Root Financial Partners
CXM icon

Root Financial Partners’s Sprinklr CXM Stock Holding History

Root Financial Partners’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
Q3 		$218 Buy
+44
New +$271 ﹤0.01% 3484
2026
Q2 		– Sell
-1,265
Closed -$7.59K – 1067
2026
Q1 		$7.59K Buy
1,265
+1,227
+3,229% +$7.61K ﹤0.01% 1789
2025
Q4 		$296 Sell
38
-29
-43% -$221 ﹤0.01% 2264
2025
Q3 		$517 Buy
+67
New +$565 ﹤0.01% 2146

Other funds holding CXM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
H&F Corporate Investors IX
H&F Corporate Investors IX San Francisco, California $53.8M AUM 35.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sixth Street Partners
Sixth Street Partners Dallas, Texas $485M AUM 12.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Root Financial Partners's CXM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sprinklr (CXM) in Q3 2026: 44 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #3484 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CXM as recently as Q1 2026.

Root Financial Partners first reported a position in CXM in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.59K in Q1 2026. 189 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • Root Financial Partners held 44 shares of Sprinklr worth $218 as of Q3 2026.
  • Sprinklr was a new Root Financial Partners position in Q3 2026.
  • Sprinklr made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3484 holding.
  • Root Financial Partners first reported a position in Sprinklr in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Sprinklr position peaked at $7.59K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.