CXApp Inc. - CXAI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 708,805 | 235 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 857,076 | 154 | 0.0% | 0.0% | 2 | -325,909 | -27.55% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 671,960 | 121 | 0.0% | 0.0% | 3 | +464,533 | 223.95% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 371,754 | 67 | 0.0% | 0.0% | 4 | +263,154 | 242.31% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 142,111 | 26 | 0.0% | 0.0% | 5 | +4,353 | 3.16% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 125,678 | 25 | 0.0% | — | 6 | +125,625 | 237028.3% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 115,945 | 20 | 0.0% | — | 7 | +115,945 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 108,581 | 19 | 0.0% | — | 8 | +108,581 | New | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 108,000 | 19 | 0.0% | — | 9 | +108,000 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 86,500 | 15 | 0.0% | 0.0% | 10 | +73,600 | 570.54% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 76,000 | 13 | 0.0% | 0.0% | 12 | +60,273 | 383.25% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 77,113 | 13 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 57,449 | 10 | 0.0% | — | 13 | +57,449 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 52,830 | 9 | 0.0% | — | 14 | +52,829 | 5282900.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 53,766 | 9 | 0.0% | 0.0% | 15 | +20,087 | 59.64% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 37,566 | 6 | 0.0% | 0.0% | 16 | -90,927 | -70.76% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | New | 43,911 | 6 | 0.0% | — | 17 | +43,911 | New | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | No change | 23,977 | 4 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,000 | 3 | 0.0% | 0.0% | 19 | -15,000 | -42.86% | Q1 2026 | May 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 12,000 | 3 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,356 | 2 | 0.0% | — | 21 | +14,356 | New | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 10,000 | 1 | 0.0% | — | 23 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| Naviter Wealth, LLC | History | New | 10,000 | 1 | 0.0% | — | 24 | +10,000 | New | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,102 | 1 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131,508 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,312 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -32,712 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,050 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,571 | 0 | — | — | — | -404 | -13.58% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 234 | 0 | — | — | — | +234 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -228 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,341 | 0 | — | — | — | +150 | 6.85% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,099 | 0 | — | — | — | +132 | 13.65% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,005 | 0 | — | — | — | +58 | 6.12% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,247 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | No change | 4,512 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aviso Financial Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |