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Compass Financial Management’s Sprinklr CXM Stock Holding History

Compass Financial Management’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 		$51.6K Buy
+10,000
New +$53.2K 0.01% 686

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

Compass Financial Management's CXM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Sprinklr (CXM) in Q2 2026: 10,000 shares worth $51.6K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

248 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Compass Financial Management held 10,000 shares of Sprinklr worth $51.6K as of Q2 2026.
  • Sprinklr was a new Compass Financial Management position in Q2 2026.
  • Sprinklr made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #686 holding.
  • 248 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.