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 ($386.6k this quarter). Holder counts are more reliable. Shares outstanding: 19.0m as of 2025-08-04, 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 ≈ $23.06. Options: 4 managers hold calls ($405.7k notional), 4 hold puts ($562.1k).
Trends to Q2 2025
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 |
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 2023 | 61 | 64 |
| Q4 2023 | 76 | 60 |
| Q1 2024 | 67 | 85 |
| Q2 2024 | 67 | 75 |
| Q3 2024 | 66 | 60 |
| Q4 2024 | 80 | 59 |
| Q1 2025 | 78 | 68 |
| Q2 2025 | 82 | 68 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $419.2k | $157.8k | 0.38 |
| Q4 2024 | $155.1k | $112.1k | 0.72 |
| Q1 2025 | $283.8k | $506.8k | 1.79 |
| Q2 2025 | $405.7k | $562.1k | 1.39 |
Biggest buyers
| Heron Bay Capital Management | Added | +207.1k |
| Kent Lake PR LLC | Added | +120.2k |
| VICTORY CAPITAL MANAGEMENT INC | New | +62.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +56.2k |
| VANGUARD GROUP INC | Added | +56.1k |
| Hillsdale Investment Management Inc. | Added | +53.7k |
| STATE STREET CORP | Added | +50.7k |
| LSV ASSET MANAGEMENT | Added | +46.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +46.6k |
| BANK OF AMERICA CORP /DE/ | Added | +44.6k |
Biggest sellers
| Gates Capital Management, Inc. | Reduced | -235.4k |
| MARSHALL WACE, LLP | Reduced | -170.4k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -141.0k |
| ArrowMark Colorado Holdings LLC | Reduced | -101.0k |
| D. E. Shaw & Co., Inc. | Reduced | -96.0k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -86.2k |
| NEW SOUTH CAPITAL MANAGEMENT INC | Reduced | -44.2k |
| DEUTSCHE BANK AG\ | Reduced | -39.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -32.7k |
| JANE STREET GROUP, LLC | Sold out | -27.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $276.7k12.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $99.0k4.3k shares |
| GROUP ONE TRADING LLC | Reduced | $30.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $304.4k13.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $246.7k10.7k shares |
| SIMPLEX TRADING, LLC | Added | $11.0k500 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $26.7k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.5m $58.1m | Added +29.0k |
| ArrowMark Colorado Holdings LLC 0.73% of their portfolio | 1.8m $40.4m | Reduced -101.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.6m $37.3m | Added +56.1k |
| Gates Capital Management, Inc. 1.01% of their portfolio | 1.5m $33.6m | Reduced -235.4k |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $32.2m | Added +23.2k |
| Heron Bay Capital Management 5.35% of their portfolio | 1.2m $27.2m | Added +207.1k |
| STATE STREET CORP 0.00% of their portfolio | 508.3k $11.7m | Added +50.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 505.5k $11.7m | Added +36.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 409.0k $9.4m | Reduced -96.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 406.5k $9.4m | Reduced -141.0k |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 372.5k $8.6m | Added +46.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 354.1k $8.2m | Reduced -32.7k |
| NEW SOUTH CAPITAL MANAGEMENT INC 0.35% of their portfolio | 310.0k $7.1m | Reduced -44.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 305.4k $7.0m | Added +19.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 293.9k $6.8m | Added +8.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 291.2k $6.7m | Reduced -17.0k |
| Kent Lake PR LLC 2.54% of their portfolio | 250.0k $5.8m | Added +120.2k |
| DENALI ADVISORS LLC 0.59% of their portfolio | 243.8k $5.6m | Added +28.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 232.9k $5.4m | Added +56.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 229.4k $5.3m | Added +46.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 212.0k $4.9m | Added +44.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.26% of their portfolio | 209.8k $4.8m | Added +3.0k |
| Integrated Investment Consultants, LLC 0.75% of their portfolio | 166.3k $3.8m | Reduced -4.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 161.5k $3.7m | Added +2.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 145.7k $3.4m | Unchanged |
| Hillsdale Investment Management Inc. 0.12% of their portfolio | 141.6k $3.3m | Added +53.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 132.9k $3.1m | Reduced -170.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 132.8k $3.1m | Reduced -3.6k |
| Chicago Capital, LLC 0.07% of their portfolio | 127.9k $2.9m | Added +3.7k |
| Ballast Asset Management, LP 1.41% of their portfolio | 117.9k $2.7m | Added +1.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 114.9k $2.6m | Added +4.5k |
| MORGAN STANLEY 0.00% of their portfolio | 106.6k $2.5m | Added +37.2k |
| UBS Group AG 0.00% of their portfolio | 104.9k $2.4m | Added +36.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 90.0k $2.1m | Reduced -23 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 87.5k $2.0m | Added +7.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 85.5k $2.0m | Added +4.5k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 85.1k $2.0m | Added +14.1k |
