Crexendo, Inc.
US ˙ NasdaqCM ˙ US2265521078

SecurityCXDO / Crexendo, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership19,794 shares
Latest Disclosed Value $ 122,129
IFP Advisors, Inc reports 15.82% increase in ownership of CXDO / Crexendo, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 19,794 shares of Crexendo, Inc. (US:CXDO) valued at $122,129 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,090 shares of Crexendo, Inc.. This represents a change in shares of 15.82% during the quarter. The current value of the position is $181,709 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F CREXENDO cs 226552107 19,794 2,704 15.82 122 10.91 0.0025
2026-02-06 2025-12-31 13F CREXENDO cs 226552107 17,090 -14,770 -46.36 111 -46.86 0.0025
2026-02-06 2025-09-30 13F/A-1 CREXENDO cs 226552107 31,860 -10,000 -23.89 207 -18.50 0.0054
2025-12-02 2025-09-30 13F CREXENDO cs 226552107 31,851 -10,009 207 0.0053
2025-07-24 2025-06-30 13F CREXENDO cs 226552107 41,860 990 2.42 254 27.64 0.0072
2025-05-05 2025-03-31 13F CREXENDO cs 226552107 40,870 -1,000 -2.39 199 -8.72 0.0061
2025-02-04 2024-12-31 13F CREXENDO cs 226552107 41,870 1,000 2.45 219 15.34 0.0072
2025-02-04 2024-09-30 13F CREXENDO cs 226552107 40,870 0 0.00 190 47.66 0.0068
2024-07-30 2024-06-30 13F CREXENDO cs 226552107 40,870 0 0.00 129 -34.69 0.0051
2024-07-30 2024-03-31 13F CREXENDO cs 226552107 40,870 700 1.74 197 1.03 0.0086
2024-01-09 2023-12-31 13F CREXENDO cs 226552107 40,170 0 0.00 195 130.95 0.0092
2023-10-12 2023-09-30 13F CREXENDO cs 226552107 40,170 0 0.00 85 20.00 0.0038
2023-08-14 2023-06-30 13F/A-1 CREXENDO cs 226552107 40,170 0 0.00 71 -32.69 0.0030
2023-08-04 2023-06-30 13F CREXENDO cs 226552107 40,170 0 104 0.0048
2023-04-18 2023-03-31 13F CREXENDO cs 226552107 40,170 2,000 5.24 104 0.0045
2023-02-07 2022-12-31 13F CREXENDO cs 226552107 38,170 0 0.00 0 -100.00 0.0026
2022-11-08 2022-09-30 13F CREXENDO cs 226552107 38,170 0 0.00 99 0.00 0.0026
2022-09-06 2022-06-30 13F/A-1 CREXENDO cs 226552107 38,170 0 0.00 99 0.00 0.0032
2022-09-06 2022-03-31 13F/A-1 CREXENDO cs 226552107 38,170 25,000 189.83 99 50.00 0.0032
2022-08-08 2022-03-31 13F CREXENDO INC COM Stock 226552107 37,320 24,150 97 0.0020
2022-01-12 2021-12-31 13F CREXENDO INC COM Stock 226552107 13,170 -24,830 -65.34 66 -70.93 0.0013
2021-10-06 2021-09-30 13F CREXENDO INC COM Stock 226552107 38,000 1,000 2.70 227 0.44 0.0045
2021-07-13 2021-06-30 13F CREXENDO INC COM Stock 226552107 37,000 25,430 219.79 226 237.31 0.0047
2021-04-30 2021-03-31 13F CREXENDO INC COM Stock 226552107 11,570 6,125 112.49 67 76.32 0.0013
2021-01-25 2020-12-31 13F CREXENDO INC COM Stock 226552107 5,445 4,915 927.36 38 1,166.67 0.0015
2020-10-29 2020-09-30 13F CREXENDO INC COM Stock 226552107 530 -24,900 -97.92 3 -98.00 0.0002
2020-08-05 2020-06-30 13F CREXENDO INC COM Stock 226552107 25,430 0 0.00 150 35.14 0.0119
2020-05-12 2020-03-31 13F CREXENDO INC COM Stock 226552107 25,430 0 0.00 111 -4.31 0.0112
2020-01-17 2019-12-31 13F CREXENDO INC COM Stock 226552107 25,430 3,000 13.37 116 70.59 0.0087
2019-11-07 2019-09-30 13F CREXENDO INC COM Stock 226552107 22,430 22,430 68 0.0046
2019-05-15 2019-03-31 13F CREXENDO Stock 226552107 0 -20,612 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 CREXENDO Stock 226552107 20,612 20,612 43 0.0026
2019-01-23 2018-12-31 13F CREXENDO Stock 226552107 20,612 20,612 43 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.