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 ($61.0k this quarter). Holder counts are more reliable. Shares outstanding: 19.2m as of 2024-05-03, 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 ≈ $15.87. Options: 4 managers hold calls ($372.1k notional), 4 hold puts ($646.2k).
Trends to Q1 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 76 | 69 |
| Q1 2023 | 57 | 95 |
| Q2 2023 | 56 | 75 |
| Q3 2023 | 61 | 64 |
| Q4 2023 | 76 | 60 |
| Q1 2024 | 67 | 85 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $5.2m | $49.5k | 0.01 |
| Q3 2023 | $234.2k | $951.8k | 4.06 |
| Q4 2023 | $143.8k | $177.6k | 1.23 |
| Q1 2024 | $372.1k | $646.2k | 1.74 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +524.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +498.0k |
| Heron Bay Capital Management | Added | +428.2k |
| Gates Capital Management, Inc. | Added | +330.9k |
| MORGAN STANLEY | Added | +309.8k |
| CITADEL ADVISORS LLC | Added | +231.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +148.0k |
| Kent Lake Capital LLC | New | +145.8k |
| JANE STREET GROUP, LLC | Added | +112.4k |
| Allspring Global Investments Holdings, LLC | Added | +111.7k |
Biggest sellers
| BlackRock Inc. | Reduced | -1.5m |
| FIL Ltd | Sold out | -638.9k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Sold out | -541.5k |
| VANGUARD GROUP INC | Reduced | -495.4k |
| STATE STREET CORP | Reduced | -355.4k |
| LSV ASSET MANAGEMENT | Reduced | -110.1k |
| Ewing Morris & Co. Investment Partners Ltd. | Reduced | -104.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -94.0k |
| PRINCIPAL FINANCIAL GROUP INC | Sold out | -92.9k |
| Bank of New York Mellon Corp | Reduced | -79.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $214.1k13.5k shares |
| CITADEL ADVISORS LLC | Added | $157.0k9.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $309.3k19.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $302.9k19.1k shares |
| SIMPLEX TRADING, LLC | Added | $34.0k2.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q1 2024
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 |
|---|---|---|---|---|---|
| Q2 2022 | 1 | $38.5k | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $152.9k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| ArrowMark Colorado Holdings LLC 0.45% of their portfolio | 2.5m $40.3m | Reduced -62.5k |
| Gates Capital Management, Inc. 0.88% of their portfolio | 1.9m $30.0m | Added +330.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 1.6m $25.2m | Added +15.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $24.0m | Reduced -495.4k |
| BlackRock Inc. 0.00% of their portfolio | 1.4m $21.9m | Reduced -1.5m |
| Heron Bay Capital Management 3.70% of their portfolio | 1.1m $17.5m | Added +428.2k |
| MORGAN STANLEY 0.00% of their portfolio | 990.9k $15.7m | Added +309.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 618.3k $9.8m | Added +524.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 523.1k $8.3m | Added +498.0k |
| STATE STREET CORP 0.00% of their portfolio | 427.6k $6.8m | Reduced -355.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 410.1k $6.5m | Added +2.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 312.3k $4.8m | Added +148.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 309.5k $4.9m | Added +39.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 285.0k $4.5m | Reduced -94.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 252.1k $4.0m | Added +231.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.19% of their portfolio | 208.7k $3.3m | Reduced -3.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 186.8k $3.0m | Reduced -24.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 153.8k $2.4m | Added +112.4k |
| Kent Lake Capital LLC 1.01% of their portfolio | 145.8k $2.3m | New |
| Integrated Investment Consultants, LLC 0.59% of their portfolio | 135.9k $2.2m | Added +87.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 127.1k $2.0m | Added +85.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 116.1k $1.8m | Reduced -11 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 114.5k $1.8m | Added +111.7k |
| Chicago Capital, LLC 0.05% of their portfolio | 107.7k $1.7m | Added +15.2k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 107.5k $1.7m | Added +75.6k |
| HRT FINANCIAL LP 0.01% of their portfolio | 100.4k $1.6m | Added +45.5k |
| Invesco Ltd. 0.00% of their portfolio | 95.0k $1.5m | Reduced -6.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 94.9k $1.5m | Reduced -79.4k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 89.9k $1.4m | Added +41.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 86.0k $1.4m | Reduced -26.8k |
| M&T Bank Corp 0.00% of their portfolio | 84.6k $1.3m | Added +54 |
| Trexquant Investment LP 0.02% of their portfolio | 71.6k $1.1m | Added +36.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 64.2k $1.0m | Added +47.8k |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 60.6k $961.0k | Added +46.3k |
| Ewing Morris & Co. Investment Partners Ltd. 0.59% of their portfolio | 60.3k $1.3m | Reduced -104.4k |
| COMERICA BANK 0.00% of their portfolio | 60.1k $952.7k | Reduced -5.6k |
| Bridge City Capital, LLC 0.33% of their portfolio | 57.6k $913.2k | Added +1.2k |
| S&T Bank/PA 0.17% of their portfolio | 56.4k $895.0k | Reduced -1.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.9k $839.0k | Added +9.3k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 51.5k $816.6k | New |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 50.5k $801.0k | Added +41.0k |
| Cerity Partners LLC 0.00% of their portfolio | 48.5k $769.1k | New |
| AXA S.A. 0.00% of their portfolio | 46.9k $743.8k | Reduced -12.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 45.0k $714.5k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 44.1k $699.0k | Added +23.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 43.1k $682.8k | Added +26.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 40.7k $645.8k | Reduced -40.2k |
| UBS Group AG 0.00% of their portfolio | 39.0k $619.0k | Added +39.0k |
| Woodline Partners LP 0.01% of their portfolio | 38.5k $610.1k | New |
| XTX Topco Ltd 0.08% of their portfolio | 37.2k $590.5k | New |
| Swiss National Bank 0.00% of their portfolio | 36.8k $583.3k | Unchanged |
| MIRABELLA FINANCIAL SERVICES LLP 0.04% of their portfolio | 36.6k $580.5k | New |
| KESTREL INVESTMENT MANAGEMENT CORP 0.38% of their portfolio | 36.1k $573.0k | Reduced -100 |
| Verition Fund Management LLC 0.01% of their portfolio | 36.1k $572.5k | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 35.6k $564.4k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.0k $492.0k | Added +4.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 29.0k $459.6k | Reduced -29.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.7k $438.7k | Reduced -10.2k |
| New York Life Investment Management LLC 0.00% of their portfolio | 25.4k $402.2k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 25.2k $399.4k | Reduced -61.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 23.7k $376.0k | Reduced -1.4k |
| BARCLAYS PLC 0.00% of their portfolio | 23.7k $376.0k | Reduced -22.0k |
| Engineers Gate Manager LP 0.01% of their portfolio | 23.1k $365.8k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 22.2k $352.9k | Reduced -9.0k |
| Point72 Asia (Singapore) Pte. Ltd. 0.09% of their portfolio | 21.8k $345.9k | Added +20.9k |
| SummerHaven Investment Management, LLC 0.22% of their portfolio | 21.7k $343.5k | Added +476 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 21.6k $342.7k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 21.3k $338.1k | New |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.01% of their portfolio | 19.4k $307.1k | Unchanged |
| Quantbot Technologies LP 0.02% of their portfolio | 18.3k $290.3k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 18.3k $290.0k | Reduced -1.6k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 17.5k $278.0k | Reduced -110.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 17.0k $270.0k | New |
| Paloma Partners Management Co 0.04% of their portfolio | 16.5k $261.7k | New |
| Legato Capital Management LLC 0.03% of their portfolio | 15.7k $248.4k | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 15.6k $241.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 15.3k $242.7k | Reduced -33.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 15.1k $239.0k | Added +498 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 14.8k $235.4k | Reduced -61.0k |
| MEEDER ASSET MANAGEMENT INC 0.01% of their portfolio | 14.5k $229.7k | Added +2.4k |
| Jump Financial, LLC 0.01% of their portfolio | 13.9k $219.7k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 13.1k $207.3k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.3k $195.1k | Reduced -40.7k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 10.7k $169.1k | New |
| AlphaQuest LLC 0.03% of their portfolio | 10.5k $167.1k | New |
| Corton Capital Inc. 0.06% of their portfolio | 10.4k $165.0k | New |
| Laurion Capital Management LP 0.00% of their portfolio | 10.3k $162.6k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.0k $159.1k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.7k $154.4k | Reduced -6 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 9.4k $149.3k | Reduced -1.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 8.8k $138.9k | Reduced -442 |
| Catalyst Funds Management Pty Ltd 0.04% of their portfolio | 8.0k $126.9k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.6k $119.8k | Added +736 |
| CITIGROUP INC 0.00% of their portfolio | 3.8k $59.8k | Reduced -18.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 3.7k $58.8k | Unchanged |
| FMR LLC 0.00% of their portfolio | 3.6k $57.2k | Added +104 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 2.1k $34.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.1k $33.0k | Reduced -9.1k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.0k $31.1k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.8k $29.0k | Added +1.8k |