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 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 $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

Modera Wealth Management's CXM Position: Q1 2026 in Review

Modera Wealth Management reduced its Sprinklr (CXM) stake by 80% in Q1 2026, selling an estimated $377K and leaving 15,141 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Modera Wealth Management first reported a position in CXM in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q4 2022. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Modera Wealth Management held 15,141 shares of Sprinklr worth $90.8K as of Q1 2026.
Modera Wealth Management sold 60,748 Sprinklr shares in Q1 2026, an estimated $377K.
Sprinklr made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #624 holding.
Modera Wealth Management first reported a position in Sprinklr in Q4 2022 and has held it in 14 quarters since.
Modera Wealth Management's Sprinklr position peaked at $18.3M in Q4 2022.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.