CCC CCC Intelligent Solutions Holdings Inc. Common Stock
XNAS
7.63
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $4.08 – $9.44
- YTD
- -3.05%
- IV Rank (30D)
- 0.0
- Straddle Price
- $5.35
- P/C Vol Ratio
- 0.68
- Market Cap
- $4.5B
- Open
- $7.65
- Day Range
- $7.63 – $7.66
- Volume
- 18,248,509
- Prev Close
- $7.64
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 0.93 |
| Cost of Equity (CAPM) | 9.75% (VRP-adj) |
| WACC | 8.99% |
| Volatility Risk Premium | +194.5pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 2.4% |
| Book / Price | 37.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 73.5% |
| FCF Margin (TTM) | 27.7% |
| Debt / Equity | 0.72 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +5.8% (reverse-DCF on current price) |
| SMA 50 | $7.07 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.11 |
| Bollinger Width / SMA20 | 398.1% (drives anchor stability) |
| Net Debt | $1.2B |
| Market Cap | $5B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $1.85 | 27% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $4.35 | 6% | median 62.2× · 8 peers |
| Peer EV/EBITDA | $29.38 | 8% | median 59.4× · 9 peers |
| Peer P/B | $43.30 | 11% | median 15.2× · 10 peers |
| Peer P/S | $25.83 | 11% | median 14.4× · 10 peers |
| Market Anchor (SMA50) | $7.07 | 37% | stability 69% (BB-width) |
| Options Expected (B-L 30d) | $6.53 | 0% | 5 strikes · skew -0.09 |
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNAS
- Market Cap
- $4.5B
- Employees
- 2,185
- List Date
- 2021-08-02
- CIK
- 0001818201
- Next Earnings
- 2026-10-29 (After-Close)
- EPS Forecast
- $0.06 (6 est.)
- Headquarters
- Chicago, IL
- Homepage
- https://www.cccis.com
CCC Intelligent Solutions Holdings Inc is a provider of cloud, mobile, AI, telematics, hyperscale technologies, and applications for the property and casualty insurance economy. The company's SaaS platform connects trading partners, facilitates commerce, and supports mission-critical, AI-enabled digital workflows. It operates in a single segment being Domestic segment, which provides SAAS platform for the P&C insurance economy and derives revenues from providing customers with software subscriptions to the platform in addition to providing professional services and non-software services. The c…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | -3.68% | -3.68% |
| Feb | -- | -22.16% | -22.16% |
| Mar | -- | 7.72% | 7.72% |
| Apr | -- | -12.67% | -12.67% |
| May | -- | -11.15% | -11.15% |
| Jun | -- | 0.39% | 0.39% |
| Jul | -- | 12.57% | 12.57% |
| Aug | -- | 18.41% | 18.41% |
| Sep | -- | -8.01% | -8.01% |
| Oct | 0.00% | 15.33%* | 7.67% |
| Nov | -11.10% | -- | -11.10% |
| Dec | 8.76% | -- | 8.76% |
| Total | -3.31% | -11.03% | -7.17% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary BULLISH (Confidence Level: 7/10)
Key Drivers:
- Strong technical signals, including MACD and RSI indicators
- Positive news sentiment from recent headlines
- Moderately low risk profile, with beta <1.0
Primary Risks:
- Overbought RSI reading (>70)
- High implied volatility (IV) compared to historical levels
Investment Thesis: CCC appears poised for a short-term upward move, driven by technical momentum and positive news sentiment. However, the stock's high implied volatility suggests that market participants are pricing in a larger-than-usual potential move, which may not materialize.
Recent News Sentiment Impact: The overall news sentiment is POSITIVE, with four out of six recent headlines highlighting CCC's successful partnerships, product launches, and contract signings. The negative headline from Conestoga Capital's stock dump has minimal impact on the overall positive narrative.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Neutral
Support/Resistance Levels: The key price levels to watch are:
- Lower Bollinger Band: $5.71
- Middle Bollinger Band: $6.69
- Upper Bollinger Band: $7.68
- 20-day SMA: $6.69
- 50-day SMA: $5.86
Momentum Signals: RSI (14) is overbought (>70), indicating a potential sell signal. MACD is bullish, with a histogram reading of 0.38.
