Corient Private Wealth LLC

Position in CCC — CCC Intelligent Solutions Holdings Inc.

CIK 1948780 MIAMI, FL

Position in CCC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$308,568

-$422,988 QoQ

Shares Held

59,800

-51.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#175

of 350 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 59% Shared 11% None 31%

Technology · as of Jun 30, 2026

Corient Private Wealth LLC holds $840,123,084 across 75 Software - Application names. CCC ranks #58 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	3,448,627	$119,278,433
2	UBER	Uber Technologies, Inc	1,346,774	$97,183,211
3	ADP	Automatic Data Processing Inc	398,039	$89,140,834
4	ROP	Roper Technologies Inc	1,525,470	$80,952,642
5	PAYX	Paychex Inc	748,039	$73,554,674
6	CRM	Salesforce, Inc.	1,108,019	$49,049,704
7	ADBE	Adobe Inc.	426,631	$46,665,904
8	INTU	Intuit Inc.	8,592,697	$40,545,574

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,568	59,800	-51.0%	Shares	Sole	2026-08-17
2026-03-31	$731,556	121,926	+209.5%	Shares	Sole	2026-05-15
2025-12-31	$313,182	39,394	-50.1%	Shares	Sole	2026-03-09
2025-09-30	$718,624	78,883	+10.2%	Shares	Sole	2025-11-14
2025-06-30	$673,323	71,554	-39.3%	Shares	Sole	2025-09-26
2025-03-31	$1,064,122	117,843	-17.1%	Shares	Sole	2025-05-14
2024-12-31	$1,668,099	142,208	+130.3%	Shares	Sole	2025-02-10
2024-09-30	$682,326	61,749	+24.7%	Shares	Sole	2024-11-12
2024-06-30	$550,044	49,509	+16.0%	Shares	Sole	2024-08-13
2024-03-31	$510,357	42,672	-1.2%	Shares	Sole	2024-05-09
2023-12-31	$491,808	43,179	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.