CI
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CX Institutional’s Concentrix CNXC Stock Holding History

CX Institutional’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
Q3 		$1K Hold
28
– – ﹤0.01% 1601
2026
Q2 		$1K Hold
28
– – ﹤0.01% 1510
2026
Q1 		$1K Sell
28
-14
-33% -$497 ﹤0.01% 1491
2025
Q4 		$2K Buy
42
+14
+50% +$568 ﹤0.01% 1359
2025
Q3 		$1K Hold
28
– – ﹤0.01% 1335
2025
Q2 		$1K Hold
28
– – ﹤0.01% 1171
2025
Q1 		$2K Buy
+28
New +$1.34K ﹤0.01% 1132

Other funds holding CNXC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's CNXC Position: Q3 2026 in Review

CX Institutional held its Concentrix (CNXC) position steady in Q3 2026 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

CX Institutional first reported a position in CNXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2K in Q4 2025. 11 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • CX Institutional held 28 shares of Concentrix worth $1K as of Q3 2026.
  • CX Institutional left its Concentrix share count unchanged in Q3 2026.
  • Concentrix made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1601 holding.
  • CX Institutional first reported a position in Concentrix in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Concentrix position peaked at $2K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.