Diversified Trust’s Sprinklr CXM Stock Holding History

Diversified 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
2026 Q1	–	Sell	-24,862	Closed	-$193K	–	1071
2025 Q4	$193K	Buy	24,862 +4,903	+25%	+$37.3K	﹤0.01%	976
2025 Q3	$154K	Hold	19,959	–	–	﹤0.01%	951
2025 Q2	$169K	Hold	19,959	–	–	﹤0.01%	882
2025 Q1	$167K	Buy	+19,959	New	+$175K	﹤0.01%	863
2023 Q4	–	Sell	-12,714	Closed	-$176K	–	893
2023 Q3	$176K	Hold	12,714	–	–	0.01%	752
2023 Q2	$176K	Buy	+12,714	New	+$164K	0.01%	771

Other funds holding CXM

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 New York $92.9B AUM 36.98% 1-Year Est. Return

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

Diversified Trust's CXM Position: Q1 2026 in Review

Diversified Trust sold out of Sprinklr (CXM) in Q1 2026, closing a stake of 24,862 shares — an estimated $193K sold.

Diversified Trust first reported a position in CXM in Q2 2023 and held it in 6 quarters. The position peaked at $193K in Q4 2025. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Diversified Trust reported no remaining Sprinklr position as of Q1 2026 after selling out during the quarter.
Diversified Trust sold 24,862 Sprinklr shares in Q1 2026, an estimated $193K.
Diversified Trust first reported a position in Sprinklr in Q2 2023 and held it in 6 quarters.
Diversified Trust's Sprinklr position peaked at $193K in Q4 2025.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.