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Clearstead Advisors’s Sprinklr CXM Stock Holding History

Clearstead 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 		$166 Buy
+32
New +$170 ﹤0.01% 3249
2026
Q1 		– Sell
-6
Closed -$47 – 2397
2025
Q4 		$47 Buy
+6
New +$46 ﹤0.01% 2615
2025
Q3 		– Sell
-220
Closed -$1.86K – 3133
2025
Q2 		$1.86K Buy
+220
New +$1.76K ﹤0.01% 2340

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

Clearstead Advisors's CXM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Sprinklr (CXM) in Q2 2026: 32 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #3249 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CXM as recently as Q4 2025.

Clearstead Advisors first reported a position in CXM in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.86K in Q2 2025. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Clearstead Advisors held 32 shares of Sprinklr worth $166 as of Q2 2026.
  • Sprinklr was a new Clearstead Advisors position in Q2 2026.
  • Sprinklr made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3249 holding.
  • Clearstead Advisors first reported a position in Sprinklr in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Sprinklr position peaked at $1.86K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.