ConcentrixCNXC

13F holders, Q1 2025 (March 31)
346holders +55
87new positions
31sold out
7famous investors
$55.63avg. 13F price*

At the end of Q1 2025, 346 institutions reported holding Concentrix Corp. (CNXC) in their 13F filings, up 55 from Q4 2024. 87 opened new positions and 31 sold out. The largest holders were Groupe Bruxelles Lambert ($488.2M), Vanguard Group Inc. ($291.7M) and Impactive Capital LP ($243.4M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Concentrix Corp.
CUSIP
20602D101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 292Q1 2024Q2 2024: 297Q2 2024Q3 2024: 284Q3 2024Q4 2024: 291Q4 2024Q1 2025: 346Q1 2025Q2 2025: 335Q2 2025Q3 2025: 347Q3 2025Q4 2025: 337Q4 2025Q1 2026: 304Q1 2026Q2 2026: 272Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions87$111.7M
Exits31$45.7M

All 13F filers, Q4 2024 → Q1 2025: 7,554,665 shares bought and 5,761,228 shares sold, net +1,793,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 346 holders

Groupe Bruxelles Lambert 100.00% No change 8,773,667 $488.2M
Vanguard Group Inc. 0.01% Add +2.1% 5,242,763 $291.7M
Impactive Capital LP 11.14% No change 4,375,125 $243.4M
BlackRock, Inc. 0.00% Reduce -0.6% 4,086,325 $227.4M
AQR Capital Management 0.20% Add +850.1% 3,429,913 $190.8M
Fuller & Thaler Asset Management, Inc. 0.53% Reduce -18.0% 2,443,862 $136.0M
FIL Ltd 0.13% Reduce -4.9% 2,434,155 $135.4M
Pzena Investment Management LLC 0.44% Reduce -2.7% 2,286,864 $127.2M
1832 Asset Management L.P. 0.16% Reduce -4.5% 1,498,141 $83.4M
State Street Corp. 0.00% Add +0.8% 1,492,325 $83.0M
Copeland Capital Management, LLC 1.53% Add +3.0% 1,373,432 $76.4M
Lyrical Asset Management LP 1.06% Reduce -0.3% 1,254,707 $69.8M
Dimensional Fund Advisors LP 0.01% Add +39.1% 1,085,052 $60.4M
FMR LLC 0.00% Reduce -53.3% 996,140 $55.4M
Geode Capital Management, LLC 0.00% Add +2.3% 895,409 $49.8M
Morgan Stanley 0.00% Add +6.2% 835,691 $46.5M
First Trust Advisors LP 0.04% Add +18.8% 771,802 $42.9M
Paradigm Capital Management Inc. 2.31% Reduce -0.3% 748,142 $41.6M
Boston Partners 0.04% Add +17.1% 624,274 $34.0M
Man Group plc 0.09% Add +55.4% 552,584 $30.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -7.1% 542,119 $30.2M
Invenomic Capital Management LP 1.51% Reduce -19.8% 534,264 $29.7M
Northern Trust Corp. 0.00% Add +6.2% 522,746 $29.1M
Alyeska Investment Group, L.P. 0.11% Add +5.5% 514,924 $28.7M
Loomis Sayles & Co. L P 0.04% Add +10.6% 501,836 $27.9M
Deprince Race & Zollo Inc. 0.58% Reduce -50.3% 501,339 $27.9M
Goldman Sachs Group Inc. 0.00% Add +75.1% 423,287 $23.6M
Norges Bank 0.00% Add +17.0% 414,147 $23.0M
UBS Group AG 0.00% Reduce -27.9% 396,835 $22.1M
Invesco Ltd. 0.00% Reduce -7.2% 373,455 $20.8M
Gotham Asset Management 0.15% Add +32.0% 332,609 $18.5M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 308,660 $17.2M
Bank of America Corp. 0.00% Add +19.9% 302,026 $16.8M
