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Bard Associates’s Crexendo CXDO Stock Holding History

Bard Associates’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Sell
359,974
-242,949
-40% -$1.9M 0.6% 52
2026
Q1 		$3.72M Buy
602,923
+383
+0.1% +$2.51K 0.93% 34
2025
Q4 		$3.9M Sell
602,540
-12,160
-2% -$79.6K 1% 36
2025
Q3 		$4M Sell
614,700
-8,338
-1% -$51.7K 1.06% 41
2025
Q2 		$3.78M Sell
623,038
-43,055
-6% -$225K 1.22% 27
2025
Q1 		$3.24M Buy
666,093
+77,968
+13% +$458K 1.21% 25
2024
Q4 		$3.08M Sell
588,125
-16,162
-3% -$85.5K 1.05% 31
2024
Q3 		$2.8M Sell
604,287
-4,160
-0.7% -$18K 0.96% 35
2024
Q2 		$1.91M Sell
608,447
-4,215
-0.7% -$16.4K 0.73% 54
2024
Q1 		$2.95M Sell
612,662
-11,400
-2% -$63.3K 1.06% 30
2023
Q4 		$3.03M Buy
624,062
+920
+0.1% +$2.42K 1.15% 25
2023
Q3 		$1.31M Buy
623,142
+11,912
+2% +$21.8K 0.54% 66
2023
Q2 		$1.08M Sell
611,230
-1,146
-0.2% -$1.84K 0.42% 78
2023
Q1 		$1.01M Buy
612,376
+2,500
+0.4% +$4.59K 0.42% 81
2022
Q4 		$1.16M Buy
609,876
+91,440
+18% +$203K 0.5% 63
2022
Q3 		$1.24M Buy
518,436
+4,150
+0.8% +$11.7K 0.56% 61
2022
Q2 		$1.59M Buy
514,286
+29,896
+6% +$87.6K 0.68% 53
2022
Q1 		$1.76M Hold
484,390
– – 0.62% 61
2021
Q4 		$2.42M Hold
484,390
– – 0.8% 45
2021
Q3 		$2.9M Sell
484,390
-2,400
-0.5% -$14.4K 0.98% 35
2021
Q2 		$2.97M Sell
486,790
-1,800
-0.4% -$10.3K 0.97% 34
2021
Q1 		$2.83M Sell
488,590
-500
-0.1% -$3.32K 1.02% 35
2020
Q4 		$3.39M Hold
489,090
– – 1.34% 16
2020
Q3 		$2.73M Buy
+489,090
New +$3.94M 1.45% 17

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bard Associates's CXDO Position: Q2 2026 in Review

Bard Associates reduced its Crexendo (CXDO) stake by 40% in Q2 2026, selling an estimated $1.9M and leaving 359,974 shares worth $2.69M. The position accounts for 0.6% of the portfolio, ranked #52.

Bard Associates first reported a position in CXDO in Q3 2020 and has held it in 24 quarters since. The position peaked at $4M in Q3 2025. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Bard Associates held 359,974 shares of Crexendo worth $2.69M as of Q2 2026.
  • Bard Associates sold 242,949 Crexendo shares in Q2 2026, an estimated $1.9M.
  • Crexendo made up 0.6% of Bard Associates's portfolio in Q2 2026, its #52 holding.
  • Bard Associates first reported a position in Crexendo in Q3 2020 and has held it in 24 quarters since.
  • Bard Associates's Crexendo position peaked at $4M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.