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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CXM holding history

Sprinklr, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CXM overviewAll 13F holders of CXMFull Q2 2026 holdings

Shares (Q2 2026)
123,926
Value
$639.5K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CXM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,926$639.5K<0.1%−262,323−67.9%ReducedHolders
Q1 2026386,249$2.32M<0.1%+354,740+1,125.8%AddedHolders
Q4 202531,509$245.1K<0.1%+1,862+6.3%AddedHolders
Q3 202529,647$228.9K<0.1%+6,196+26.4%AddedHolders
Q2 202523,451$198.4K<0.1%−8,572−26.8%ReducedHolders
Q1 202532,023$267.4K<0.1%+13,018+68.5%AddedHolders
Q4 202419,005$160.6K<0.1%+19,005NewHolders