OPS
CCC

Orion Portfolio Solutions’s CCC Intelligent Solutions CCC Stock Holding History

Orion Portfolio Solutions’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.6M Buy
177,651
+7,856
+5% +$81.6K 0.02% 822
2024
Q4 		$1.99M Buy
169,795
+4,429
+3% +$51.3K 0.02% 699
2024
Q3 		$1.83M Sell
165,366
-10,806
-6% -$117K 0.02% 736
2024
Q2 		$1.96M Sell
176,172
-13,885
-7% -$158K 0.02% 651
2024
Q1 		$2.27M Buy
190,057
+40,969
+27% +$467K 0.02% 606
2023
Q4 		$1.63M Buy
149,088
+38,786
+35% +$453K 0.02% 732
2023
Q3 		$1.47M Buy
110,302
+98,955
+872% +$1.09M 0.02% 744
2023
Q2 		$127K Buy
11,347
+1,161
+11% +$11.4K ﹤0.01% 1588
2023
Q1 		$91.4K Buy
+10,186
New +$90.6K ﹤0.01% 1530

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Orion Portfolio Solutions's CCC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its CCC Intelligent Solutions (CCC) stake by 4.6% in Q1 2025, buying an estimated $81.6K and bringing the position to 177,651 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #822.

Orion Portfolio Solutions first reported a position in CCC in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.27M in Q1 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Orion Portfolio Solutions held 177,651 shares of CCC Intelligent Solutions worth $1.6M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,856 CCC Intelligent Solutions shares in Q1 2025, an estimated $81.6K.
  • CCC Intelligent Solutions made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #822 holding.
  • Orion Portfolio Solutions first reported a position in CCC Intelligent Solutions in Q1 2023 and has held it in 9 quarters since.
  • Orion Portfolio Solutions's CCC Intelligent Solutions position peaked at $2.27M in Q1 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.