ConcentrixCNXC

13F holders, Q3 2025 (September 30)
347holders +12
58new positions
42sold out
7famous investors
$46.16avg. 13F price*

At the end of Q3 2025, 347 institutions reported holding Concentrix Corp. (CNXC) in their 13F filings, up 12 from Q2 2025. 58 opened new positions and 42 sold out. The largest holders were Groupe Bruxelles Lambert ($404.9M), Vanguard Group Inc. ($233.4M) and AQR Capital Management ($202.2M). 7 famous investors held it, including Cliff Asness (0.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$79.0M
Exits42$72.1M

All 13F filers, Q2 2025 → Q3 2025: 5,998,824 shares bought and 3,371,613 shares sold, net +2,627,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Groupe Bruxelles Lambert 100.00% No change 8,773,667 $404.9M
Vanguard Group Inc. 0.00% Reduce -2.0% 5,057,012 $233.4M
AQR Capital Management 0.13% Add +1.8% 4,380,821 $202.2M
Impactive Capital LP 9.71% No change 4,375,125 $201.9M
BlackRock, Inc. 0.00% Reduce -3.5% 3,860,353 $178.2M
FMR LLC 0.01% Add +194.0% 2,827,727 $130.5M
FIL Ltd 0.09% Reduce -1.4% 2,520,888 $116.3M
Fuller & Thaler Asset Management, Inc. 0.35% Reduce -9.2% 2,230,497 $102.9M
Pzena Investment Management LLC 0.33% Reduce -2.8% 2,212,592 $102.1M
Dimensional Fund Advisors LP 0.02% Add +18.4% 1,939,492 $89.5M
State Street Corp. 0.00% Reduce -3.8% 1,560,617 $72.0M
1832 Asset Management L.P. 0.12% Add +0.4% 1,550,588 $71.6M
Lyrical Asset Management LP 0.83% Add +8.9% 1,278,129 $59.0M
Copeland Capital Management, LLC 1.16% Reduce -4.8% 1,210,480 $55.9M
Geode Capital Management, LLC 0.00% Add +5.4% 931,863 $43.0M
Morgan Stanley 0.00% Add +17.0% 897,075 $41.4M
Invenomic Capital Management LP 1.98% Add +19.7% 822,345 $38.0M
Deprince Race & Zollo Inc. 0.64% New 688,360 $31.8M
Boston Partners 0.03% Reduce -0.5% 622,255 $28.9M
Paradigm Capital Management Inc. 1.23% Reduce -12.6% 616,842 $28.5M
First Trust Advisors LP 0.02% Add +8.6% 585,308 $27.0M
Northern Trust Corp. 0.00% Reduce -3.7% 509,294 $23.5M
Loomis Sayles & Co. L P 0.03% Reduce -2.9% 495,834 $22.9M
Capital Management Corp. 3.43% Add +45.0% 472,681 $21.8M
UBS Group AG 0.00% Reduce -1.2% 438,647 $20.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -22.9% 423,339 $19.5M
Invesco Ltd. 0.00% Add +11.7% 411,754 $19.0M
Gotham Asset Management 0.07% Add +3.9% 338,130 $15.6M
Prudential Financial Inc. 0.02% Add +84.8% 322,257 $14.9M
Ieq Capital, LLC 0.04% Add +25.3% 305,609 $14.1M
ATOMVEST Ltd 19.15% New 284,187 $13.1M
Bank of New York Mellon Corp 0.00% Reduce -6.5% 276,039 $12.7M
Bank of America Corp. 0.00% Add +5.7% 275,101 $12.7M
Quantinno Capital Management LP 0.03% Reduce -15.1% 274,489 $12.7M
Goldman Sachs Group Inc. 0.00% Reduce -10.1% 267,165 $12.3M
Envestnet Asset Management Inc. 0.00% Add +18.5% 260,715 $12.0M
Franklin Resources Inc. 0.00% Add +30.2% 221,022 $10.2M
Nuveen, LLC 0.00% Add +21.9% 220,149 $10.2M
Allspring Global Investments Holdings, LLC 0.02% New 199,655 $9.6M
Bragg Financial Advisors, Inc 0.30% Add +0.3% 193,881 $8.9M
Royal Bank of Canada 0.00% Reduce -4.8% 192,896 $8.9M
JPMorgan Chase & Co. 0.00% Add +3.1% 189,176 $8.7M
Russell Investments Group, Ltd. 0.01% Add +252.9% 186,598 $8.6M
LSV Asset Management 0.02% Reduce -2.0% 183,551 $8.5M
Sei Investments Co. 0.01% Reduce -0.5% 177,791 $8.2M
Bridgewater Associates 0.03% Add +15.0% 164,338 $7.6M