Volume Analysis: On-Balance Volume (OBV) is trending upward, suggesting institutional buying interest.
News & Sentiment Analysis
Recent Headlines Summary: Four out of six recent headlines are positive, highlighting CCC's successful partnerships and product launches. Two headlines have neutral sentiment, reporting on the company's earnings and financial performance.
Sentiment Assessment: The overall news sentiment is POSITIVE (4/6).
Catalyst Identification: Earnings date not available; however, upcoming events like contract signings and product launches may drive stock price movements.
Market Narrative: The positive news narrative aligns with the technical signals, suggesting a potential short-term upward move.
Risk & Volatility Assessment
Beta Interpretation: CCC's beta is 0.81, indicating moderate volatility relative to the broader market.
Volatility Regime: Current volatility levels are higher than historical averages (HV20: 41.3%, HV30: 46.3%), suggesting a high-risk environment.
Options Market Signals: IV Rank: 47.6% (Medium), Current IV: 142.3%, Expected Move: $0.93 (28 DTE)
Downside Protection: Support levels to watch include the Lower Bollinger Band ($5.71) and the 20-day SMA ($6.69).
Market Context & Positioning
Sector Performance: CCC's sector is performing relatively well, with a correlation coefficient of 0.18.
Institutional Activity: Volume patterns suggest institutional buying interest, as OBV trends upward.
Correlation Analysis: The stock has a moderate positive correlation with the broader market (R-squared: 0.50).
Relative Valuation: CCC's relative valuation is neutral within its trading range.
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band: $5.71
- Middle Bollinger Band: $6.69
- Upper Bollinger Band: $7.68
Breakout/Breakdown Levels:
- 20-day SMA: $6.69
- 50-day SMA: $5.86
Time-Sensitive Catalysts: No earnings date available; however, upcoming contract signings and product launches may drive stock price movements.
Risk Management: Stop-loss levels to consider are the Lower Bollinger Band ($5.71) and the 20-day SMA ($6.69). Position sizing considerations include the potential for a $0.93 move by expiration, as priced in by options market.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-02-24 | After-Close | 14.82% | 25.30% | 1.71x | Exceeded |
| 2026-04-30 | After-Close | 11.93% | 0.95% | 0.08x | Within |
| 2026-07-30 | Pre-Market | 26.03% | 0.17% | 0.01x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
CCC Options Activity & IV Rank
CCC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 99th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 245
Period: 252 trading days
Moderate volatility - stock generally follows market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Akre Capital Management Asset manager Chuck Akre | $154.1M | #12 of 19 | -5.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $26.3M | #963 of 3716 | +18991.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $22.8M | #1066 of 6285 | +13.9% | 13F | |
| Duquesne Family Office Family office Stanley Druckenmiller | $6.0M | #77 of 86 | new | 13F | |
| ICONIQ Capital Family office | $6.0M | #29 of 76 | 0.0% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $131K | #2833 of 4729 | +16.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CCC Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $60.37K | 100.00% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
CCC Insider Trading (Form 4)
Latest: 2026-06-15| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-15 | Joshua James Valdez | See Remarks | Mixed | +101,690 | $4.70 | -$272.9K | EDGAR |
| 2026-05-26 | John Arthur Schweitzer | Director | Exer (M) | +11,221 | — | EDGAR | |