Kent Lake PR LLC 7.71% Add +100.0% 300,000 $16.7M
M&G PLC 0.09% Add +6.4% 255,436 $14.3M
Marshall Wace, LLP 0.02% Reduce -57.8% 250,549 $13.9M
JPMorgan Chase & Co. 0.00% Add +16.2% 201,270 $11.2M
Quantinno Capital Management LP 0.06% Add +139.3% 172,706 $9.6M
Russell Investments Group, Ltd. 0.01% Reduce -14.5% 172,130 $9.6M
Two Sigma Investments, LP 0.02% Add +48.0% 171,888 $9.6M
Ieq Capital, LLC 0.07% New 168,582 $9.4M
Envestnet Asset Management Inc. 0.00% Add +7.9% 165,581 $9.2M
Arrowstreet Capital, Limited Partnership 0.01% New 154,346 $8.6M
Nuveen, LLC 0.00% — 154,108 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.4% 146,515 $8.2M
Victory Capital Management Inc. 0.01% Add +120.5% 143,126 $8.0M
Thompson Investment Management, Inc. 1.19% Add +1.5% 142,543 $7.9M
Trexquant Investment LP 0.09% New 137,322 $7.6M
Bragg Financial Advisors, Inc 0.31% Reduce -37.9% 137,270 $7.6M
Sei Investments Co. 0.01% Add +109.4% 136,359 $7.6M
Kennedy Capital Management LLC 0.17% New 128,242 $7.1M
Raymond James Financial Inc. 0.00% Add +15.5% 126,905 $7.1M
WINTON GROUP Ltd 0.42% New 124,879 $6.9M
Rhumbline Advisers 0.01% Reduce -3.3% 124,378 $6.9M
Legal & General Group Plc 0.00% Add +6.7% 122,907 $6.8M
Jump Financial, LLC 0.10% Add +40.8% 122,394 $6.8M
Two Sigma Advisers, LP 0.01% Add +58.1% 111,800 $6.2M
Kestrel Investment Management Corp. 3.63% New 106,950 $6.0M
Principal Financial Group Inc. 0.00% Reduce -0.3% 106,768 $5.9M
Susquehanna Fundamental Investments, LLC 0.09% New 95,714 $5.3M
Millennium Management 0.00% Reduce -85.4% 84,516 $4.7M
LSV Asset Management 0.01% Add +8133.8% 84,232 $4.7M
Janus Henderson Group PLC 0.00% Reduce -34.2% 79,161 $4.5M
Allianz Asset Management GmbH 0.01% New 77,119 $4.3M
Susquehanna International Group, LLP 0.01% Reduce -23.2% 76,801 $4.3M
Swiss National Bank 0.00% Reduce -1.4% 75,385 $4.2M
D. E. Shaw & Co. 0.01% New 74,714 $4.2M
Nordea Investment Management AB 0.00% Reduce -1.7% 69,475 $3.9M
New York State Common Retirement Fund 0.01% Reduce -51.8% 69,707 $3.9M
Cerity Partners LLC 0.01% New 67,811 $3.8M
Cwm, LLC 0.01% Add +8608.1% 66,617 $3.7M
Jane Street Group, LLC 0.01% Reduce -78.7% 65,483 $3.6M
State of Alaska, Department of Revenue 0.04% Add +0.2% 64,733 $3.6M
Citigroup Inc. 0.00% Reduce -58.0% 64,529 $3.6M
Nierenberg Investment Management Company, LLC 2.10% No change 64,480 $3.6M
Hussman Strategic Advisors, Inc. 0.85% New 63,000 $3.5M
Bridgewater Associates 0.02% New 61,782 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -27.3% 56,806 $3.2M
HSBC Holdings PLC 0.00% Add +14.3% 56,747 $3.2M
Leuthold Group, LLC 0.41% New 56,540 $3.1M
Retirement Systems of Alabama 0.01% Reduce -0.6% 56,381 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -0.7% 54,953 $3.1M
Y-Intercept (Hong Kong) Ltd 0.20% Add +695.9% 54,046 $3.0M
New York State Teachers Retirement System 0.01% Reduce -6.2% 51,198 $2.8M
