Position in CXAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 38 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in CXAI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $135,267,074 across 89 Software - Application names. CXAI ranks #89 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in CXAI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4 | 20 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4 | 20 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7 | 20 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15 | 20 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21 | 20 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18 | 20 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36 | 20 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1 | 30 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40 | 20 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $49 | 20 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26 | 20 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36 | 20 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7 | 4 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||