ConcentrixCNXC

13F holders, Q1 2026 (March 31)
304holders −33
49new positions
81sold out
5famous investors
$27.38avg. 13F price*

At the end of Q1 2026, 304 institutions reported holding Concentrix Corp. (CNXC) in their 13F filings, down 33 from Q4 2025. 49 opened new positions and 81 sold out. The largest holders were Groupe Bruxelles Lambert ($240.0M), AQR Capital Management ($132.2M) and FMR LLC ($115.5M). 5 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$62.9M
Exits81$123.6M

All 13F filers, Q4 2025 → Q1 2026: 13,854,881 shares bought and 5,411,928 shares sold, net +8,442,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 304 holders

Groupe Bruxelles Lambert 100.00% No change 8,773,667 $240.0M
AQR Capital Management 0.06% Add +63.8% 4,831,868 $132.2M
FMR LLC 0.01% Add +50.4% 4,223,282 $115.5M
BlackRock, Inc. 0.00% Add +6.2% 4,062,197 $111.1M
Dimensional Fund Advisors LP 0.02% Add +18.5% 2,951,378 $80.7M
Pzena Investment Management LLC 0.26% Add +0.6% 2,943,212 $80.5M
FIL Ltd 0.05% Reduce -2.3% 2,432,880 $66.6M
Vanguard Portfolio Management LLC 0.00% — 2,371,102 $64.9M
UBS Group AG 0.01% Add +520.3% 2,287,862 $62.6M
Vanguard Capital Management LLC 0.00% — 2,193,284 $60.0M
1832 Asset Management L.P. 0.08% Reduce -5.5% 2,148,332 $58.8M
Fuller & Thaler Asset Management, Inc. 0.18% Reduce -3.3% 1,947,399 $53.3M
Kopernik Global Investors, LLC 3.11% New 1,627,306 $44.5M
State Street Corp. 0.00% Add +0.2% 1,494,107 $40.9M
Citadel Advisors 0.02% Add +1093.4% 1,226,979 $33.6M
Lyrical Asset Management LP 0.50% Add +0.3% 1,194,757 $32.7M
Copeland Capital Management, LLC 0.66% Reduce -0.9% 1,079,589 $29.5M
Quantinno Capital Management LP 0.05% Add +171.4% 1,076,413 $29.5M
Prudential Financial Inc. 0.03% Add +6.3% 996,533 $27.3M
Geode Capital Management, LLC 0.00% Add +4.0% 915,035 $25.0M
Morgan Stanley 0.00% Reduce -17.6% 904,364 $24.7M
First Trust Advisors LP 0.02% Add +11.1% 895,118 $24.5M
Capital Management Corp. 3.59% Add +50.2% 768,712 $21.0M
Bank of New York Mellon Corp 0.00% Add +6.1% 753,086 $20.6M
Bank of America Corp. 0.00% Add +146.1% 697,191 $19.1M
Jupiter Asset Management Ltd. 0.09% Add +38.0% 643,108 $17.6M
Boston Partners 0.02% Reduce -5.2% 538,458 $14.7M
Invesco Ltd. 0.00% Add +6.1% 507,996 $13.9M
Charles Schwab Investment Management Inc. 0.00% Add +12.4% 481,161 $13.2M
Northern Trust Corp. 0.00% Reduce -0.3% 469,886 $12.9M
Sei Investments Co. 0.01% Add +49.7% 431,229 $11.8M
Man Group plc 0.02% Add +180.6% 408,010 $11.2M
Goldman Sachs Group Inc. 0.00% Add +39.5% 378,378 $10.4M
Bridgeway Capital Management, LLC 0.21% Add +8.6% 373,860 $10.2M
Pacer Advisors, Inc. 0.03% Add +2107.6% 355,400 $9.7M
Millennium Management 0.01% Add +348.5% 346,967 $9.5M
Thompson Investment Management, Inc. 1.12% Add +45.5% 314,586 $8.6M
Empowered Funds, LLC 0.05% Add +21.6% 306,784 $8.4M
Vanguard Fiduciary Trust Co. 0.00% — 278,373 $7.6M
Ieq Capital, LLC 0.03% Add +43.8% 267,837 $7.3M
