STA
CXM icon

Summit Trail Advisors’s Sprinklr CXM Stock Holding History

Summit Trail 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 		$229K Buy
44,418
+20,701
+87% +$110K ﹤0.01% 1397
2026
Q1 		$142K Buy
+23,717
New +$147K ﹤0.01% 1394

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 Trail Advisors's CXM Position: Q2 2026 in Review

Summit Trail Advisors increased its Sprinklr (CXM) stake by 87% in Q2 2026, buying an estimated $110K and bringing the position to 44,418 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Summit Trail Advisors first reported a position in CXM in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Summit Trail Advisors held 44,418 shares of Sprinklr worth $229K as of Q2 2026.
  • Summit Trail Advisors bought 20,701 Sprinklr shares in Q2 2026, an estimated $110K.
  • Sprinklr made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1397 holding.
  • Summit Trail Advisors first reported a position in Sprinklr in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.