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Essential Partners’s Crexendo CXDO Stock Holding History

Essential Partners’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
Q3 		$5.25K Sell
893
-97
-10% -$643 ﹤0.01% 1482
2026
Q2 		$7.39K Sell
990
-129
-12% -$1.01K ﹤0.01% 1356
2026
Q1 		$6.9K Buy
1,119
+234
+26% +$1.54K ﹤0.01% 1424
2025
Q4 		$5.73K Buy
885
+660
+293% +$4.32K ﹤0.01% 1376
2025
Q3 		$1.46K Hold
225
– – ﹤0.01% 1899
2025
Q2 		$1.37K Buy
+225
New +$1.18K ﹤0.01% 1425

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CXDO Position: Q3 2026 in Review

Essential Partners reduced its Crexendo (CXDO) stake by 9.8% in Q3 2026, selling an estimated $643 and leaving 893 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Essential Partners first reported a position in CXDO in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.39K in Q2 2026. 7 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

  • Essential Partners held 893 shares of Crexendo worth $5.25K as of Q3 2026.
  • Essential Partners sold 97 Crexendo shares in Q3 2026, an estimated $643.
  • Crexendo made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1482 holding.
  • Essential Partners first reported a position in Crexendo in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Crexendo position peaked at $7.39K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.