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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 18.4m as of 2026-05-04, 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 ≈ $23.74. Options: 2 managers hold calls ($429.7k notional), 7 hold puts ($7.4m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 67 | 75 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $405.7k | $562.1k | 1.39 |
| Q3 2025 | $25.6k | $410.7k | 16.07 |
| Q4 2025 | $2.2m | $5.2m | 2.38 |
| Q1 2026 | $429.7k | $7.4m | 17.29 |
Biggest buyers
| Heron Bay Capital Management | Added | +785.6k |
| NEW SOUTH CAPITAL MANAGEMENT INC | Added | +112.0k |
| JANUS HENDERSON GROUP PLC | Added | +96.0k |
| JANE STREET GROUP, LLC | New | +81.0k |
| FRANKLIN RESOURCES INC | Added | +76.7k |
| MORGAN STANLEY | Added | +74.8k |
| SEI INVESTMENTS CO | Added | +62.6k |
| BANK OF AMERICA CORP /DE/ | Added | +54.9k |
| Ballast Asset Management, LP | Added | +49.7k |
| LAZARD ASSET MANAGEMENT LLC | Added | +47.9k |
Biggest sellers
| ArrowMark Colorado Holdings LLC | Reduced | -799.2k |
| D. E. Shaw & Co., Inc. | Reduced | -108.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -90.3k |
| J. Goldman & Co LP | Sold out | -63.0k |
| Integrated Investment Consultants, LLC | Reduced | -50.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -35.6k |
| Y-Intercept (Hong Kong) Ltd | Reduced | -33.1k |
| BlackRock, Inc. | Reduced | -32.2k |
| UBS Group AG | Reduced | -30.0k |
| Rothschild Wealth LLC | Sold out | -26.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $427.3k18.0k shares |
| SIMPLEX TRADING, LLC | New | $2.4k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m156.2k shares |
| CITADEL ADVISORS LLC | Added | $1.3m54.6k shares |
| GROUP ONE TRADING LLC | Reduced | $992.3k41.8k shares |
| Caption Management, LLC | New | $569.8k24.0k shares |
| JANE STREET GROUP, LLC | New | $565.0k23.8k shares |
| J. Goldman & Co LP | Reduced | $189.9k8.0k shares |
| SIMPLEX TRADING, LLC | New | $109.2k4.6k 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 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $26.7k | 0 | — | — |
| 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 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.5m $58.6m | Added +96.0k |
| Heron Bay Capital Management 4.46% of their portfolio | 2.0m $48.4m | Added +785.6k |
| Gates Capital Management, Inc. 1.51% of their portfolio | 1.8m $43.6m | Added +43.4k |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $32.1m | Reduced -32.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 797.3k $18.9m | First filing |
| LSV ASSET MANAGEMENT 0.04% of their portfolio | 728.5k $17.3m | Added +11.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 638.1k $15.1m | First filing |
| NEW SOUTH CAPITAL MANAGEMENT INC 0.66% of their portfolio | 582.5k $13.8m | Added +112.0k |
| STATE STREET CORP 0.00% of their portfolio | 491.1k $11.7m | Reduced -6.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 473.0k $11.2m | Added +16.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 376.5k $8.9m | Added +36.5k |
| ArrowMark Colorado Holdings LLC 0.23% of their portfolio | 371.1k $8.8m | Reduced -799.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 343.8k $8.2m | Added +26.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 331.5k $7.9m | Added +9.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 321.2k $7.6m | Reduced -14.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 289.3k $6.9m | Added +27.5k |
| MORGAN STANLEY 0.00% of their portfolio | 276.3k $6.6m | Added +74.8k |
| DENALI ADVISORS LLC 0.71% of their portfolio | 267.2k $6.3m | Reduced -3.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 260.6k $6.2m | Reduced -108.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 222.8k $5.3m | Reduced -23.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 220.3k $5.2m | Reduced -15.1k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.27% of their portfolio | 200.9k $4.8m | Added +8.0k |
| Hillsdale Investment Management Inc. 0.13% of their portfolio | 199.1k $4.7m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 179.8k $4.3m | Added +38.2k |
| Ballast Asset Management, LP 1.75% of their portfolio | 166.1k $3.9m | Added +49.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 157.3k $3.7m | Added +4.9k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 141.6k $3.4m | Reduced -23.8k |
| Chicago Capital, LLC 0.08% of their portfolio | 131.6k $3.1m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 124.7k $3.0m | First filing |
| SEI INVESTMENTS CO 0.00% of their portfolio | 116.0k $2.8m | Added +62.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 98.2k $2.3m | Reduced -10.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 95.3k $2.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 88.1k $2.1m | Added +76.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 87.2k $2.1m | Reduced -1.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 83.8k $2.0m | Reduced -1.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 81.0k $1.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.6k $1.9m | Added +54.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 80.5k $1.9m | Reduced -90.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 79.0k $1.9m | Added +5.9k |