| Bridge City Capital, LLC 0.46% of their portfolio | 71.5k $1.6m | Reduced -1.1k |
| Invesco Ltd. 0.00% of their portfolio | 66.2k $1.5m | Reduced -8.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 62.5k $1.4m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 58.1k $1.3m | Added +2.9k |
| AXA S.A. 0.00% of their portfolio | 56.0k $1.3m | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 55.5k $1.3m | Reduced -3.6k |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 50.8k $1.2m | Added +10.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 50.2k $1.2m | Reduced -194 |
| SummerHaven Investment Management, LLC 0.69% of their portfolio | 45.8k $1.1m | Added +760 |
| RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio | 45.3k $1.0m | Added +6.6k |
| Kennondale Capital Management LLC 0.97% of their portfolio | 41.1k $948.5k | Unchanged |
| Campbell & CO Investment Adviser LLC 0.06% of their portfolio | 39.5k $911.1k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 38.9k $897.0k | Added +1.7k |
| Nuveen, LLC 0.00% of their portfolio | 37.6k $866.9k | Reduced -7.8k |
| S&T Bank/PA 0.25% of their portfolio | 36.1k $832.5k | Reduced -1.7k |
| Man Group plc 0.00% of their portfolio | 34.9k $805.5k | Added +15.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 33.2k $766.1k | Added +4.1k |
| BARCLAYS PLC 0.00% of their portfolio | 32.3k $745.0k | Added +13.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 31.5k $725.7k | Reduced -447 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 30.2k $696.3k | Added +2.5k |
| State of Wyoming 0.08% of their portfolio | 28.8k $665.1k | Added +20.0k |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 28.8k $663.5k | Reduced -3 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 28.6k $658.0k | Added +13.2k |
| MEEDER ASSET MANAGEMENT INC 0.04% of their portfolio | 27.8k $640.6k | Added +91 |
| Prospera Financial Services Inc 0.01% of their portfolio | 26.7k $615.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.4k $608.8k | Reduced -3.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25.7k $592.0k | Added +15.6k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 22.3k $515.0k | Added +7.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 21.6k $497.8k | Added +266 |
| XTX Topco Ltd 0.02% of their portfolio | 21.3k $490.9k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 20.6k $474.7k | Reduced -10.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 20.4k $470.8k | Unchanged |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 19.5k $449.0k | Reduced -5.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 17.8k $410.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 17.5k $404.3k | Added +301 |
| CWM, LLC 0.00% of their portfolio | 17.5k $404.0k | Reduced -5.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.5k $379.5k | Reduced -25.2k |
| Inspire Advisors, LLC 0.04% of their portfolio | 16.4k $377.2k | Added +1.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.2k $374.7k | Reduced -39.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 16.0k $370.0k | Reduced -26.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 15.5k $357.9k | Added +6.3k |
| Legato Capital Management LLC 0.04% of their portfolio | 15.4k $356.3k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 15.3k $352.9k | Added +3.3k |
| Sterling Capital Management LLC 0.00% of their portfolio | 15.0k $346.5k | Added +215 |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 14.4k $332.2k | Reduced -16.9k |
| Boston Partners 0.00% of their portfolio | 14.0k $322.1k | Added +2.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 13.5k $312.2k | Added +1.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 13.5k $311.9k | Added +934 |
| Squarepoint Ops LLC 0.00% of their portfolio | 13.5k $310.5k | New |
| Banque Cantonale Vaudoise 0.01% of their portfolio | 13.3k $307.0k | Added +3.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 12.6k $290.9k | Reduced -8.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.6k $289.7k | Reduced -133 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 12.4k $285.0k | Reduced -86.2k |
| DGS Capital Management, LLC 0.06% of their portfolio | 12.0k $277.0k | Added +100 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 11.9k $275.5k | New |
| Mariner, LLC 0.00% of their portfolio | 11.9k $273.7k | Reduced -169 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 11.8k $271.0k | Reduced -680 |
| Tweedy, Browne Co LLC 0.02% of their portfolio | 11.4k $261.9k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.2k $264.8k | Reduced -3.8k |
| Integrated Quantitative Investments LLC 0.07% of their portfolio | 11.0k $253.7k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.9k $251.1k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 10.6k $245.2k | Reduced -175 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.5k $220.0k | Reduced -28 |