LSV Asset Management 0.02% Add +2.8% 264,351 $7.2M
Susquehanna International Group, LLP 0.01% Add +34.5% 252,941 $6.9M
Edgestream Partners, L.P. 0.22% New 244,154 $6.7M
Envestnet Asset Management Inc. 0.00% Add +13.9% 236,047 $6.5M
Victory Capital Management Inc. 0.00% Add +20.1% 233,458 $6.4M
Squarepoint Ops LLC 0.01% Add +174.8% 202,343 $5.5M
Stifel Financial Corp. 0.01% Add +30.8% 200,177 $5.5M
JPMorgan Chase & Co. 0.00% Add +3.3% 202,203 $5.4M
Cerity Partners LLC 0.01% Add +47.6% 179,341 $4.9M
Alliancebernstein L.P. 0.00% Reduce -34.3% 97,914 $4.1M
Hussman Strategic Advisors, Inc. 0.87% Add +75.0% 147,000 $4.0M
D. E. Shaw & Co. 0.00% Reduce -69.9% 144,144 $3.9M
Bragg Financial Advisors, Inc 0.12% Add +0.0% 137,229 $3.8M
Round Hill Asset Management 2.43% Add +55.0% 135,501 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.9% 126,536 $3.5M
Citigroup Inc. 0.00% Add +65.0% 117,358 $3.2M
Rhumbline Advisers 0.00% Add +2.3% 115,888 $3.2M
Russell Investments Group, Ltd. 0.00% Add +153.3% 104,081 $2.8M
Raymond James Financial Inc. 0.00% Reduce -15.8% 101,471 $2.8M
Mariner, LLC 0.00% Add +112.5% 101,174 $2.8M
Principal Financial Group Inc. 0.00% Add +3.0% 97,895 $2.7M
Kestrel Investment Management Corp. 1.60% Reduce -0.7% 97,750 $2.7M
Legal & General Group Plc 0.00% Reduce -10.8% 89,126 $2.4M
Franklin Resources Inc. 0.00% Reduce -62.2% 84,237 $2.3M
Cwm, LLC 0.01% Add +120.4% 82,584 $2.3M
Dark Forest Capital Management LP 0.20% Add +192.4% 80,745 $2.2M
Nordea Investment Management AB 0.00% Reduce -4.3% 79,278 $2.2M
State of Alaska, Department of Revenue 0.02% No change 76,955 $2.1M
Swedbank AB 0.00% No change 76,300 $2.1M
Swiss National Bank 0.00% No change 73,185 $2.0M
Paradigm Capital Management Inc. 0.07% Reduce -23.2% 66,342 $1.8M
Nuveen, LLC 0.00% Reduce -71.4% 66,325 $1.8M
Leuthold Group, LLC 0.19% Add +7.4% 66,034 $1.8M
Nierenberg Investment Management Company, LLC 0.88% No change 64,480 $1.8M
HSBC Holdings PLC 0.00% Add +4.0% 61,504 $1.7M
Numerai GP LLC 0.17% New 61,003 $1.7M
LPL Financial LLC 0.00% Reduce -9.1% 55,103 $1.5M
Marshall Wace, LLP 0.00% Reduce -86.3% 53,994 $1.5M
Retirement Systems of Alabama 0.00% Add +1.1% 53,615 $1.5M
Neuberger Berman Group LLC 0.00% Add +18.3% 53,593 $1.5M
Focus Partners Wealth 0.00% Add +132.3% 53,283 $1.5M
Mercer Global Advisors Inc. 0.00% Add +247.1% 53,060 $1.5M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -72.5% 50,743 $1.4M
Wellington Management Group LLP 0.00% Add +35.5% 50,653 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +8330.3% 47,631 $1.3M
California State Teachers Retirement System 0.00% Add +22.8% 44,560 $1.2M
New York State Teachers Retirement System 0.00% Reduce -11.0% 44,132 $1.2M
Royal Bank of Canada 0.00% Add +6.5% 43,643 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 43,425 $1.2M
Jefferies Financial Group Inc. 0.01% Add +522.0% 42,999 $1.2M
Ameriprise Financial Inc. 0.00% Add +5.3% 42,297 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -32.4% 41,633 $1.1M
