Position in CXM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$33,707,466
-$9,782,749 QoQ
Shares Held
5,617,911
+0.5% QoQ
Ownership
2.40%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Derivatives in CXM
reported options exposure · as of Jun 30, 2023CallValue
$831,183
CallShares
60,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Jefferies Financial Group Inc. holds $202,807,365 across 43 Software - Application names. CXM ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
392,507 | $79,749,572 | |
| 2 | CXM |
Sprinklr, Inc.
This page
|
5,617,911 | $33,707,466 | |
| 3 | DAVE |
Dave Inc./DE
|
158,277 | $27,554,442 | |
| 4 | MSTR |
Strategy Inc
|
140,751 | $17,565,724 | |
| 5 | ADSK |
Autodesk, Inc.
|
24,557 | $5,878,945 | |
| 6 | WK |
Workiva Inc
|
86,500 | $5,157,995 | |
| 7 | PTC |
Ptc Inc.
|
20,776 | $2,960,372 | |
| 8 | ADBE |
Adobe Inc.
|
12,018 | $2,921,335 |
All Filings in CXM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,707,466 | 5,617,911 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $43,490,215 | 5,590,002 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $36,145,040 | 4,682,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,609,720 | 4,682,000 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $29,700,950 | 3,557,000 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $49,072,530 | 5,807,400 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $22,852,152 | 2,956,294 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,655,100 | 2,355,000 | Shares | Defined | 2024-08-13 | |
| 2023-06-30 | $55,320 | 4,000 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $831,183 | 60,100 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $242,235 | 18,691 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||