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Root Financial Partners’s Crexendo CXDO Stock Holding History

Root Financial 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
Q2 		– Sell
-73
Closed -$450 – 1066
2026
Q1 		$450 Buy
+73
New +$479 ﹤0.01% 2902

Other funds holding CXDO

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BNA
BankChampaign National Association Champaign, Illinois $130M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's CXDO Position: Q2 2026 in Review

Root Financial Partners sold out of Crexendo (CXDO) in Q2 2026, closing a stake of 73 shares — an estimated $450 sold.

Root Financial Partners first reported a position in CXDO in Q1 2026 and held it in 1 quarter. The position peaked at $450 in Q1 2026. 25 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Root Financial Partners reported no remaining Crexendo position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 73 Crexendo shares in Q2 2026, an estimated $450.
  • Root Financial Partners first reported a position in Crexendo in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Crexendo position peaked at $450 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.