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Institutional Ownership · SEC Form 13F

Who owns CXAI (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

57
Institutional holders
6,835,253
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CXAI is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 1 trimmed or exited — on balance reducing.

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, TENOR CAPITAL MANAGEMENT Co., L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 54 tracked filers holding CXAI, 20 increased or opened the position and 14 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 2025-Q4 and 2026-Q1 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.

Largest trims

  • TENOR CAPITAL MANAGEMENT Co., L.P.$2M

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).

FundSharesReported value% of valueQuarter
TENOR CAPITAL MANAGEMENT Co., L.P.150,000$5M6.0%2026-Q1
UBS Group AG trimmed857,076$154K0.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added671,960$121K0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added371,754$67K0.1%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed1,015,138$32K0.0%2026-Q1
TORONTO DOMINION BANK949,175$28K0.0%2026-Q1
Virtu Financial LLC added142,111$26K0.0%2026-Q1
JPMORGAN CHASE & CO added125,678$25K0.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new115,945$21K0.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new108,581$20K0.0%2026-Q1
CIBC Bancorp USA Inc. new108,000$19K0.0%2026-Q1
Oasis Management Co Ltd.100,000$18K0.0%2026-Q1
Walleye Trading LLC515,198$16K0.0%2026-Q1
NORTHERN TRUST CORP77,113$14K0.0%2026-Q1
TWO SIGMA SECURITIES, LLC added76,000$14K0.0%2026-Q1
Davidson Kempner Capital Management LP350,042$10K0.0%2026-Q1
Vanguard Personalized Indexing Management, LLC added57,449$10K0.0%2026-Q1
JANE STREET GROUP, LLC added53,766$10K0.0%2026-Q1
CITIGROUP INC added52,830$10K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed37,566$7K0.0%2026-Q1
HBK Sorce Advisory LLC new43,911$6K0.0%2026-Q1
STATE STREET CORP23,977$4K0.0%2026-Q1
Clear Street Group Inc. trimmed128,713$4K0.0%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND125,000$4K0.0%2026-Q1
BANK OF MONTREAL /CAN/ trimmed20,000$4K0.0%2026-Q1
LMR Partners LLP100,001$3K0.0%2026-Q1
Greenland Capital Management LP99,192$3K0.0%2026-Q1
GABELLI & Co INVESTMENT ADVISERS, INC.83,053$3K0.0%2026-Q1
GABELLI FUNDS LLC81,946$3K0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed14,356$3K0.0%2026-Q1
ARISTEIA CAPITAL, L.L.C.72,322$2K0.0%2026-Q1
Naviter Wealth, LLC new10,000$2K0.0%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI new10,000$2K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.3,102$1K0.0%2026-Q1
BlackRock, Inc.4,512$8150.0%2026-Q1
Limestone Investment Advisors LP15,168$4850.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed2,571$4640.0%2026-Q1
GTS SECURITIES LLC added15,300$4590.0%2026-Q1
MORGAN STANLEY added2,341$4230.0%2026-Q1
GROUP ONE TRADING LLC2,247$4060.0%2026-Q1
SIMPLEX TRADING, LLC added1,099$1980.0%2026-Q1
SBI Securities Co., Ltd. added1,005$1810.0%2026-Q1
Vanguard Global Advisers, LLC new234$420.0%2026-Q1
WELLS FARGO & COMPANY/MN100$180.0%2026-Q1
Federation des caisses Desjardins du Quebec67$120.0%2026-Q1
DANSKE BANK A/S23$40.0%2026-Q1
Steward Partners Investment Advisory, LLC20$40.0%2026-Q1
HARBOUR INVESTMENTS, INC.11$20.0%2026-Q1
SOA Wealth Advisors, LLC.3$10.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS5$10.0%2026-Q1
Aviso Financial Inc.10.0%2026-Q1
Farther Finance Advisors, LLC10.0%2026-Q1
TSFG, LLC1,0000.0%2026-Q1
OSAIC HOLDINGS, INC.10.0%2026-Q1
Clear Street Derivatives LLC999,669$74M92.8%2025-Q2 stale
VANGUARD GROUP INC trimmed708,805$235K0.3%2025-Q4 stale
DRW Securities, LLC new131,508$44K0.1%2025-Q4 stale
HRT FINANCIAL LP added48,312$16K0.0%2025-Q4 stale
XTX Topco Ltd trimmed32,712$11K0.0%2025-Q4 stale
Stonebridge Financial Group, LLC10,000$7K0.0%2025-Q3 stale
StoneX Group Inc. new17,050$6K0.0%2025-Q4 stale
Ransom Advisory, Ltd new12,000$4K0.0%2025-Q4 stale
Tabor Asset Management, LP new21,335$3K0.0%2025-Q1 stale
Yakira Capital Management, Inc.21,335$3K0.0%2025-Q1 stale
Zuckerman Investment Group, LLC trimmed36,870$3K0.0%2025-Q3 stale
CAAS CAPITAL MANAGEMENT LP15,168$2K0.0%2025-Q1 stale
CLEAR STREET LLC added21,335$2K0.0%2025-Q2 stale
Blue Owl Capital Holdings LP12,500$6250.0%2025-Q4 stale
Fortitude Family Office, LLC736$5420.0%2025-Q3 stale
FMR LLC trimmed294$3150.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added625$290.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new3$30.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership