Crexendo Ownership | Who Owns Crexendo?

Overview Forecast RevenueFinancials Chart Transcripts

Crexendo Ownership Summary

Crexendo is owned by 17.02% institutional investors, 55.45% insiders, and 27.53% 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 1.28% of its assets in Crexendo shares.

CXDO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Crexendo	17.02%	55.45%	27.53%
Sector	Communication Services Stocks	41.41%	13.19%	45.40%
Industry	Telecom Stocks	36.73%	13.14%	50.12%

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
Legato capital management	219.08K	0.82%	$1.15M
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

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Byrne asset management	14.77K	1.03%	$1.47M
Bard associates	608.45K	0.73%	$1.91M
Legato capital management	219.08K	0.15%	$1.15M
Essex investment management	52.66K	0.03%	$165.61K
Occudo quantitative strategies lp	40.04K	0.02%	$125.93K
Ars investment partners	46.50K	0.02%	$243.19K
Traynor capital management	44.72K	0.02%	$233.90K
Ifp advisors	40.87K	0.01%	$128.54K
Creative planning	1.41M	0.00%	$4.43M
Xtx topco	13.97K	0.00%	$43.95K

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
Legato capital management	219.08K	0.15%	-65.03K
Quadrature capital	-	-	-40.40K

New Positions

Holder	Shares	% Assets	Change	Value
Ars investment partners	46.50K	0.02%	46.50K	$243.19K
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
Byrne asset management	14.77K	1.03%	14.77K	$1.47M

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 %
Sep 30, 2024	51	8.51%	4,569,479	1.36%	17	5.80%	22	10.00%	17	41.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	345.91K	1.28%	-
1290 Essex Small Cap Growth I	157.91K	0.58%	1.97K
Vanguard Institutional Extnd Mkt Idx Tr	151.96K	0.56%	-
Pleiades Small Cap Equity A	121.18K	0.45%	121.18K
Fidelity Extended Market Index	69.95K	0.26%	-461.00
Dimensional US Targeted Value ETF	53.24K	0.20%	-
Nationwide Bailard Cogntv Val M	45.30K	0.17%	-10.90K
Bailard Micrcap Value	42.77K	0.16%	-11.53K
Bailard Small Cap Value	42.77K	0.16%	-11.53K
iShares Micro-Cap ETF	30.26K	0.11%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Wang David Tzat-kin	Chief Technology Officer	Sell	$522.67K
Dec 13, 2024	Wang David Tzat-kin	Chief Technology Officer	Sell	$63.31K
Dec 16, 2024	Buch Anand	Chief Strategy Officer	Sell	$784.00K
Dec 11, 2024	Wang David Tzat-kin	Chief Technology Officer	Sell	$8.80K
Dec 09, 2024	KORN JEFFREY G	Chief Executive Officer	Sell	$36.75K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	7
2024 Q3	-	11
2024 Q2	7	1
2024 Q1	-	2
2023 Q4	2	-

CXDO Ownership FAQ

Who Owns Crexendo?

Crexendo shareholders are primarily institutional investors at 17.02%, followed by 55.45% insiders and 27.53% retail investors. The average institutional ownership in Crexendo's industry, Telecom Stocks , is 36.73%, which Crexendo falls below.

Who owns the most shares of Crexendo?

Crexendo’s largest shareholders are Creative planning (1.41M shares, 5.35%), Bard associates (608.45K shares, 2.31%), and Vanguard group (503.62K shares, 1.91%). Together, they hold 9.58% of Crexendo’s total shares outstanding.

Does Blackrock own Crexendo?

BlackRock is not among the top 10 institutional shareholders of Crexendo.

Who is Crexendo’s biggest shareholder by percentage of total assets invested?

Byrne asset management is Crexendo’s biggest shareholder by percentage of total assets invested, with 1.03% of its assets in 14.77K Crexendo shares, valued at 1.47M$.

Who is the top mutual fund holder of Crexendo shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Crexendo shares, with 1.28% of its total shares outstanding invested in 345.91K Crexendo shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools