CONSENSUS CLOUD SOLUTIONS IN CCSI
COM · Common Stock · CUSIP 20848V105
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersLos Angeles, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($787.3k this quarter). Holder counts are more reliable. Shares outstanding: 18.3m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $38.13. Options: 3 managers hold calls ($1.8m notional), 7 hold puts ($9.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 174 |
| Q4 2022 | 179 |
| Q1 2023 | 153 |
| Q2 2023 | 144 |
| Q3 2023 | 140 |
| Q4 2023 | 154 |
| Q1 2024 | 143 |
| Q2 2024 | 142 |
| Q3 2024 | 152 |
| Q4 2024 | 169 |
| Q1 2025 | 164 |
| Q2 2025 | 161 |
| Q3 2025 | 165 |
| Q4 2025 | 166 |
| Q1 2026 | 169 |
| Q2 2026 | 169 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 66 | 60 |
| Q4 2024 | 80 | 59 |
| Q1 2025 | 78 | 68 |
| Q2 2025 | 82 | 68 |
| Q3 2025 | 71 | 77 |
| Q4 2025 | 85 | 73 |
| Q1 2026 | 73 | 71 |
| Q2 2026 | 67 | 83 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $25.6k | $410.7k | 16.07 |
| Q4 2025 | $2.2m | $5.2m | 2.38 |
| Q1 2026 | $429.7k | $7.4m | 17.29 |
| Q2 2026 | $1.8m | $9.4m | 5.28 |
Biggest buyers
| LSV ASSET MANAGEMENT | Added | +105.1k |
| D. E. Shaw & Co., Inc. | Added | +58.5k |
| JANE STREET GROUP, LLC | Added | +54.9k |
| NEW SOUTH CAPITAL MANAGEMENT INC | Added | +46.6k |
| BlackRock, Inc. | Added | +30.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +30.5k |
| Integrated Quantitative Investments LLC | Added | +29.2k |
| CITADEL ADVISORS LLC | New | +24.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +23.0k |
| Legato Capital Management LLC | Added | +22.7k |
Biggest sellers
| Heron Bay Capital Management | Reduced | -202.2k |
| Gates Capital Management, Inc. | Reduced | -194.1k |
| ArrowMark Colorado Holdings LLC | Reduced | -110.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -78.0k |
| LAZARD ASSET MANAGEMENT LLC | Sold out | -69.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -58.3k |
| MARSHALL WACE, LLP | Sold out | -50.0k |
| SEI INVESTMENTS CO | Reduced | -49.5k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -37.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -37.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $965.2k25.3k shares |
| JANE STREET GROUP, LLC | New | $660.0k17.3k shares |
| SIMPLEX TRADING, LLC | Added | $156.4k4.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $4.2m109.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.7m98.0k shares |
| CITADEL ADVISORS LLC | Reduced | $785.9k20.6k shares |
| Caption Management, LLC | Reduced | $457.8k12.0k shares |
| J. Goldman & Co LP | Reduced | $152.6k4.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $103.0k2.7k shares |
| GROUP ONE TRADING LLC | Reduced | $3.8k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution +0.2 pts · filed 2025-11-14 | 13.1% |
| Heron Bay Capital Management 13G · passive investor new · filed 2026-03-26 | 11.1% |
| Gates Capital Management, Inc. 13G · institution filed 2026-02-17 | 9.4% |
Fell to 5% or below in the last year: ArrowMark Colorado Holdings LLC (2.0%, 2026-04-10), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $20.5k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $137.1k | — |
| Q3 2026 | 0 | — | 1 | $203.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-12 | Sullivan Jeffrey Alan Chief Technology Officer | Sold | $203.6k5.4k shares |
| 2026-06-02 | HEALY ELAINE Director | Sold | $137.1k4.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Jupiter Topco LLC 0.04% of their portfolio | 2.5m $95.0m | First filing |
| Heron Bay Capital Management 6.35% of their portfolio | 1.8m $70.1m | Reduced -202.2k |
| Gates Capital Management, Inc. 2.06% of their portfolio | 1.6m $62.7m | Reduced -194.1k |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $52.7m | Added +30.7k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 833.6k $31.8m | Added +105.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 782.8k $29.9m | Reduced -14.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 661.2k $25.2m | Added +23.0k |
| NEW SOUTH CAPITAL MANAGEMENT INC 1.05% of their portfolio | 629.1k $24.0m | Added +46.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 477.2k $18.2m | Added +4.1k |
| STATE STREET CORP 0.00% of their portfolio | 456.3k $17.4m | Reduced -34.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 372.6k $14.2m | Reduced -3.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 350.9k $13.4m | Added +19.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 319.1k $12.2m | Added +58.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 306.6k $11.7m | Reduced -37.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 262.8k $10.0m | Reduced -58.3k |
| ArrowMark Colorado Holdings LLC 0.41% of their portfolio | 260.9k $10.0m | Reduced -110.2k |
| MORGAN STANLEY 0.00% of their portfolio | 254.1k $9.7m | Reduced -22.2k |
| DENALI ADVISORS LLC 0.89% of their portfolio | 230.9k $8.8m | Reduced -36.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 227.2k $8.7m | Added +6.9k |
| Hillsdale Investment Management Inc. 0.19% of their portfolio | 213.6k $8.1m | Added +14.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 211.2k $8.1m | Reduced -78.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 209.0k $8.0m | Reduced -13.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.38% of their portfolio | 205.9k $7.9m | Added +5.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 201.6k $7.7m | Added +21.8k |
| Ballast Asset Management, LP 2.50% of their portfolio | 164.5k $6.3m | Reduced -1.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 163.0k $6.2m | Added +5.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 135.9k $5.2m | Added +54.9k |
