Position in CXM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$632,886
-$187,483 QoQ
Shares Held
105,481
+0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,035,292 across 6 Software - Application names. CXM ranks #3 (15.7% of the industry book) .
All Filings in CXM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,886 | 105,481 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $820,369 | 105,446 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $814,043 | 105,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $892,073 | 105,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $880,474 | 105,446 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $891,018 | 105,446 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $815,097 | 105,446 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,014,390 | 105,446 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,293,822 | 105,446 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,269,569 | 105,446 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,459,372 | 105,446 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,458,318 | 105,446 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,560,980 | 120,446 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,692,913 | 207,211 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,910,485 | 207,211 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,650,953 | 262,211 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $6,192,648 | 390,211 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||