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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
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 $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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
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

Root Financial Partners's CXM Position: Q1 2026 in Review

Root Financial Partners increased its Sprinklr (CXM) stake by 3,229% in Q1 2026, buying an estimated $7.61K and bringing the position to 1,265 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Root Financial Partners first reported a position in CXM in Q3 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Root Financial Partners held 1,265 shares of Sprinklr worth $7.59K as of Q1 2026.
  • Root Financial Partners bought 1,227 Sprinklr shares in Q1 2026, an estimated $7.61K.
  • Sprinklr made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1789 holding.
  • Root Financial Partners first reported a position in Sprinklr in Q3 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.