AI Holders Summary · Q1 2026

292 institutions reported CXM in Q1 2026. BlackRock, Inc. leads at 16.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$115M19.1M0.00%Q1 2026 02

H&F Corporate Investors IX, Ltd.

CIK 0001767564

$65M10.9M100.00%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$63M10.5M0.00%Q1 2026 04

SG Americas Securities, LLC

CIK 0001313360

$50M8.4M0.05%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$50M8.3M0.00%Q1 2026 06

Sachem Head Capital Management LP

CIK 0001582090

$45M5.7M1.05%Q4 2025 07

Sixth Street Partners Management Company, L.P.

CIK 0001812095

$34M5.7M4.79%Q1 2026 08

Jefferies Financial Group Inc.

CIK 0000096223

$34M5.6M0.23%Q1 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$32M5.3M0.00%Q1 2026 10

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$30M4.9M0.85%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$29M4.9M0.00%Q1 2026 12

Solel Partners LP

CIK 0001790604

$22M3.6M4.68%Q1 2026 13

DEUTSCHE BANK AG\

CIK 0000948046

$17M2.8M0.01%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$16M2.7M0.00%Q1 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M2.6M0.00%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$15M2.6M0.00%Q1 2026 17

FEDERATED HERMES, INC.

CIK 0001056288

$15M2.5M0.02%Q1 2026 18

Battery Management Corp.

CIK 0001548594

$14M2.4M3.38%Q1 2026 19

TFG Asset Management GP Ltd

CIK 0001515070

$13M2.2M2.56%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M1.7M0.00%Q1 2026

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