JNBA Financial Advisors
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 1569118
BLOOMINGTON, MN
Position in CCC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,534
New position
Shares Held
589
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026JNBA Financial Advisors holds $713,236 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,593 | $406,219 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
349 | $130,986 | |
| 3 | ADP |
Automatic Data Processing Inc
|
296 | $66,289 | |
| 4 | SPSC |
Sps Commerce Inc
|
600 | $34,302 | |
| 5 | ADBE |
Adobe Inc.
|
90 | $18,451 | |
| 6 | SHOP |
Shopify Inc.
|
124 | $14,158 | |
| 7 | INTU |
Intuit Inc.
|
51 | $13,311 | |
| 8 | FROG |
JFrog Ltd
|
80 | $7,270 |
All Filings in CCC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,534 | 589 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||