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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
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 $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

Summit Securities Group's CXM Position: Q1 2026 in Review

Summit Securities Group increased its Sprinklr (CXM) stake by 211% in Q1 2026, buying an estimated $19.2K and bringing the position to 4,572 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Summit Securities Group first reported a position in CXM in Q4 2022 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Summit Securities Group held 4,572 shares of Sprinklr worth $27.4K as of Q1 2026.
  • Summit Securities Group bought 3,101 Sprinklr shares in Q1 2026, an estimated $19.2K.
  • Sprinklr made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #476 holding.
  • Summit Securities Group first reported a position in Sprinklr in Q4 2022 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.