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$CNXC
$31.48 -$0.53 (1.66%) Live

Ownership

13F as of Q2 2026 · 61.1M shares outstanding

Who owns CNXC?

By type of holder
Institutions 100.0% Insiders 0.0% Everyone else 0.0%
Concentration Top 10 holders own 61.2%
Groupe Bruxelles Lambert 4.5% · BlackRock, Inc. 10.9%
Institutional ownership
100.0%
0 pts vs last qtr
Institutional holders
269
-32 vs last qtr
Net shares bought
+45.8K
by institutions in Q2 2026
New / sold out
50 / 82
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • BlackRock, Inc. +2.6M
  • Kopernik Global Investors, LLC +1.5M

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Biggest sellers in Q2 2026
  • Groupe Bruxelles Lambert −6.0M
  • Aqr Capital Management LLC −1.6M

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Who is planning to sell?

Notices of proposed sale, last 12 months
$149M
2 notices from 2 people
Shares covered
6.0M
9.82% of the company
Arranged in advance
0%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$74.6M$149.1MNov 2025: $17.8K under a 10b5-1 planNovDecJanFebMarApr 2026: $149.1M without a planAprMayJunJulAugSepOct
Largest proposed sellers
  • Sapiens S.a r.l. Owner $149M
  • Cormac Twomey Officer 10b5-1 $17.8K
Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025
+22.1%
+3.39% a year
Each share's claim on the business
−18.1%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$515M vs $364M
over 7 fiscal years
Diluted shares, split-adjusted
50.1M57.9M65.7M2019: 51.6M shares'192020: 51.6M shares'202021: 51.9M shares'212022: 51.7M shares'222023: 54.0M shares'232024: 65.1M shares'242025: 63.0M shares'25
Buybacks Stock-based comp
$0$84.4M$168.7M2019 buybacks: $02019 stock comp: $10.4M'192020 buybacks: $02020 stock comp: $15.6M'202021 buybacks: $25.1M2021 stock comp: $36.2M'212022 buybacks: $120.8M2022 stock comp: $47.1M'222023 buybacks: $64.0M2023 stock comp: $62.1M'232024 buybacks: $136.1M2024 stock comp: $96.1M'242025 buybacks: $168.7M2025 stock comp: $96.4M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years65% 3–5 years3% 1–3 years20% Under 1 year12%
Quarterly turnover
21.2%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting CNXC on Form 13F
GB
Groupe Bruxelles Lambert
13D · 4.6%
Shares
2.8M
% of company
4.54%
Change vs last qtr
−6.0M (−68.4%)
Held since
2023
B
BlackRock, Inc.
Shares
6.7M
% of company
10.93%
Change vs last qtr
+2.6M (+64.4%)
Held since
≤2021

28 more super investors behind a free account

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Institutional Funds

Mutual funds and ETFs reporting CNXC on Form N-PORT; together they hold 51.3% of the company
Position value
$58.5M
% of company
4.27%
% of the fund
0.05%
As of
June 30, 2026
IC
Position value
$39.6M
% of company
2.37%
% of the fund
0.04%
As of
March 31, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
IC
Impactive Capital LP
5%+ holder13D · 4.9%
Shares
3.1M
% of company
5.02%
Change vs last qtr
—
Held since
—
IC
Impactive Capital LLC
5%+ holder13D · 4.9%
Shares
3.1M
% of company
5.02%
Change vs last qtr
—
Held since
—

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