WEALTH ALLIANCE, LLC
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 1793904
MELLVILLE, NY
Position in CCC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$153,174
-$61,903 QoQ
Shares Held
25,529
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in CCC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,174 | 25,529 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $215,077 | 23,609 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $225,275 | 23,940 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $142,231 | 15,751 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $184,583 | 15,736 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $176,380 | 15,962 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $174,560 | 15,712 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $193,500 | 16,179 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $168,515 | 14,795 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $160,680 | 12,036 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $123,343 | 11,003 | Shares | Defined | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||