Envestnet Portfolio Solutions, Inc.

Position in CCC — CCC Intelligent Solutions Holdings Inc.

CIK 1998033 BERWYN, PA

Position in CCC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$53,607

-$112,191 QoQ

Shares Held

10,389

-62.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#273

of 350 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. CCC ranks #34 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,607	10,389	-62.4%	Shares	Sole	2026-07-20
2026-03-31	$165,798	27,633	-37.7%	Shares	Sole	2026-04-29
2025-12-31	$352,518	44,342	+12.5%	Shares	Sole	2026-02-06
2025-09-30	$359,116	39,420	-20.4%	Shares	Sole	2025-10-30
2025-06-30	$465,973	49,519	+1.5%	Shares	Sole	2025-07-25
2025-03-31	$440,627	48,796	-32.8%	Shares	Sole	2025-04-21
2024-12-31	$851,914	72,627	+122.5%	Shares	Sole	2025-02-10
2024-09-30	$360,683	32,641	+2.6%	Shares	Sole	2024-10-31
2024-06-30	$353,397	31,809	-0.9%	Shares	Sole	2024-07-16
2024-03-31	$383,700	32,082	+5.3%	Shares	Sole	2024-05-06
2023-12-31	$346,973	30,463	+183.5%	Shares	Sole	2024-02-07
2023-09-30	$143,459	10,746	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.