Modera Wealth Management’s Sprinklr CXM Stock Holding History

Modera Wealth Management’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	$78.1K	Hold	15,141	–	–	﹤0.01%	643
2026 Q1	$90.8K	Sell	15,141 -60,748	-80%	-$377K	﹤0.01%	624
2025 Q4	$590K	Sell	75,889 -43,458	-36%	-$331K	0.01%	424
2025 Q3	$921K	Hold	119,347	–	–	0.01%	351
2025 Q2	$1.01M	Hold	119,347	–	–	0.01%	331
2025 Q1	$997K	Sell	119,347 -10	-0%	-$88	0.01%	322
2024 Q4	$1.01M	Buy	119,357 +10	+0%	+$80	0.01%	328
2024 Q3	$923K	Hold	119,347	–	–	0.01%	322
2024 Q2	$1.15M	Sell	119,347 -200,000	-63%	-$2.23M	0.02%	275
2024 Q1	$3.92M	Hold	319,347	–	–	0.06%	179
2023 Q4	$3.84M	Sell	319,347 -100,000	-24%	-$1.37M	0.06%	176
2023 Q3	$5.8M	Sell	419,347 -157,211	-27%	-$2.25M	0.11%	131
2023 Q2	$7.97M	Sell	576,558 -739,564	-56%	-$9.56M	0.14%	118
2023 Q1	$17.1M	Sell	1,316,122 -921,000	-41%	-$9.34M	0.66%	38
2022 Q4	$18.3M	Buy	+2,237,122	New	+$19.4M	0.74%	34

Other funds holding CXM

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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's CXM Position: Q2 2026 in Review

Modera Wealth Management held its Sprinklr (CXM) position steady in Q2 2026 at 15,141 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Modera Wealth Management first reported a position in CXM in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q4 2022. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

Modera Wealth Management held 15,141 shares of Sprinklr worth $78.1K as of Q2 2026.
Modera Wealth Management left its Sprinklr share count unchanged in Q2 2026.
Sprinklr made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #643 holding.
Modera Wealth Management first reported a position in Sprinklr in Q4 2022 and has held it in 15 quarters since.
Modera Wealth Management's Sprinklr position peaked at $18.3M in Q4 2022.
267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.