Stifel Financial Corp. 0.00% Reduce -35.5% 51,197 $2.8M
Corebridge Financial, Inc. 0.02% Reduce -3.1% 51,166 $2.8M
Alliancebernstein L.P. 0.00% Reduce -27.1% 50,944 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +687.7% 50,270 $2.8M
Franklin Resources Inc. 0.00% Add +8.6% 49,411 $2.7M
Royal Bank of Canada 0.00% Add +5.9% 47,501 $2.6M
Harbor Capital Advisors, Inc. 0.11% Add +41.8% 45,013 $2.5M
State Board of Administration of Florida Retirement System 0.00% Add +35.6% 44,245 $2.5M
Citadel Advisors 0.00% Reduce -51.0% 43,666 $2.4M
Barclays PLC 0.00% Reduce -37.9% 40,940 $2.3M
Caption Management, LLC 0.10% New 40,223 $2.2M
Prescott Group Capital Management, L.L.C. 0.32% Add +100.0% 40,000 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.4% 37,168 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.0% 37,168 $2.1M
California State Teachers Retirement System 0.00% Reduce -2.7% 36,003 $2.0M
Alaska Permanent Fund Corp 0.03% No change 38,705 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 34,714 $1.9M
Tyler-Stone Wealth Management 0.34% New 33,586 $1.9M
Comerica Bank 0.01% Reduce -14.0% 32,530 $1.8M
Vident Advisory, LLC 0.03% Add +560.5% 31,340 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +3.7% 30,826 $1.7M
Ilex Capital Partners (UK) LLP 0.07% New 30,647 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 30,351 $1.7M
Verition Fund Management LLC 0.01% Reduce -43.7% 30,310 $1.7M
Clark Estates Inc. 0.34% Reduce -27.6% 29,142 $1.6M
Natixis Advisors, LLC 0.00% New 27,660 $1.5M
Advisors Preferred, LLC 0.21% New 28,340 $1.5M
Pallas Capital Advisors LLC 0.06% New 27,318 $1.5M
Voya Investment Management LLC 0.00% Add +356.5% 26,227 $1.5M
Semanteon Capital Management, LP 0.78% New 25,731 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 25,723 $1.4M
GMO 0.00% Add +12.4% 25,134 $1.4M
Scotia Capital Inc. 0.01% Reduce -7.0% 24,680 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 24,100 $1.3M
Mutual of America Capital Management LLC 0.02% Reduce -3.3% 23,841 $1.3M
LPL Financial LLC 0.00% Reduce -22.1% 23,024 $1.3M
Merit Financial Group, LLC 0.02% New 22,935 $1.3M
Tweedy, Browne Co LLC 0.11% Reduce -21.8% 22,051 $1.2M
Amalgamated Bank 0.01% Add +0.4% 21,680 $1.2M
Treasurer of the State of North Carolina 0.00% Add +2.6% 21,205 $1.2M
Crossmark Global Holdings, Inc. 0.02% New 21,183 $1.2M
Nebula Research & Development LLC 0.11% New 21,121 $1.2M
SummitTX Capital, L.P. 0.05% — 20,566 $1.1M
Virtu Financial LLC 0.06% New 20,348 $1.1M
Unified Investment Management 1.26% Add +40.7% 19,146 $1.1M
AMG National Trust Bank 0.03% Reduce -46.2% 18,666 $1.0M
Tocqueville Asset Management L.P. 0.02% No change 18,600 $1.0M
Quantbot Technologies LP 0.03% Reduce -67.4% 18,593 $1.0M
Captrust Financial Advisors 0.00% New 18,149 $1.0M
Orion Porfolio Solutions, LLC 0.01% New 18,057 $1.0M
