Clearstead Trust’s Sprinklr CXM Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-76	Closed	-$587	–	1140
2025 Q3	$587	Hold	76	–	–	﹤0.01%	1345
2025 Q2	$643	Buy	+76	New	+$609	﹤0.01%	1275

Other funds holding CXM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HFCII

H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Clearstead Trust's CXM Position: Q4 2025 in Review

Clearstead Trust sold out of Sprinklr (CXM) in Q4 2025, closing a stake of 76 shares — an estimated $587 sold.

Clearstead Trust first reported a position in CXM in Q2 2025 and held it in 2 quarters. The position peaked at $643 in Q2 2025. 267 funds tracked by Wall St. Rank hold CXM as of Q4 2025.

Clearstead Trust reported no remaining Sprinklr position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 76 Sprinklr shares in Q4 2025, an estimated $587.
Clearstead Trust first reported a position in Sprinklr in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Sprinklr position peaked at $643 in Q2 2025.
267 funds tracked by Wall St. Rank held Sprinklr as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.