Position in CXM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$896,126
-$166,000 QoQ
Shares Held
173,668
-1.9% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 267 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $85,609,186 across 24 Software - Application names. CXM ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
92,756 | $19,016,835 | |
| 2 | ZM |
Zoom Communications, Inc.
|
168,304 | $14,526,318 | |
| 3 | ADSK |
Autodesk, Inc.
|
72,583 | $14,111,586 | |
| 4 | CRM |
Salesforce, Inc.
|
68,690 | $10,760,975 | |
| 5 | DBD |
DIEBOLD NIXDORF, Inc
|
52,588 | $4,471,031 | |
| 6 | ROP |
Roper Technologies Inc
|
10,621 | $3,594,040 | |
| 7 | INTU |
Intuit Inc.
|
10,590 | $2,763,990 | |
| 8 | PLUS |
Eplus Inc
|
31,222 | $2,598,607 |
All Filings in CXM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,126 | 173,668 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,062,126 | 177,021 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,360,021 | 174,810 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,202,829 | 155,807 | Shares | Sole | 2025-11-13 | |
| 2023-12-31 | $354,626 | 29,454 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||