West Paces Advisors’s Crexendo CXDO Stock Holding History

West Paces 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 Q3	$10.3K	Buy	1,757 +1,280	+268%	+$8.49K	﹤0.01%	394
2026 Q2	$3.56K	Buy	+477	New	+$3.73K	﹤0.01%	496
2025 Q2	–	Sell	-677	Closed	-$3.3K	–	294
2025 Q1	$3.3K	Hold	677	–	–	﹤0.01%	404
2024 Q4	$3.54K	Buy	+677	New	+$3.58K	﹤0.01%	399

Other funds holding CXDO

BAM

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

West Paces Advisors's CXDO Position: Q3 2026 in Review

West Paces Advisors increased its Crexendo (CXDO) stake by 268% in Q3 2026, buying an estimated $8.49K and bringing the position to 1,757 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

West Paces Advisors first reported a position in CXDO in Q4 2024 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

West Paces Advisors held 1,757 shares of Crexendo worth $10.3K as of Q3 2026.
West Paces Advisors bought 1,280 Crexendo shares in Q3 2026, an estimated $8.49K.
Crexendo made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #394 holding.
West Paces Advisors first reported a position in Crexendo in Q4 2024 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.