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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

CXM holding history

Sprinklr, Inc. in every 13F filed by Modera Wealth Management, LLC, 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)
15,141
Value
$78.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CXM by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,141$78.1K<0.1%00.0%UnchangedHolders
Q1 202615,141$90.8K<0.1%−60,748−80.0%ReducedHolders
Q4 202575,889$590.4K<0.1%−43,458−36.4%ReducedHolders
Q3 2025119,347$921.4K<0.1%00.0%UnchangedHolders
Q2 2025119,347$1.01M<0.1%00.0%UnchangedHolders
Q1 2025119,347$996.5K<0.1%−100.0%ReducedHolders
Q4 2024119,357$1.01M<0.1%+100.0%AddedHolders
Q3 2024119,347$922.6K<0.1%00.0%UnchangedHolders
Q2 2024119,347$1.15M<0.1%−200,000−62.6%ReducedHolders
Q1 2024319,347$3.92M0.1%00.0%UnchangedHolders
Q4 2023319,347$3.84M0.1%−100,000−23.8%ReducedHolders
Q3 2023419,347$5.80M0.1%−157,211−27.3%ReducedHolders
Q2 2023576,558$7.97M0.1%−739,564−56.2%ReducedHolders
Q1 20231,316,122$17.1M0.7%−921,000−41.2%ReducedHolders
Q4 20222,237,122$18.3M0.7%+2,237,122NewHolders