Orion Portfolio Solutions, LLC 0.01% New 18,057 $1.0M
Yousif Capital Management, LLC 0.01% Add +4.7% 17,292 $962K
Police & Firemen's Retirement System of New Jersey 0.01% No change 16,948 $943K
Covestor Ltd 0.60% Add +0.9% 16,235 $903K
Bayforest Capital Ltd 0.35% New 14,619 $813K
Teachers Retirement System of the State of Kentucky 0.01% No change 14,599 $812K
KLP Kapitalforvaltning As 0.00% Add +80.0% 14,400 $801K
Public Employees Retirement System of Ohio 0.00% Reduce -18.8% 14,270 $794K
Scientech Research LLC 0.21% Add +121.5% 14,215 $791K
Focus Partners Wealth 0.00% New 14,042 $781K
XTX Topco Ltd 0.04% Add +144.4% 13,913 $774K
Engineers Gate Manager LP 0.01% Add +16.8% 13,848 $771K
Ensign Peak Advisors, Inc 0.00% No change 13,187 $734K
Napatree Capital LLC 0.41% New 13,158 $732K
Louisiana State Employees Retirement System 0.01% No change 13,000 $723K
American Century Companies Inc. 0.00% Add +3.8% 12,942 $720K
Focus Partners Advisor Solutions, LLC 0.01% New 11,983 $667K
Mariner, LLC 0.00% New 11,932 $664K
Wolverine Trading, LLC 0.02% Add +51.3% 11,404 $649K
Sanctuary Advisors, LLC 0.00% Add +0.6% 11,556 $643K
Amundi 0.00% No change 12,502 $630K
Handelsbanken Fonder AB 0.00% No change 11,200 $623K
Arizona State Retirement System 0.00% Reduce -1.2% 11,141 $620K
State of Michigan Retirement System 0.00% No change 11,091 $617K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.4% 11,073 $616K
Guggenheim Capital LLC 0.01% Reduce -1.1% 11,050 $615K
Thrivent Financial for Lutherans 0.00% Reduce -1.1% 10,861 $604K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.4% 10,567 $588K
Nisa Investment Advisors, LLC 0.00% Reduce -0.1% 10,535 $586K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.7% 10,300 $573K
Versor Investments LP 0.09% Reduce -8.5% 9,791 $545K
Arkadios Wealth Advisors 0.02% New 9,714 $540K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -28.2% 9,633 $536K
Oregon Public Employees Retirement Fund 0.01% No change 9,469 $527K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.1% 9,355 $521K
Mercer Global Advisors Inc. 0.00% New 9,259 $515K
Summit Trail Advisors, LLC 0.02% New 9,038 $503K
Snowden Capital Advisors LLC 0.02% Reduce -2.3% 9,004 $501K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.8% 8,995 $500K
EntryPoint Capital, LLC 0.23% New 8,953 $498K
Campbell & CO Investment Adviser LLC 0.04% Reduce -59.7% 8,926 $497K
Janney Montgomery Scott LLC 0.00% New 8,894 $495K
Centiva Capital, LP 0.03% New 8,841 $492K
Caprock Group, LLC 0.01% New 8,824 $491K
Intech Investment Management LLC 0.01% Reduce -39.3% 8,768 $488K
New Mexico Educational Retirement Board 0.02% No change 8,702 $484K
Tidal Investments LLC 0.00% New 8,568 $477K
Brevan Howard Capital Management LP 0.01% Reduce -81.0% 8,567 $477K
Numerai GP LLC 0.09% Reduce -57.5% 8,377 $466K
FORA Capital, LLC 0.05% New 8,308 $462K
