HBCM
CXDO icon

Heron Bay Capital Management’s Crexendo CXDO Stock Holding History

Heron Bay Capital Management’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
2024
Q4 		– Sell
-18,567
Closed -$86.2K – 115
2024
Q3 		$86.2K Buy
+18,567
New +$80.5K 0.02% 99
2024
Q2 		– Sell
-18,166
Closed -$87.4K – 99
2024
Q1 		$87.4K Buy
+18,166
New +$101K 0.02% 98

Other funds holding CXDO

EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Heron Bay Capital Management's CXDO Position: Q4 2024 in Review

Heron Bay Capital Management sold out of Crexendo (CXDO) in Q4 2024, closing a stake of 18,567 shares — an estimated $86.2K sold.

Heron Bay Capital Management first reported a position in CXDO in Q1 2024 and held it in 2 quarters. The position peaked at $87.4K in Q1 2024. 58 funds tracked by Wall St. Rank hold CXDO as of Q4 2024.

  • Heron Bay Capital Management reported no remaining Crexendo position as of Q4 2024 after selling out during the quarter.
  • Heron Bay Capital Management sold 18,567 Crexendo shares in Q4 2024, an estimated $86.2K.
  • Heron Bay Capital Management first reported a position in Crexendo in Q1 2024 and held it in 2 quarters.
  • Heron Bay Capital Management's Crexendo position peaked at $87.4K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Crexendo as of Q4 2024.

Based on Heron Bay Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.