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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return