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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Suzan K. DelBene · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-07-13Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 06-21 +22d$1K–$15K
2021-06-14Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 05-26 +19d$1K–$15K
2020-12-08Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 11-11 +27d$1K–$15K
2020-07-10Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 06-04 +36d$1K–$15K
2016-03-11Suzan K. DelBene D–WA-1Sale · JT (jointly owned)Traded 02-26 +14d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
275GLENMEDE TRUST CO NA$01
276TEACHER RETIREMENT SYSTEM OF TEXAS$01
277JONES FINANCIAL COMPANIES LLLP$01
278CRAMER ROSENTHAL MCGLYNN LLC$01
279COMERICA BANK$01
280WELLINGTON MANAGEMENT GROUP LLP$01
281MACKENZIE FINANCIAL CORP$01
282WEXFORD CAPITAL LP$01
283TD ASSET MANAGEMENT INC$01
284MARCO INVESTMENT MANAGEMENT LLC$01
285NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
286EVERGREEN CAPITAL MANAGEMENT LLC$01
287Shannon River Fund Management LLC$01
288ASSETMARK, INC$01
289Bridgewater Associates, LP$01
290NORGES BANK$01
291PRELUDE CAPITAL MANAGEMENT, LLC$01
292CAPSTONE INVESTMENT ADVISORS, LLC$01
293Verition Fund Management LLC$01
294Artisan Partners Limited Partnership$01
295TWO SIGMA ADVISERS, LP$01
296Lombard Odier Asset Management (USA) Corp$01
297PointState Capital LP$01
298Brevan Howard Capital Management LP$01
299Edgestream Partners, L.P.$01
300Bank Julius Baer & Co. Ltd, Zurich$01
301BOOTHBAY FUND MANAGEMENT, LLC$01
302INVESTMENT HOUSE LLC$01
303Man Group plc$01
304Sunriver Management LLC$01
305Intellectus Partners, LLC$01
306AlphaCore Capital LLC$01
307Bridgefront Capital, LLC$01
308Global Retirement Partners, LLC$01
309Oak Thistle LLC$01
310Sound View Wealth Advisors Group, LLC$01
311Banque Cantonale Vaudoise$01
312CBIZ Investment Advisory Services, LLC$01
313BELLEVUE ASSET MANAGEMENT, LLC$01
314OCCUDO QUANTITATIVE STRATEGIES LP$01
315Kestra Advisory Services, LLC$01
316HUB Investment Partners, LLC$01
317SEVEN GRAND MANAGERS, LLC$01
318Forum Financial Management, LP$01
319Dunhill Financial, LLC$01
320Quarry LP$01
321Federation des caisses Desjardins du Quebec$01
322Jain Global LLC$01
323SummitTX Capital, L.P.$01
324HFM Investment Advisors, LLC$01
325OPTIMA CAPITAL LLC$01
326VARCOV Co.$01
327Pinnacle Financial Partners, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 327 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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