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Sequoia Financial Advisors’s Sprinklr CXM Stock Holding History

Sequoia Financial Advisors’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 		$140K Buy
27,151
+8,322
+44% +$44.2K ﹤0.01% 2041
2026
Q1 		$113K Buy
+18,829
New +$117K ﹤0.01% 1846

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

Sequoia Financial Advisors's CXM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Sprinklr (CXM) stake by 44% in Q2 2026, buying an estimated $44.2K and bringing the position to 27,151 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Sequoia Financial Advisors first reported a position in CXM in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Sequoia Financial Advisors held 27,151 shares of Sprinklr worth $140K as of Q2 2026.
  • Sequoia Financial Advisors bought 8,322 Sprinklr shares in Q2 2026, an estimated $44.2K.
  • Sprinklr made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2041 holding.
  • Sequoia Financial Advisors first reported a position in Sprinklr in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.