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Concentrix Corporation CNXC

Concentrix Corporation designs, builds, and runs integrated customer experience (CX) solutions worldwide. It provides CX process optimization, technology innovation and design engineering, front- and back-office automation, analytics, and business transformation services to clients in various industry verticals comprising technology and consumer electronics; retail, travel, and e-commerce; communications and media; banking, financial services, and insurance; and healthcare.

Company profile

Business mix

  • It provides CX process optimization, technology innovation and design engineering, front- and back-office automation, analytics.
  • The company also offers customer lifecycle management; CX and user experience strategy and design; data analytics, enterprise intelligence, artificial intelligence readiness, and actionable insights; digital operations.
  • In addition, it provides digital transformation services that designs and engineer CX solutions to enable efficient customer self-service and build customer loyalty.
  • Further, the company offers self-service GenAI and agentic AI assistants for applications in data analysis, language translations, and internal chatbots.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 0.5% $32.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $16.4M Estimated from net added shares
Reduction amount $1.6M Estimated from net reduced shares
Net share change / base shares +23.4% +293,038 / 1,254,707
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -6.5% 13F value change -$7.8M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 8.9% 13F value change -$3.1M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -6.8% 13F value change -$9.4M
13F 2026-03-31 Filed 2026-05-11
Minor increase Shares 0.3% 13F value change -$16.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,254,707 Last 4 periods -59,950 (-4.8%) Total shares 1,194,757 Value $32.7M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$18.5M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.2% 13F value change -$1.3M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.9% 13F value change -$1.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +338,130 (New) Total shares 338,130 Value $15.6M
Tweedy, Browne Company 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$1.2M
13F 2025-06-30 Filed 2025-07-29
Major reduction Shares -32.6% 13F value change -$441,598
Settlement As of 13F 2025-06-30 · Filed 2025-07-29
Base shares 0 Last 4 periods +14,858 (New) Total shares 14,858 Value $785,320

Recent mentions

No public mentions.