ConcentrixCNXC

13F holders, Q2 2025 (June 30)
335holders −11
48new positions
60sold out
6famous investors
$52.79avg. 13F price*

At the end of Q2 2025, 335 institutions reported holding Concentrix Corp. (CNXC) in their 13F filings, down 11 from Q1 2025. 48 opened new positions and 60 sold out. The largest holders were Groupe Bruxelles Lambert ($463.7M), Vanguard Group Inc. ($272.8M) and Impactive Capital LP ($231.2M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions48$54.0M
Exits60$108.6M

All 13F filers, Q1 2025 → Q2 2025: 4,842,059 shares bought and 4,210,991 shares sold, net +631,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 335 holders

Groupe Bruxelles Lambert 100.00% No change 8,773,667 $463.7M
Vanguard Group Inc. 0.00% Reduce -1.6% 5,160,371 $272.8M
Impactive Capital LP 10.42% No change 4,375,125 $231.2M
AQR Capital Management 0.19% Add +25.5% 4,305,469 $226.3M
BlackRock, Inc. 0.00% Reduce -2.1% 4,001,815 $211.5M
FIL Ltd 0.12% Add +5.0% 2,555,339 $135.1M
Fuller & Thaler Asset Management, Inc. 0.47% Add +0.6% 2,457,468 $129.9M
Pzena Investment Management LLC 0.39% Reduce -0.4% 2,276,780 $120.3M
Dimensional Fund Advisors LP 0.02% Add +51.0% 1,637,942 $86.6M
State Street Corp. 0.00% Add +8.8% 1,622,854 $85.8M
1832 Asset Management L.P. 0.14% Add +3.1% 1,544,997 $81.7M
Copeland Capital Management, LLC 1.38% Reduce -7.5% 1,271,125 $67.2M
Lyrical Asset Management LP 0.89% Reduce -6.5% 1,173,702 $62.0M
FMR LLC 0.00% Reduce -3.5% 961,674 $50.8M
Geode Capital Management, LLC 0.00% Reduce -1.3% 883,758 $46.7M
Morgan Stanley 0.00% Reduce -8.2% 766,977 $40.5M
Paradigm Capital Management Inc. 1.82% Reduce -5.7% 705,442 $37.3M
Invenomic Capital Management LP 2.06% Add +28.6% 686,916 $36.3M
Boston Partners 0.04% Add +0.2% 625,265 $32.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 549,419 $29.0M
First Trust Advisors LP 0.02% Reduce -30.1% 539,206 $28.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +247.2% 535,843 $28.3M
Northern Trust Corp. 0.00% Add +1.2% 528,938 $28.0M
Loomis Sayles & Co. L P 0.03% Add +1.8% 510,796 $27.0M
UBS Group AG 0.00% Add +11.9% 444,094 $23.5M
Norges Bank 0.00% Add +6.5% 441,178 $23.3M
Invesco Ltd. 0.00% Reduce -1.3% 368,754 $19.5M
Capital Management Corp. 2.93% New 325,993 $17.2M
Gotham Asset Management 0.10% Reduce -2.2% 325,380 $17.2M
Quantinno Capital Management LP 0.07% Add +87.3% 323,404 $17.1M
Man Group plc 0.04% Reduce -41.9% 321,107 $17.0M
Goldman Sachs Group Inc. 0.00% Reduce -29.8% 297,033 $15.7M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 295,164 $15.6M
Kent Lake PR LLC 6.23% Reduce -10.9% 267,250 $14.1M
Bank of America Corp. 0.00% Reduce -13.8% 260,225 $13.8M
Marshall Wace, LLP 0.02% Reduce -0.2% 249,993 $13.2M
Ieq Capital, LLC 0.08% Add +44.7% 243,888 $12.9M
Alyeska Investment Group, L.P. 0.04% Reduce -56.7% 222,833 $11.8M
Envestnet Asset Management Inc. 0.00% Add +32.9% 220,030 $11.6M
Royal Bank of Canada 0.00% Add +326.5% 202,571 $10.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.3% 199,727 $10.6M
Bragg Financial Advisors, Inc 0.37% Add +40.9% 193,357 $10.2M
LSV Asset Management 0.02% Add +122.3% 187,251 $9.9M
JPMorgan Chase & Co. 0.00% Reduce -8.9% 183,405 $9.7M
Nuveen, LLC 0.00% Add +17.2% 180,601 $9.5M
