Morgan Stanley
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Morgan Stanley’s CXApp CXAI Stock Holding History

Morgan Stanley’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408 Sell
44
-3
-6% -$28 ﹤0.01% 7724
2026
Q1 		$423 Buy
47
+3
+7% +$37 ﹤0.01% 7636
2025
Q4 		$728 Hold
44
– – ﹤0.01% 7436
2025
Q3 		$1.61K Hold
44
– – ﹤0.01% 7344
2025
Q2 		$2.34K Sell
44
-12
-21% -$635 ﹤0.01% 7193
2025
Q1 		$2.51K Hold
56
– – ﹤0.01% 7131
2024
Q4 		$5.08K Sell
56
-5
-8% -$400 ﹤0.01% 7008
2024
Q3 		$5.14K Sell
61
-117
-66% -$12.2K ﹤0.01% 6913
2024
Q2 		$18K Sell
178
-558
-76% -$91.8K ﹤0.01% 6502
2024
Q1 		$90.1K Sell
736
-614
-45% -$52.7K ﹤0.01% 6035
2023
Q4 		$87.1K Buy
1,350
+1,152
+582% +$82K ﹤0.01% 5994
2023
Q3 		$17.9K Buy
198
+94
+90% +$25.4K ﹤0.01% 6520
2023
Q2 		$56.7K Buy
104
+91
+700% +$41.6K ﹤0.01% 6165
2023
Q1 		$1.21K Buy
+13
New +$5.1K ﹤0.01% 7325
2021
Q4 		– Sell
-2
Closed -$1K – 7993
2021
Q3 		$1K Buy
2
+1
+100% +$495 ﹤0.01% 7762
2021
Q2 		$1K Sell
1
-2
-67% -$989 ﹤0.01% 7599
2021
Q1 		$1K Buy
+3
New +$1.51K ﹤0.01% 7336

Other funds holding CXAI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley's CXAI Position: Q2 2026 in Review

Morgan Stanley reduced its CXApp (CXAI) stake by 6.4% in Q2 2026, selling an estimated $28 and leaving 44 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #7724.

Morgan Stanley first reported a position in CXAI in Q1 2021 and has held it in 17 quarters since. The position peaked at $90.1K in Q1 2024. 34 funds tracked by Wall St. Rank hold CXAI as of Q2 2026.

  • Morgan Stanley held 44 shares of CXApp worth $408 as of Q2 2026.
  • Morgan Stanley sold 3 CXApp shares in Q2 2026, an estimated $28.
  • CXApp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7724 holding.
  • Morgan Stanley first reported a position in CXApp in Q1 2021 and has held it in 17 quarters since.
  • Morgan Stanley's CXApp position peaked at $90.1K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held CXApp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.