Position in CXM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,062,126
-$297,895 QoQ
Shares Held
177,021
+1.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 57.23671202851639.ToString("F0")%
Shared 0.ToString("F0")%
None 42.76328797148361.ToString("F0")%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $128,467,731 across 26 Software - Application names. CXM ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
92,395 | $22,459,376 | |
| 2 | ZM |
Zoom Communications, Inc.
|
252,624 | $20,308,443 | |
| 3 | ADSK |
Autodesk, Inc.
|
72,275 | $17,302,635 | |
| 4 | CRM |
Salesforce, Inc.
|
85,775 | $16,011,619 | |
| 5 | INTU |
Intuit Inc.
|
29,069 | $12,568,854 | |
| 6 | ROP |
Roper Technologies Inc
|
20,823 | $7,368,426 | |
| 7 | ADP |
Automatic Data Processing Inc
|
27,959 | $5,680,709 | |
| 8 | DBD |
DIEBOLD NIXDORF, Inc
|
58,156 | $4,387,288 |
All Filings in CXM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||