Sei Investments Co. 0.01% Add +31.1% 178,759 $9.4M
Franklin Resources Inc. 0.00% Add +243.6% 169,776 $9.0M
Thompson Investment Management, Inc. 1.13% Add +6.1% 151,187 $8.0M
Bridgewater Associates 0.03% Add +131.2% 142,850 $7.6M
Raymond James Financial Inc. 0.00% Add +1.9% 129,252 $6.8M
Prudential Financial Inc. 0.01% New 174,402 $6.7M
Rhumbline Advisers 0.01% Reduce -2.4% 121,439 $6.4M
Victory Capital Management Inc. 0.00% Reduce -16.8% 119,156 $6.3M
Legal & General Group Plc 0.00% Reduce -7.7% 113,393 $6.0M
Brandywine Global Investment Management, LLC 0.04% New 112,413 $5.9M
Stifel Financial Corp. 0.01% Add +116.6% 110,891 $5.9M
Principal Financial Group Inc. 0.00% Reduce -2.3% 104,343 $5.5M
Kestrel Investment Management Corp. 3.23% Reduce -4.6% 102,050 $5.4M
Cerity Partners LLC 0.01% Add +42.0% 96,262 $5.1M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -4.4% 91,514 $4.8M
Dark Forest Capital Management LP 0.18% Add +1456.1% 85,009 $4.5M
Alliancebernstein L.P. 0.00% Add +65.1% 84,115 $4.4M
Cwm, LLC 0.01% Add +19.9% 79,897 $4.2M
Two Sigma Investments, LP 0.01% Reduce -54.2% 78,725 $4.2M
Ameriprise Financial Inc. 0.00% Add +36.7% 77,650 $4.1M
State of Alaska, Department of Revenue 0.04% Add +19.7% 77,478 $4.1M
Swiss National Bank 0.00% Reduce -2.9% 73,185 $3.9M
Nordea Investment Management AB 0.00% Reduce -0.1% 69,405 $3.7M
Kennedy Capital Management LLC 0.08% Reduce -48.4% 66,120 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.2% 58,427 $3.3M
Jane Street Group, LLC 0.01% Reduce -8.5% 59,891 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.03% New 58,047 $3.1M
Leuthold Group, LLC 0.36% Add +1.9% 57,604 $3.0M
Retirement Systems of Alabama 0.01% Reduce -0.3% 56,218 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -1.9% 53,939 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -69.3% 52,870 $2.8M
New York State Teachers Retirement System 0.01% No change 51,198 $2.7M
Citadel Advisors 0.00% Add +16.2% 50,726 $2.7M
Nierenberg Investment Management Company, LLC 1.56% Reduce -21.7% 50,480 $2.7M
Millennium Management 0.00% Reduce -43.4% 47,852 $2.5M
Cibc World Market Inc. 0.01% New 47,328 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +36.2% 47,294 $2.5M
Kingsview Wealth Management, LLC 0.04% New 46,433 $2.5M
Harbor Capital Advisors, Inc. 0.10% Reduce -1.8% 44,202 $2.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.3% 44,115 $2.3M
GMO 0.01% Add +66.9% 41,959 $2.2M
Prescott Group Capital Management, L.L.C. 0.25% No change 40,000 $2.1M
Barclays PLC 0.00% Reduce -3.7% 39,416 $2.1M
HSBC Holdings PLC 0.00% Reduce -30.6% 39,391 $2.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +308.2% 39,322 $2.1M
Citigroup Inc. 0.00% Reduce -39.8% 38,866 $2.1M
Wellington Management Group LLP 0.00% New 38,259 $2.0M
California State Teachers Retirement System 0.00% Add +1.1% 36,387 $1.9M
Natixis 0.01% New 35,409 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.8% 34,993 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.3% 34,447 $1.8M
Verition Fund Management LLC 0.01% Add +9.6% 33,233 $1.8M
Tyler-Stone Wealth Management 0.27% Reduce -3.8% 32,296 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +5.3% 31,951 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +3.5% 31,901 $1.7M
