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Zuckerman Investment Group’s CXApp CXAI Stock Holding History

Zuckerman Investment Group’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-45,000
Closed -$40.5K – 163
2025
Q1 		$40.5K Hold
45,000
– – ﹤0.01% 163
2024
Q4 		$67K Hold
45,000
– – 0.01% 152
2024
Q3 		$75.6K Buy
45,000
+7,000
+18% +$14.6K 0.01% 144
2024
Q2 		$76.8K Sell
38,000
-12,000
-24% -$39.5K 0.01% 144
2024
Q1 		$123K Buy
50,000
+20,000
+67% +$34.3K 0.01% 140
2023
Q4 		$38.7K Buy
30,000
+10,000
+50% +$14.2K 0.01% 125
2023
Q3 		$36.2K Buy
+20,000
New +$108K 0.01% 127

Other funds holding CXAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Zuckerman Investment Group's CXAI Position: Q2 2025 in Review

Zuckerman Investment Group sold out of CXApp (CXAI) in Q2 2025, closing a stake of 45,000 shares — an estimated $40.5K sold.

Zuckerman Investment Group first reported a position in CXAI in Q3 2023 and held it in 7 quarters. The position peaked at $123K in Q1 2024. 32 funds tracked by Wall St. Rank hold CXAI as of Q2 2025.

  • Zuckerman Investment Group reported no remaining CXApp position as of Q2 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 45,000 CXApp shares in Q2 2025, an estimated $40.5K.
  • Zuckerman Investment Group first reported a position in CXApp in Q3 2023 and held it in 7 quarters.
  • Zuckerman Investment Group's CXApp position peaked at $123K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held CXApp as of Q2 2025.

Based on Zuckerman Investment Group's 13F filing for Q2 2025, filed 15 Aug 2025.