Security key
226552107
- Security type / class
- Equity / COM
- Total 13F shares
- 1,281,964
- Total 13F value
- $7,677,000
- Share change
- -129,964
- SEC-reported price per share
- $5.99
- Number of holders
- 14
- Value change
- -$783,646
- Number of buys
- 8
- Number of sells
- 6
Report period
Q3 2021
Institutions
14
Top holders
10
CXDO full security history
Ownership snapshot
Full 13F holder table
Crexendo, Inc. SEC filings
Crexendo, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of CXDO - Crexendo, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BARD ASSOCIATES INC
Disclosed value leader
BARD ASSOCIATES INC
Comparable rows
0/15
Latest evidence
30 Jun 2021
13F
Highest disclosed value: $2,974,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BARD ASSOCIATES INC has the largest disclosed position value at $2.97M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BARD ASSOCIATES INC's linked filing trail.
Disclosed position value
Top 5
BARD ASSOCIATES INC
$2.97M
VANGUARD GROUP INC
$2.91M
Stanley-Laman Group, Ltd.
$1.32M
ESSEX INVESTMENT MANAGEMENT CO LLC
$500K
IFP Advisors, Inc
$226K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC |
13F
Company
|
—
class O/S missing
|
$2,974,000
486,790 shares
|
— | 30 Jun 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$2,912,000
476,628 shares
|
— | 30 Jun 2021 |
| Stanley-Laman Group, Ltd. |
13F
Company
|
—
class O/S missing
|
$1,324,000
216,674 shares
|
— | 30 Jun 2021 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
13F
Company
|
—
class O/S missing
|
$500,000
81,859 shares
|
— | 30 Jun 2021 |
| IFP Advisors, Inc |
13F
Company
|
—
class O/S missing
|
$226,000
37,000 shares
|
— | 30 Jun 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$175,000
28,554 shares
|
— | 30 Jun 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
14
Shares
1,281,964
Rows available
14
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
14
Q3 2021 holders
14
Holder diff
0
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 value | Q3 2021 value | Value change | Value Chg % |
|---|