Comerica Bank 0.01% Reduce -4.1% 31,197 $1.6M
Pallas Capital Advisors LLC 0.06% Add +7.3% 29,318 $1.5M
Clark Estates Inc. 0.35% No change 29,142 $1.5M
Nebula Research & Development LLC 0.13% Add +36.0% 28,719 $1.5M
Natixis Advisors, LLC 0.00% Reduce -3.1% 26,812 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +25.8% 26,646 $1.4M
Voya Investment Management LLC 0.00% Add +1.5% 26,615 $1.4M
Engineers Gate Manager LP 0.02% Add +85.8% 25,732 $1.4M
State of Tennessee, Department of Treasury 0.00% Add +368.4% 25,291 $1.3M
LPL Financial LLC 0.00% Add +8.3% 24,946 $1.3M
Mariner, LLC 0.00% Add +109.0% 24,938 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -3.8% 24,756 $1.3M
Merit Financial Group, LLC 0.01% Add +1.6% 23,298 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -4.0% 22,875 $1.2M
Mackenzie Financial Corp. 0.00% New 21,834 $1.2M
Treasurer of the State of North Carolina 0.00% Reduce -0.1% 21,177 $1.1M
Amalgamated Bank 0.01% Reduce -3.0% 21,035 $1.1M
STRS Ohio 0.00% New 20,232 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +6.0% 19,716 $1.0M
Versor Investments LP 0.18% Add +101.3% 19,707 $1.0M
Unified Investment Management 1.12% Add +2.9% 19,694 $1.0M
Captrust Financial Advisors 0.00% Add +5.6% 19,170 $1.0M
Summit Trail Advisors, LLC 0.02% Add +111.1% 19,076 $1.0M
New York State Common Retirement Fund 0.00% Reduce -73.8% 18,283 $966K
Susquehanna International Group, LLP 0.00% Reduce -76.2% 18,270 $966K
Focus Partners Advisor Solutions, LLC 0.01% Add +50.0% 17,981 $950K
Vise Technologies, Inc. 0.04% — 17,974 $950K
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.2% 17,654 $933K
Yousif Capital Management, LLC 0.01% Reduce -2.6% 16,834 $890K
Janus Henderson Group PLC 0.00% Reduce -78.8% 16,774 $887K
Arkadios Wealth Advisors 0.03% Add +63.6% 15,894 $840K
Susquehanna Portfolio Strategies, LLC 0.02% New 15,350 $811K
Scotia Capital Inc. 0.00% Reduce -39.0% 15,056 $796K
Tweedy, Browne Co LLC 0.07% Reduce -32.6% 14,858 $785K
KLP Kapitalforvaltning As 0.00% Add +2.8% 14,800 $782K
Focus Partners Wealth 0.00% Add +5.1% 14,763 $780K
Teachers Retirement System of the State of Kentucky 0.01% No change 14,599 $772K
Mercer Global Advisors Inc. 0.00% Add +52.5% 14,125 $747K
Sanctuary Advisors, LLC 0.00% Add +21.9% 14,089 $745K
Public Employees Retirement System of Ohio 0.00% Reduce -1.4% 14,076 $744K
Ilex Capital Partners (UK) LLP 0.02% Reduce -54.3% 14,020 $741K
Amundi 0.00% Add +0.4% 12,550 $713K
Essential Partners LLC 0.28% — 13,302 $703K
Bradley Foster & Sargent Inc. 0.01% New 13,199 $698K
Ensign Peak Advisors, Inc 0.00% No change 13,187 $697K
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 12,900 $682K
Vanguard Personalized Indexing Management, LLC 0.01% Add +21.1% 12,797 $676K
Vident Advisory, LLC 0.01% Reduce -61.1% 12,198 $645K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +6.7% 11,818 $625K
American Century Companies Inc. 0.00% Reduce -9.9% 11,659 $616K
SG Americas Securities, LLC 0.00% Add +85.9% 11,584 $612K
O'shaughnessy Asset Management, LLC 0.00% New 11,478 $607K
Arizona State Retirement System 0.00% Add +0.3% 11,171 $590K
State of Michigan Retirement System 0.00% No change 11,091 $586K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 11,032 $583K