| 2026-05-26 | William Ingram | Director | Exer (M) | +31,250 | — | EDGAR | |
| 2026-05-26 | Eileen Schloss | Director | Exer (M) | +31,250 | — | EDGAR | |
| 2026-05-26 | Teri Williams | Director | Exer (M) | +28,410 | — | EDGAR | |
| 2026-05-26 | Neil E. De Crescenzo | Director | Exer (M) | +28,410 | — | EDGAR | |
| 2026-05-26 | Barak Eilam | Director | Exer (M) | +22,013 | — | EDGAR | |
| 2026-04-03 | Timothy A Welsh | See Remarks | Mixed | +57,449 | $6.00 | -$152.0K | EDGAR |
| 2026-03-25 | Rodney Christo | Chief Accounting Officer | Mixed | — | $6.17 | -$51.1K | EDGAR |
| 2026-03-25 | Brian Herb | See Remarks | Mixed | +19,742 | $6.18 | -$97.0K | EDGAR |
| 2026-03-10 | Rodney Christo | Chief Accounting Officer | Mixed | — | $6.17 | -$439.4K | EDGAR |
| 2026-03-10 | Joshua James Valdez | See Remarks | Grant (A) | +519,170 RSU | — | EDGAR | |
| 2026-03-10 | Timothy A Welsh | See Remarks | Grant (A) | +375,400 RSU | — | EDGAR | |
| 2026-03-10 | Brian Herb | See Remarks | Mixed | +191,715 | $6.26 | -$746.4K | EDGAR |
| 2026-03-03 | John Arthur Schweitzer | Director | Grant (A) | +11,221 RSU | — | EDGAR |
CCC Insider Holdings
11 insiders · @ $7.63| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Githesh Ramamurthy | See Remarks | 21,948,593 | $167.58M | $0 | 1 | 2026-02-03 |
| 2 | Brian Herb | See Remarks | 577,471 | $4.41M | $0 | 3 | 2026-03-25 |
| 3 | Timothy A Welsh | See Remarks | 362,641 | $2.77M | $999.9K | 3 | 2026-04-03 |
| 4 | Neil E. De Crescenzo | Director | 241,839 | $1.85M | $0 | 1 | 2026-05-26 |
| 5 | Joshua James Valdez | See Remarks | 159,745 | $1.22M | $0 | 2 | 2026-06-15 |
| 6 | Rodney Christo | Chief Accounting Officer | 143,913 | $1.10M | -$344.5K | 2 | 2026-03-25 |
| 7 | William Ingram | Director | 108,862 | $831.2K | $0 | 1 | 2026-05-26 |
| 8 | Eileen Schloss | Director | 81,384 | $621.4K | $0 | 1 | 2026-05-26 |
| 9 | Teri Williams | Director | 35,968 | $274.6K | -$511.4K | 2 | 2026-05-26 |
| 10 | Barak Eilam | Director | 22,013 | $168.1K | $0 | 1 | 2026-05-26 |
CCC Board & Officers
As of SEC filings through Jun 15, 2026Directors 17
- Advent International GPE VIII, LLC (entity) · since Jul 30, 2021
- Advent International GPE VIII-C Limited Partnership (entity) · since Jul 30, 2021
- Advent International, L.p. (entity) · since Jul 30, 2021
- Cypress Investment GP, LLC (entity) · since Jul 30, 2021
- Eileen Schloss · since Jul 30, 2021
- Eric Wei · since Jul 30, 2021
- GPE VIII CCC Co-Investment (Delaware) Limited Partnership (entity) · since Jul 30, 2021
- GPE VIII GP Limited Partnership (entity) · since Jul 30, 2021
- GPE VIII GP S.a.r.l. (entity) · since Jul 30, 2021
- Githesh Ramamurthy · since Jul 30, 2021
- Teri Williams · since Jul 30, 2021
- William Ingram · since Jul 30, 2021
- Cypress Investor Holdings, LP (entity) · on file since Apr 2022
- Advent International Gp, LLC (entity) · since Jun 30, 2023
- Neil E. De Crescenzo · since Nov 6, 2024
- Barak Eilam · since Jul 11, 2025
- John Arthur Schweitzer · since Mar 2, 2026
Officers 4
- Githesh Ramamurthy · Chief Executive Officer and Chairman · since Jul 30, 2021
- Timothy A Welsh · President and Executive Vice President, Customer Solutions & Operations · since Mar 24, 2025
- Joshua James Valdez · Senior Vice President, Chief Product Officer · since Feb 16, 2026
- Rodney Christo · Chief Accounting Officer · since Jul 30, 2021
Changes in the last 10 years (99)
| Apr 27, 2026 | The company announced the departure of Brian Herb as Executive Vice President, Chief Financial and Administrative Officer in an SEC filing |
| Mar 2, 2026 | John Arthur Schweitzer became a director |
