Creative Planning’s Crexendo CXDO Stock Holding History

Creative Planning’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	$823K	Sell	110,177 -313,907	-74%	-$2.45M	﹤0.01%	2804
2026 Q1	$2.62M	Sell	424,084 -106,760	-20%	-$701K	﹤0.01%	1690
2025 Q4	$3.43M	Buy	530,844 +99	+0%	+$648	﹤0.01%	1278
2025 Q3	$3.45M	Buy	530,745 +148	+0%	+$917	﹤0.01%	1110
2025 Q2	$3.22M	Hold	530,597	–	–	﹤0.01%	990
2025 Q1	$2.58M	Sell	530,597 -3,194	-0.6%	-$18.7K	﹤0.01%	1017
2024 Q4	$2.79M	Buy	533,791 +3,194	+0.6%	+$16.9K	﹤0.01%	941
2024 Q3	$2.46M	Sell	530,597 -877,554	-62%	-$3.8M	﹤0.01%	959
2024 Q2	$4.43M	Buy	1,408,151 +877,554	+165%	+$3.42M	﹤0.01%	665
2024 Q1	$2.55M	Sell	530,597 -779	-0.1%	-$4.33K	﹤0.01%	872
2023 Q4	$2.58M	Buy	531,376 +779	+0.1%	+$2.04K	﹤0.01%	805
2023 Q3	$1.12M	Hold	530,597	–	–	﹤0.01%	1112
2023 Q2	$934K	Hold	530,597	–	–	﹤0.01%	1164
2023 Q1	$875K	Hold	530,597	–	–	﹤0.01%	1146
2022 Q4	$1.01M	Sell	530,597 -16,914	-3%	-$37.5K	﹤0.01%	1030
2022 Q3	$1.31M	Sell	547,511 -18,000	-3%	-$50.8K	﹤0.01%	846
2022 Q2	$1.75M	Buy	+565,511	New	+$1.66M	﹤0.01%	764

Other funds holding CXDO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Creative Planning's CXDO Position: Q2 2026 in Review

Creative Planning reduced its Crexendo (CXDO) stake by 74% in Q2 2026, selling an estimated $2.45M and leaving 110,177 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Creative Planning first reported a position in CXDO in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.43M in Q2 2024. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

Creative Planning held 110,177 shares of Crexendo worth $823K as of Q2 2026.
Creative Planning sold 313,907 Crexendo shares in Q2 2026, an estimated $2.45M.
Crexendo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2804 holding.
Creative Planning first reported a position in Crexendo in Q2 2022 and has held it in 17 quarters since.
Creative Planning's Crexendo position peaked at $4.43M in Q2 2024.
127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.