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 10,830 $572K
Covestor Ltd 0.33% Reduce -34.6% 10,614 $561K
Handelsbanken Fonder AB 0.00% Reduce -5.4% 10,600 $560K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 10,543 $557K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.5% 10,478 $554K
Brighton Jones LLC 0.01% New 10,423 $551K
ExodusPoint Capital Management, LP 0.01% New 10,311 $545K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 10,270 $543K
Guggenheim Capital LLC 0.00% Reduce -9.3% 10,027 $530K
SummitTX Capital, L.P. 0.02% Reduce -52.8% 9,716 $514K
Caxton Associates LLP 0.01% New 9,609 $508K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 9,369 $495K
Algert Global LLC 0.01% New 9,280 $490K
Snowden Capital Advisors LLC 0.01% Add +0.5% 9,051 $478K
Brevan Howard Capital Management LP 0.01% Add +4.5% 8,951 $473K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.5% 8,931 $472K
Intech Investment Management LLC 0.00% Add +1.6% 8,908 $471K
New Mexico Educational Retirement Board 0.01% No change 8,702 $460K
Tidal Investments LLC 0.00% Add +0.1% 8,573 $453K
AlphaQuest LLC 0.04% Add +13.4% 8,398 $444K
Wolverine Trading, LLC 0.01% Reduce -27.2% 8,302 $429K
Janney Montgomery Scott LLC 0.00% Reduce -10.6% 7,948 $420K
Teacher Retirement System of Texas 0.00% Add +37.9% 7,840 $414K
Vinva Investment Management Ltd 0.01% New 5,188 $411K
Avantax Advisory Services, Inc. 0.00% Reduce -0.8% 7,776 $411K
NorthCoast Asset Management LLC 0.00% Add +3.3% 7,745 $409K
Bridgefront Capital, LLC 0.11% Add +1.1% 7,536 $398K
Bessemer Group Inc. 0.00% Reduce -0.7% 7,289 $385K
&partners 0.00% New 7,034 $379K
Integrated Wealth Concepts LLC 0.00% New 7,153 $378K
Integrated Quantitative Investments LLC 0.11% New 6,873 $363K
ARGA Investment Management, LP 0.01% No change 6,798 $359K
Chicago Partners Investment Group LLC 0.01% New 5,719 $355K
Total Wealth Planning & Management, Inc. 0.31% New 6,700 $354K
New Age Alpha Advisors, LLC 0.02% Reduce -0.5% 6,695 $354K
Ethic Inc. 0.01% Add +66.8% 6,789 $351K
James Investment Research, Inc. 0.04% No change 6,624 $350K
Syon Capital LLC 0.02% New 6,458 $341K
Parcion Private Wealth LLC 0.02% Add +19.4% 6,434 $340K
Kaufman Rossin Wealth, LLC 0.21% Reduce -2.8% 6,330 $335K
Aigen Investment Management, LP 0.05% No change 6,314 $334K
Sivia Capital Partners, LLC 0.11% Add +34.4% 6,283 $332K
Deutsche Bank AG 0.00% Add +51.8% 6,023 $318K
CSS LLC 0.06% Add +36.7% 5,810 $307K
NorthCrest Asset Manangement, LLC 0.01% Reduce -12.2% 5,360 $306K
Choreo, LLC 0.00% New 5,765 $305K
BNP Paribas Financial Markets 0.00% Reduce -19.7% 5,635 $298K
Savant Capital, LLC 0.00% Add +23.1% 5,624 $297K
Cetera Investment Advisers 0.00% New 5,552 $293K
Empowered Funds, LLC 0.00% New 5,537 $293K
Kera Capital Partners, Inc. 0.06% New 5,512 $291K
Corient Private Wealth LP 0.00% New 5,403 $286K
Xponance LLC 0.00% Reduce -3.5% 5,364 $284K
Orion Porfolio Solutions, LLC 0.00% Reduce -70.8% 5,281 $279K
Personal Cfo Solutions, LLC 0.05% Reduce -3.4% 5,071 $268K
NJ State Employees Deferred Compensation Plan 0.03% No change 5,000 $264K
Pictet Asset Management Holding SA 0.00% No change 4,970 $263K