Brandywine Global Investment Management, LLC 0.05% Add +42.5% 160,173 $7.4M
Thompson Investment Management, Inc. 0.97% Add +4.4% 157,903 $7.3M
Millennium Management 0.01% Add +218.4% 152,365 $7.0M
Susquehanna International Group, LLP 0.01% Add +728.9% 151,436 $7.0M
Stifel Financial Corp. 0.01% Add +35.1% 149,797 $6.9M
Raymond James Financial Inc. 0.00% Add +10.4% 142,702 $6.6M
Cerity Partners LLC 0.01% Add +45.2% 139,771 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -30.7% 138,497 $6.4M
Victory Capital Management Inc. 0.00% Add +8.6% 129,429 $6.0M
Rhumbline Advisers 0.00% Reduce -2.3% 118,678 $5.5M
Legal & General Group Plc 0.00% Reduce -8.3% 103,992 $4.8M
D. E. Shaw & Co. 0.00% New 102,496 $4.7M
Kestrel Investment Management Corp. 2.65% No change 102,050 $4.7M
Principal Financial Group Inc. 0.00% Reduce -4.7% 99,459 $4.6M
Susquehanna Fundamental Investments, LLC 0.17% Add +4.4% 95,502 $4.4M
Nordea Investment Management AB 0.00% Add +34.1% 93,062 $4.3M
Cwm, LLC 0.01% Add +8.3% 86,510 $4.0M
Barclays PLC 0.00% Add +100.4% 78,986 $3.6M
Two Sigma Investments, LP 0.01% Add +0.1% 78,845 $3.6M
New York State Common Retirement Fund 0.00% Add +327.2% 78,106 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -0.1% 77,415 $3.6M
Crossmark Global Holdings, Inc. 0.05% Add +189.4% 77,128 $3.6M
Swedbank AB 0.00% New 76,300 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -4.1% 74,457 $3.4M
Swiss National Bank 0.00% No change 73,185 $3.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 61,886 $3.0M
Leuthold Group, LLC 0.31% Add +5.4% 60,708 $2.8M
Arax Advisory Partners 0.04% Add +3240.3% 59,992 $2.8M
SG Americas Securities, LLC 0.01% Add +390.5% 56,816 $2.6M
Retirement Systems of Alabama 0.01% Reduce -3.8% 54,102 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 53,406 $2.5M
Nierenberg Investment Management Company, LLC 1.29% No change 50,480 $2.3M
New York State Teachers Retirement System 0.00% Reduce -1.4% 50,469 $2.3M
Alliancebernstein L.P. 0.00% Reduce -40.3% 50,198 $2.3M
Cibc World Market Inc. 0.00% Add +2.9% 48,709 $2.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.6% 43,425 $2.0M
Hussman Strategic Advisors, Inc. 0.42% New 42,000 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -12.0% 41,633 $1.9M
GMO 0.01% Reduce -1.7% 41,248 $1.9M
Citadel Advisors 0.00% Reduce -19.1% 41,062 $1.9M
Wellington Management Group LLP 0.00% Add +1.5% 38,834 $1.8M
LPL Financial LLC 0.00% Add +54.2% 38,473 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Add +7.1% 36,884 $1.8M
HRT Financial LP 0.01% New 37,798 $1.7M
HSBC Holdings PLC 0.00% Reduce -6.2% 36,947 $1.7M
California State Teachers Retirement System 0.00% Add +0.0% 36,389 $1.7M
IMC-Chicago, LLC 0.03% New 34,549 $1.6M
Man Group plc 0.00% Reduce -89.3% 34,461 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 34,195 $1.6M
Citigroup Inc. 0.00% Reduce -12.2% 34,129 $1.6M
Marshall Wace, LLP 0.00% Reduce -86.4% 33,961 $1.6M
Mariner, LLC 0.00% Add +32.9% 33,129 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.3% 32,794 $1.5M
Comerica Bank 0.01% Reduce -4.5% 29,781 $1.4M
Round Hill Asset Management 0.90% New 29,743 $1.4M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -25.7% 29,232 $1.3M
Clark Estates Inc. 0.31% No change 29,142 $1.3M
