Curated Wealth Partners LLC
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 1781284
EL SEGUNDO, CA
Position in CCC
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$130,794
-$49,463 QoQ
Shares Held
21,799
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,808,769 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,195 | $317,198 | |
| 2 | AZ |
A2z Cust2mate Solutions Corp.
|
49,999 | $290,994 | |
| 3 | MANH |
Manhattan Associates Inc
|
1,863 | $259,422 | |
| 4 | SNOW |
Snowflake Inc.
|
1,006 | $256,026 | |
| 5 | UBER |
Uber Technologies, Inc
|
3,397 | $245,126 | |
| 6 | CRM |
Salesforce, Inc.
|
1,491 | $233,579 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
550 | $206,424 |
All Filings in CCC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,794 | 21,799 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $180,257 | 22,674 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $120,917 | 13,273 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $112,524 | 11,958 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $128,839 | 14,268 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $117,815 | 10,044 | Shares | Other | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||