Concurrent Investment Advisors’s Concentrix CNXC Stock Holding History

Concurrent Investment Advisors’s Portfolio CNXC Stock Details CNXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,993	Closed	-$623K	–	1956
2025 Q4	$623K	Buy	14,993 +8,502	+131%	+$345K	0.01%	1049
2025 Q3	$300K	Buy	+6,491	New	+$346K	0.01%	1154

Other funds holding CNXC

GBL

Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Concurrent Investment Advisors's CNXC Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Concentrix (CNXC) in Q1 2026, closing a stake of 14,993 shares — an estimated $623K sold.

Concurrent Investment Advisors first reported a position in CNXC in Q3 2025 and held it in 2 quarters. The position peaked at $623K in Q4 2025. 301 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

Concurrent Investment Advisors reported no remaining Concentrix position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 14,993 Concentrix shares in Q1 2026, an estimated $623K.
Concurrent Investment Advisors first reported a position in Concentrix in Q3 2025 and held it in 2 quarters.
Concurrent Investment Advisors's Concentrix position peaked at $623K in Q4 2025.
301 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.