Entropy Technologies, LP 0.04% New 8,240 $458K
Wells Fargo & Company 0.00% Add +254.0% 8,012 $446K
Avantax Advisory Services, Inc. 0.00% Add +11.1% 7,842 $436K
NorthCoast Asset Management LLC 0.00% Reduce -14.0% 7,496 $417K
Bridgefront Capital, LLC 0.12% New 7,450 $415K
AlphaQuest LLC 0.04% Add +18.7% 7,404 $412K
Bessemer Group Inc. 0.00% Add +0.5% 7,341 $408K
BNP Paribas Financial Markets 0.00% Add +3.3% 7,020 $391K
Headlands Technologies LLC 0.04% New 7,015 $390K
Caitong International Asset Management Co., Ltd 0.29% Add +22880.0% 6,894 $384K
ARGA Investment Management, LP 0.01% Reduce -37.8% 6,798 $378K
New Age Alpha Advisors, LLC 0.02% Reduce -9.8% 6,730 $374K
Townsquare Capital LLC 0.00% New 6,682 $372K
James Investment Research, Inc. 0.05% Reduce -1.1% 6,624 $369K
Kaufman Rossin Wealth, LLC 0.26% New 6,515 $362K
GTS Securities LLC 0.02% New 6,369 $354K
Aigen Investment Management, LP 0.06% Reduce -15.6% 6,314 $351K
SG Americas Securities, LLC 0.00% New 6,230 $347K
NorthCrest Asset Manangement, LLC 0.01% New 6,102 $340K
Macquarie Group Ltd. 0.00% Reduce -73.0% 5,919 $329K
Walleye Trading LLC 0.01% Add +370.0% 5,692 $317K
Teacher Retirement System of Texas 0.00% New 5,686 $316K
Xponance LLC 0.00% Add +0.4% 5,560 $309K
Mangrove Partners Im, LLC 0.04% New 5,480 $305K
Dark Forest Capital Management LP 0.01% Reduce -81.5% 5,463 $304K
Bayesian Capital Management, LP 0.05% New 5,400 $300K
State of Tennessee, Department of Treasury 0.00% No change 5,400 $300K
Parcion Private Wealth LLC 0.02% New 5,387 $300K
Personal Cfo Solutions, LLC 0.06% Reduce -7.0% 5,251 $292K
Catalyst Funds Management Pty Ltd 0.07% New 5,079 $283K
Bank of Montreal 0.00% Add +3.6% 5,060 $282K
NJ State Employees Deferred Compensation Plan 0.04% No change 5,000 $278K
Pictet Asset Management Holding SA 0.00% No change 4,970 $277K
Aquatic Capital Management LLC 0.01% Reduce -67.8% 4,925 $274K
Sivia Capital Partners, LLC 0.12% New 4,676 $260K
Impact Partnership Wealth, LLC 0.06% Reduce -38.0% 4,633 $258K
Savant Capital, LLC 0.00% New 4,570 $254K
Public Employees Retirement Association of Colorado 0.00% No change 4,555 $253K
Prelude Capital Management, LLC 0.03% New 4,473 $249K
Pacer Advisors, Inc. 0.00% Reduce -82.3% 4,441 $247K
Shell Asset Management Co. 0.01% Reduce -2.6% 4,432 $247K
Oppenheimer Asset Management Inc. 0.00% New 4,366 $243K
CSS LLC 0.05% Reduce -48.2% 4,250 $236K
Earned Wealth Advisors, LLC 0.05% New 4,219 $235K
Prasad Wealth Partners, LLC 0.08% New 4,148 $231K
Trajan Wealth LLC 0.01% New 4,140 $230K
iSAM Funds (UK) Ltd 0.11% New 4,119 $229K
State of Wisconsin Investment Board 0.00% New 4,105 $228K
SYM FINANCIAL Corp 0.03% New 4,023 $224K
Deutsche Bank AG 0.00% Add +16.8% 3,969 $221K
Ethic Inc. 0.00% New 4,071 $220K
US Bancorp \de 0.00% Reduce -6.7% 3,865 $215K
Walleye Capital LLC 0.00% Add +3703.0% 3,803 $212K
