Consensus Cloud Solutions, Inc.
CCSI- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001866633
In the last 90 days, Consensus Cloud Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 168 institutions reported holding it in 13F filings for Q2 2026, worth $693.5M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Consensus Cloud Solutions, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 178
- +5 vs. Q3 2022
- Shares held
- 18.6M
- +94.0K (+0.5%) vs. Q3 2022
- Total value
- $1.00B
- +$124.6M (+14.2%) vs. Q3 2022
- New holders
- 18
- 60 more added
- Sold out
- 13
- 56 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 168 | $693.5M |
| Q1 2026 | 169 | $446.5M |
| Q4 2025 | 166 | $406.9M |
| Q3 2025 | 165 | $539.6M |
| Q2 2025 | 160 | $428.4M |
| Q1 2025 | 163 | $428.1M |
| Q4 2024 | 168 | $429.6M |
| Q3 2024 | 151 | $423.0M |
| Q2 2024 | 141 | $314.5M |
| Q1 2024 | 142 | $273.9M |
| Q4 2023 | 153 | $482.4M |
| Q3 2023 | 139 | $466.4M |
| Q2 2023 | 143 | $574.3M |
| Q1 2023 | 152 | $648.1M |
| Q4 2022 | 178 | $1.00B |
| Q3 2022 | 174 | $877.9M |
| Q2 2022 | 166 | $772.2M |
| Q1 2022 | 163 | $892.2M |
| Q4 2021 | 183 | $881.2M |
| Q3 2021 | 1 | $262.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Consensus Cloud Solutions, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 81 | $4 | 0.00% | +81 | New |
| Parallel Advisors, LLC | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2 | $108 | 0.00% | +2 | New |
| Aua Capital Management, LLC | 5 | $269 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5 | $269 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 7 | $376 | 0.00% | +4+133.3% | Added |
| Carmichael Hill & Associates, Inc. | 9 | $484 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $591 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 12 | $645 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $699 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 14 | $753 | 0.00% | +14 | New |
| Umb Bank N A | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $1.24K | 0.00% | −16−41.0% | Reduced |
| Baillie Gifford & Co | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $1.47K | 0.00% | +26 | New |
| Washington Trust Co | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $1.99K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 45 | $2.00K | 0.00% | −9−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 44 | $2.37K | 0.00% | −44−50.0% | Reduced |
| Cary Street Partners Asset Management LLC | 58 | $3.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $3.60K | 0.00% | +12+21.8% | Added |
| Whittier Trust Co | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 74 | $4.00K | 0.00% | −9−10.8% | Reduced |
| TCI Wealth Advisors, Inc. | 86 | $4.62K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 86 | $4.62K | 0.00% | +86 | New |
| Lindbrook Capital, LLC | 87 | $4.68K | 0.00% | +28+47.5% | Added |
| EverSource Wealth Advisors, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $5.16K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 119 | $6.40K | 0.00% | −22−15.6% | Reduced |
| TD Private Client Wealth LLC | 123 | $6.61K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 164 | $8.82K | 0.00% | +158+2,633.3% | Added |
| Brown Brothers Harriman & Co | 186 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 186 | $10.0K | 0.00% | +8+4.5% | Added |
| Tower Research Capital LLC (TRC) | 194 | $10.0K | 0.00% | −1,844−90.5% | Reduced |
| New Millennium Group LLC | 245 | $13.2K | 0.01% | −5−2.0% | Reduced |
| Sutton Wealth Advisors Inc. | 262 | $14.1K | 0.01% | −149−36.3% | Reduced |
| US Bancorp | 268 | $14.4K | 0.00% | −6−2.2% | Reduced |
| First Horizon Advisors, Inc. | 308 | $16.6K | 0.00% | +97+46.0% | Added |
| Clearstead Advisors, LLC | 366 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 631 | $35.0K | 0.00% | +292+86.1% | Added |
| Yarbrough Capital, LLC | 692 | $37.2K | 0.00% | +692 | New |
