Position in CXAI
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,810
New position
Shares Held
10,000
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. CXAI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
This page
|
10,000 | $1,810 |
All Filings in CXAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,810 | 10,000 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||