CCCS
CCC Intelligent Solutions Holdings Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +7.7% ·
flujo de acciones -0.2% ·
nuevas posiciones netas +7.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +4 | 371.11M | $1.91B | +11 | −7 |
| Q1 2026 | 108 | -3 | 363.71M | $2.19B | +8 | −12 |
| Q4 2025 | 110 | -1 | 379.93M | $3.02B | +1 | −1 |
| Q3 2025 | 17 | 0 | 177.75M | $1.62B | +2 | −3 |
| Q2 2025 | 15 | -2 | 141.41M | $1.33B | +1 | −3 |
| Q1 2025 | 14 | +1 | 41.78M | $377.27M | +4 | −3 |
| Q4 2024 | 13 | -1 | 41.88M | $491.30M | +1 | −2 |
| Q3 2024 | 13 | -2 | 21.46M | $237.14M | — | −2 |
| Q2 2024 | 15 | — | 27.09M | $300.98M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 8.46M | +7.2% | $76.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 8.28M | +13.7% | $74.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 8.28M | +13.7% | $74.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 6.83M | -30.6% | $61.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 6.83M | -30.6% | $61.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Duquesne Family Office ✦ | 5.60M | Nuevo | $50.52M | 1.7% | New | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 4.88M | +14.5% | $44.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.24M | -23.8% | $20.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 2.13M | -6.6% | $19.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.81M | -25.9% | $16.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.81M | -25.9% | $16.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 709.58K | -7.8% | $6.41M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 449.57K | Nuevo | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 297.18K | Nuevo | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 71.41K | -23.6% | $625,918 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 71.41K | -23.6% | $625,918 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 71.41K | -23.6% | $625,918 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 71.41K | -23.6% | $625,918 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 11.95K | -95.1% | $107,927 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 10.90K | Nuevo | $98,427 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Duquesne Family Office | $50.52M | 1.7% |
| Arrowstreet Capital | $4.06M | 0.0% |
| Point72 Asset Management | $2.68M | 0.0% |
| Marshall Wace | $98,427 | 0.0% |
Posición cerrada
| Capital World Investors | $43.34M | era 0.0% |
| Bridgewater Associates | $928,629 | era 0.0% |
| Two Sigma Investments | $710,404 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 368 tenedores, 601.32M acciones, $3.28B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.