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. Holder counts are more reliable. Shares outstanding: 19.3m as of 2024-08-05, 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 ≈ $17.14. Options: 4 managers hold calls ($479.0k notional), 4 hold puts ($691.6k).
Trends to Q2 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 |
| Q2 2024 | 142 |
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 |
| Q2 2024 | 67 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $234.2k | $951.8k | 4.06 |
| Q4 2023 | $143.8k | $177.6k | 1.23 |
| Q1 2024 | $372.1k | $646.2k | 1.74 |
| Q2 2024 | $479.0k | $691.6k | 1.44 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +555.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +360.5k |
| JANUS HENDERSON GROUP PLC | Added | +294.9k |
| GOLDMAN SACHS GROUP INC | Added | +220.6k |
| Kent Lake Capital LLC | Added | +194.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +127.6k |
| JPMORGAN CHASE & CO | Added | +97.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +72.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | New | +70.1k |
| D. E. Shaw & Co., Inc. | Added | +69.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -751.7k |
| Heron Bay Capital Management | Reduced | -135.6k |
| ArrowMark Colorado Holdings LLC | Reduced | -114.4k |
| Allspring Global Investments Holdings, LLC | Reduced | -100.4k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -89.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -82.7k |
| Ewing Morris & Co. Investment Partners Ltd. | Reduced | -54.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -52.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -46.2k |
| BlackRock Inc. | Reduced | -45.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $240.5k14.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $204.4k11.9k shares |
| SIMPLEX TRADING, LLC | Added | $34.0k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $383.1k22.3k shares |
| CITADEL ADVISORS LLC | Reduced | $307.5k17.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0k100 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| ArrowMark Colorado Holdings LLC 0.50% of their portfolio | 2.4m $41.7m | Reduced -114.4k |
| Gates Capital Management, Inc. 0.99% of their portfolio | 1.9m $32.7m | Added +15.0k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.9m $32.3m | Added +294.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $25.8m | Reduced -13.5k |
| BlackRock Inc. 0.00% of their portfolio | 1.3m $22.9m | Reduced -45.0k |
| Heron Bay Capital Management 3.53% of their portfolio | 964.8k $16.6m | Reduced -135.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 687.7k $11.8m | Added +69.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 682.7k $11.7m | Added +555.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 672.8k $11.0m | Added +360.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 440.4k $7.6m | Reduced -82.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 415.8k $7.1m | Added +5.7k |
| STATE STREET CORP 0.00% of their portfolio | 391.2k $6.7m | Reduced -36.4k |
| Kent Lake Capital LLC 2.63% of their portfolio | 340.0k $5.8m | Added +194.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 263.3k $4.5m | Reduced -46.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 261.3k $4.5m | Added +220.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 245.8k $4.2m | Reduced -39.2k |
| MORGAN STANLEY 0.00% of their portfolio | 239.1k $4.1m | Reduced -751.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 219.6k $3.8m | Reduced -32.5k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio | 202.7k $3.5m | Reduced -6.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 166.4k $2.9m | Reduced -20.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 144.7k $2.5m | Added +127.6k |
| Trexquant Investment LP 0.04% of their portfolio | 141.0k $2.4m | Added +69.3k |
| Integrated Investment Consultants, LLC 0.59% of their portfolio | 135.9k $2.2m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 128.4k $2.2m | Reduced -25.4k |
| Invesco Ltd. 0.00% of their portfolio | 126.7k $2.2m | Added +31.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 122.2k $2.1m | Added +97.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 116.9k $2.0m | Added +72.8k |
| Chicago Capital, LLC 0.06% of their portfolio | 112.5k $1.9m | Added +4.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 98.0k $1.7m | Added +3.1k |
| AXA S.A. 0.00% of their portfolio | 91.7k $1.6m | Added +44.8k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 89.9k $1.5m | Unchanged |
| M&T Bank Corp 0.00% of their portfolio | 84.6k $1.5m | Added +7 |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 81.9k $1.4m | Reduced -25.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 70.1k $1.2m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 67.7k $1.2m | Added +46.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 64.5k $1.1m | Added +64.3k |
