Creative Planning
CXM icon

Creative Planning’s Sprinklr CXM Stock Holding History

Creative Planning’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 		$639K Sell
123,926
-262,323
-68% -$1.39M ﹤0.01% 2996
2026
Q1 		$2.32M Buy
386,249
+354,740
+1,126% +$2.2M ﹤0.01% 1785
2025
Q4 		$245K Buy
31,509
+1,862
+6% +$14.2K ﹤0.01% 3391
2025
Q3 		$229K Buy
29,647
+6,196
+26% +$52.2K ﹤0.01% 3361
2025
Q2 		$198K Sell
23,451
-8,572
-27% -$68.6K ﹤0.01% 3225
2025
Q1 		$267K Buy
32,023
+13,018
+68% +$114K ﹤0.01% 2855
2024
Q4 		$161K Buy
+19,005
New +$152K ﹤0.01% 3043

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

Creative Planning's CXM Position: Q2 2026 in Review

Creative Planning reduced its Sprinklr (CXM) stake by 68% in Q2 2026, selling an estimated $1.39M and leaving 123,926 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Creative Planning first reported a position in CXM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 268 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Creative Planning held 123,926 shares of Sprinklr worth $639K as of Q2 2026.
  • Creative Planning sold 262,323 Sprinklr shares in Q2 2026, an estimated $1.39M.
  • Sprinklr made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2996 holding.
  • Creative Planning first reported a position in Sprinklr in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Sprinklr position peaked at $2.32M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.