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, Q1 2023
Institutional positions in Consensus Cloud Solutions, Inc. as of Mar 31, 2023. 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
- 152
- −24 vs. Q4 2022
- Shares held
- 19.1M
- +481.2K (+2.6%) vs. Q4 2022
- Total value
- $648.1M
- −$353.7M (−35.3%) vs. Q4 2022
- New holders
- 10
- 47 more added
- Sold out
- 34
- 61 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Consensus Cloud Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,218 | $75.6K | 0.00% | +2,099+1,763.9% | Added |
| GHP Investment Advisors, Inc. | 2,148 | $73.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,146 | $73.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,135 | $73.0K | 0.00% | −7−0.3% | Reduced |
| FMR LLC | 1,726 | $58.8K | 0.00% | −142,192−98.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,633 | $55.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,504 | $51.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,441 | $49.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,041 | $35.5K | 0.01% | −2,179−67.7% | Reduced |
| Metropolitan Life Insurance Co | 1,018 | $34.7K | 0.00% | −116−10.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,000 | $34.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 895 | $30.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 901 | $30.0K | 0.00% | −2−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 846 | $28.8K | 0.00% | +215+34.1% | Added |
| Sageworth Trust Co | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 490 | $17.0K | 0.00% | +296+152.6% | Added |
| Truvestments Capital LLC | 394 | $13.4K | 0.01% | −318−44.7% | Reduced |
| Clearstead Advisors, LLC | 366 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 295 | $10.1K | 0.00% | +295 | New |
| US Bancorp | 254 | $8.66K | 0.00% | −14−5.2% | Reduced |
| New Millennium Group LLC | 245 | $8.35K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 235 | $8.01K | 0.00% | −73−23.7% | Reduced |
| Signaturefd, LLC | 225 | $7.67K | 0.00% | +39+21.0% | Added |
| The PNC Financial Services Group, Inc. | 215 | $7.33K | 0.00% | −852−79.9% | Reduced |
| Brown Brothers Harriman & Co | 186 | $6.34K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $6.00K | 0.00% | +30+40.5% | Added |
| Allworth Financial LP | 96 | $3.27K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 86 | $2.93K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $2.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 72 | $2.45K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 58 | $2.00K | 0.00% | +13+28.9% | Added |
| JJJ Advisors Inc. | 51 | $1.99K | 0.00% | −19−27.1% | Reduced |
| Cary Street Partners Asset Management LLC | 58 | $1.98K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 44 | $1.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $1.50K | 0.00% | +44 | New |
| Lindbrook Capital, LLC | 31 | $1.06K | 0.00% | −56−64.4% | Reduced |
| Washington Trust Co | 28 | $955 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $920 | 0.00% | −9−24.3% | Reduced |
| Ameritas Advisory Services, LLC | 26 | $886 | 0.00% | +26 | New |
| Baillie Gifford & Co | 24 | $818 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $750 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17 | $580 | 0.00% | −6−26.1% | Reduced |
| TCI Wealth Advisors, Inc. | 15 | $512 | 0.00% | −71−82.6% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $477 | 0.00% | +3+27.3% | Added |
| Steward Partners Investment Advisory, LLC | 13 | $443 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $307 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5 | $157 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 3 | $103 | 0.00% | −161−98.2% | Reduced |
| Parallel Advisors, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $34 | 0.00% | −6−85.7% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −545,018−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −80,727−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −77,552−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,523−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −13,099−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,560−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| Cardinal Capital Management | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |