Institutional Holders (2026 Q1)
104 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CXDO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Perkins Capital Management Inc | 1.13% | 194,850 | $1.2M |
| 2 | Bard Associates Inc | 0.93% | 602,923 | $3.7M |
| 3 | Potomac Capital Management, Inc. | 0.75% | 139,568 | $861K |
| 4 | Essex Investment Management Co LLC | 0.73% | 742,986 | $4.6M |
| 5 | Pembroke Management, LTD | 0.17% | 195,371 | $1.2M |
| 6 | Legato Capital Management LLC | 0.13% | 232,576 | $1.4M |
| 7 | Globeflex Capital L P | 0.12% | 129,470 | $799K |
| 8 | MidFirst Bank | 0.10% | 197,346 | $1.2M |
| 9 | Gwn Securities INC. | 0.08% | 67,738 | $418K |
| 10 | Royce & Associates LP | 0.04% | 697,062 | $4.3M |
| 11 | ARS Investment Partners, LLC | 0.02% | 50,372 | $311K |
| 12 | Traynor Capital Management, Inc. | 0.02% | 44,722 | $268K |
| 13 | Kemnay Advisory Services Inc. | 0.01% | 12,483 | $77K |
| 14 | Hillsdale Investment Management Inc. | 0.01% | 44,800 | $276K |
| 15 | Mirabella Financial Services LLP | 0.01% | 11,334 | $70K |
| 16 | Prospera Financial Services Inc | 0.01% | 65,500 | $404K |
| 17 | Bailard, INC. | 0.01% | 43,800 | $270K |
| 18 | Occudo Quantitative Strategies LP | 0.01% | 16,897 | $111K |
| 19 | Renaissance Technologies LLC | 0.00% | 346,737 | $2.1M |
| 20 | IFP Advisors, Inc | 0.00% | 19,794 | $122K |
| 21 | Diversify Wealth Management, LLC | 0.00% | 21,217 | $139K |
| 22 | Essential Partners LLC | 0.00% | 1,119 | $7K |
| 23 | Creative Financial Designs Inc /Adv | 0.00% | 6,000 | $37K |
| 24 | Jacobs Levy Equity Management, Inc | 0.00% | 78,812 | $486K |
| 25 | Creative Planning | 0.00% | 424,084 | $2.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|