Exencial Wealth Advisors’s Sprinklr CXM Stock Holding History

Exencial Wealth Advisors’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	$225K	Buy	37,455 +144	+0.4%	+$893	0.01%	536
2025 Q4	$290K	Buy	+37,311	New	+$284K	0.01%	474
2025 Q2	–	Sell	-57,081	Closed	-$477K	–	496
2025 Q1	$477K	Hold	57,081	–	–	0.02%	367
2024 Q4	$482K	Sell	57,081 -32,385	-36%	-$259K	0.02%	366
2024 Q3	$692K	Buy	+89,466	New	+$788K	0.02%	316

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

Exencial Wealth Advisors's CXM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Sprinklr (CXM) stake by 0.39% in Q1 2026, buying an estimated $893 and bringing the position to 37,455 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #536.

Exencial Wealth Advisors first reported a position in CXM in Q3 2024 and has held it in 5 quarters since. The position peaked at $692K in Q3 2024. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Exencial Wealth Advisors held 37,455 shares of Sprinklr worth $225K as of Q1 2026.
Exencial Wealth Advisors bought 144 Sprinklr shares in Q1 2026, an estimated $893.
Sprinklr made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #536 holding.
Exencial Wealth Advisors first reported a position in Sprinklr in Q3 2024 and has held it in 5 quarters since.
Exencial Wealth Advisors's Sprinklr position peaked at $692K in Q3 2024.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.