Security key
226552107
- Security type / class
- Equity / COM
- Total 13F shares
- 2,221,320
- Total 13F value
- $4,219,173
- Share change
- +302,426
- Put/Call ratio
- 36%
- SEC-reported price per share
- $1.90
- Number of holders
- 25
- Value change
- +$567,765
- Number of buys
- 16
- Number of sells
- 4
Open additional details 1 more signal available
Report period
Q4 2022
Institutions
25
Top holders
10
CXDO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
Crexendo, Inc. SEC filings
Crexendo, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 226552107
Recent filing periods:
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 Sep 2022
13F
Highest disclosed value: $1,314,000
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 $1.31M.
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
$1.31M
BARD ASSOCIATES INC
$1.24M
VANGUARD GROUP INC
$936K
ESSEX INVESTMENT MANAGEMENT CO LLC
$486K
GEODE CAPITAL MANAGEMENT, LLC
$225K
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
|
—
class O/S missing
|
$1,314,000
547,511 shares
|
— | 30 Sep 2022 |
| BARD ASSOCIATES INC |
13F
Company
|
—
class O/S missing
|
$1,244,000
518,436 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$936,000
389,833 shares
|
— | 30 Sep 2022 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
13F
Company
|
—
class O/S missing
|
$486,000
202,467 shares
|
— | 30 Sep 2022 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$225,000
93,949 shares
|
— | 30 Sep 2022 |
| Orin Green Financial, LLC |
13F
Company
|
—
class O/S missing
|
$117,000
48,922 shares
|
— | 30 Sep 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 Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
25
Shares
2,221,320
Rows available
25
| 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 Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
14
Q4 2022 holders
25
Holder diff
11
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend