Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Creative Planning's CXM Position: Q1 2026 in Review

Creative Planning increased its Sprinklr (CXM) stake by 1,126% in Q1 2026, buying an estimated $2.2M and bringing the position to 386,249 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Creative Planning first reported a position in CXM in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Creative Planning held 386,249 shares of Sprinklr worth $2.32M as of Q1 2026.
  • Creative Planning bought 354,740 Sprinklr shares in Q1 2026, an estimated $2.2M.
  • Sprinklr made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1785 holding.
  • Creative Planning first reported a position in Sprinklr in Q4 2024 and has held it in 6 quarters since.
  • 278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.