Root Financial Partners
CCC icon

Root Financial Partners’s CCC Intelligent Solutions CCC Stock Holding History

Root Financial Partners’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
Q3 		$4.36K Buy
+654
New +$4.3K ﹤0.01% 2276
2026
Q2 		– Sell
-4,858
Closed -$29.1K – 878
2026
Q1 		$29.1K Buy
4,858
+4,644
+2,170% +$30.4K ﹤0.01% 1133
2025
Q4 		$1.7K Sell
214
-356
-62% -$2.9K ﹤0.01% 2012
2025
Q3 		$5.19K Buy
+570
New +$5.51K ﹤0.01% 1710

Other funds holding CCC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $4.42B AUM 17.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in CCC Intelligent Solutions (CCC) in Q3 2026: 654 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #2276 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCC as recently as Q1 2026.

Root Financial Partners first reported a position in CCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.1K in Q1 2026. 292 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Root Financial Partners held 654 shares of CCC Intelligent Solutions worth $4.36K as of Q3 2026.
  • CCC Intelligent Solutions was a new Root Financial Partners position in Q3 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2276 holding.
  • Root Financial Partners first reported a position in CCC Intelligent Solutions in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's CCC Intelligent Solutions position peaked at $29.1K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.