Public record / Tickers / CCC

CCC — CCC Intelligent Solutions Holdings Inc.†

Both disclosure regimes on one name: who in Congress filed about CCC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming CCC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-13
filed 2021-07-13
13F holders
327
top-327 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Suzan K. DelBene · $15.0K–$50.0K

SELL · traded 2016-02-26 → filed 2016-03-11. Ranked over every CCC row by the provable lower bound, never a point estimate.

No member disclosed CCC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated CCC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CCC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CCC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-07-13Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-21 +22d$1K–$15K
2021-06-14Susie Lee D–NV-3BUY JT (jointly owned)Traded 05-26 +19d$1K–$15K
2020-12-08Susie Lee D–NV-3BUY JT (jointly owned)Traded 11-11 +27d$1K–$15K
2020-07-10Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-04 +36d$1K–$15K
2016-03-11Suzan K. DelBene D–WA-1SELL JT (jointly owned)Traded 02-26 +14d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in CCC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CCC in the trailing 12 months.

Congress ↔ notable managers · CCC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $30.7M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CCC INTELLIGENT SOLUTIONS HL

Merged timeline of congressional filings and notable-manager moves on CCC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+3,036,210 sh
2026-05-15Bridgewater Associates 13FEXIT−434,661 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CCC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1PRINCIPAL FINANCIAL GROUP INC$227M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$212M1
3AKRE CAPITAL MANAGEMENT LLC$189M1
4BlackRock, Inc.$179M1
5WASATCH ADVISORS LP$169M1
6VANGUARD CAPITAL MANAGEMENT LLC$156M1
7EDMOND DE ROTHSCHILD HOLDING S.A.$112M1
8MORGAN STANLEY$101M1
9BROWN ADVISORY INC$97.2M1
10BANK OF AMERICA CORP /DE/$84.0M1
11STATE STREET CORP$67.4M1
12DIMENSIONAL FUND ADVISORS LP$66.3M1
13AQR CAPITAL MANAGEMENT LLC$64.8M1
14Alfreton Capital LLP$64.7M1
15Clarkston Capital Partners, LLC$57.5M1
16Dragoneer Investment Group, LLC$55.2M1
17LONDON CO OF VIRGINIA$52.4M1
18BARCLAYS PLC$43.1M1
19UBS Group AG$41.5M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$40.8M1
21Conestoga Capital Advisors, LLC$31.4M1
22Gotham Asset Management, LLC$30.7M1
23DEUTSCHE BANK AG\$27.9M1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$26.8M1
25CITADEL ADVISORS LLC$23.3M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.0M1
27CI INVESTMENTS INC.$22.9M1
28PALISADE CAPITAL MANAGEMENT, LP$22.0M1
29VANGUARD FIDUCIARY TRUST CO$21.8M1
30NORTHERN TRUST CORP$20.2M1
31MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$19.1M1
32SCHRODER INVESTMENT MANAGEMENT GROUP$18.7M1
33SEI INVESTMENTS CO$18.6M1
34CIBC Bancorp USA Inc.$18.0M1
35HSBC HOLDINGS PLC$17.7M1
36ENVESTNET ASSET MANAGEMENT INC$17.4M1
37Mariner, LLC$16.5M1
38ROYAL BANK OF CANADA$14.8M1
39Pennant Investors, LP$14.5M1
40JANE STREET GROUP, LLC$12.7M1
41SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$11.5M1
42FIRST TRUST ADVISORS LP$10.4M1
43CANADA PENSION PLAN INVESTMENT BOARD$9.2M1
44RAYMOND JAMES FINANCIAL INC$8.1M1
45Quantinno Capital Management LP$8.1M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.0M1
47Nuveen, LLC$7.8M1
48Allspring Global Investments Holdings, LLC$7.8M1
49WELLS FARGO & COMPANY/MN$7.7M1
50Amundi$7.6M1
51Invesco Ltd.$7.1M1
52ICONIQ Capital, LLC$7.0M1
53Swiss National Bank$6.5M1
54BALYASNY ASSET MANAGEMENT L.P.$6.3M1
