Crexendo, Inc. - COM (CXDO)

CUSIP: 226552107

Q3 2022 13F Holders as of 30 Sep 2022

Share change
+43,232
SEC-reported price per share
$2.40
Number of holders
14
Value change
+$94,129
Number of buys
6
Number of sells
5

Security key

226552107

Report period

Q3 2022

Institutions

14

Top holders

10

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
Creative Planning
Disclosed value leader
Creative Planning
Comparable rows
0/15
Latest evidence
30 Jun 2022
13F Highest disclosed value: $1,753,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Creative Planning has the largest disclosed position value at $1.75M.

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 Creative Planning's linked filing trail.
Disclosed position value Top 5
Creative Planning $1.75M
BARD ASSOCIATES INC $1.59M
VANGUARD GROUP INC $1.2M
ESSEX INVESTMENT MANAGEMENT CO LLC $527K
GEODE CAPITAL MANAGEMENT, LLC $291K

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
Creative Planning
13F
Company
13F
class O/S missing
$1,753,000
565,511 shares
30 Jun 2022
BARD ASSOCIATES INC
13F
Company
13F
class O/S missing
$1,594,000
514,286 shares
30 Jun 2022
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$1,198,000
386,333 shares
30 Jun 2022
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
Company
13F
class O/S missing
$527,000
169,895 shares
30 Jun 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$291,000
93,949 shares
30 Jun 2022
Orin Green Financial, LLC
13F
Company
13F
class O/S missing
$153,000
48,922 shares
30 Jun 2022
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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
14
Shares
1,945,855
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 2022 vs Q2 2022 Across Filers

Q2 2022 holders
15
Q3 2022 holders
14
Holder diff
-1
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 value Q3 2022 value Value change Value Chg %
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