| Feb 16, 2026 | Joshua James Valdez became Senior Vice President, Chief Product Officer |
| Oct 22, 2025 | The company announced the departure of Lauren Young from the board in an SEC filing |
| Sep 12, 2025 | The company announced the departure of John Page Goodson as Executive Vice President, Chief Product and Technology Officer in an SEC filing |
| Aug 8, 2025 | GPE VIII GP S.a.r.l. no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | GPE VIII GP Limited Partnership no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | GPE VIII CCC Co-Investment (Delaware) Limited Partnership no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Cypress Investor Holdings, LP no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Cypress Investment GP, LLC no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Advent International, L.p. no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Advent International Gp, LLC no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Advent International GPE VIII-C Limited Partnership no longer listed as a 10% owner in SEC filings |
| Aug 8, 2025 | Advent International GPE VIII, LLC no longer listed as a 10% owner in SEC filings |
| Jul 11, 2025 | Barak Eilam became a director |
| May 7, 2025 | The company announced the departure of Marc Fredman as SVP, Chief Strategy Officer in an SEC filing |
| Mar 28, 2025 | The company announced the departure of Christopher Egan from the board in an SEC filing |
| Mar 24, 2025 | Timothy A Welsh became President and Executive Vice President, Customer Solutions & Operations |
| Nov 6, 2024 | Neil E. De Crescenzo became a director |
| Oct 4, 2024 | The company announced the departure of Michael John Silva as EVP, Chief Commercial & Customer Success Officer in an SEC filing |
| Mar 27, 2024 | Mary Jo Prigge listed as Executive Vice President, Chief Service Delivery Officer (previously EVP, Chief Services Delivery Officer) in SEC filings |
| Aug 2, 2023 | Mary Jo Prigge listed as EVP, Chief Services Delivery Officer (previously Executive Vice President, Chief Service Delivery Officer) in SEC filings |
| Jun 30, 2023 | Advent International Gp, LLC became a director |
| Jun 30, 2023 | Advent International Gp, LLC became a 10% owner |
| Mar 10, 2023 | John Page Goodson listed as Executive Vice President, Chief Product and Technology Officer (previously SVP, Chief Technology Officer) in SEC filings |
| Nov 17, 2022 | John Page Goodson listed as SVP, Chief Technology Officer (previously Chief Technology Officer) in SEC filings |
| Oct 17, 2022 | Michael John Silva became EVP, Chief Commercial & Customer Success Officer |
| Apr 25, 2022 | The company announced the departure of Barrett Callaghan as Executive Vice President, Markets and Customer Success in an SEC filing |
| Apr 13, 2022 | Cypress Investor Holdings, LP first on file as a director |
| Apr 13, 2022 | Cypress Investor Holdings, LP first on file as a 10% owner |
| Apr 1, 2022 | The company announced the departure of David Yuan from the board in an SEC filing |
| Jul 30, 2021 | William Ingram became a director |
| Jul 30, 2021 | Teri Williams became a director |
| Jul 30, 2021 | Steven G. Puccinelli became a director |
| Jul 30, 2021 | Shivani Govil became Senior Vice President, Chief Product Officer |
| Jul 30, 2021 | Sarah Friar left the board, per their own SEC filing |
| Jul 30, 2021 | Rodney Christo became Chief Accounting Officer |
| Jul 30, 2021 | Peter J Morowski became an officer |
| Jul 30, 2021 | Pat Robertson left the board, per their own SEC filing |
| Jul 30, 2021 | Pat Robertson left as President and COO, per their own SEC filing |
| Jul 30, 2021 | Oak Hill Capital Partners IV (Onshore), L.P. became a director |
