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Institutional Ownership · SEC Form 13F

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.

52
Institutional holders
14M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JANE STREET GROUP, LLC added3,686,604$686K0.8%2026-Q2
UBS Group AG added3,001,263$558K0.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,372,229$255K0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added633,254$118K0.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed403,584$75K0.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added360,446$67K0.1%2026-Q2
CITADEL ADVISORS LLC new330,350$62K0.1%2026-Q2
STATE STREET CORP added321,977$60K0.1%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC trimmed1,014,438$58K0.1%2026-Q2
TORONTO DOMINION BANK trimmed949,005$52K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added238,372$44K0.1%2026-Q2
Walleye Trading LLC515,198$29K0.0%2026-Q2
NORTHERN TRUST CORP added121,938$23K0.0%2026-Q2
Davidson Kempner Capital Management LP350,042$20K0.0%2026-Q2
Oasis Management Co Ltd.100,000$19K0.0%2026-Q2
StoneX Group Inc. added55,458$11K0.0%2026-Q2
Scientech Research LLC new47,712$9K0.0%2026-Q2
GROUP ONE TRADING LLC added42,547$8K0.0%2026-Q2
SIMPLEX TRADING, LLC added42,417$8K0.0%2026-Q2
Vanguard Personalized Indexing Management, LLC trimmed42,198$8K0.0%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND125,000$7K0.0%2026-Q2
LMR Partners LLP100,001$6K0.0%2026-Q2
Greenland Capital Management LP99,192$5K0.0%2026-Q2
GOLDMAN SACHS GROUP INC added27,700$5K0.0%2026-Q2
GABELLI & Co INVESTMENT ADVISERS, INC.83,053$5K0.0%2026-Q2
GABELLI FUNDS LLC81,946$5K0.0%2026-Q2
ARISTEIA CAPITAL, L.L.C.72,322$4K0.0%2026-Q2
BANK OF MONTREAL /CAN/20,000$4K0.0%2026-Q2
PARSONS CAPITAL MANAGEMENT INC/RI added15,000$3K0.0%2026-Q2
IMC-Chicago, LLC new11,800$2K0.0%2026-Q2
Ground Swell Capital, LLC new11,238$2K0.0%2026-Q2
Naviter Wealth, LLC10,000$2K0.0%2026-Q2
SBI Securities Co., Ltd. added8,773$2K0.0%2026-Q2
CITIGROUP INC trimmed7,855$1K0.0%2026-Q2
Clear Street Group Inc. trimmed21,135$1K0.0%2026-Q2
Limestone Investment Advisors LP15,168$8650.0%2026-Q2
TWO SIGMA SECURITIES, LLC trimmed13,129$7480.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed2,569$4780.0%2026-Q2
MORGAN STANLEY trimmed2,191$4080.0%2026-Q2
IFP Advisors, Inc new930$1730.0%2026-Q2
WELLS FARGO & COMPANY/MN100$190.0%2026-Q2
Federation des caisses Desjardins du Quebec67$120.0%2026-Q2
JPMORGAN CHASE & CO trimmed53$100.0%2026-Q2
Steward Partners Investment Advisory, LLC20$40.0%2026-Q2
DANSKE BANK A/S23$40.0%2026-Q2
HARBOUR INVESTMENTS, INC.11$20.0%2026-Q2
SOA Wealth Advisors, LLC.3$10.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed4$10.0%2026-Q2
Farther Finance Advisors, LLC1—0.0%2026-Q2
OSAIC HOLDINGS, INC.1—0.0%2026-Q2
TENOR CAPITAL MANAGEMENT Co., L.P.150,000$5M5.9%2026-Q1 stale (1 quarter behind)
Virtu Financial LLC added142,111$26K0.0%2026-Q1 stale (1 quarter behind)
CIBC Bancorp USA Inc. new108,000$19K0.0%2026-Q1 stale (1 quarter behind)
HBK Sorce Advisory LLC new43,911$6K0.0%2026-Q1 stale (1 quarter behind)
HANTZ FINANCIAL SERVICES, INC.3,102$1K0.0%2026-Q1 stale (1 quarter behind)
BlackRock, Inc.4,512$8150.0%2026-Q1 stale (1 quarter behind)
GTS SECURITIES LLC added15,300$4590.0%2026-Q1 stale (1 quarter behind)
Vanguard Global Advisers, LLC new234$420.0%2026-Q1 stale (1 quarter behind)
Aviso Financial Inc.1—0.0%2026-Q1 stale (1 quarter behind)
TSFG, LLC1,000—0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC trimmed708,805$235K0.3%2025-Q4 stale (2 quarters behind)
DRW Securities, LLC new131,508$44K0.1%2025-Q4 stale (2 quarters behind)
HRT FINANCIAL LP added48,312$16K0.0%2025-Q4 stale (2 quarters behind)
XTX Topco Ltd trimmed32,712$11K0.0%2025-Q4 stale (2 quarters behind)
Ransom Advisory, Ltd new12,000$4K0.0%2025-Q4 stale (2 quarters behind)
Blue Owl Capital Holdings LP12,500$6250.0%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ added228$760.0%2025-Q4 stale (2 quarters behind)
Stonebridge Financial Group, LLC10,000$7K0.0%2025-Q3 stale (3 quarters behind)
Zuckerman Investment Group, LLC trimmed36,870$3K0.0%2025-Q3 stale (3 quarters behind)
Fortitude Family Office, LLC736$5420.0%2025-Q3 stale (3 quarters behind)
Clear Street Derivatives LLC999,669$74M90.9%2025-Q2 stale (4 quarters behind)
FMR LLC trimmed294$3150.0%2025-Q2 stale (4 quarters behind)
RAYMOND JAMES FINANCIAL INC new3$30.0%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.

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