Rise Advisors’s Crexendo CXDO Stock Holding History

Rise 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
2025 Q4	–	Sell	-87	Closed	-$566	–	433
2025 Q3	$566	Buy	+87	New	+$539	﹤0.01%	1384

Other funds holding CXDO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Rise Advisors's CXDO Position: Q4 2025 in Review

Rise Advisors sold out of Crexendo (CXDO) in Q4 2025, closing a stake of 87 shares — an estimated $566 sold.

Rise Advisors first reported a position in CXDO in Q3 2025 and held it in 1 quarter. The position peaked at $566 in Q3 2025. 93 funds tracked by Wall St. Rank hold CXDO as of Q4 2025.

Rise Advisors reported no remaining Crexendo position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 87 Crexendo shares in Q4 2025, an estimated $566.
Rise Advisors first reported a position in Crexendo in Q3 2025 and held it in 1 quarter.
Rise Advisors's Crexendo position peaked at $566 in Q3 2025.
93 funds tracked by Wall St. Rank held Crexendo as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.