CNXC Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for CNXC. 3 published articles.
Insider Activity
Over the past 90 days, CNXC insiders engaged in limited open-market activity, with two purchases and one sale resulting in net insider selling of $133.4M. The dominant transaction was a $133.5M sale by Groupe Bruxelles Lambert, a 10 percent owner, on 2026-05-01, which substantially outweighed smaller purchases by Chief Financial Officer Valentine Andre S ($69.9K on 2026-04-09) and President and CEO Caldwell Christopher A ($27.0K on 2026-03-30). The insider sentiment score of 0/100 reflects the net selling posture. The stock declined 12.5% over the three-month period, while institutional 13F holdings showed mixed trends.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 1, 2026 | Groupe Bruxelles Lambert10 percent owner | Sell | 6,000,000 | $22.25 |
| Apr 9, 2026 | Valentine Andre Sofficer: Chief Financial Officer | Buy | 2,500 | $27.95 |
| Mar 30, 2026 | Caldwell Christopher Adirector, officer: President and CEO | Buy | 1,000 | $26.97 |
| Mar 27, 2026 | Council LaVerne Hdirector | Grant | 7,701 | — |
| Mar 27, 2026 | OGUT BILGEdirector | Grant | 7,701 | — |
| Mar 27, 2026 | Marinello Kathryn Vdirector | Grant | 7,701 | — |
| Mar 27, 2026 | Cheng Chih-Kaidirector | Grant | 7,701 | — |
| Mar 27, 2026 | Hayley Kathryndirector | Grant | 7,701 | — |
| Mar 27, 2026 | POLK DENNISdirector | Grant | 7,701 | — |
| Mar 27, 2026 | Deason Jenniferdirector | Grant | 7,701 | — |
| Mar 27, 2026 | VEZINA ANN Fdirector | Grant | 7,701 | — |
| Feb 3, 2026 | Twomey Cormac Jofficer: EVP, Global Ops & Delivery | Tax | 1,439 | $37.35 |
| Feb 3, 2026 | Fogarty Janeofficer: EVP, Legal | Tax | 563 | $37.35 |
| Feb 3, 2026 | Gibson Craigofficer: EVP, Global Sales, Acct Mgmt | Tax | 799 | $37.35 |
| Feb 3, 2026 | Valentine Andre Sofficer: Chief Financial Officer | Tax | 864 | $37.35 |
Source: CNXC SEC Form 4 filings, latest May 1, 2026. For informational purposes only — not investment advice.
Research
AI Agents vs. Human Contact Centers: Mapping the Winners and Losers Across a $500B Market
AI agents are restructuring the $500B contact center market, creating clear winners (cloud platform vendors like NICE, Five9, and Salesforce) and losers (BPO operators like Concentrix and TTEC whose human-labor model is under structural assault). NICE leads on profitability and AI product maturity at an undemanding valuation; TTEC and Concentrix face secular headcount displacement with limited credible AI pivots.
NICEFIVNCRMCan Contact Center BPOs Pivot to AI Services Before Volume Erosion Becomes Structural?
AI agents are automating the routine interactions that have supported BPO headcount models for decades, with Salesforce AgentForce and NICE Enlighten now deployed at enterprise scale. Among legacy BPOs, Concentrix and TTEC show acute financial distress from volume erosion and leverage, while TaskUs offers the most credible pivot into AI services — trading at just 7x forward earnings despite 19% revenue growth. NICE remains the highest-conviction CCaaS infrastructure play as contact centers modernize.
TTECTASKNICEHow Fast Is AI Agent Adoption Eroding BPO Contract Volumes at Concentrix and TTEC?
AI agent adoption is creating measurable, differentiated damage across the BPO and contact center software sector. Concentrix and TTEC have each taken multiple goodwill impairments signaling permanent franchise devaluation, LivePerson's revenue is collapsing 23% annually as its conversational AI middleware is displaced by native platform integrations, while TaskUs is the structural outlier — growing 19% TTM by pivoting to AI training services that benefit from the same AI wave threatening its peers.
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