Crexendo Ownership | Who Owns Crexendo?
Crexendo Ownership Summary
Crexendo is owned by 17.13% institutional investors, 55.45% insiders, and 27.42% retail investors. Creative planning is the largest institutional shareholder, holding 5.35% of CXDO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.29% of its assets in Crexendo shares.
CXDO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Crexendo | 17.13% | 55.45% | 27.42% |
| Sector | Communication Services Stocks | 38.83% | 11.91% | 49.27% |
| Industry | Telecom Stocks | 37.40% | 12.83% | 49.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Creative planning | 1.41M | 5.35% | $4.43M |
| Bard associates | 608.45K | 2.31% | $1.91M |
| Vanguard group | 503.62K | 1.91% | $1.58M |
| Renaissance | 364.56K | 1.39% | $1.15M |
| Acadian asset management | 218.34K | 0.83% | $685.00K |
| Marshall wace, llp | 150.72K | 0.57% | $474.78K |
| Geode capital management | 118.45K | 0.45% | $372.63K |
| Arrowstreet capital, limited partnership | 118.12K | 0.45% | $371.00K |
| Two sigma investments, lp | 106.08K | 0.40% | $333.62K |
| Dimensional fund advisors lp | 101.27K | 0.38% | $318.50K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 608.45K | 0.73% | $1.91M |
| Essex investment management | 52.66K | 0.03% | $165.61K |
| Occudo quantitative strategies lp | 40.04K | 0.02% | $125.93K |
| Traynor capital management | 44.72K | 0.01% | $140.65K |
| Ifp advisors | 40.87K | 0.01% | $128.54K |
| Legato capital management | 11.50K | 0.00% | $36.16K |
| Creative planning | 1.41M | 0.00% | $4.43M |
| Xtx topco | 13.97K | 0.00% | $43.95K |
| Glen eagle advisors | 5.43K | 0.00% | $17.07K |
| Bailard | 36.00K | 0.00% | $113.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Creative planning | 1.41M | 0.00% | 877.55K |
| Renaissance | 364.56K | 0.00% | 254.06K |
| Acadian asset management | 218.34K | 0.00% | 92.20K |
| Dimensional fund advisors lp | 101.27K | 0.00% | 83.70K |
| Two sigma investments, lp | 106.08K | 0.00% | 59.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | - | - | -181.51K |
| Man group | - | - | -102.14K |
| Essex investment management | 52.66K | 0.03% | -99.45K |
| Millennium management | 85.70K | 0.00% | -37.26K |
| Cubist systematic strategies | 24.23K | 0.00% | -28.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Quadrature capital | 40.40K | 0.00% | 40.40K | $126.47K |
| Bailard | 36.00K | 0.00% | 36.00K | $113.22K |
| Congress wealth management llc / de / | 30.00K | 0.00% | 30.00K | $94.35K |
| Two sigma advisers, lp | 21.80K | 0.00% | 21.80K | $68.56K |
| Gsa capital partners llp | 12.46K | 0.00% | 12.46K | $39.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -79.00 |
| Tower research capital llc (trc) | -82.00 |
| Macquarie group | -177.00 |
| Point72 asia (singapore) pte. | -7.67K |
| Tucker asset management | -8.55K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 47 | -14.55% | 4,508,213 | 32.71% | 17 | 10.28% | 20 | -44.44% | 12 | 50.00% |
| Mar 31, 2024 | 55 | 37.50% | 3,396,977 | 35.28% | 12 | 13.98% | 36 | 100.00% | 8 | - |
| Dec 31, 2023 | 40 | 42.86% | 2,511,105 | 9.95% | 9 | 12.45% | 18 | 100.00% | 8 | - |
| Sep 30, 2023 | 28 | 7.69% | 2,283,914 | 0.31% | 8 | 11.43% | 9 | 12.50% | 8 | 166.67% |
| Jun 30, 2023 | 26 | - | 2,276,934 | -0.41% | 8 | 11.11% | 8 | -27.27% | 3 | 200.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 345.91K | 1.29% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 151.96K | 0.57% | - |
| 1290 Essex Small Cap Growth I | 153.43K | 0.57% | 11.55K |
| Pleiades Small Cap Equity A | 121.18K | 0.45% | 121.18K |
| Fidelity Extended Market Index | 71.99K | 0.27% | 7.00K |
| Bailard Micrcap Value | 54.30K | 0.20% | 18.30K |
| Bailard Small Cap Value | 54.30K | 0.20% | 18.30K |
| Nationwide Bailard Cogntv Val M | 54.30K | 0.20% | 3.70K |
| RBC Microcap Value I | 29.80K | 0.11% | 29.80K |
| iShares Micro-Cap ETF | 29.85K | 0.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 18, 2024 | Gaylor Douglas Walter | Chief Operating Officer | Sell | $180.00K |
| Aug 29, 2024 | Wang David Tzat-kin | Chief Technology Officer | Sell | $107.66K |
| Aug 27, 2024 | Buch Anand | Chief Strategy Officer | Sell | $102.71K |
| Aug 23, 2024 | Buch Anand | Chief Strategy Officer | Sell | $501.00 |
| Aug 22, 2024 | Buch Anand | Chief Strategy Officer | Sell | $144.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 11 |
| 2024 Q2 | 7 | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | 2 | - |
| 2023 Q3 | 3 | - |
CXDO Ownership FAQ
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