CM WEALTH ADVISORS LLC

Position in CCC — CCC Intelligent Solutions Holdings Inc.

CIK 1764581 BEACHWOOD, OH

Position in CCC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$101,136

+$13,710 QoQ

Shares Held

19,600

+34.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#228

of 350 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. CCC ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	109,424	$1,789,082
2	NOW	ServiceNow, Inc.	3,308	$328,418
3	INTU	Intuit Inc.	1,141	$297,801
4	SHOP	Shopify Inc.	2,474	$282,481
5	ASUR	Asure Software Inc	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc. This page	19,600	$101,136

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,136	19,600	+34.5%	Shares	Sole	2026-08-10
2026-03-31	$87,426	14,571	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.