Covestor
CXM icon

Covestor’s Sprinklr CXM Stock Holding History

Covestor’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
Q3 		$6K Sell
1,230
-501
-29% -$3.09K ﹤0.01% 1784
2026
Q2 		$9K Buy
1,731
+280
+19% +$1.49K 0.01% 1651
2026
Q1 		$9K Buy
1,451
+325
+29% +$2.02K 0.01% 1459
2025
Q4 		$8K Buy
1,126
+32
+3% +$243 ﹤0.01% 1693
2025
Q3 		$8K Sell
1,094
-425
-28% -$3.58K ﹤0.01% 1718
2025
Q2 		$13K Buy
1,519
+58
+4% +$464 0.01% 1400
2025
Q1 		$12K Sell
1,461
-246
-14% -$2.15K 0.01% 1389
2024
Q4 		$15K Buy
1,707
+1,555
+1,023% +$12.4K 0.01% 1315
2024
Q3 		$1K Buy
152
+31
+26% +$273 ﹤0.01% 1933
2024
Q2 		$1K Buy
121
+15
+14% +$168 ﹤0.01% 1964
2024
Q1 		$1K Buy
106
+76
+253% +$968 ﹤0.01% 1938
2023
Q4 		$0 Hold
30
– – ﹤0.01% 2226
2023
Q3 		$0 Buy
+30
New +$430 ﹤0.01% 2202

Other funds holding CXM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
H&F Corporate Investors IX
H&F Corporate Investors IX San Francisco, California $53.8M AUM 35.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sixth Street Partners
Sixth Street Partners Dallas, Texas $485M AUM 12.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Covestor's CXM Position: Q3 2026 in Review

Covestor reduced its Sprinklr (CXM) stake by 29% in Q3 2026, selling an estimated $3.09K and leaving 1,230 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Covestor first reported a position in CXM in Q3 2023 and has held it in 13 quarters since. The position peaked at $15K in Q4 2024. 189 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • Covestor held 1,230 shares of Sprinklr worth $6K as of Q3 2026.
  • Covestor sold 501 Sprinklr shares in Q3 2026, an estimated $3.09K.
  • Sprinklr made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1784 holding.
  • Covestor first reported a position in Sprinklr in Q3 2023 and has held it in 13 quarters since.
  • Covestor's Sprinklr position peaked at $15K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.