Teza Capital Management LLC 0.10% Reduce -85.7% 3,791 $211K
Securian Asset Management, Inc. 0.01% No change 3,490 $194K
Blue Trust, Inc. 0.00% Add +29.9% 3,129 $174K
Sterling Capital Management LLC 0.00% Reduce -8.5% 2,577 $143K
GAMMA Investing LLC 0.01% Add +761.3% 2,446 $136K
Arax Advisory Partners 0.01% Reduce -43.0% 2,376 $132K
Federated Hermes, Inc. 0.00% Add +124.5% 2,364 $132K
Tower Research Capital LLC (TRC) 0.00% Reduce -31.3% 2,226 $124K
Versant Capital Management, Inc 0.02% Add +582.5% 2,109 $117K
Fifth Third Bancorp 0.00% Add +36.5% 2,051 $114K
KBC Group NV 0.00% No change 2,008 $112K
Osaic Holdings, Inc. 0.00% Reduce -3.3% 1,959 $109K
Group One Trading LLC 0.00% Reduce -49.9% 1,611 $90K
PNC Financial Services Group, Inc. 0.00% Add +47.3% 1,504 $84K
Parkside Financial Bank & Trust 0.01% Add +22.1% 1,467 $82K
EverSource Wealth Advisors, LLC 0.00% Add +228.4% 1,376 $77K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.5% 1,243 $69K
Elevation Wealth Partners, LLC 0.03% Reduce -28.9% 1,157 $64K
Clearstead Advisors, LLC 0.00% New 1,112 $62K
Coldstream Capital Management Inc. 0.00% New 1,048 $58K
Nomura Asset Management Co. Ltd. 0.00% Add +143.9% 1,000 $56K
Quarry LP 0.01% Reduce -62.1% 963 $54K
Quadrant Capital Group LLC 0.00% Add +1932.6% 935 $52K
DekaBank Deutsche Girozentrale 0.00% No change 943 $52K
First Horizon Advisors, Inc. 0.00% Add +111.8% 841 $47K
True Wealth Design, LLC 0.02% New 835 $46K
UMB Bank, n.a. 0.00% Add +47.3% 676 $38K
Geneos Wealth Management Inc. 0.00% Add +532.6% 620 $34K
Hexagon Capital Partners LLC 0.01% Add +6.6% 551 $31K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.6% 493 $27K
Quent Capital, LLC 0.00% Add +0.2% 488 $27K
SVB Wealth LLC 0.00% New 391 $22K
Salem Investment Counselors Inc. 0.00% No change 357 $20K
Centerpoint Advisors, LLC 0.01% No change 349 $19K
WealthCollab, LLC 0.01% Add +9.3% 339 $19K
Retirement Wealth Solutions LLC 0.01% No change 286 $16K
LRI Investments, LLC 0.00% Reduce -19.4% 270 $15K
Brown Brothers Harriman & Co. 0.00% No change 265 $15K
Principal Securities, Inc. 0.00% No change 335 $14K
Advisors Asset Management, Inc. 0.00% No change 249 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 227 $13K
Wilmington Savings Fund Society, FSB 0.00% No change 205 $11K
CIBC Private Wealth Group LLC 0.00% Reduce -84.7% 244 $11K
Manchester Capital Management LLC 0.00% No change 200 $11K
Valley National Advisers Inc. 0.00% No change 202 $11K
Independence Bank of Kentucky 0.00% No change 190 $11K
Parallel Advisors, LLC 0.00% Add +5.2% 182 $10K
Steward Partners Investment Advisory, LLC 0.00% Reduce -71.9% 179 $10K
Binnacle Investments Inc 0.01% — 173 $10K
SouthState Bank Corp 0.00% New 170 $9K
WPG Advisers, LLC 0.01% Add +297.2% 143 $8K
Brooklyn Investment Group 0.00% Reduce -29.7% 142 $8K
Strengthening Families & Communities, LLC 0.00% No change 126 $7K