Sterling Capital Management LLC 0.00% Add +92.4% 4,957 $262K
Creative Planning 0.00% New 4,749 $251K
Libra Wealth LLC 0.08% New 4,584 $242K
Public Employees Retirement Association of Colorado 0.00% No change 4,555 $241K
SYM FINANCIAL Corp 0.03% Add +12.4% 4,522 $239K
Claret Asset Management Corp 0.03% New 4,498 $238K
Earned Wealth Advisors, LLC 0.05% Add +6.4% 4,488 $237K
EverSource Wealth Advisors, LLC 0.01% Add +222.2% 4,433 $234K
Versant Capital Management, Inc 0.04% Add +107.5% 4,376 $231K
MML Investors Services, LLC 0.00% New 4,298 $227K
Federated Hermes, Inc. 0.00% Add +81.6% 4,294 $227K
Bank of Montreal 0.00% Reduce -17.2% 4,190 $221K
Oppenheimer Asset Management Inc. 0.00% Reduce -4.3% 4,176 $221K
Prasad Wealth Partners, LLC 0.06% Add +0.7% 4,175 $221K
DGS Capital Management, LLC 0.04% New 4,032 $213K
Inscription Capital, LLC 0.03% New 3,871 $205K
US Bancorp \de 0.00% Reduce -1.1% 3,823 $202K
Aaron Wealth Advisors LLC 0.02% New 3,787 $200K
Virtu Financial LLC 0.01% Reduce -81.4% 3,793 $200K
Shell Asset Management Co. 0.01% Reduce -17.2% 3,668 $194K
GAMMA Investing LLC 0.01% Add +45.2% 3,552 $188K
Traub Capital Management LLC 0.17% — 3,490 $184K
Securian Asset Management, Inc. 0.01% No change 3,490 $184K
Blue Trust, Inc. 0.00% Add +3.5% 3,239 $171K
Wells Fargo & Company 0.00% Reduce -70.7% 2,345 $124K
Osaic Holdings, Inc. 0.00% Add +13.4% 2,222 $118K
Parkside Financial Bank & Trust 0.01% Add +23.9% 1,818 $96K
Arax Advisory Partners 0.00% Reduce -24.4% 1,796 $95K
PNC Financial Services Group, Inc. 0.00% Add +5.8% 1,592 $84K
Fifth Third Bancorp 0.00% Reduce -29.2% 1,452 $77K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.1% 1,445 $76K
KBC Group NV 0.00% Reduce -30.7% 1,392 $74K
Clearstead Advisors, LLC 0.00% Add +17.4% 1,305 $69K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 1,250 $66K
True Wealth Design, LLC 0.02% Add +39.3% 1,163 $61K
Atlas Capital Advisors Inc. 0.01% New 1,127 $60K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $53K
Elevation Wealth Partners, LLC 0.02% Reduce -18.2% 946 $50K
DekaBank Deutsche Girozentrale 0.00% No change 943 $48K
First Horizon Advisors, Inc. 0.00% Add +0.8% 848 $45K
Optiver Holding B.V. 0.00% Add +1112.5% 776 $41K
IFP Advisors, Inc 0.00% Add +473.8% 700 $37K
UMB Bank, n.a. 0.00% Add +2.8% 695 $37K
Geneos Wealth Management Inc. 0.00% Add +5.7% 655 $35K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.2% 499 $26K
WealthCollab, LLC 0.01% Add +35.7% 460 $24K
Caitong International Asset Management Co., Ltd 0.02% Reduce -93.4% 458 $24K
Allworth Financial LP 0.00% New 449 $24K
Binnacle Investments Inc 0.01% Add +133.5% 404 $21K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 402 $21K
Brooklyn Investment Group 0.00% Add +166.9% 379 $20K
Salem Investment Counselors Inc. 0.00% No change 357 $19K
Centerpoint Advisors, LLC 0.01% No change 349 $18K
Retirement Wealth Solutions LLC 0.01% No change 286 $15K
LRI Investments, LLC 0.00% No change 270 $14K
Principal Securities, Inc. 0.00% Reduce -27.2% 244 $13K
Advisors Asset Management, Inc. 0.00% Reduce -8.8% 227 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 227 $12K
Danske Bank A/S 0.00% Add +116.0% 216 $11K
Larson Financial Group LLC 0.00% Add +110.9% 213 $11K
