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
2024 Q2	–	Sell	-3,000	Closed	-$37K	–	618
2024 Q1	$37K	Buy	+3,000	New	+$38.2K	0.01%	274

Other funds holding CXM

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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.