| Truvestments Capital LLC | 712 | $38.3K | 0.02% | −743−51.1% | Reduced |
| Lazard Asset Management LLC | 903 | $48.0K | 0.00% | +901+45,050.0% | Added |
| Harbor Investment Advisory, LLC | 895 | $48.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,000 | $53.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,067 | $57.4K | 0.00% | +6+0.6% | Added |
| Metropolitan Life Insurance Co | 1,134 | $61.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,441 | $77.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,248 | $78.0K | 0.00% | +27+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,633 | $87.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,504 | $88.3K | 0.00% | +371+32.7% | Added |
| Citadel Advisors LLC | 1,892 | $101.7K | 0.00% | −6,925−78.5% | Reduced |
| Wells Fargo & Company | 1,998 | $107.4K | 0.00% | −594−22.9% | Reduced |
| Shell Asset Management Co | 2,142 | $115.0K | 0.01% | −579−21.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,146 | $115.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,148 | $115.5K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,840 | $153.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,017 | $168.7K | 0.00% | +3,017 | New |
| State of Wyoming | 3,220 | $173.1K | 0.06% | +203+6.7% | Added |
| Formula Growth Ltd | 3,607 | $193.9K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,807 | $204.7K | 0.00% | +3,807 | New |
| Susquehanna Fundamental Investments, LLC | 4,059 | $218.2K | 0.00% | +4,059 | New |
| Envestnet Asset Management Inc | 4,120 | $221.5K | 0.00% | +4,120 | New |
| Boulder Hill Capital Management LP | 4,285 | $230.4K | 0.19% | −2,715−38.8% | Reduced |
| Cardinal Capital Management | 4,362 | $234.5K | 0.05% | +104+2.4% | Added |
| State Board of Administration of Florida Retirement System | 4,393 | $236.2K | 0.00% | +70+1.6% | Added |
| Henshaw Capital LLC | 4,632 | $249.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,742 | $254.9K | 0.00% | −65−1.4% | Reduced |
| Arizona State Retirement System | 5,035 | $270.7K | 0.00% | +146+3.0% | Added |
| Balyasny Asset Management LLC | 5,558 | $298.8K | 0.00% | −2,143−27.8% | Reduced |
| ExodusPoint Capital Management, LP | 5,560 | $299.0K | 0.00% | +5,560 | New |
| Burney Co | 5,627 | $302.5K | 0.02% | −148−2.6% | Reduced |
| Raymond James & Associates | 5,671 | $304.9K | 0.00% | −192−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,862 | $315.1K | 0.00% | +20.0% | Added |
| Kendall Capital Management | 6,130 | $330.0K | 0.17% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,184 | $332.0K | 0.00% | +2,468+66.4% | Added |
| Voya Investment Management LLC | 6,201 | $333.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,565 | $353.0K | 0.01% | +4,300+189.8% | Added |
| Woodline Partners LP | 6,648 | $357.4K | 0.00% | +1,895+39.9% | Added |
| Manufacturers Life Insurance Company, The | 6,677 | $359.0K | 0.00% | +364+5.8% | Added |
| CSS LLC | 6,827 | $367.0K | 0.02% | +1,067+18.5% | Added |
| Squarepoint Ops LLC | 6,997 | $376.2K | 0.00% | +6,997 | New |
| Ensign Peak Advisors, Inc | 7,099 | $381.6K | 0.00% | +1,050+17.4% | Added |
| Denali Advisors LLC | 7,120 | $382.8K | 0.16% | +7,120 | New |
| Maryland State Retirement & Pension System | 7,216 | $387.9K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 7,679 | $412.0K | 0.01% | +7,679 | New |
| Louisiana State Employees Retirement System | 8,400 | $452.0K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 8,410 | $452.1K | 0.04% | +8,410 | New |
| Amalgamated Bank | 8,586 | $462.0K | 0.00% | +571+7.1% | Added |
| Barclays PLC | 8,860 | $476.3K | 0.00% | +2,659+42.9% | Added |
| Arrowstreet Capital, Limited Partnership | 8,923 | $480.0K | 0.00% | −4,586−33.9% | Reduced |
| M&T Bank Corp | 9,019 | $484.9K | 0.00% | −8,509−48.5% | Reduced |
| MetLife Investment Management | 10,032 | $539.3K | 0.00% | +584+6.2% | Added |
| American International Group, Inc. | 10,135 | $544.9K | 0.00% | +1,257+14.2% | Added |