Vinva Investment Management Ltd 0.01% Add +501.1% 28,544 $1.1M
GMO 0.00% Reduce -1.9% 39,532 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +10.1% 39,337 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.3% 39,148 $1.1M
Summit Trail Advisors, LLC 0.01% Add +177.5% 37,165 $1.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -4.7% 35,841 $981K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -28.0% 34,451 $943K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 34,406 $941K
Fifth Third Bancorp 0.00% Add +6620.3% 34,139 $934K
Pinnacle Holdings, LLC 0.33% New 33,380 $913K
Creative Planning 0.00% Add +234.5% 32,284 $883K
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.3% 31,762 $869K
Oak Thistle LLC 0.08% New 31,059 $850K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.0% 30,258 $828K
Jane Street Group, LLC 0.00% Reduce -23.9% 29,753 $814K
American Century Companies Inc. 0.00% Add +24.3% 29,652 $811K
Hudson Bay Capital Management LP 0.01% New 29,054 $795K
Thrivent Financial for Lutherans 0.00% Add +191.1% 28,976 $793K
Corient Private Wealth LP 0.00% Add +315.6% 28,845 $763K
Caprock Group, LLC 0.02% Add +188.2% 27,813 $761K
Tower Research Capital LLC (TRC) 0.02% Add +1505.0% 26,868 $735K
Advisors Preferred, LLC 0.11% New 26,504 $725K
Brevan Howard Capital Management LP 0.01% Reduce -50.6% 26,352 $721K
Voya Investment Management LLC 0.00% Add +14.9% 24,994 $684K
Harbor Capital Advisors, Inc. 0.05% Reduce -5.2% 23,545 $644K
Amundi 0.00% Add +74.3% 22,865 $626K
AlphaGrep UK Ltd 0.18% New 22,051 $603K
MetLife Investment Management, LLC 0.00% Reduce -0.4% 21,512 $589K
Loomis Sayles & Co. L P 0.00% Reduce -95.8% 21,124 $578K
Jain Global LLC 0.01% Add +258.5% 20,987 $574K
Amalgamated Bank 0.00% Reduce -2.6% 20,078 $549K
Inspire Investing, LLC 0.03% Add +67.2% 18,813 $515K
Police & Firemen's Retirement System of New Jersey 0.00% No change 18,748 $513K
FORA Capital, LLC 0.04% New 18,721 $512K
Treasurer of the State of North Carolina 0.00% Add +1.1% 18,714 $512K
Captrust Financial Advisors 0.00% Add +64.6% 18,632 $510K
Tocqueville Asset Management L.P. 0.01% Reduce -2.2% 18,600 $509K
State of Tennessee, Department of Treasury 0.00% No change 18,503 $506K
KLP Kapitalforvaltning As 0.00% No change 18,400 $503K
Vanguard Global Advisers, LLC 0.00% — 18,140 $496K
New York State Common Retirement Fund 0.00% No change 17,688 $484K
Indivisible Partners 0.04% Add +92.9% 17,253 $472K
Advyzon Investment Management, LLC 0.04% Add +110.0% 17,241 $472K
Janus Henderson Group PLC 0.00% No change 16,774 $459K
Mutual of America Capital Management LLC 0.01% Reduce -8.9% 16,759 $459K
Holocene Advisors, LP 0.00% New 15,363 $420K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,599 $399K
Yousif Capital Management, LLC 0.00% Reduce -3.6% 14,580 $399K
Barclays PLC 0.00% Reduce -58.9% 14,362 $393K
ExodusPoint Capital Management, LP 0.00% New 14,176 $388K
Vest Financial, LLC 0.00% Add +77.2% 14,034 $384K
SG Americas Securities, LLC 0.00% Reduce -23.4% 13,765 $377K
Tweedy, Browne Co LLC 0.03% Reduce -2.5% 13,623 $373K
SummitTX Capital, L.P. 0.01% Reduce -70.8% 13,373 $366K
Vestcor Inc 0.01% No change 13,226 $362K
O'shaughnessy Asset Management, LLC 0.00% Add +17.0% 12,865 $352K
Public Employees Retirement System of Ohio 0.00% Reduce -4.3% 12,724 $348K
Louisiana State Employees Retirement System 0.01% Add +4.1% 12,700 $347K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.3% 12,624 $345K
Cetera Investment Advisers 0.00% Reduce -17.5% 12,548 $343K
Massachusetts Financial Services Co. 0.00% Add +101.2% 12,194 $334K
Militia Capital Management LLC 0.07% — 12,100 $331K
JBF Capital, Inc. 0.05% New 12,000 $328K
Sivia Capital Partners, LLC 0.06% New 11,845 $324K
Calamos Wealth Management LLC 0.01% New 11,829 $324K
Calamos Advisors LLC 0.00% New 11,829 $324K
Kera Capital Partners, Inc. 0.04% New 11,752 $322K
Centiva Capital, LP 0.01% New 11,661 $319K
Brighton Jones LLC 0.01% New 11,644 $319K
SummerHaven Investment Management, LLC 0.19% Reduce -22.5% 11,095 $304K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.9% 10,958 $300K
Nisa Investment Advisors, LLC 0.00% Add +2.4% 10,758 $294K
Handelsbanken Fonder AB 0.00% No change 10,600 $290K
State of Michigan Retirement System 0.00% No change 10,491 $287K
Syon Capital LLC 0.01% Add +110.8% 10,358 $283K
Schonfeld Strategic Advisors LLC 0.00% New 10,263 $281K
Arizona State Retirement System 0.00% Reduce -0.8% 10,260 $281K
Inscription Capital, LLC 0.03% New 10,006 $274K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -0.9% 9,797 $268K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -1.8% 9,753 $267K
Merit Financial Group, LLC 0.00% Reduce -21.4% 9,301 $254K
Guggenheim Capital LLC 0.00% Add +3.8% 9,268 $254K
&partners 0.00% Add +21.4% 9,265 $253K
Brooklyn Investment Group 0.01% New 9,024 $247K
Oregon Public Employees Retirement Fund 0.00% No change 8,869 $243K
Childress Capital Advisors, LLC 0.04% New 8,809 $241K
New Mexico Educational Retirement Board 0.01% No change 8,702 $238K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 8,566 $234K
Vanguard Investments Australia, Ltd. 0.00% — 8,428 $231K
Certuity, LLC 0.02% New 8,424 $230K
Ameritas Investment Partners, Inc. 0.01% No change 8,101 $222K
Baker Avenue Asset Management, LP 0.01% New 7,980 $218K
Choreo, LLC 0.00% Add +23.9% 7,956 $218K
Worldquant Millennium Advisors LLC 0.00% New 7,836 $214K
BNP Paribas Financial Markets 0.00% Add +2.1% 7,693 $210K
Chicago Partners Investment Group LLC 0.00% Add +1.6% 7,194 $208K
State of Wyoming 0.02% Add +48.5% 7,469 $204K
Integrated Wealth Concepts LLC 0.00% New 7,411 $203K
Total Wealth Planning & Management, Inc. 0.16% Add +5.7% 7,400 $202K
Versant Capital Management, Inc 0.02% Add +463.0% 7,296 $200K
Deutsche Bank AG 0.00% Add +6.9% 7,232 $198K
Bessemer Group Inc. 0.00% Add +1.7% 6,987 $191K