| Jul 30, 2021 | Oak Hill Capital Partners IV (Onshore Tax Exempt), L.P. became a director |
| Jul 30, 2021 | Oak Hill Capital Partners IV (Offshore), L.P. became a director |
| Jul 30, 2021 | Oak Hill Capital Partners IV (Offshore 892), L.P. became a director |
| Jul 30, 2021 | Oak Hill Capital Partners IV (Management), L.P. became a director |
| Jul 30, 2021 | OHCP MGP IV, Ltd. became a director |
| Jul 30, 2021 | OHCP GenPar IV, L.P. became a director |
| Jul 30, 2021 | OH Cypress Aggregator, L.P. became a director |
| Jul 30, 2021 | Mary Jo Prigge became Executive Vice President, Chief Service Delivery Officer |
| Jul 30, 2021 | Marc Stad left the board, per their own SEC filing |
| Jul 30, 2021 | Marc Stad left as Chief Executive Officer, per their own SEC filing |
| Jul 30, 2021 | Marc Stad is no longer a 10% owner, per their own SEC filing |
| Jul 30, 2021 | Marc Fredman became SVP, Chief Strategy Officer |
| Jul 30, 2021 | Lauren Young became a director |
| Jul 30, 2021 | John Page Goodson became Chief Technology Officer |
| Jul 30, 2021 | Jay Simons left the board, per their own SEC filing |
| Jul 30, 2021 | Gokul Rajaram left the board, per their own SEC filing |
| Jul 30, 2021 | Githesh Ramamurthy became a director |
| Jul 30, 2021 | Githesh Ramamurthy became Chief Executive Officer and Chairman |
| Jul 30, 2021 | GPE VIII GP S.a.r.l. became a director |
| Jul 30, 2021 | GPE VIII GP S.a.r.l. became a 10% owner |
| Jul 30, 2021 | GPE VIII GP Limited Partnership became a director |
| Jul 30, 2021 | GPE VIII GP Limited Partnership became a 10% owner |
| Jul 30, 2021 | GPE VIII CCC Co-Investment (Delaware) Limited Partnership became a director |
| Jul 30, 2021 | GPE VIII CCC Co-Investment (Delaware) Limited Partnership became a 10% owner |
| Jul 30, 2021 | Eric Wei became a director |
| Jul 30, 2021 | Eileen Schloss became a director |
| Jul 30, 2021 | Dragoneer Growth Opportunities Holdings is no longer a 10% owner, per their own SEC filing |
| Jul 30, 2021 | Douglas Merritt left the board, per their own SEC filing |
| Jul 30, 2021 | David Yuan became a director |
| Jul 30, 2021 | David D Ossip left the board, per their own SEC filing |
| Jul 30, 2021 | Cypress Investment GP, LLC became a director |
| Jul 30, 2021 | Cypress Investment GP, LLC became a 10% owner |
| Jul 30, 2021 | Christopher Egan became a director |
| Jul 30, 2021 | Brian Herb became Executive Vice President, Chief Financial and Administrative Officer |
| Jul 30, 2021 | Barrett Callaghan became Executive Vice President, Markets and Customer Success |
| Jul 30, 2021 | Advent International, L.p. became a director |
| Jul 30, 2021 | Advent International, L.p. became a 10% owner |
| Jul 30, 2021 | Advent International GPE VIII-C Limited Partnership became a director |
| Jul 30, 2021 | Advent International GPE VIII-C Limited Partnership became a 10% owner |
| Jul 30, 2021 | Advent International GPE VIII, LLC became a director |
| Jul 30, 2021 | Advent International GPE VIII, LLC became a 10% owner |
| Jul 30, 2021 | Advent Global Opportunities Master Limited Partnership became a director |
| Jul 30, 2021 | Advent Global Opportunities Master Limited Partnership became a 10% owner |
| Jul 30, 2021 | Advent Global Opportunities Management LLC became a director |
| Jul 30, 2021 | Advent Global Opportunities Management LLC became a 10% owner |
| Jul 30, 2021 | Advent Global Opportunities Gp LLC became a director |
| Jul 30, 2021 | Advent Global Opportunities Gp LLC became a 10% owner |
| Aug 13, 2020 | Sarah Friar became a director |
| Aug 13, 2020 | Pat Robertson became a director |
