Laird Norton Wetherby Wealth Management’s Concentrix CNXC Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$536K	Buy	11,612 +580	+5%	+$30.9K	0.02%	560
2025 Q2	$583K	Buy	+11,032	New	+$583K	0.03%	513
2024 Q4	$460K	Buy	10,621 +3	+0%	+$133	0.02%	559
2024 Q3	$544K	Hold	10,618	–	–	0.02%	530
2024 Q2	$672K	Sell	10,618 -206	-2%	-$12.4K	0.03%	462
2024 Q1	$717K	Sell	10,824 -10,839	-50%	-$880K	0.03%	446
2023 Q4	$2.13M	Buy	21,663 +7,602	+54%	+$662K	0.11%	190
2023 Q3	$1.13M	Buy	14,061 +531	+4%	+$41.7K	0.06%	308
2023 Q2	$1.09M	Buy	13,530 +14	+0.1%	+$1.31K	0.06%	319
2023 Q1	$1.64M	Sell	13,516 -2	-0%	-$272	0.1%	226
2022 Q4	$1.8M	Buy	13,518 +2	+0%	+$243	0.12%	193
2022 Q3	$1.51M	Hold	13,516	–	–	0.11%	197
2022 Q2	$1.83M	Hold	13,516	–	–	0.13%	165
2022 Q1	$2.25M	Hold	13,516	–	–	0.13%	147
2021 Q4	$2.41M	Hold	13,516	–	–	0.14%	138
2021 Q3	$2.39M	Hold	13,516	–	–	0.15%	126
2021 Q2	$2.17M	Buy	+13,516	New	+$2.08M	0.13%	144
2021 Q1	–	Sell	-22,917	Closed	-$2.26M	–	801
2020 Q4	$2.26M	Buy	+22,917	New	+$2.29M	0.15%	127

Other funds holding CNXC

GBL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management's CNXC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Concentrix (CNXC) stake by 5.3% in Q3 2025, buying an estimated $30.9K and bringing the position to 11,612 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #560.

Laird Norton Wetherby Wealth Management first reported a position in CNXC in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.41M in Q4 2021. 347 funds tracked by Wall St. Rank hold CNXC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 11,612 shares of Concentrix worth $536K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 580 Concentrix shares in Q3 2025, an estimated $30.9K.
Concentrix made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #560 holding.
Laird Norton Wetherby Wealth Management first reported a position in Concentrix in Q4 2020 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's Concentrix position peaked at $2.41M in Q4 2021.
347 funds tracked by Wall St. Rank held Concentrix as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.