Marks Group Wealth Management, Inc
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 1802473
MINNETONKA, MN
Position in CCC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$99,336
-$21,003 QoQ
Shares Held
16,556
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in CCC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,336 | 16,556 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $120,339 | 15,137 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $137,898 | 15,137 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $117,493 | 12,486 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $112,748 | 12,486 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $146,460 | 12,486 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $137,970 | 12,486 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $118,299 | 10,648 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||