| Aug 13, 2020 | Pat Robertson became President and COO |
| Aug 13, 2020 | Marc Stad became a director |
| Aug 13, 2020 | Marc Stad became a 10% owner |
| Aug 13, 2020 | Marc Stad became Chief Executive Officer |
| Aug 13, 2020 | Jay Simons became a director |
| Aug 13, 2020 | Gokul Rajaram became a director |
| Aug 13, 2020 | Dragoneer Growth Opportunities Holdings became a 10% owner |
| Aug 13, 2020 | Douglas Merritt became a director |
| Aug 13, 2020 | David D Ossip became a director |
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Not reported recently (15)
- Mary Jo Prigge · Last reported as Executive Vice President, Chief Service Delivery Officer in an SEC filing dated Mar 25, 2025
- Advent Global Opportunities Gp LLC · Last reported as a director in an SEC filing dated Nov 15, 2023
- Advent Global Opportunities Management LLC · Last reported as a director in an SEC filing dated Nov 15, 2023
- Advent Global Opportunities Master Limited Partnership · Last reported as a director in an SEC filing dated Nov 15, 2023
- Shivani Govil · Last reported as Senior Vice President, Chief Product Officer in an SEC filing dated Mar 27, 2023
- Steven G. Puccinelli · Last reported as a director in an SEC filing dated May 26, 2022
- Peter J Morowski · Last reported as an officer in an SEC filing dated Aug 9, 2021
- OHCP GenPar IV, L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- OH Cypress Aggregator, L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- Oak Hill Capital Partners IV (Offshore), L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- Oak Hill Capital Partners IV (Onshore Tax Exempt), L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- Oak Hill Capital Partners IV (Management), L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- Oak Hill Capital Partners IV (Offshore 892), L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
- OHCP MGP IV, Ltd. · Last reported as a director in an SEC filing dated Aug 3, 2021
- Oak Hill Capital Partners IV (Onshore), L.P. · Last reported as a director in an SEC filing dated Aug 3, 2021
CCC Proposed Insider Sales (Form 144)
Latest: 2026-08-18What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | Herb Brian | Officer | 368,930 | $2.49M | 2026-08-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-12-15 | Williams Teri | Director | 68,000 | $511.4K | 2025-12-15 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-17 | GOODSON JOHN PAGE | Officer | 150,000 | $1.44M | 2025-09-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-05 | GOODSON JOHN PAGE | Officer | 42,531 | $413.0K | 2025-09-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-05-20 | ADVENT INTERNATIONAL, L.P. | Owner | 30,000,000 | $272.40M | 2025-05-20 | Morgan Stanley & Co. LLC | — | EDGAR |
| 2025-04-03 | Schloss Eileen | Director | 27,478 | $236.3K | 2025-04-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-03-21 | Schloss Eileen | Director | 34,055 | $305.8K | 2025-03-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-12-20 | Williams Teri | Director | 20,000 | $244.4K | 2024-12-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-25 | PRIGGE MARY JO | Officer | 19,276 | $244.2K | 2024-11-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-11-22 | PRIGGE MARY JO | Officer | 80,724 | $1.01M | 2024-11-22 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-22 | 0001193125-26-237116 | EDGAR |
| 2026-04-30 | 0001193125-26-193969 | EDGAR |
| 2026-04-30 | 0001193125-26-194029 | EDGAR |
| 2026-03-02 | 0001193125-26-084317 | EDGAR |
| 2026-02-24 | 0001193125-26-066949 | EDGAR |
| 2026-01-30 | 0001193125-26-031802 | EDGAR |
| 2025-12-12 | 0001193125-25-316877 | EDGAR |
| 2025-11-10 | 0001193125-25-274381 | EDGAR |
| 2025-10-30 | 0001193125-25-257407 | EDGAR |
| 2025-10-24 | 0001193125-25-250038 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-194147 | EDGAR |
| 2025-10-30 | 0001193125-25-257514 | EDGAR |
| 2025-07-31 | 0000950170-25-101006 | EDGAR |
| 2025-05-06 | 0000950170-25-063985 | EDGAR |
| 2024-10-28 | 0000950170-24-117787 | EDGAR |
| 2024-07-30 | 0000950170-24-088015 | EDGAR |
| 2024-04-30 | 0000950170-24-050638 | EDGAR |
| 2023-11-06 | 0000950170-23-059524 | EDGAR |
| 2023-08-01 | 0000950170-23-036577 | EDGAR |
| 2023-05-02 | 0000950170-23-016754 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AKRE Akre Focus ETF | Nport | 2.14% | $137.0M | — | 2026-04-30 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $118.5M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.05% | $83.8M | — | 2026-09-30 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.05% | $83.0M | — | 2026-09-30 |
| 5 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.01% | $61.8M | — | 2026-09-30 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.08% | $54.6M | — | 2026-09-30 |
| 7 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.16% | $44.1M | — | 2026-10-21 |
| 8 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.01% | $41.2M | — | 2026-09-30 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $41.1M | — | 2026-09-30 |
| 10 | AIQ Global X Artificial Intelligence & Technology ETF | Global X | 0.37% | $37.4M | — | 2026-10-22 |
| 11 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.02% | $36.2M | $189.1B | 2026-10-21 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.08% | $24.5M | — | 2026-10-21 |
| 13 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 0.14% | $20.5M | $14.4B | 2026-10-21 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.03% | $17.6M | $57.2B | 2026-10-21 |
| 15 | VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund | Vanguard | 0.10% | $15.5M | — | 2026-09-30 |
| 16 | SCZ iShares MSCI EAFE Small-Cap ETF | iShares (BlackRock) | 0.11% | $14.7M | $12.8B | 2026-10-21 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.06% | $13.1M | — | 2026-05-31 |
| 18 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.16% | $12.1M | — | 2026-10-21 |
| 19 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.06% | $11.9M | $21.7B | 2026-10-21 |
| 20 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.03% | $10.2M | — | 2026-10-21 |
| 21 | VGK Vanguard FTSE Europe ETF | Vanguard | 0.03% | $10.1M | — | 2026-09-30 |
| 22 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $9.3M | $84.8B | 2026-10-21 |
| 23 | COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | Nport | 0.42% | $9.1M | — | 2026-04-30 |
| 24 | JQUA JPMorgan U.S. Quality Factor ETF | JPMorgan | 0.08% | $7.8M | $9.4B | 2026-10-22 |
| 25 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.05% | $7.4M | — | 2026-05-31 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (10 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $285.93M | $20.79M | $0.04 | $101.57M |
| Q1 '26 | 2026-03-31 | $281.27M | $15.42M | $0.03 | $57.46M |
| Q4 '25 | 2025-12-31 | $277.87M | $8.12M | — | $119.16M |
| Q4 '20 | 2020-12-31 | $455.60M | $-13.72M | $0.09 | $135.48M |
| Q3 '20 | 2020-09-30 | $284.36M | $-181.99M | $-0.47 | $20.46M |
| Q2 '20 | 2020-06-30 | $273.50M | $-25.28M | $-0.07 | $61.46M |
| Q1 '20 | 2020-03-31 | $240.59M | $-129.63M | $-0.38 | $46.11M |
| Q4 '19 | 2019-12-31 | $255.01M | $-132.44M | $-0.46 | $5.09M |
| Q3 '19 | 2019-09-30 | $243.00M | $10.83M | $0.04 | $69.60M |
| Q2 '19 | 2019-06-30 | $242.31M | $-77.76M | $-0.29 | $434.00K |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.