Concurrent Investment Advisors, LLC CRNC — CERENCE INC

Ownership history in Concurrent Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported CERENCE INC (CRNC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows CRNC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in CERENCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRNC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRNC stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held CRNC — position size vs. price
% of Fund (quarterly)    CRNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 94,770 +37,911 +66.7% 0.01% $598K 2026-04-21 $8.71
2025 Q4 REDUCED 43.6% -41.0% ✅ 56,859 -44,000 -43.6% 0.01% $608K 2026-01-29 $11.76
2025 Q3 ADDED — — — 100,859 +81,775 +428.5% 0.02% $1.3M 2025-10-27 $11.39
2025 Q2 REDUCED 82.0% +17.9% ❌ 19,084 -87,000 -82.0% 0.00% $195K 2025-07-25 $9.21
2025 Q1 INITIATED — — — 106,084 — — 0.02% $838K 2025-04-29 $9.33

🏢 Other funds also holding CRNC

As of 2026 Q2 — sorted by position size

Curated Wealth Partners LLC 3Y 0.0% True Wealth Design, LLC 3Y 0.0% Y-Intercept (Hong Kong) Ltd 3Y 0.0% Wealthcare Advisory Partners LLC 3Y 7Y 0.0% Community Financial Services Group, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Noble Wealth Management PBC 0.0% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0%

FAQ About Concurrent Investment Advisors, LLC and CRNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning CRNC?

Concurrent Investment Advisors, LLC reported CRNC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CRNC position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for CRNC was 0.02% in 2025 Q3.

What is the latest reported CRNC position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 94,770 shares, equal to 0.01% of portfolio, with an estimated market value of $598K.

What does the chart on this CRNC ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly CRNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their CRNC position?

Based on 13F filing dates vs. subsequent CRNC price moves, Concurrent Investment Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CRNC relative to SPY over the holding period was -27.9%.

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