Verition Fund Management LLC 0.01% Reduce -18.3% 27,159 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -9.0% 26,676 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -19.1% 25,851 $1.2M
State of Tennessee, Department of Treasury 0.00% No change 25,291 $1.2M
Mercer Global Advisors Inc. 0.00% Add +78.8% 25,263 $1.2M
Merit Financial Group, LLC 0.01% Add +6.0% 24,693 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -7.1% 22,997 $1.1M
Harbor Capital Advisors, Inc. 0.08% Reduce -48.6% 22,736 $1.0M
Jane Street Group, LLC 0.00% Reduce -62.5% 22,474 $1.0M
Scotia Capital Inc. 0.00% Add +45.7% 21,934 $1.0M
Mackenzie Financial Corp. 0.00% Reduce -4.5% 20,845 $962K
Mutual of America Capital Management LLC 0.01% Reduce -9.7% 20,666 $954K
Amalgamated Bank 0.01% Reduce -2.9% 20,428 $943K
Voya Investment Management LLC 0.00% Reduce -24.1% 20,208 $933K
Treasurer of the State of North Carolina 0.00% Reduce -5.0% 20,114 $928K
Brevan Howard Capital Management LP 0.01% Add +121.2% 19,800 $914K
Tocqueville Asset Management L.P. 0.01% Reduce -0.0% 19,713 $910K
Police & Firemen's Retirement System of New Jersey 0.01% Add +11.4% 19,676 $908K
Captrust Financial Advisors 0.00% Add +2.2% 19,600 $905K
Jump Financial, LLC 0.01% New 19,292 $890K
XTX Topco Ltd 0.05% New 19,282 $890K
O'shaughnessy Asset Management, LLC 0.01% Add +65.0% 18,944 $874K
Dark Forest Capital Management LP 0.03% Reduce -78.3% 18,476 $853K
Wolverine Trading, LLC 0.02% Add +108.7% 17,326 $829K
CenterBook Partners LP 0.04% New 17,748 $819K
Nisa Investment Advisors, LLC 0.00% Add +67.3% 17,643 $814K
Focus Partners Wealth 0.00% Add +14.1% 16,848 $777K
Arkadios Wealth Advisors 0.02% Add +5.7% 16,797 $775K
Janus Henderson Group PLC 0.00% No change 16,774 $774K
Quantbot Technologies LP 0.02% New 16,276 $751K
Yousif Capital Management, LLC 0.01% Reduce -7.4% 15,593 $720K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.4% 17,731 $717K
Natixis Advisors, LLC 0.00% Reduce -42.4% 15,453 $713K
Cetera Investment Advisers 0.00% Add +170.7% 15,030 $694K
Sanctuary Advisors, LLC 0.00% Add +6.3% 14,982 $691K
Versor Investments LP 0.13% Reduce -24.6% 14,859 $686K
KLP Kapitalforvaltning As 0.00% No change 14,800 $683K
Teachers Retirement System of the State of Kentucky 0.01% No change 14,599 $674K
SummerHaven Investment Management, LLC 0.38% New 14,312 $660K
Tweedy, Browne Co LLC 0.06% Reduce -4.7% 14,158 $653K
Public Employees Retirement System of Ohio 0.00% Reduce -0.7% 13,973 $645K
Bridgefront Capital, LLC 0.19% Add +84.5% 13,906 $642K
Essential Partners LLC 0.21% Add +2.7% 13,659 $630K
Summit Trail Advisors, LLC 0.01% Reduce -30.2% 13,307 $614K
Caprock Group, LLC 0.02% — 11,629 $614K
Trexquant Investment LP 0.01% New 13,177 $608K
MML Investors Services, LLC 0.00% Add +202.8% 13,016 $601K
Vise Technologies, Inc. 0.02% Reduce -28.0% 12,936 $597K
Amundi 0.00% No change 12,550 $597K
Teacher Retirement System of Texas 0.00% Add +64.0% 12,861 $594K
Unified Investment Management 0.59% Reduce -35.0% 12,794 $590K
James Investment Research, Inc. 0.06% Add +91.5% 12,685 $585K
CSS LLC 0.10% Add +116.5% 12,580 $581K
Louisiana State Employees Retirement System 0.01% Reduce -3.1% 12,500 $577K
SummitTX Capital, L.P. 0.02% Add +28.0% 12,440 $574K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.6% 12,085 $558K
Bradley Foster & Sargent Inc. 0.01% Reduce -10.4% 11,830 $546K
