Corient Private Wealth LLC

Position in CNXC — Concentrix Corp

CIK 1948780 MIAMI, FL

Position in CNXC

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$2,724,380

+$1,935,181 QoQ

Shares Held

121,597

+321.6% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 270 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Technology · as of Jun 30, 2026

Corient Private Wealth LLC holds $317,270,378 across 31 Information Technology Services names. CNXC ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	454,375	$127,774,792
2	ACN	Accenture plc	666,070	$82,885,750
3	BR	Broadridge Financial Solutions, Inc.	451,333	$61,810,053
4	CACI	Caci International Inc /De/	24,281	$11,248,415
5	CDW	CDW Corp	40,277	$5,664,556
6	IT	Gartner Inc	21,373	$2,770,368
7	CNXC	Concentrix Corp This page	121,597	$2,724,380
8	EXLS	ExlService Holdings, Inc.	104,152	$2,693,370

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,724,380	121,597	+321.6%	Shares	Sole	2026-08-27
2026-03-31	$789,199	28,845	+315.6%	Shares	Sole	2026-05-15
2025-12-31	$288,565	6,940	+28.4%	Shares	Sole	2026-03-09
2025-06-30	$285,575	5,403	+40.0%	Shares	Sole	2025-09-26
2024-03-31	$255,476	3,858	-58.5%	Shares	Sole	2024-05-09
2023-12-31	$912,174	9,288	+48.7%	Shares	Sole	2024-02-09
2023-09-30	$500,286	6,245	+4.3%	Shares	Other	2023-11-03
2023-06-30	$483,692	5,990	-22.1%	Shares	Sole	2023-08-10
2023-03-31	$934,354	7,687	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,019,739	7,658	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.