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NASDAQ · Technology

CCC INTELLIGENT SOLUTIONS HL CCC

CCC Intelligent Solutions Holdings Inc. is a leading SaaS platform company focused on the property and casualty (P&C) insurance economy, providing digital solutions for insurance companies, repairers, automakers, parts suppliers, lenders, and more. Its cloud technology connects more than 35,000 enterprises to optimize critical workflows and customer experiences. The company is a leader in the fields of AI, IoT, and workflow management, promoting innovation in the insurance ecosystem. Investment analysis can start from its platform business model, industry moat and multi-industry integration capabilities.

Sources Company annual reports / financials annualreports.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The core of the company is the SaaS platform, which connects insurance, maintenance, automobile manufacturing, parts, finance and other links to provide end-to-end digital solutions.
  • Based on cloud-native architecture, it provides modules such as workflow automation, remote survey, intelligent damage assessment, and parts matching.
  • By connecting 35,000+ enterprises, a data network effect is formed to empower customer experience and improve operational efficiency.

Current key questions

  • Revenue is highly dependent on the P&C insurance industry cycle, and macroeconomic downturns may affect claims frequency and maintenance expenditures.
  • The platform network effect is strong, but continued high R&D investment is needed to maintain the leadership in AI and IoT technologies.
  • Customer concentration risk, the loss of large customers may have an impact on performance.
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 83.36 FCF 9.23% Buyback -0.1%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Akre Capital Management Chuck Akre 3.1% $189.1M 2026-03-31
Dragoneer Investment Group Marc Stad 1.8% $55.2M 2026-03-31
Triple Frond Partners 3.4% $32.5M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $114.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +70.1% +18,999,978 / 27,122,429
Triple Frond Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 16.1% 13F value change +$3.5M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 31.1% 13F value change +$4.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 12.7% 13F value change -$5.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,156,000 Last 3 periods +2,257,036 (+71.5%) Total shares 5,413,036 Value $32.5M
Dragoneer Investment Group Marc Stad 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,196,301 Last 3 periods +0 (0.0%) Total shares 9,196,301 Value $55.2M
Akre Capital Management Chuck Akre 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 10.2% 13F value change +$9.2M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 52.7% 13F value change +$49.2M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 26.9% 13F value change -$8.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 14,770,128 Last 3 periods +16,742,942 (+113.4%) Total shares 31,513,070 Value $189.1M
Duquesne Family Office Stanley Druckenmiller 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$50,523
13F 2025-06-30 Filed 2025-08-15
Major reduction Shares -82.0% 13F value change -$41,038
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$9,485
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
ValueAct Holdings 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$27.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$27.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.