Advent International, L.P. Significantly Reduces Stake in CCC Intelligent Solutions Holdings Inc

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Mar 05, 2025

On March 3, 2025, Advent International, L.P. (Trades, Portfolio) executed a substantial reduction in its holdings of CCC Intelligent Solutions Holdings Inc (CCCS, Financial). The firm decreased its position by 115,662,191 shares, marking a significant change of -83.01% in its holdings of the stock. This transaction reflects a strategic shift in Advent International's investment approach, as CCC Intelligent Solutions Holdings Inc now constitutes 7.93% of the firm's portfolio, with a 3.60% position in the firm's overall holdings. The trade had a -27.92% impact on the firm's portfolio, indicating a notable reallocation of resources.

Advent International, L.P. (Trades, Portfolio): A Profile of the Investment Firm

Advent International, L.P. (Trades, Portfolio), headquartered in Boston, MA, is a prominent investment firm with a focus on the technology and consumer cyclical sectors. The firm manages an equity portfolio valued at $4.28 billion, with top holdings including CCC Intelligent Solutions Holdings Inc, Definitive Healthcare Corp, and Olaplex Holdings Inc. Advent International is known for its strategic investments and has a diverse portfolio comprising 23 stocks. The firm's investment philosophy emphasizes long-term growth and value creation in its chosen sectors.

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Understanding CCC Intelligent Solutions Holdings Inc

CCC Intelligent Solutions Holdings Inc is a leading provider of cloud, mobile, AI, and telematics technologies for the property and casualty insurance economy. The company operates primarily in the United States and China, with a market capitalization of $6.35 billion and a current stock price of $9.66. CCC Intelligent Solutions Holdings Inc's SaaS platform connects trading partners, facilitates commerce, and supports mission-critical, AI-enabled digital workflows. The company derives the majority of its revenue from the United States, offering software subscriptions and professional services.

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Financial Metrics and Valuation of CCC Intelligent Solutions Holdings Inc

The stock of CCC Intelligent Solutions Holdings Inc is currently modestly undervalued with a [GF Value](https://www.gurufocus.com/term/gf-value/CCCS) of $11.97, indicating a price to GF Value ratio of 0.81. Key financial metrics include a PE ratio of 235.61, a [GF Score](https://www.gurufocus.com/term/gf-score/CCCS) of 81/100, and a [Financial Strength](https://www.gurufocus.com/term/rank-balancesheet/CCCS) rank of 6/10. The company's [Profitability Rank](https://www.gurufocus.com/term/rank-profitability/CCCS) is 5/10, and it has a [Growth Rank](https://www.gurufocus.com/term/rank-growth/CCCS) of 7/10, suggesting potential for future growth and profitability.

Impact of the Transaction on Advent International's Portfolio

Following the transaction, CCC Intelligent Solutions Holdings Inc now represents a smaller portion of Advent International's portfolio. The reduction in shares reflects a strategic decision by the firm to reallocate its resources, possibly to other investments within its portfolio. This move aligns with the firm's focus on optimizing its investment strategy to enhance overall portfolio performance.

Market Performance and Outlook for CCC Intelligent Solutions Holdings Inc

CCC Intelligent Solutions Holdings Inc has experienced a year-to-date price change of -16.72% and a price change of -6.49% since the transaction. Despite recent declines, the stock's [GF Score](https://www.gurufocus.com/term/gf-score/CCCS) suggests good outperformance potential, supported by a [Growth Rank](https://www.gurufocus.com/term/rank-growth/CCCS) of 7/10 and a [Profitability Rank](https://www.gurufocus.com/term/rank-profitability/CCCS) of 5/10. The company's [Altman Z score](https://www.gurufocus.com/term/zscore/CCCS) of 3.42 indicates a stable financial position, while its [interest coverage](https://www.gurufocus.com/term/interest-coverage/CCCS) ratio of 1.24 suggests adequate ability to meet interest obligations.

Other Notable Investors in CCC Intelligent Solutions Holdings Inc

Akre Capital Management (Trades, Portfolio), LLC holds the largest position in CCC Intelligent Solutions Holdings Inc, demonstrating continued interest from prominent market participants. Other investors include Jefferies Group (Trades, Portfolio) and Joel Greenblatt (Trades, Portfolio), indicating that CCC Intelligent Solutions Holdings Inc remains an attractive investment for well-regarded investors in the market.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.