BAKER TILLY WEALTH MANAGEMENT, LLC
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 1840565
MADISON, WI
Position in CCC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$88,914
-$55,068 QoQ
Shares Held
14,819
-18.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in CCC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,914 | 14,819 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $143,982 | 18,111 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $163,069 | 17,900 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $132,878 | 14,121 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $128,695 | 14,252 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $168,747 | 14,386 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $149,152 | 13,498 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||