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Summit Securities Group’s Sprinklr CXM Stock Holding History

Summit Securities Group’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
-4,572
Closed -$27.4K – 1206
2026
Q1 		$27.4K Buy
4,572
+3,101
+211% +$19.2K ﹤0.01% 476
2025
Q4 		$11.4K Buy
+1,471
New +$11.2K ﹤0.01% 875
2023
Q4 		– Sell
-1
Closed – – 709
2023
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 659
2023
Q1 		– Sell
-2,000
Closed -$16K – 901
2022
Q4 		$16K Buy
+2,000
New +$17.3K ﹤0.01% 943

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

Summit Securities Group's CXM Position: Q2 2026 in Review

Summit Securities Group sold out of Sprinklr (CXM) in Q2 2026, closing a stake of 4,572 shares — an estimated $27.4K sold.

Summit Securities Group first reported a position in CXM in Q4 2022 and held it in 4 quarters. The position peaked at $27.4K in Q1 2026. 268 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Summit Securities Group reported no remaining Sprinklr position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 4,572 Sprinklr shares in Q2 2026, an estimated $27.4K.
  • Summit Securities Group first reported a position in Sprinklr in Q4 2022 and held it in 4 quarters.
  • Summit Securities Group's Sprinklr position peaked at $27.4K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.