Position in CXAI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$37
+$1 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 38 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXAI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Naviter Wealth, LLC holds $8,233,111 across 7 Software - Application names. CXAI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,650 | $3,028,261 | |
| 2 | UBER |
Uber Technologies, Inc
|
22,129 | $1,596,828 | |
| 3 | CRM |
Salesforce, Inc.
|
7,317 | $1,146,281 | |
| 4 | NOW |
ServiceNow, Inc.
|
11,002 | $1,092,278 | |
| 5 | ADBE |
Adobe Inc.
|
4,057 | $831,766 | |
| 6 | INTU |
Intuit Inc.
|
2,060 | $537,660 | |
| 7 | CXAI |
CXApp Inc.
This page
|
200 | $37 |
All Filings in CXAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36 | 10,000 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||