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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
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 $6.73T 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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CXM Position: Q2 2026 in Review

Root Financial Partners sold out of Sprinklr (CXM) in Q2 2026, closing a stake of 1,265 shares — an estimated $7.59K sold.

Root Financial Partners first reported a position in CXM in Q3 2025 and held it in 3 quarters. The position peaked at $7.59K in Q1 2026. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Root Financial Partners reported no remaining Sprinklr position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,265 Sprinklr shares in Q2 2026, an estimated $7.59K.
  • Root Financial Partners first reported a position in Sprinklr in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sprinklr position peaked at $7.59K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.