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Simplicity Wealth’s Crexendo CXDO Stock Holding History

Simplicity Wealth’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 		$214K Buy
+28,602
New +$224K 0.01% 961
2024
Q3 		– Sell
-11,000
Closed -$34.6K – 653
2024
Q2 		$34.6K Hold
11,000
– – ﹤0.01% 1220
2024
Q1 		$52.9K Buy
+11,000
New +$61.1K ﹤0.01% 1142

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

Simplicity Wealth's CXDO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Crexendo (CXDO) in Q2 2026: 28,602 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in CXDO as recently as Q2 2024.

Simplicity Wealth first reported a position in CXDO in Q1 2024 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Simplicity Wealth held 28,602 shares of Crexendo worth $214K as of Q2 2026.
  • Crexendo was a new Simplicity Wealth position in Q2 2026.
  • Crexendo made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #961 holding.
  • Simplicity Wealth first reported a position in Crexendo in Q1 2024 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.