 2138
2024
Q2 		$9.04M Sell
940,205
-13,428
-1% -$150K ﹤0.01% 2090
2024
Q1 		$11.7M Buy
953,633
+47,877
+5% +$610K ﹤0.01% 1910
2023
Q4 		$10.9M Buy
905,756
+27,652
+3% +$380K ﹤0.01% 1939
2023
Q3 		$12.2M Buy
878,104
+235,111
+37% +$3.37M ﹤0.01% 1810
2023
Q2 		$8.89M Buy
642,993
+323,233
+101% +$4.18M ﹤0.01% 1959
2023
Q1 		$4.14M Buy
319,760
+10,075
+3% +$102K ﹤0.01% 2290
2022
Q4 		$2.53M Buy
309,685
+11,531
+4% +$99.8K ﹤0.01% 2494
2022
Q3 		$2.75M Buy
298,154
+276,767
+1,294% +$3.12M ﹤0.01% 2485
2022
Q2 		$217K Hold
21,387
– – ﹤0.01% 3231
2022
Q1 		$255K Buy
+21,387
New +$258K ﹤0.01% 3264

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

Charles Schwab's CXM Position: Q2 2026 in Review

Charles Schwab reduced its Sprinklr (CXM) stake by 15% in Q2 2026, selling an estimated $1.1M and leaving 1,151,857 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Charles Schwab first reported a position in CXM in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.2M in Q3 2023. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Charles Schwab held 1,151,857 shares of Sprinklr worth $5.94M as of Q2 2026.
  • Charles Schwab sold 206,224 Sprinklr shares in Q2 2026, an estimated $1.1M.
  • Sprinklr made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2396 holding.
  • Charles Schwab first reported a position in Sprinklr in Q1 2022 and has held it in 18 quarters since.
  • Charles Schwab's Sprinklr position peaked at $12.2M in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.