Position in CXM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$120,707
-$19,651 QoQ
Shares Held
23,393
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#164
of 266 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Abbot Financial Management, Inc. holds $2,137,553 across 3 Software - Application names. CXM ranks #3 (5.6% of the industry book) .
All Filings in CXM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,707 | 23,393 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $140,358 | 23,393 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $181,997 | 23,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $104,914 | 13,590 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $114,971 | 13,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,476 | 13,590 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $114,835 | 13,590 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||