Concentrix (CNXC)Lyrical Asset Management LP added to its stake +192K shares

1.39M

Shares reported · +192K vs prior quarter

0.39%

Disclosed portfolio weight

$31.1M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 29, 2026Company filing · Form 8-K · ResultsReported its results
2. Jul 8, 2026InsiderCEO purchased ~$21K of CNXC shares in the open market
3. Jul 23, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 23, 2026, the Board of Directors (the “Board”) of Concentrix Corporation (the “Company”) adopted an Amended and Restated Executive Severance Plan (the “Amended Plan”) to amend and replace the Company’s Change of Control Severance Plan.”

What came next

1. Sep 15, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 15, 2026, Concentrix Corporation (the “Company”) and Cormac Twomey, the Company’s Executive Vice President, Customer Success, agreed that Mr. Twomey will step down from his role with the Company, effective December 31, 2026.”
2. Sep 29, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Concentrix

For Concentrix, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CNXC page.

How this filing works

• SEC Form 13F

Other disclosures at Concentrix

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRAug 4, 2026
• SEC Form 4Jul 9, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its CNXC page.