| Bridge City Capital, LLC 0.37% of their portfolio | 64.4k $1.1m | Added +6.8k |
| NORGES BANK 0.00% of their portfolio | 62.5k $1.1m | Not comparable |
| DENALI ADVISORS LLC 0.29% of their portfolio | 61.2k $1.1m | New |
| COMERICA BANK 0.00% of their portfolio | 59.8k $1.0m | Reduced -267 |
| HRT FINANCIAL LP 0.01% of their portfolio | 56.9k $978.0k | Reduced -43.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 55.9k $960.0k | Reduced -30.1k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 53.7k $922.0k | Reduced -6.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 47.5k $816.3k | Added +2.5k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 46.4k $796.6k | Reduced -5.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 45.3k $778.3k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 44.4k $763.4k | Added +16.8k |
| S&T Bank/PA 0.19% of their portfolio | 44.3k $762.0k | Reduced -12.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 40.6k $697.6k | Reduced -12.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.9k $651.2k | Added +14.2k |
| KESTREL INVESTMENT MANAGEMENT CORP 0.41% of their portfolio | 36.1k $620.0k | Unchanged |
| Boston Partners 0.00% of their portfolio | 36.1k $619.5k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 34.7k $596.9k | Added +11.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.4k $556.9k | Reduced -10.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 31.4k $540.0k | Added +9.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.0k $533.0k | Unchanged |
| Man Group plc 0.00% of their portfolio | 30.5k $524.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 30.4k $521.5k | Added +1.4k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 27.9k $480.0k | Reduced -22.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 27.7k $475.0k | New |
| MEEDER ASSET MANAGEMENT INC 0.03% of their portfolio | 26.8k $460.5k | Added +12.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 26.3k $452.6k | Reduced -89.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 24.4k $418.4k | Reduced -11.2k |
| SummerHaven Investment Management, LLC 0.25% of their portfolio | 22.4k $385.3k | Added +769 |
| Savant Capital, LLC 0.00% of their portfolio | 19.9k $342.2k | New |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.02% of their portfolio | 19.4k $332.7k | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. 0.06% of their portfolio | 18.1k $311.7k | Reduced -3.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 17.6k $302.3k | Added +2.8k |
| Centiva Capital, LP 0.01% of their portfolio | 17.0k $291.7k | New |
| State of Wyoming 0.05% of their portfolio | 16.7k $287.4k | Added +15.2k |
| Cerity Partners LLC 0.00% of their portfolio | 16.0k $274.2k | Reduced -32.5k |
| Legato Capital Management LLC 0.04% of their portfolio | 15.7k $269.1k | Unchanged |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 14.1k $242.3k | Reduced -100.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.00% of their portfolio | 13.0k $223.9k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 12.6k $217.0k | Added +12.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 12.6k $216.3k | New |
| Mariner, LLC 0.00% of their portfolio | 12.0k $205.8k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 11.8k $202.6k | Reduced -52.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.8k $202.3k | Reduced -523 |
| XTX Topco Ltd 0.02% of their portfolio | 11.4k $196.4k | Reduced -25.8k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 11.2k $191.8k | Added +1.1k |
| UBS Group AG 0.00% of their portfolio | 11.0k $189.7k | Reduced -28.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 10.9k $188.1k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 9.8k $167.7k | First filing |
| Corebridge Financial, Inc. 0.00% of their portfolio | 9.7k $166.6k | First filing |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.5k $163.6k | Reduced -213 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.4k $161.0k | Added +1.8k |
| CWM, LLC 0.00% of their portfolio | 8.8k $151.0k | Added +7.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.3k $142.0k | Added +6.2k |
| STRS OHIO 0.00% of their portfolio | 6.9k $118.5k | Added +6.0k |
| BARCLAYS PLC 0.00% of their portfolio | 6.3k $108.0k | Reduced -17.4k |
| Ewing Morris & Co. Investment Partners Ltd. 0.07% of their portfolio | 6.1k $105.0k | Reduced -54.1k |
| Catalyst Funds Management Pty Ltd 0.03% of their portfolio | 6.0k $103.1k | Reduced -2.0k |
| AlphaQuest LLC 0.01% of their portfolio | 4.8k $82.9k | Reduced -5.7k |
| CITIGROUP INC 0.00% of their portfolio | 4.1k $70.0k | Added +304 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 2.8k $47.0k | Reduced -14.8k |
| FMR LLC 0.00% of their portfolio | 2.4k $40.6k | Reduced -1.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 2.1k $37.0k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.1k $36.7k | Added +1.9k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 2.0k $33.0k | New |