Pathstone Holdings
CCC

Pathstone Holdings’s CCC Intelligent Solutions CCC Stock Holding History

Pathstone Holdings’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
2026
Q2 		$237K Sell
45,865
-56,221
-55% -$278K ﹤0.01% 2165
2026
Q1 		$613K Buy
102,086
+20,274
+25% +$133K ﹤0.01% 1653
2025
Q4 		$650K Sell
81,812
-57,322
-41% -$466K ﹤0.01% 1633
2025
Q3 		$1.27M Buy
139,134
+6,301
+5% +$60.9K ﹤0.01% 1277
2025
Q2 		$1.25M Buy
132,833
+69,126
+109% +$618K ﹤0.01% 1276
2025
Q1 		$575K Sell
63,707
-21,158
-25% -$220K ﹤0.01% 1651
2024
Q4 		$996K Buy
84,865
+36,257
+75% +$420K ﹤0.01% 1373
2024
Q3 		$537K Sell
48,608
-4,116
-8% -$44.4K ﹤0.01% 1692
2024
Q2 		$586K Buy
52,724
+2,792
+6% +$31.8K ﹤0.01% 1605
2024
Q1 		$597K Buy
49,932
+35,850
+255% +$409K ﹤0.01% 1593
2023
Q4 		$160K Buy
+14,082
New +$164K ﹤0.01% 2092

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pathstone Holdings's CCC Position: Q2 2026 in Review

Pathstone Holdings reduced its CCC Intelligent Solutions (CCC) stake by 55% in Q2 2026, selling an estimated $278K and leaving 45,865 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Pathstone Holdings first reported a position in CCC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2025. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Pathstone Holdings held 45,865 shares of CCC Intelligent Solutions worth $237K as of Q2 2026.
  • Pathstone Holdings sold 56,221 CCC Intelligent Solutions shares in Q2 2026, an estimated $278K.
  • CCC Intelligent Solutions made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2165 holding.
  • Pathstone Holdings first reported a position in CCC Intelligent Solutions in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's CCC Intelligent Solutions position peaked at $1.27M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.