55NOMURA HOLDINGS INC$5.2M1
56WCM INVESTMENT MANAGEMENT, LLC$5.0M1
57CITIGROUP INC$4.8M1
58Squarepoint Ops LLC$4.6M1
59Roubaix Capital, LLC$4.5M1
60FIFTH THIRD BANCORP$4.4M1
61Granite Investment Partners, LLC$4.3M1
62MUFG Securities EMEA plc$4.0M1
632Xideas AG$3.6M1
64OPPENHEIMER ASSET MANAGEMENT INC.$3.5M1
65Vanguard Global Advisers, LLC$3.5M1
66HighTower Advisors, LLC$3.3M1
67Holocene Advisors, LP$3.1M1
68VANGUARD ASSET MANAGEMENT, Ltd$3.0M1
69XTX Topco Ltd$3.0M1
70Magnetar Financial LLC$2.9M1
71THORNBURG INVESTMENT MANAGEMENT INC$2.7M1
72Legal & General Group Plc$2.7M1
73State of New Jersey Common Pension Fund D$2.6M1
74JOHNSON INVESTMENT COUNSEL INC$2.5M1
75Schonfeld Strategic Advisors LLC$2.3M1
76HOMESTEAD ADVISERS CORP$2.2M1
77MML INVESTORS SERVICES, LLC$2.2M1
78COMMONWEALTH EQUITY SERVICES, LLC$2.2M1
79Summit Trail Advisors, LLC$2.1M1
80STIFEL FINANCIAL CORP$2.0M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.9M1
82Creative Planning$1.9M1
83B. Metzler seel. Sohn & Co. AG$1.9M1
84CWM, LLC$1.8M1
85BLAIR WILLIAM & CO/IL$1.7M1
86Janus Henderson Group Ltd.$1.6M1
87TOCQUEVILLE ASSET MANAGEMENT L.P.$1.5M1
88ALLIANCEBERNSTEIN L.P.$1.4M1
89Cerity Partners LLC$1.4M1
90Aquatic Capital Management LLC$1.4M1
91Focus Partners Wealth$1.3M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
93MERCER GLOBAL ADVISORS INC /ADV$1.1M1
94WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
95LPL Financial LLC$991K1
96Arizona State Retirement System$912K1
97Vanguard Investments Australia, Ltd.$870K1
98Universal- Beteiligungs- und Servicegesellschaft mbH$860K1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$853K1
100OP Asset Management Ltd$816K1
101FRANKLIN RESOURCES INC$734K1
102Corient Private Wealth LLC$658K1
103NewEdge Advisors, LLC$656K1
104Pathstone Holdings, LLC$613K1
105FMR LLC$596K1
106Third View Private Wealth, LLC$572K1
107Resona Asset Management Co.,Ltd.$540K1
108BANK OF NOVA SCOTIA$529K1
109Callan Family Office, LLC$507K1
110Pictet Asset Management Holding SA$503K1
111CenterBook Partners LP$487K1
112AXQ CAPITAL, LP$482K1
113Atria Investments, Inc$472K1
114DELPHI FINANCIAL GROUP, INC.$459K1
115M&T BANK CORP$458K1
116Blackstone Inc.$440K1
117Chicago Partners Investment Group LLC$417K1
118Arax Advisory Partners$393K1
119VICTORY CAPITAL MANAGEMENT INC$391K1
120IEQ CAPITAL, LLC$384K1
121AVENIR CORP$366K1
122Lakeshore Financial Planning, Inc.$351K1
123STATE OF WISCONSIN INVESTMENT BOARD$350K1
124Vident Advisory, LLC$335K1
125Numerai GP LLC$334K1
126PRINCIPAL SECURITIES, INC.$317K1
127Merit Financial Group, LLC$311K1
128ExodusPoint Capital Management, LP$308K1
129Cetera Investment Advisers$284K1
130XPONANCE LLC$278K1
131Tower Research Capital LLC (TRC)$266K1
132VOYA INVESTMENT MANAGEMENT LLC$264K1
133LAZARD ASSET MANAGEMENT LLC$260K1
134&PARTNERS$257K1
135Centiva Capital, LP$251K1
136TRUIST FINANCIAL CORP$250K1
137Ensign Peak Advisors, Inc$242K1
138Krilogy Financial LLC$215K1
139Vanguard Personalized Indexing Management, LLC$209K1
140MCMORGAN & CO LLC$204K1
141Gilbert & Cook, Inc.$200K1
142Voleon Capital Management LP$197K1
143State of Wyoming$194K1
144WADDELL & ASSOCIATES, LLC$193K1
145Utah Retirement Systems$192K1
146ELEVATION POINT WEALTH PARTNERS, LLC$192K1
147HB Wealth Management, LLC$192K1
148Swiss Life Asset Management Ltd$190K1
149Jefferies Financial Group Inc.$182K1
1509823 Capital, L.P.$177K1
151Sanctuary Advisors, LLC$173K1
152Sequoia Financial Advisors, LLC$172K1
153Mutual Advisors, LLC$170K1
154QUADRANT CAPITAL GROUP LLC$167K1
155Envestnet Portfolio Solutions, Inc.$166K1
156Maryland State Retirement & Pension System$162K1
157MILLENNIUM MANAGEMENT LLC$160K1
158Cache Advisors, LLC$157K1
159Frec Markets, Inc.$155K1