Bayforest Capital Ltd 0.20% New 6,474 $177K
New Age Alpha Advisors, LLC 0.01% Reduce -2.4% 6,080 $166K
Rockefeller Capital Management L.P. 0.00% Add +1102.6% 5,027 $138K
PNC Financial Services Group, Inc. 0.00% Add +6.3% 4,597 $126K
Public Employees Retirement Association of Colorado 0.00% No change 4,555 $125K
Federated Hermes, Inc. 0.00% Add +8.1% 3,840 $105K
GAMMA Investing LLC 0.00% Add +285.4% 3,734 $102K
MAI Capital Management 0.00% Add +5685.3% 3,529 $97K
EverSource Wealth Advisors, LLC 0.00% Add +126.5% 3,509 $96K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 3,456 $95K
Securian Asset Management, Inc. 0.00% No change 3,151 $86K
Rothschild Investment LLC 0.00% Add +164.7% 3,033 $83K
Wells Fargo & Company 0.00% Reduce -16.5% 3,005 $82K
Ensign Peak Advisors, Inc 0.00% No change 2,737 $75K
Arax Advisory Partners 0.00% Add +56.6% 2,479 $67K
Nomura Asset Management Co. Ltd. 0.00% Add +132.0% 2,320 $63K
Hantz Financial Services, Inc. 0.00% Add +10.8% 1,913 $52K
Allworth Financial LP 0.00% Add +261.0% 1,794 $49K
Farther Finance Advisors, LLC 0.00% Add +26.4% 1,614 $43K
Webster Bank, N. A. 0.00% New 1,500 $41K
Sterling Capital Management LLC 0.00% Reduce -43.9% 1,467 $40K
Parkside Financial Bank & Trust 0.00% Add +5.7% 1,400 $38K
KBC Group NV 0.00% No change 1,392 $38K
Blue Trust, Inc. 0.00% Reduce -26.8% 1,339 $37K
Wealth Enhancement Trust Services, Inc. 0.00% Add +18.5% 1,283 $35K
Northwestern Mutual Wealth Management Co. 0.00% Add +15.1% 1,215 $33K
Essential Partners LLC 0.01% Reduce -79.0% 1,124 $31K
Quarry LP 0.01% Add +280.3% 1,103 $30K
STRS Ohio 0.00% Reduce -1.1% 1,046 $29K
Mirae Asset Global Investments Co., Ltd. 0.00% New 938 $26K
Larson Financial Group LLC 0.00% Add +980.7% 897 $25K
Osaic Holdings, Inc. 0.00% Reduce -26.5% 860 $24K
Jones Financial Companies LLLP 0.00% Add +793.7% 849 $22K
US Bancorp \de 0.00% Reduce -28.6% 776 $21K
Elevation Wealth Partners, LLC 0.01% Reduce -12.1% 666 $18K
IFP Advisors, Inc 0.00% Reduce -29.7% 523 $14K
True Wealth Design, LLC 0.00% Add +30.0% 511 $14K
Advisory Services Network, LLC 0.00% New 470 $13K
Wealth Preservation Advisors, LLC 0.01% New 469 $13K
Covestor Ltd 0.01% Reduce -96.5% 393 $11K
Freestone Grove Partners LP 0.00% Reduce -98.8% 402 $11K
Assetmark, Inc. 0.00% Add +14.1% 397 $11K
SJS Investment Consulting Inc. 0.00% Add +59.0% 396 $11K
Salem Investment Counselors Inc. 0.00% New 357 $10K
Centerpoint Advisors, LLC 0.00% No change 347 $9K
Cornerstone Planning Group LLC 0.00% Add +1.9% 319 $8K
Atlas Capital Advisors Inc. 0.00% Reduce -24.0% 275 $8K
LRI Investments, LLC 0.00% No change 270 $7K
Quantbot Technologies LP 0.00% Reduce -99.0% 260 $7K
Quent Capital, LLC 0.00% Reduce -22.9% 252 $7K
UMB Bank, n.a. 0.00% Reduce -13.6% 217 $6K
Activest Wealth Management 0.00% Reduce -11.2% 214 $6K
First Horizon Corp. 0.00% Reduce -16.6% 206 $6K
Wilmington Savings Fund Society, FSB 0.00% Reduce -3.8% 201 $5K
