Security key
226552107
- Security type / class
- Equity / COM
- Total 13F shares
- 4,508,212
- Total 13F value
- $14,176,090
- Share change
- +1,111,413
- Put/Call ratio
- 89%
- SEC-reported price per share
- $3.14
- Number of holders
- 43
- Value change
- +$2,798,416
- Number of buys
- 20
- Number of sells
- 24
Open additional details 1 more signal available
Report period
Q2 2024
Institutions
43
Top holders
10
CXDO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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
BARD ASSOCIATES INC
Disclosed value leader
BARD ASSOCIATES INC
Comparable rows
0/15
Latest evidence
31 Mar 2024
13F
Highest disclosed value: $2,946,905
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 $2.95M.
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
$2.95M
Creative Planning
$2.55M
VANGUARD GROUP INC
$2.19M
Informed Momentum Co LLC
$873K
ESSEX INVESTMENT MANAGEMENT CO LLC
$731.6K
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
|
$2,946,905
612,662 shares
|
— | 31 Mar 2024 |
| Creative Planning |
13F
Company
|
—
class O/S missing
|
$2,552,172
530,597 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$2,193,149
455,956 shares
|
— | 31 Mar 2024 |
| Informed Momentum Co LLC |
13F
Company
|
—
class O/S missing
|
$873,044
181,506 shares
|
— | 31 Mar 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
13F
Company
|
—
class O/S missing
|
$731,615
152,103 shares
|
— | 31 Mar 2024 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$605,000
126,149 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
4,508,212
Rows available
43
| 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 Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
50
Q2 2024 holders
43
Holder diff
-7
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend