Crexendo, Inc. - COM (CXDO)

CUSIP: 226552107

Q1 2023 13F Holders as of 31 Mar 2023

Share change
+23,302
SEC-reported price per share
$1.65
Number of holders
26
Value change
+$25,621
Number of buys
10
Number of sells
4

Security key

226552107

Report period

Q1 2023

Institutions

26

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
BARD ASSOCIATES INC
Disclosed value leader
BARD ASSOCIATES INC
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $1,158,764 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 $1.16M.

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 $1.16M
Creative Planning $1.01M
VANGUARD GROUP INC $741.2K
ESSEX INVESTMENT MANAGEMENT CO LLC $507K
GEODE CAPITAL MANAGEMENT, LLC $181K

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
13F
class O/S missing
$1,158,764
609,876 shares
31 Dec 2022
Creative Planning
13F
Company
13F
class O/S missing
$1,008,134
530,597 shares
31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$741,192
390,101 shares
31 Dec 2022
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
Company
13F
class O/S missing
$507,000
266,620 shares
31 Dec 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$181,000
95,667 shares
31 Dec 2022
IFP Advisors, Inc
13F
Company
13F
class O/S missing
$99,000
38,170 shares
31 Dec 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 Q1 2023

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

Institutions
26
Shares
2,286,336
Rows available
26
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 Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
26
Q1 2023 holders
26
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
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