| Chicago Capital, LLC 0.12% of their portfolio | 135.3k $5.2m | Added +3.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 127.3k $4.9m | Added +2.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 123.5k $4.7m | Reduced -18.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 96.6k $3.7m | Reduced -1.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 95.9k $3.7m | Added +7.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 89.8k $3.4m | Reduced -5.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 85.3k $3.3m | Added +6.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 81.6k $3.1m | Reduced -2.2k |
| Bridge City Capital, LLC 0.66% of their portfolio | 75.5k $2.9m | Reduced -2.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 72.2k $2.8m | Added +21.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 68.1k $2.6m | Reduced -5.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 66.6k $2.5m | Reduced -49.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.1k $2.3m | Added +777 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 60.5k $2.3m | Reduced -9.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 59.7k $2.3m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 56.0k $2.1m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 56.0k $2.1m | Reduced -24.5k |
| Cerity Partners LLC 0.00% of their portfolio | 55.8k $2.1m | Reduced -5.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 49.5k $1.9m | Reduced -37.7k |
| UBS Group AG 0.00% of their portfolio | 48.6k $1.9m | Added +10.2k |
| Kennondale Capital Management LLC 1.23% of their portfolio | 48.4k $1.8m | Reduced -10.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 48.1k $1.8m | Reduced -1.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 48.0k $1.8m | Reduced -4.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 46.6k $1.8m | Added +3.5k |
| Nuveen, LLC 0.00% of their portfolio | 44.3k $1.7m | Added +6.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.6k $1.7m | Reduced -37.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 41.0k $1.6m | Added +3.5k |
| Integrated Quantitative Investments LLC 0.25% of their portfolio | 40.1k $1.5m | Added +29.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.2k $1.5m | Reduced -820 |
| Arax Advisory Partners 0.01% of their portfolio | 36.7k $1.4m | Added +1.8k |
| Invesco Ltd. 0.00% of their portfolio | 33.9k $1.3m | Reduced -4.8k |
| SummerHaven Investment Management, LLC 0.68% of their portfolio | 33.3k $1.3m | Unchanged |
| Legato Capital Management LLC 0.10% of their portfolio | 33.1k $1.3m | Added +22.7k |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 33.1k $1.3m | Reduced -10.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 30.5k $1.2m | New |
| Verdence Capital Advisors LLC 0.06% of their portfolio | 30.1k $1.1m | Reduced -738 |
| Quantinno Capital Management LP 0.00% of their portfolio | 26.5k $1.0m | Added +6.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 24.4k $930.6k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 23.5k $894.9k | Reduced -1.5k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 22.8k $869.9k | Reduced -1.8k |
| XTX Topco Ltd 0.01% of their portfolio | 22.6k $860.8k | Reduced -10.8k |
| North Star Investment Management Corp. 0.05% of their portfolio | 22.0k $839.3k | Unchanged |
| Prospera Financial Services Inc 0.01% of their portfolio | 21.4k $817.1k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 21.1k $805.0k | Added +2.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.0k $499.0k | Added +5.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 20.6k $785.4k | Added +1.4k |
| Integrated Investment Consultants, LLC 0.15% of their portfolio | 19.9k $757.8k | Reduced -12.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 19.7k $753.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.7k $714.4k | Added +9.0k |
| Engineers Gate Manager LP 0.01% of their portfolio | 18.6k $710.3k | Added +2.1k |
| Jackson Creek Investment Advisors LLC 0.22% of their portfolio | 18.4k $669.0k | New |
| ALPS ADVISORS INC 0.00% of their portfolio | 16.7k $636.4k | Added +201 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 16.6k $634.1k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 16.6k $632.9k | Reduced -918 |
| Creative Planning 0.00% of their portfolio | 16.0k $610.4k | Added +3.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 16.0k $609.0k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 15.8k $604.2k | Reduced -5.1k |
| Watershed Asset Management, L.L.C. 0.53% of their portfolio | 15.6k $594.8k | New |
| State of Wyoming 0.06% of their portfolio | 15.0k $570.7k | Reduced -5.3k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 14.7k $560.0k | Added +440 |
| Boston Partners 0.00% of their portfolio | 13.7k $523.8k | Reduced -6.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 13.4k $504.4k | Added +521 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.9k $415.3k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.8k $412.5k | Added +475 |
| FMR LLC 0.00% of their portfolio | 10.0k $380.0k | Added +297 |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 9.7k $370.1k | Reduced -224 |
| Kendall Capital Management 0.06% of their portfolio | 9.6k $367.4k | Unchanged |
| Sterling Capital Management LLC 0.01% of their portfolio | 9.4k $357.1k | Reduced -462 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.3k $354.3k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 9.2k $352.6k | Reduced -1.8k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 8.6k $328.7k | Reduced -5.1k |
| CITIGROUP INC 0.00% of their portfolio | 8.4k $321.5k | Added +7.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 8.4k $320.8k | New |