| Bridge City Capital, LLC 0.51% of their portfolio | 77.8k $1.8m | Reduced -1.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 73.4k $1.7m | Added +193 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 69.7k $1.7m | First filing |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 69.3k $1.6m | Added +47.9k |
| Cerity Partners LLC 0.00% of their portfolio | 61.0k $1.4m | Added +1.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 60.3k $1.4m | Added +196 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 59.7k $1.4m | Reduced -35.6k |
| Kennondale Capital Management LLC 1.00% of their portfolio | 58.6k $1.4m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 56.0k $1.3m | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 52.2k $1.2m | Added +1.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 51.2k $1.2m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 50.0k $1.2m | Reduced -52 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 49.7k $1.2m | Added +26.7k |
| Campbell & CO Investment Adviser LLC 0.06% of their portfolio | 43.9k $1.0m | Reduced -6.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.1k $1.0m | Added +2.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 40.0k $950.2k | Added +1.1k |
| Invesco Ltd. 0.00% of their portfolio | 38.7k $918.3k | Reduced -206 |
| UBS Group AG 0.00% of their portfolio | 38.4k $912.2k | Reduced -30.0k |
| Nuveen, LLC 0.00% of their portfolio | 37.8k $896.9k | Added +186 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 37.5k $890.1k | New |
| Arax Advisory Partners 0.02% of their portfolio | 34.9k $828.4k | Reduced -14.9k |
| XTX Topco Ltd 0.01% of their portfolio | 33.4k $793.0k | New |
| SummerHaven Investment Management, LLC 0.49% of their portfolio | 33.3k $791.6k | Reduced -3.9k |
| Integrated Investment Consultants, LLC 0.16% of their portfolio | 32.1k $763.1k | Reduced -50.8k |
| Verdence Capital Advisors LLC 0.04% of their portfolio | 30.9k $732.9k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 26.9k $637.8k | Reduced -33.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 25.0k $593.0k | Reduced -589 |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 24.6k $583.2k | Reduced -18.1k |
| North Star Investment Management Corp. 0.03% of their portfolio | 22.0k $522.3k | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 21.8k $517.3k | Reduced -579 |
| Prospera Financial Services Inc 0.01% of their portfolio | 21.4k $508.4k | Reduced -781 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 20.9k $497.3k | Reduced -6.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 20.4k $484.2k | New |
| State of Wyoming 0.06% of their portfolio | 20.3k $481.2k | Reduced -8.2k |
| Boston Partners 0.00% of their portfolio | 19.9k $472.3k | Reduced -3.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 19.2k $455.3k | Added +2.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 18.7k $445.0k | Reduced -3.3k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 17.5k $415.6k | Added +83 |
| CWM, LLC 0.00% of their portfolio | 17.1k $405.3k | Added +632 |
| Engineers Gate Manager LP 0.00% of their portfolio | 16.5k $391.6k | Added +1.6k |
| ALPS ADVISORS INC 0.00% of their portfolio | 16.5k $391.2k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 15.9k $347.3k | Reduced -3.5k |
| Verdad Advisers, LP 0.40% of their portfolio | 15.0k $356.1k | Unchanged |
| MEEDER ASSET MANAGEMENT INC 0.02% of their portfolio | 14.9k $352.7k | Reduced -12.9k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 14.2k $337.0k | Added +1.5k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 13.7k $325.1k | Added +1.5k |
| DGS Capital Management, LLC 0.05% of their portfolio | 13.5k $319.8k | Added +39 |
| Banque Cantonale Vaudoise 0.01% of their portfolio | 13.3k $316.0k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 12.9k $309.7k | Added +1.4k |
| Creative Planning 0.00% of their portfolio | 12.6k $298.9k | Added +3.3k |
| S&T Bank/PA 0.10% of their portfolio | 11.7k $276.7k | Reduced -12.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 11.2k $266.8k | New |
| Mariner, LLC 0.00% of their portfolio | 11.0k $261.2k | Reduced -1.9k |
| Integrated Quantitative Investments LLC 0.05% of their portfolio | 10.9k $259.3k | Reduced -531 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.9k $258.5k | Unchanged |
| Legato Capital Management LLC 0.02% of their portfolio | 10.5k $248.2k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.3k $245.4k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.3k $244.9k | New |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 9.9k $235.6k | Reduced -10.5k |
| Sterling Capital Management LLC 0.00% of their portfolio | 9.8k $233.2k | Reduced -5.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.7k $231.2k | Reduced -14.5k |