Root Financial Partners
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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
Q3 		$223 Buy
+38
New +$252 ﹤0.01% 3481
2026
Q2 		– Sell
-73
Closed -$450 – 1066
2026
Q1 		$450 Buy
+73
New +$479 ﹤0.01% 2902

Other funds holding CXDO

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's CXDO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Crexendo (CXDO) in Q3 2026: 38 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #3481 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CXDO as recently as Q1 2026.

Root Financial Partners first reported a position in CXDO in Q1 2026 and has held it in 2 quarters since. The position peaked at $450 in Q1 2026. 46 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

  • Root Financial Partners held 38 shares of Crexendo worth $223 as of Q3 2026.
  • Crexendo was a new Root Financial Partners position in Q3 2026.
  • Crexendo made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3481 holding.
  • Root Financial Partners first reported a position in Crexendo in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Crexendo position peaked at $450 in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.