Guggenheim Capital LLC 0.00% Add +16.8% 11,711 $540K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +11.2% 11,656 $538K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +5.3% 11,612 $536K
Brighton Jones LLC 0.01% Add +11.3% 11,603 $535K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 11,484 $530K
American Century Companies Inc. 0.00% Reduce -2.5% 11,362 $524K
Scientech Research LLC 0.18% New 11,308 $522K
Arizona State Retirement System 0.00% Add +0.1% 11,184 $516K
Creative Planning 0.00% Add +133.0% 11,064 $511K
State of Michigan Retirement System 0.00% Reduce -3.6% 10,691 $493K
Vident Advisory, LLC 0.00% Reduce -12.9% 10,625 $490K
Covestor Ltd 0.27% Add +0.0% 10,615 $490K
Handelsbanken Fonder AB 0.00% No change 10,600 $489K
Bayforest Capital Ltd 0.23% New 10,371 $479K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -33.1% 10,273 $474K
Thrivent Financial for Lutherans 0.00% Reduce -5.1% 10,281 $474K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.9% 9,974 $460K
Ilex Capital Partners (UK) LLP 0.01% Reduce -29.8% 9,845 $454K
Pacer Advisors, Inc. 0.00% New 9,295 $429K
AdvisorShares Investments LLC 0.07% New 8,986 $415K
Oregon Public Employees Retirement Fund 0.01% Reduce -4.3% 8,969 $414K
Intech Investment Management LLC 0.00% Add +0.3% 8,935 $412K
Snowden Capital Advisors LLC 0.01% Reduce -1.8% 8,892 $410K
AlphaQuest LLC 0.03% Add +5.4% 8,853 $409K
New Mexico Educational Retirement Board 0.01% No change 8,702 $402K
Ensign Peak Advisors, Inc 0.00% Reduce -34.1% 8,687 $401K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.1% 8,388 $387K
&partners 0.00% Add +18.0% 8,300 $383K
Choreo, LLC 0.01% Add +43.4% 8,268 $382K
Jefferies Financial Group Inc. 0.00% New 7,701 $355K
Integrated Wealth Concepts LLC 0.00% Add +7.6% 7,696 $355K
NorthCrest Asset Manangement, LLC 0.01% Add +31.8% 7,062 $337K
Bessemer Group Inc. 0.00% Reduce -1.0% 7,217 $334K
Shaker Investments LLC 0.13% New 7,089 $327K
ARGA Investment Management, LP 0.01% No change 6,798 $314K
Weiss Asset Management LP 0.01% New 6,757 $312K
New Age Alpha Advisors, LLC 0.01% Reduce -2.1% 6,554 $302K
Concurrent Investment Advisors, LLC 0.01% New 6,491 $300K
Deutsche Bank AG 0.00% Add +7.3% 6,464 $298K
Savant Capital, LLC 0.00% Add +14.7% 6,453 $298K
BNP Paribas Financial Markets 0.00% Add +12.9% 6,364 $294K
Krilogy Financial LLC 0.01% New 7,656 $292K
Gsa Capital Partners LLP 0.02% New 6,337 $292K
Aigen Investment Management, LP 0.05% No change 6,314 $291K
Kaufman Rossin Wealth, LLC 0.16% Reduce -1.2% 6,255 $289K
Parcion Private Wealth LLC 0.02% Reduce -5.0% 6,110 $282K
Sivia Capital Partners, LLC 0.08% Reduce -7.9% 5,786 $267K
Oppenheimer Asset Management Inc. 0.00% Add +36.6% 5,706 $263K
Orion Porfolio Solutions, LLC 0.00% Add +7.5% 5,679 $262K
Requisite Capital Management, LLC 0.04% New 5,672 $262K
Empowered Funds, LLC 0.00% Add +2.1% 5,655 $261K
Xponance LLC 0.00% Reduce -2.7% 5,219 $241K
Kera Capital Partners, Inc. 0.04% Reduce -6.4% 5,157 $238K
Personal Cfo Solutions, LLC 0.04% Add +1.4% 5,143 $237K
Graham Capital Management, L.P. 0.01% New 5,003 $231K
NJ State Employees Deferred Compensation Plan 0.03% No change 5,000 $231K
NorthCoast Asset Management LLC 0.00% Reduce -35.8% 4,974 $230K
Pictet Asset Management Holding SA 0.00% No change 4,970 $229K
PNC Financial Services Group, Inc. 0.00% Add +207.0% 4,888 $226K
