CCC in the 13F filings
CCC Intelligent Solutions HL · CUSIP 12510Q100
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 10 May 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 33,564,279
- combined, among listed positions
- Reported value
- $382m
- combined, at the quarter end
Among the 93 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CCC in Q4 2023
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dragoneer Investment Group LLC | 12,095,793 | $138m | 2.99% | Trimmed | -1,157,431 | 14 Feb 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 11,612,314 | $132m | 0.08% | Added | +2,969,450 | 14 Feb 2024 (the filing on sec.gov) |
| Capital World Investors | 3,695,000 | $42m | under 0.1% | Held | 0 | 13 Feb 2024 (the filing on sec.gov) |
| Artisan Partners LP | 2,782,805 | $32m | under 0.1% | Added | +1,506,381 | 12 Feb 2024 (the filing on sec.gov) |
| Capital Research Global Investors | 2,655,050 | $30m | under 0.1% | Trimmed | -1,419,842 | 13 Feb 2024 (the filing on sec.gov) |
| Polen Capital Management LLC | 577,430 | $6.6m | under 0.1% | Trimmed | -154,253 | 10 May 2024 (the filing on sec.gov) |
| Quantbot Technologies LP | 145,887 | $1.7m | 0.10% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 11,612,314 shares now+2,969,450
- Artisan Partners LPexisting position · 2,782,805 shares now+1,506,381
- Quantbot Technologies LPnew position · 145,887 shares now+145,887
Reductions
- Capital Research Global Investorsexisting position · 2,655,050 shares now-1,419,842
- Dragoneer Investment Group LLCexisting position · 12,095,793 shares now-1,157,431
- Polen Capital Management LLCexisting position · 577,430 shares now-154,253
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 1 | $35m | n.a. | n.a. |
| Q3 2021 | 8 | $595m | n.a. | n.a. |
| Q4 2021 | 5 | $705m | n.a. | n.a. |
| Q1 2022 | 6 | $635m | n.a. | n.a. |
| Q2 2022 | 6 | $724m | n.a. | n.a. |
| Q3 2022 | 5 | $357m | n.a. | n.a. |
| Q4 2022 | 5 | $293m | n.a. | n.a. |
| Q1 2023 | 5 | $298m | n.a. | n.a. |
| Q2 2023 | 6 | $376m | n.a. | n.a. |
| Q3 2023 | 8 | $444m | n.a. | n.a. |
| Q4 2023 | 7 | $382m | 3 | 3 |
| Q1 2024 | 8 | $513m | 4 | 2 |
| Q2 2024 | 11 | $801m | 10 | 1 |
| Q3 2024 | 7 | $766m | 4 | 5 |
| Q4 2024 | 8 | $794m | 2 | 3 |
| Q1 2025 | 8 | $604m | 4 | 5 |
| Q2 2025 | 10 | $938m | 6 | 5 |
| Q3 2025 | 8 | $897m | 5 | 3 |
| Q4 2025 | 7 | $741m | 11 | 15 |
| Q1 2026 | 5 | $552m | 15 | 10 |
| Q2 2026 | 7 | $536m | 15 | 8 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CCC and GOOGL →CCC and AMZN →CCC and MSFT →Choose a stock to compare with CCC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CCC, latest filings →Back to the 13F Explorer →