Concentrix Corp — reported holders
12 institutional managers with a reported position
This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.
Aggregates
computed from the rows belowManagers reporting
12
Combined reported value
$1M
Top 5 concentration
99.5%
Median position
$2.1K
Largest position
$692.3K
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
12
| Manager | Quarter | Value | Shares | Filed |
|---|---|---|---|---|
| Capstone Capital Management Ltd | 2026Q2 | $692.3K | 30,893 | 2026-07-20 |
| DAVENPORT & Co LLC | 2026Q2 | $242.6K | 10,827 | 2026-07-13 |
| Versant Capital Management, Inc | 2026Q2 | $53K | 2,367 | 2026-07-02 |
| ELEVATION WEALTH PARTNERS, LLC | 2026Q2 | $13.2K | 589 | 2026-07-08 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2026Q2 | $5.1K | 227 | 2026-07-24 |
| MassMutual Private Wealth & Trust, FSB | 2026Q2 | $2.1K | 94 | 2026-07-02 |
| Ares Financial Consulting, LLC | 2026Q2 | $1.9K | 83 | 2026-07-09 |
| Blue Trust, Inc. | 2026Q2 | $1.1K | 48 | 2026-07-21 |
| AMALGAMATED BANK | 2026Q2 | $260 | 11,618 | 2026-07-23 |
| DiNuzzo Private Wealth, Inc. | 2026Q2 | $23 | 1 | 2026-07-10 |
| Activest Wealth Management | 2026Q2 | $22 | 1 | 2026-07-16 |
| CX Institutional | 2026Q2 | $1 | 28 | 2026-07-02 |