Manchester Capital Management LLC 0.00% No change 200 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 227 $5K
Valley National Advisers Inc. 0.00% No change 202 $5K
Ancora Advisors LLC 0.00% Reduce -54.2% 164 $4K
Los Angeles Capital Management LLC 0.00% No change 159 $4K
WPG Advisers, LLC 0.00% Add +0.7% 147 $4K
Parallel Advisors, LLC 0.00% Add +75.0% 140 $4K
Basecamp Wealth Advisors LLC 0.00% Add +158.8% 132 $4K
WealthCollab, LLC 0.00% Reduce -6.5% 129 $4K
Steward Partners Investment Advisory, LLC 0.00% Reduce -29.3% 111 $3K
TopTier Wealth Management, LLC 0.00% New 110 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +585.7% 96 $3K
Sunbelt Securities, Inc. 0.00% Add +62.8% 83 $2K
Ares Financial Consulting, LLC 0.00% New 83 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 80 $2K
Summit Securities Group LLC 0.00% New 77 $2K
Smithfield Trust Co 0.00% No change 55 $2K
MCF Advisors LLC 0.00% Reduce -28.2% 61 $2K
TD Private Client Wealth LLC 0.00% No change 56 $2K
JPL Wealth Management, LLC 0.00% New 48 $1K
Glen Eagle Advisors, LLC 0.00% No change 48 $1K
Kilter Group LLC 0.00% Add +4100.0% 42 $1K
Bruce G. Allen Investments, LLC 0.00% Add +185.7% 40 $1K
Root Financial Partners, LLC 0.00% Reduce -69.5% 40 $1K
Farmers & Merchants Investments Inc. 0.00% No change 38 $1K
CX Institutional 0.00% Reduce -33.3% 28 $1K
NewEdge Advisors, LLC 0.00% No change 31 $848
Godfrey Financial Associates, Inc. 0.00% No change 28 $766
MassMutual Private Wealth & Trust, FSB 0.00% Add +733.3% 25 $684
Whipplewood Advisors, LLC 0.00% New 24 $657
Stone House Investment Management, LLC 0.00% Add +250.0% 21 $575
MidFirst Bank 0.00% No change 21 $575
Dunhill Financial, LLC 0.00% Add +1900.0% 20 $557
Smartleaf Asset Management LLC 0.00% Reduce -68.8% 19 $507
Financial Consulate, Inc. 0.00% New 18 $493
Picton Mahoney Asset Management 0.00% Reduce -99.9% 17 $465
Highline Wealth Partners LLC 0.00% New 16 $438
Ascentis Independent Advisors 0.00% New 15 $414
Clearstead Advisors, LLC 0.00% Reduce -98.7% 15 $411
Huntington National Bank 0.00% Add +1400.0% 15 $410
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 12 $329
Olistico Wealth, LLC 0.00% No change 12 $328
JFS Wealth Advisors, LLC 0.00% Reduce -58.3% 10 $274
Bell Investment Advisors, Inc 0.00% Reduce -82.1% 10 $274
Walsh & Associates, LLC 0.00% New 8 $219
Brown, Lisle/Cummings, Inc. 0.00% New 6 $164
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 4 $110
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 4 $110
Cromwell Holdings LLC 0.00% No change 4 $109
SBI Securities Co., Ltd. 0.00% Reduce -90.6% 3 $82
Hughes Financial Services, LLC 0.00% New 3 $82
MV Capital Management, Inc. 0.00% New 2 $55
CVA Family Office, LLC 0.00% New 2 $55
Keating Financial Advisory Services, Inc. 0.00% Reduce -87.5% 2 $55
Transamerica Financial Advisors, LLC 0.00% Reduce -99.6% 2 $54
Raffa Wealth Management, LLC 0.00% New 1 $27

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