160WEALTH ALLIANCE, LLC$153K1
161PRUDENTIAL FINANCIAL INC$151K1
162Focus Partners Advisor Solutions, LLC$151K1
163MIRABELLA FINANCIAL SERVICES LLP$145K1
164Central Pacific Bank - Trust Division$140K1
165Atlantic Union Bankshares Corp$139K1
166Empowered Funds, LLC$135K1
167Bull Harbor Capital LLC$135K1
168ASSOCIATED BANC-CORP$134K1
169KEYBANK NATIONAL ASSOCIATION/OH$133K1
170Curated Wealth Partners LLC$131K1
171Rockefeller Capital Management L.P.$130K1
172US BANCORP \DE\$129K1
173BANK OF MONTREAL /CAN/$128K1
174Allworth Financial LP$127K1
175Vise Technologies, Inc.$126K1
176ARQ WEALTH ADVISORS, LLC$125K1
177Orion Porfolio Solutions, LLC$123K1
178Vestmark Advisory Solutions, Inc.$120K1
179Curi Capital, LLC$118K1
180CIBC Asset Management Inc$117K1
181EVOLVE PRIVATE WEALTH, LLC$116K1
182Pallas Capital Advisors LLC$114K1
183Brooklyn Investment Group$113K1
184TWO SIGMA INVESTMENTS, LP$110K1
185Scientech Research LLC$109K1
186Waverly Advisors, LLC$108K1
187Caerus Investment Advisors, LLC$105K1
188Machina Capital S.A.S.$101K1
189NorthCrest Asset Manangement, LLC$100K1
190North Dakota State Investment Board$100K1
191Marks Group Wealth Management, Inc$99.3K1
192Parkside Financial Bank & Trust$96.5K1
193FOX RUN MANAGEMENT, L.L.C.$91.8K1
194MQS Management LLC$90.2K1
195Perbak Capital Partners LLP$90.0K1
196AIGEN INVESTMENT MANAGEMENT, LP$89.9K1
197BAKER TILLY WEALTH MANAGEMENT, LLC$88.9K1
198CM WEALTH ADVISORS LLC$87.4K1
199Meeder Advisory Services, Inc.$87.3K1
200UNITED CAPITAL FINANCIAL ADVISORS, LLC$84.5K1
201QTR Family Wealth, LLC$81.5K1
202DRW Securities, LLC$81.5K1
203SIMPLEX TRADING, LLC$80.9K1
204STEPHENS INC /AR/$78.8K1
205Baker Avenue Asset Management, LP$78.6K1
206Perigon Wealth Management, LLC$76.2K1
207MGO ONE SEVEN LLC$74.4K1
208Commerce Advisors, LLC$73.5K1
209Hardy Reed LLC$73.3K1
210Wick Capital Partners, LLC$71.2K1
211BNP Paribas Asset Management Holding S.A.$71.1K1
212Abound Wealth Management$70.8K1
213MAI Capital Management$70.2K1
214CITIZENS FINANCIAL GROUP INC/RI$64.8K1
215Dynamic Technology Lab Private Ltd$63.3K1
216B. Riley Wealth Advisors, Inc.$62.9K1
217Lighthouse Investment Partners, LLC$62.6K1
218Wedmont Private Capital$62.5K1
219Kera Capital Partners, Inc.$61.6K1
220Parcion Private Wealth LLC$61.2K1
221Cresset Asset Management, LLC$60.6K1
222Essex Financial Services, Inc.$60.5K1
223VestGen Advisors, LLC$58.1K1
224GROUP ONE TRADING LLC$52.7K1
225SITTNER & NELSON, LLC$50.9K1
226SIGNATUREFD, LLC$47.4K1
227Hilltop National Bank$43.7K1
228Pinnacle Wealth Planning Services, Inc.$41.2K1
229Advisors Asset Management, Inc.$39.2K1
230NOMURA ASSET MANAGEMENT CO LTD$34.8K1
231NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.9K1
232Clearstead Advisors, LLC$25.2K1
233ELEVATION WEALTH PARTNERS, LLC$22.6K1
234NATIXIS$21.4K1
235True Wealth Design, LLC$17.4K1
236Mitsubishi UFJ Asset Management Co., Ltd.$16.1K1
237OSAIC HOLDINGS, INC.$15.4K1
238Larson Financial Group LLC$10.2K1
239SJS Investment Consulting Inc.$7.3K1
240Activest Wealth Management$5.1K1
241Smartleaf Asset Management LLC$4.6K1
242SUMMIT SECURITIES GROUP LLC$4.3K1
243JNBA Financial Advisors$3.5K1
244Meramec Financial Planners, LLC$3.5K1
245UMB Bank, n.a.$3.5K1
246Caitong International Asset Management Co., Ltd$2.6K1
247Bell Investment Advisors, Inc$2.2K1
248MV CAPITAL MANAGEMENT, INC.$2.0K1
249Treasurer of the State of North Carolina$1.6K1
250JPL Wealth Management, LLC$1.2K1
251CVA Family Office, LLC$1.2K1
252SHP Wealth Management$1.1K1
253Kilter Group LLC$7681
254PARK AVENUE SECURITIES LLC$6821
255Private Wealth Management Group, LLC$6061
256Steward Partners Investment Advisory, LLC$5101
257Quaker Wealth Management, LLC$4741
258Cassaday & Co Wealth Management LLC$3541
