Who owns CXApp (CXAI)
Which tracked institutional funds hold CXAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CXAI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened CXAI while 1 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CXAI’s largest tracked holder by dollar value, Clear Street Derivatives LLC, sizes it at 12.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CXAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 50 tracked filers holding CXAI, 19 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CXAI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- TENOR CAPITAL MANAGEMENT Co., L.P.$5M
Largest adds
- JANE STREET GROUP, LLC$677K
- UBS Group AG$404K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 3,686,604 | $686K | 0.8% | 2026-Q2 |
| UBS Group AG added | 3,001,263 | $558K | 0.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,372,229 | $255K | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 633,254 | $118K | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 403,584 | $75K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 360,446 | $67K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 330,350 | $62K | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 321,977 | $60K | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 1,014,438 | $58K | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 949,005 | $52K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 238,372 | $44K | 0.1% | 2026-Q2 |
| Walleye Trading LLC | 515,198 | $29K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 121,938 | $23K | 0.0% | 2026-Q2 |
| Davidson Kempner Capital Management LP | 350,042 | $20K | 0.0% | 2026-Q2 |
| Oasis Management Co Ltd. | 100,000 | $19K | 0.0% | 2026-Q2 |
| StoneX Group Inc. added | 55,458 | $11K | 0.0% | 2026-Q2 |
| Scientech Research LLC new | 47,712 | $9K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 42,547 | $8K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 42,417 | $8K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 42,198 | $8K | 0.0% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 125,000 | $7K | 0.0% | 2026-Q2 |
| LMR Partners LLP | 100,001 | $6K | 0.0% | 2026-Q2 |
| Greenland Capital Management LP | 99,192 | $5K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 27,700 | $5K | 0.0% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 83,053 | $5K | 0.0% | 2026-Q2 |
| GABELLI FUNDS LLC | 81,946 | $5K | 0.0% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. | 72,322 | $4K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 20,000 | $4K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 15,000 | $3K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 11,800 | $2K | 0.0% | 2026-Q2 |
| Ground Swell Capital, LLC new | 11,238 | $2K | 0.0% | 2026-Q2 |
| Naviter Wealth, LLC | 10,000 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 8,773 | $2K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 7,855 | $1K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. trimmed | 21,135 | $1K | 0.0% | 2026-Q2 |
| Limestone Investment Advisors LP | 15,168 | $865 | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 13,129 | $748 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,569 | $478 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,191 | $408 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 930 | $173 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 100 | $19 | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 67 | $12 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 53 | $10 | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 20 | $4 | 0.0% | 2026-Q2 |
| DANSKE BANK A/S | 23 | $4 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 11 | $2 | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 3 | $1 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4 | $1 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1 | — | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1 | — | 0.0% | 2026-Q2 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 150,000 | $5M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 142,111 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CIBC Bancorp USA Inc. new | 108,000 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HBK Sorce Advisory LLC new | 43,911 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. | 3,102 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 4,512 | $815 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 15,300 | $459 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vanguard Global Advisers, LLC new | 234 | $42 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Aviso Financial Inc. | 1 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TSFG, LLC | 1,000 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 708,805 | $235K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| DRW Securities, LLC new | 131,508 | $44K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 48,312 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| XTX Topco Ltd trimmed | 32,712 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Ransom Advisory, Ltd new | 12,000 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Blue Owl Capital Holdings LP | 12,500 | $625 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 228 | $76 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stonebridge Financial Group, LLC | 10,000 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Zuckerman Investment Group, LLC trimmed | 36,870 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Fortitude Family Office, LLC | 736 | $542 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Clear Street Derivatives LLC | 999,669 | $74M | 90.9% | 2025-Q2 stale (4 quarters behind) |
| FMR LLC trimmed | 294 | $315 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3 | $3 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CLEAR STREET LLC (last filed 2025-Q2, 21,335 shares) reconciles to its 1 current affiliate (21,135 shares) — 0.937% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.