Caxton Associates LLP 0.01% Reduce -49.9% 4,816 $222K
State of Wyoming 0.02% Add +5343.7% 4,736 $219K
Truist Financial Corp. 0.00% New 4,721 $218K
Sterling Capital Management LLC 0.00% Reduce -6.3% 4,647 $214K
Libra Wealth LLC 0.06% No change 4,584 $212K
Public Employees Retirement Association of Colorado 0.00% No change 4,555 $210K
Vinva Investment Management Ltd 0.00% Reduce -45.3% 2,837 $206K
Claret Asset Management Corp 0.02% Reduce -1.4% 4,435 $205K
Syon Capital LLC 0.01% Reduce -31.9% 4,400 $203K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.5% 4,146 $191K
Federated Hermes, Inc. 0.00% Reduce -6.9% 3,997 $184K
US Bancorp \de 0.00% No change 3,823 $176K
Walleye Trading LLC 0.00% New 3,426 $158K
Securian Asset Management, Inc. 0.00% Reduce -4.0% 3,351 $155K
Wells Fargo & Company 0.00% Add +20.6% 2,828 $131K
GAMMA Investing LLC 0.01% Reduce -23.6% 2,712 $125K
Tower Research Capital LLC (TRC) 0.00% Add +80.8% 2,612 $121K
Osaic Holdings, Inc. 0.00% Add +10.8% 2,461 $119K
Versant Capital Management, Inc 0.02% Reduce -42.9% 2,501 $115K
Blue Trust, Inc. 0.00% Reduce -25.6% 2,411 $111K
Abich Financial Wealth Management LLC 0.04% — 2,367 $109K
Rockefeller Capital Management L.P. 0.00% New 1,861 $86K
Clearstead Advisors, LLC 0.00% Add +26.4% 1,650 $76K
Shell Asset Management Co. 0.01% Reduce -58.9% 1,506 $70K
Johnson Financial Group, Inc. 0.00% New 1,505 $69K
Fifth Third Bancorp 0.00% Reduce -0.5% 1,445 $67K
Parkside Financial Bank & Trust 0.01% Reduce -22.2% 1,415 $65K
KBC Group NV 0.00% No change 1,392 $64K
STRS Ohio 0.00% Reduce -94.7% 1,069 $49K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.4% 1,058 $49K
True Wealth Design, LLC 0.01% Reduce -11.0% 1,035 $48K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $46K
DekaBank Deutsche Girozentrale 0.00% No change 943 $44K
Elevation Wealth Partners, LLC 0.02% No change 946 $44K
Quadrant Capital Group LLC 0.00% New 932 $43K
Allworth Financial LP 0.00% Add +90.7% 856 $40K
Group One Trading LLC 0.00% New 840 $39K
Walleye Capital LLC 0.00% New 823 $38K
Rothschild Investment LLC 0.00% Add +14980.0% 754 $35K
UMB Bank, n.a. 0.00% Add +3.2% 717 $33K
Larson Financial Group LLC 0.00% Add +224.9% 692 $32K
IFP Advisors, Inc 0.00% Reduce -10.3% 628 $29K
Principal Securities, Inc. 0.00% Add +156.6% 626 $29K
Quent Capital, LLC 0.00% New 624 $29K
Huntington National Bank 0.00% Add +6011.1% 550 $25K
Hantz Financial Services, Inc. 0.00% Add +256.0% 502 $23K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -1.4% 492 $23K
Binnacle Investments Inc 0.01% Add +20.3% 486 $22K
Foster Dykema Cabot & Partners, LLC 0.00% New 428 $20K
WealthCollab, LLC 0.01% Reduce -7.6% 425 $20K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 402 $19K
Salem Investment Counselors Inc. 0.00% No change 357 $16K
Centerpoint Advisors, LLC 0.01% Reduce -0.6% 347 $16K
First Horizon Corp. 0.00% — 319 $15K
Smartleaf Asset Management LLC 0.00% Add +290.8% 297 $14K
Cornerstone Planning Group LLC 0.00% New 313 $13K
Wealthspire Advisors, LLC 0.00% New 274 $13K
LRI Investments, LLC 0.00% No change 270 $12K
Advisory Services Network, LLC 0.00% New 244 $11K
Bartlett & Co. Wealth Management LLC 0.00% No change 227 $10K
Wilmington Savings Fund Society, FSB 0.00% Add +10.6% 220 $10K
Manchester Capital Management LLC 0.00% No change 200 $9K