259Owl Creek Wealth Partners LLC$3001
260Transamerica Financial Advisors, LLC$2881
261DecisionPoint Financial, LLC$2221
262SouthState Bank Corp$1801
263Cromwell Holdings LLC$1681
264AMICA MUTUAL INSURANCE CO$1651
265Claret Asset Management Corp$1461
266American Capital Advisory, LLC$1201
267KBC Group NV$1151
268Sunrise Financial Services, LLC$1081
269Blue Trust, Inc.$931
270DiNuzzo Private Wealth, Inc.$421
271JFS WEALTH ADVISORS, LLC$181
272Vermillion Wealth Management, Inc.$61
273Rialto Wealth Management, LLC$61
274VANGUARD GROUP INC— value not disclosed1
275GLENMEDE TRUST CO NA— value not disclosed1
276TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
277JONES FINANCIAL COMPANIES LLLP— value not disclosed1
278CRAMER ROSENTHAL MCGLYNN LLC— value not disclosed1
279COMERICA BANK— value not disclosed1
280WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
281MACKENZIE FINANCIAL CORP— value not disclosed1
282WEXFORD CAPITAL LP— value not disclosed1
283TD ASSET MANAGEMENT INC— value not disclosed1
284MARCO INVESTMENT MANAGEMENT LLC— value not disclosed1
285NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
286EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
287Shannon River Fund Management LLC— value not disclosed1
288ASSETMARK, INC— value not disclosed1
289Bridgewater Associates, LP— value not disclosed1
290NORGES BANK— value not disclosed1
291PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
292CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
293Verition Fund Management LLC— value not disclosed1
294Artisan Partners Limited Partnership— value not disclosed1
295TWO SIGMA ADVISERS, LP— value not disclosed1
296Lombard Odier Asset Management (USA) Corp— value not disclosed1
297PointState Capital LP— value not disclosed1
298Brevan Howard Capital Management LP— value not disclosed1
299Edgestream Partners, L.P.— value not disclosed1
300Bank Julius Baer & Co. Ltd, Zurich— value not disclosed1
301BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
302INVESTMENT HOUSE LLC— value not disclosed1
303Man Group plc— value not disclosed1
304Sunriver Management LLC— value not disclosed1
305Intellectus Partners, LLC— value not disclosed1
306AlphaCore Capital LLC— value not disclosed1
307Bridgefront Capital, LLC— value not disclosed1
308Global Retirement Partners, LLC— value not disclosed1
309Oak Thistle LLC— value not disclosed1
310Sound View Wealth Advisors Group, LLC— value not disclosed1
311Banque Cantonale Vaudoise— value not disclosed1
312CBIZ Investment Advisory Services, LLC— value not disclosed1
313BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
314OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
315Kestra Advisory Services, LLC— value not disclosed1
316HUB Investment Partners, LLC— value not disclosed1
317SEVEN GRAND MANAGERS, LLC— value not disclosed1
318Forum Financial Management, LP— value not disclosed1
319Dunhill Financial, LLC— value not disclosed1
320Quarry LP— value not disclosed1
321Federation des caisses Desjardins du Quebec— value not disclosed1
322Jain Global LLC— value not disclosed1
323SummitTX Capital, L.P.— value not disclosed1
324HFM Investment Advisors, LLC— value not disclosed1
325OPTIMA CAPITAL LLC— value not disclosed1
326VARCOV Co.— value not disclosed1
327Pinnacle Financial Partners, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 273 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CCC

RETAINED WINDOW · ACTIVE HITS

Zero hits on CCC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CCC · financials and macro

Financials — as filed PLANNED

CCC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CCC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing