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IFP Advisors’s Crexendo CXDO Stock Holding History

IFP Advisors’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 		$155K Buy
20,689
+895
+5% +$7K ﹤0.01% 1686
2026
Q1 		$122K Buy
19,794
+2,704
+16% +$17.8K ﹤0.01% 1705
2025
Q4 		$111K Sell
17,090
-14,770
-46% -$96.6K ﹤0.01% 1731
2025
Q3 		$207K Sell
31,860
-10,000
-24% -$62K 0.01% 1270
2025
Q2 		$254K Buy
41,860
+990
+2% +$5.17K 0.01% 1148
2025
Q1 		$199K Sell
40,870
-1,000
-2% -$5.87K 0.01% 1179
2024
Q4 		$219K Buy
41,870
+1,000
+2% +$5.29K 0.01% 1088
2024
Q3 		$190K Hold
40,870
– – 0.01% 1119
2024
Q2 		$129K Hold
40,870
– – 0.01% 1252
2024
Q1 		$197K Buy
40,870
+700
+2% +$3.89K 0.01% 1007
2023
Q4 		$195K Hold
40,170
– – 0.01% 959
2023
Q3 		$84.8K Hold
40,170
– – ﹤0.01% 1340
2023
Q2 		$70.7K Hold
40,170
– – ﹤0.01% 1470
2023
Q1 		$104K Buy
40,170
+2,000
+5% +$3.67K ﹤0.01% 1237
2022
Q4 		$99K Hold
38,170
– – ﹤0.01% 1741
2022
Q3 		$99K Hold
38,170
– – ﹤0.01% 1863
2022
Q2 		$99K Hold
38,170
– – ﹤0.01% 1691
2022
Q1 		$99K Buy
38,170
+25,000
+190% +$104K ﹤0.01% 1691
2021
Q4 		$66K Sell
13,170
-24,830
-65% -$134K ﹤0.01% 1452
2021
Q3 		$227K Buy
38,000
+1,000
+3% +$6.01K ﹤0.01% 901
2021
Q2 		$226K Buy
37,000
+25,430
+220% +$146K ﹤0.01% 845
2021
Q1 		$67K Buy
11,570
+6,125
+112% +$40.6K ﹤0.01% 1331
2020
Q4 		$38K Buy
5,445
+4,915
+927% +$32K ﹤0.01% 1545
2020
Q3 		$3K Sell
530
-24,900
-98% -$201K ﹤0.01% 2342
2020
Q2 		$150K Hold
25,430
– – 0.01% 776
2020
Q1 		$111K Hold
25,430
– – 0.01% 784
2019
Q4 		$116K Buy
25,430
+3,000
+13% +$13.7K 0.01% 872
2019
Q3 		$68K Buy
+22,430
New +$68K ﹤0.01% 1230
2019
Q1 		– Sell
-20,612
Closed -$43K – 2575
2018
Q4 		$43K Buy
+20,612
New +$43K ﹤0.01% 1689

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

IFP Advisors's CXDO Position: Q2 2026 in Review

IFP Advisors increased its Crexendo (CXDO) stake by 4.5% in Q2 2026, buying an estimated $7K and bringing the position to 20,689 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

IFP Advisors first reported a position in CXDO in Q4 2018 and has held it in 29 quarters since. The position peaked at $254K in Q2 2025. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • IFP Advisors held 20,689 shares of Crexendo worth $155K as of Q2 2026.
  • IFP Advisors bought 895 Crexendo shares in Q2 2026, an estimated $7K.
  • Crexendo made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1686 holding.
  • IFP Advisors first reported a position in Crexendo in Q4 2018 and has held it in 29 quarters since.
  • IFP Advisors's Crexendo position peaked at $254K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.