SJS Investment Consulting Inc. 0.00% No change 126 $7K
Bell Investment Advisors, Inc 0.00% Reduce -23.3% 122 $7K
IFP Advisors, Inc 0.00% Add +58.4% 122 $7K
NewEdge Advisors, LLC 0.00% No change 101 $6K
Larson Financial Group LLC 0.00% No change 101 $6K
AllSquare Wealth Management LLC 0.00% No change 100 $6K
Danske Bank A/S 0.00% No change 100 $6K
Cornerstone Planning Group LLC 0.00% New 107 $5K
TD Waterhouse Canada Inc. 0.00% New 91 $5K
MCF Advisors LLC 0.00% No change 85 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 80 $4K
TD Private Client Wealth LLC 0.00% Add +16.9% 76 $4K
SBI Securities Co., Ltd. 0.00% Reduce -11.6% 76 $4K
Kestra Investment Management, LLC 0.00% New 72 $4K
Optiver Holding B.V. 0.00% New 64 $4K
MAI Capital Management 0.00% No change 61 $3K
Private Wealth Management Group, LLC 0.00% Add +62.2% 60 $3K
Capital Advisors, Ltd. LLC 0.00% No change 56 $3K
Smithfield Trust Co 0.00% No change 55 $3K
Banque Cantonale Vaudoise 0.00% — 45 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 52 $3K
Signaturefd, LLC 0.00% Reduce -20.3% 51 $3K
Sunbelt Securities, Inc. 0.00% No change 50 $3K
Whipplewood Advisors, LLC 0.00% Add +165.3% 130 $3K
Lord & Richards Wealth Management, LLC 0.00% New 40 $2K
Solstein Capital, LLC 0.00% No change 38 $2K
Hemington Wealth Management 0.00% Reduce -11.8% 45 $2K
CX Institutional 0.00% New 28 $2K
Farther Finance Advisors, LLC 0.00% Reduce -28.6% 35 $2K
Farmers & Merchants Investments Inc. 0.00% Add +83.3% 33 $2K
Oakworth Capital, Inc. 0.00% New 32 $2K
Assetmark, Inc. 0.00% No change 32 $2K
Smartleaf Asset Management LLC 0.00% Reduce -64.4% 21 $1K
Bruce G. Allen Investments, LLC 0.00% Add +18.8% 19 $1K
Activest Wealth Management 0.00% Add +1800.0% 19 $1K
AlphaCore Capital LLC 0.00% New 18 $1K
Picton Mahoney Asset Management 0.00% Add +29.4% 22 $1K
Huntington National Bank 0.00% Reduce -30.4% 16 $890
Mather Group, Llc. 0.00% No change 13 $723
Olistico Wealth, LLC 0.00% New 12 $668
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 12 $668
Delta Asset Management LLC 0.00% Reduce -50.0% 12 $668
Hughes Financial Services, LLC 0.00% New 12 $648
MV Capital Management, Inc. 0.00% Add +22.2% 11 $613
CVA Family Office, LLC 0.00% No change 11 $612
MPWM Advisory Solutions, LLC 0.00% No change 8 $445
Jones Financial Companies LLLP 0.00% Reduce -89.7% 7 $399
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $334
WealthTrak Capital Management LLC 0.00% New 5 $279
Rothschild Investment LLC 0.00% New 5 $278
Lindbrook Capital, LLC 0.00% No change 5 $278
Distillate Capital Partners LLC 0.00% New 3 $167
Private Wealth Asset Management, LLC 0.00% — 3 $167
Rise Advisors, LLC 0.00% Reduce -98.4% 3 $150
Hantz Financial Services, Inc. 0.00% New 6 $0
Avion Wealth 0.00% New 11 $0

"% of holder's portfolio" is CNXC's weight in each manager's 13F, not the share of Concentrix Corp. the manager owns.