Valley National Advisers Inc. 0.00% No change 202 $9K
Steward Partners Investment Advisory, LLC 0.00% Add +0.5% 193 $9K
Independence Bank of Kentucky 0.00% No change 190 $9K
Parallel Advisors, LLC 0.00% Reduce -2.2% 177 $8K
WPG Advisers, LLC 0.01% Add +2.9% 175 $8K
Bell Investment Advisors, Inc 0.00% Reduce -11.3% 172 $8K
CIBC Private Wealth Group LLC 0.00% No change 160 $7K
Strengthening Families & Communities, LLC 0.00% No change 126 $6K
Jones Financial Companies LLLP 0.00% Reduce -36.1% 101 $5K
AllSquare Wealth Management LLC 0.00% No change 100 $5K
Danske Bank A/S 0.00% Reduce -53.7% 100 $5K
Canada Pension Plan Investment Board 0.00% New 100 $5K
Brown Brothers Harriman & Co. 0.00% New 96 $4K
Sunbelt Securities, Inc. 0.00% Add +84.0% 92 $4K
Natixis 0.00% Reduce -99.8% 86 $4K
MCF Advisors LLC 0.00% No change 85 $4K
Transamerica Financial Advisors, LLC 0.00% New 84 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 80 $4K
Root Financial Partners, LLC 0.00% New 79 $4K
Global Retirement Partners, LLC 0.00% No change 77 $4K
Kilter Group LLC 0.00% Reduce -3.9% 75 $3K
Hemington Wealth Management 0.00% Add +61.9% 68 $3K
Capital Advisors, Ltd. LLC 0.00% No change 67 $3K
Assetmark, Inc. 0.00% Add +29.2% 62 $3K
MAI Capital Management 0.00% Reduce -55.1% 61 $3K
Private Wealth Management Group, LLC 0.00% No change 60 $3K
AlphaCore Capital LLC 0.00% Add +222.2% 58 $3K
TD Private Client Wealth LLC 0.00% Reduce -26.3% 56 $3K
Colonial Trust Co / SC 0.00% New 56 $3K
Farther Finance Advisors, LLC 0.00% Add +77.4% 55 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 52 $2K
Glen Eagle Advisors, LLC 0.00% No change 48 $2K
SouthState Bank Corp 0.00% Reduce -62.5% 45 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -90.4% 44 $2K
Smithfield Trust Co 0.00% No change 55 $2K
Solstein Capital, LLC 0.00% No change 38 $2K
Farmers & Merchants Investments Inc. 0.00% No change 38 $2K
Dogwood Wealth Management LLC 0.00% New 36 $2K
SBI Securities Co., Ltd. 0.00% Add +52.4% 32 $1K
NewEdge Advisors, LLC 0.00% Reduce -13.9% 31 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 28 $1K
MV Capital Management, Inc. 0.00% Add +180.0% 28 $1K
Cullen/Frost Bankers, Inc. 0.00% New 27 $1K
Quest 10 Wealth Builders, Inc. 0.00% New 26 $1K
Picton Mahoney Asset Management 0.00% No change 17 $1K
CX Institutional 0.00% No change 28 $1K
Bruce G. Allen Investments, LLC 0.00% No change 19 $877
Signaturefd, LLC 0.00% Reduce -72.5% 14 $646
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 12 $554
CVA Family Office, LLC 0.00% No change 11 $508
Rialto Wealth Management, LLC 0.00% New 11 $508
Mather Group, Llc. 0.00% New 10 $462
Activest Wealth Management 0.00% No change 8 $369
Cromwell Holdings LLC 0.00% Add +133.3% 7 $324
JFS Wealth Advisors, LLC 0.00% New 7 $324
Fortitude Family Office, LLC 0.00% New 6 $277
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $277
Stone House Investment Management, LLC 0.00% New 5 $231
Bear Mountain Capital, Inc. 0.00% New 3 $140
SJS Investment Consulting Inc. 0.00% New 3 $139
New Millennium Group LLC 0.00% New 3 $138
Private Wealth Asset Management, LLC 0.00% No change 3 $138
Rise Advisors, LLC 0.00% No change 3 $126
DiNuzzo Private Wealth, Inc. 0.00% New 2 $106
Avion Wealth 0.00% No change 11 $0
Cloud Capital Management, LLC 0.00% New 4 $0

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