Manchester Capital Management LLC 0.00% No change 200 $11K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.9% 199 $11K
Bell Investment Advisors, Inc 0.00% Add +59.0% 194 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +7.3% 192 $10K
Independence Bank of Kentucky 0.00% No change 190 $10K
Valley National Advisers Inc. 0.00% No change 202 $10K
Parallel Advisors, LLC 0.00% Reduce -0.6% 181 $10K
WPG Advisers, LLC 0.01% Add +18.9% 170 $9K
CIBC Private Wealth Group LLC 0.00% Reduce -34.4% 160 $8K
GeoWealth Management, LLC 0.00% New 155 $8K
Jones Financial Companies LLLP 0.00% Add +2157.1% 158 $8K
MAI Capital Management 0.00% Add +123.0% 136 $7K
Hantz Financial Services, Inc. 0.00% Add +2250.0% 141 $7K
Strengthening Families & Communities, LLC 0.00% No change 126 $7K
SouthState Bank Corp 0.00% Reduce -29.4% 120 $6K
Quarry LP 0.00% Reduce -88.1% 115 $6K
AllSquare Wealth Management LLC 0.00% No change 100 $5K
State of Wyoming 0.00% New 87 $5K
MCF Advisors LLC 0.00% No change 85 $4K
Kestra Investment Management, LLC 0.00% Add +12.5% 81 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 80 $4K
Kilter Group LLC 0.00% New 78 $4K
Global Retirement Partners, LLC 0.00% — 77 $4K
TD Private Client Wealth LLC 0.00% No change 76 $4K
Capital Advisors, Ltd. LLC 0.00% Add +19.6% 67 $4K
Smartleaf Asset Management LLC 0.00% Add +261.9% 76 $4K
Private Wealth Management Group, LLC 0.00% No change 60 $3K
Whipplewood Advisors, LLC 0.00% Reduce -53.9% 60 $3K
High Note Wealth, LLC 0.00% New 60 $3K
Smithfield Trust Co 0.00% No change 55 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 52 $3K
Signaturefd, LLC 0.00% No change 51 $3K
Glen Eagle Advisors, LLC 0.00% New 48 $3K
Assetmark, Inc. 0.00% Add +50.0% 48 $3K
Sunbelt Securities, Inc. 0.00% No change 50 $2K
Solstein Capital, LLC 0.00% No change 38 $2K
Farmers & Merchants Investments Inc. 0.00% Add +15.2% 38 $2K
Hemington Wealth Management 0.00% Reduce -6.7% 42 $2K
Banque Cantonale Vaudoise 0.00% No change 45 $2K
NewEdge Advisors, LLC 0.00% Reduce -64.4% 36 $2K
Farther Finance Advisors, LLC 0.00% Reduce -11.4% 31 $2K
SBI Securities Co., Ltd. 0.00% Reduce -72.4% 21 $1K
Bruce G. Allen Investments, LLC 0.00% No change 19 $1K
Picton Mahoney Asset Management 0.00% Reduce -22.7% 17 $1K
CX Institutional 0.00% No change 28 $1K
AlphaCore Capital LLC 0.00% No change 18 $951
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 12 $635
Olistico Wealth, LLC 0.00% No change 12 $634
Delta Asset Management LLC 0.00% No change 12 $634
CVA Family Office, LLC 0.00% No change 11 $581
MV Capital Management, Inc. 0.00% Reduce -9.1% 10 $529
Bare Financial Services, Inc 0.00% New 9 $476
Huntington National Bank 0.00% Reduce -43.8% 9 $476
Activest Wealth Management 0.00% Reduce -57.9% 8 $423
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $317
WealthTrak Capital Management LLC 0.00% No change 5 $265
Rothschild Investment LLC 0.00% No change 5 $264
Whittier Trust Co. of Nevada Inc. 0.00% New 4 $208
Cromwell Holdings LLC 0.00% New 3 $159
Private Wealth Asset Management, LLC 0.00% No change 3 $159
Rise Advisors, LLC 0.00% No change 3 $143
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $93
Avion Wealth 0.00% No change 11 $0

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