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 |
|---|---|---|---|---|---|
| Burney Co | 5,627 | $302.5K | 0.02% | −148−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 5,560 | $299.0K | 0.00% | +5,560 | New |
| Balyasny Asset Management LLC | 5,558 | $298.8K | 0.00% | −2,143−27.8% | Reduced |
| Arizona State Retirement System | 5,035 | $270.7K | 0.00% | +146+3.0% | Added |
| Oppenheimer Asset Management Inc. | 4,742 | $254.9K | 0.00% | −65−1.4% | Reduced |
| Henshaw Capital LLC | 4,632 | $249.0K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,393 | $236.2K | 0.00% | +70+1.6% | Added |
| Cardinal Capital Management | 4,362 | $234.5K | 0.05% | +104+2.4% | Added |
| Boulder Hill Capital Management LP | 4,285 | $230.4K | 0.19% | −2,715−38.8% | Reduced |
| Envestnet Asset Management Inc | 4,120 | $221.5K | 0.00% | +4,120 | New |
| Susquehanna Fundamental Investments, LLC | 4,059 | $218.2K | 0.00% | +4,059 | New |
| HSBC Holdings PLC | 3,807 | $204.7K | 0.00% | +3,807 | New |
| Formula Growth Ltd | 3,607 | $193.9K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 3,220 | $173.1K | 0.06% | +203+6.7% | Added |
| Amundi | 3,017 | $168.7K | 0.00% | +3,017 | New |
| South Dakota Investment Council | 2,840 | $153.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,148 | $115.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Wells Fargo & Company | 1,998 | $107.4K | 0.00% | −594−22.9% | Reduced |
| Citadel Advisors LLC | 1,892 | $101.7K | 0.00% | −6,925−78.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,504 | $88.3K | 0.00% | +371+32.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,633 | $87.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,248 | $78.0K | 0.00% | +27+2.2% | Added |
| KBC Group NV | 1,441 | $77.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $61.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,067 | $57.4K | 0.00% | +6+0.6% | Added |
| SOA Wealth Advisors, LLC. | 1,000 | $53.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 895 | $48.1K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 903 | $48.0K | 0.00% | +901+45,050.0% | Added |
| Truvestments Capital LLC | 712 | $38.3K | 0.02% | −743−51.1% | Reduced |
| Yarbrough Capital, LLC | 692 | $37.2K | 0.00% | +692 | New |
| Advisor Group Holdings, Inc. | 631 | $35.0K | 0.00% | +292+86.1% | Added |
| Sageworth Trust Co | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 366 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 308 | $16.6K | 0.00% | +97+46.0% | Added |
| US Bancorp | 268 | $14.4K | 0.00% | −6−2.2% | Reduced |
| Sutton Wealth Advisors Inc. | 262 | $14.1K | 0.01% | −149−36.3% | Reduced |
| New Millennium Group LLC | 245 | $13.2K | 0.01% | −5−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 194 | $10.0K | 0.00% | −1,844−90.5% | Reduced |
| Brown Brothers Harriman & Co | 186 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 186 | $10.0K | 0.00% | +8+4.5% | Added |
| Quadrant Capital Group LLC | 164 | $8.82K | 0.00% | +158+2,633.3% | Added |
| TD Private Client Wealth LLC | 123 | $6.61K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 119 | $6.40K | 0.00% | −22−15.6% | Reduced |
| Allworth Financial LP | 96 | $5.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 87 | $4.68K | 0.00% | +28+47.5% | Added |
| TCI Wealth Advisors, Inc. | 86 | $4.62K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 86 | $4.62K | 0.00% | +86 | New |
| Ronald Blue Trust, Inc. | 74 | $4.00K | 0.00% | −9−10.8% | Reduced |
| JJJ Advisors Inc. | 70 | $3.95K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $3.60K | 0.00% | +12+21.8% | Added |
| Cary Street Partners Asset Management LLC | 58 | $3.12K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 44 | $2.37K | 0.00% | −44−50.0% | Reduced |
| CWM, LLC | 45 | $2.00K | 0.00% | −9−16.7% | Reduced |
| Versant Capital Management, Inc | 37 | $1.99K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $1.47K | 0.00% | +26 | New |
| Baillie Gifford & Co | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $1.24K | 0.00% | −16−41.0% | Reduced |
| Umb Bank N A | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 14 | $753 | 0.00% | +14 | New |
| Steward Partners Investment Advisory, LLC | 13 | $699 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 12 | $645 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $591 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $484 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $376 | 0.00% | +4+133.3% | Added |
| Aua Capital Management, LLC | 5 | $269 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5 | $269 | 0.00% | +5 | 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 |
| GWM Advisors LLC | 81 | $4 | 0.00% | +81 | New |
| Rockefeller Capital Management L.P. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −220,868−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −32,515−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −30,853−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,068−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −9,976−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,823−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |