Consensus Cloud Solutions, Inc.

CCSI • NASDAQ

Consensus Cloud Solutions, Inc. is a software - infrastructure company in the technology sector on NASDAQ, led by Scott Turicchi, with a market cap of $455.4M. As of Q3 2025, 97% of shares are held by 164 institutional investors, with HENDERSON GROUP PLC as the largest holder at 13.05%.

CEOScott Turicchi

Market Cap$455.4M

Software - Infrastructure

Technology

Employees559.0

Websiteconsensus.com

Country

United States of America

Overview

Overview of institutional ownership in CCSI as of Q3 2025 with a market cap of $557.4M

All Institutions

Institutions: 164
Value Held: $538.2M
Shares Held: 18.3M
Avg Position: $3.3M
Median Position: $410.7K

Hedge Funds

Hedge Funds: 17
Value Held: $124.2M
Shares Held: 4.2M
Avg Position: $7.3M
Median Position: $695.4K

Ownership Breakdown

Institutional (non-HF)

74.28%

$414.0M

Hedge Funds

22.28%

$124.2M

Retail & Other

3.43%

$19.1M

Based on market cap of $557.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CCSI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$72.7M 0.03% of portfolio	13.05% 2.5M shares	Q4 2021 Held for 3y 11m	$218.74B
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	$48.4M 0.90% of portfolio	8.68% 1.6M shares	Q4 2021 Held for 3y 11m	$5.4B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$47.6M 0.00% of portfolio	8.54% 1.6M shares	Q4 2021 Held for 3y 11m	$6.69T
B BlackRock, Inc. Institution	-	$40.8M 0.00% of portfolio	7.32% 1.4M shares	Q4 2021 Held for 3y 11m	$5.67T
Gates Capital Management, Inc. Hedge Fund•Event Driven	Jeffrey Linn Gates President	$40.3M 1.25% of portfolio	7.22% 1.4M shares	Q4 2021 Held for 3y 11m	$3.2B
Heron Bay Capital Management RIA/Wealth	Paul Clark Seizert Managing Partner	$35.4M 6.60% of portfolio	6.34% 1.2M shares	Q4 2021 Held for 3y 11m	$535.8M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$14.1M 0.00% of portfolio	2.53% 480.6K shares	Q4 2021 Held for 3y 11m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$13.6M 0.00% of portfolio	2.44% 462.5K shares	Q4 2021 Held for 3y 11m	$1.57T
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	David Stephen Morrow President	$12.6M 0.58% of portfolio	2.26% 429.6K shares	Q4 2024 Held for 11 months	$2.2B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$11.6M 0.03% of portfolio	2.08% 395.4K shares	Q4 2021 Held for 3y 11m	$45.1B

Net Capital Flow

Institutional buying and selling activity for CCSI in Q3 2025

Traded: −$5.8M
Buyers: 73
Sellers: 76
Total Bought: +$29.5M
Total Sold: −$35.3M
Avg Position: $3.0M

Biggest Buyers

Institution	Net Bought	Current Position
R Russell Investments Group, Ltd. RIA/Wealth	+$3.5M +120.2K shares	$5.0M 170.4K shares
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	+$3.5M +119.6K shares	$12.6M 429.6K shares
MORGAN STANLEY RIA/Wealth	+$2.0M +68.6K shares	$5.1M 175.2K shares
Hillsdale Investment Management Inc. Long Only Manager	+$1.7M +56.3K shares	$5.8M 197.9K shares
SRS Capital Advisors, Inc. RIA/Wealth	+$1.5M +51.9K shares	$1.5M 51.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.4M +49.1K shares	$1.4M 49.1K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$1.3M +45.7K shares	$8.1M 275.1K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	+$1.3M +45.6K shares	$1.7M 58.0K shares
P PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Institution	+$1.1M +37.8K shares	$3.8M 127.8K shares
J JANE STREET GROUP, LLC Institution	+$975.9K +33.2K shares	$975.9K 33.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	−$3.0M −102.6K shares	$48.4M 1.6M shares
Gates Capital Management, Inc. Hedge Fund•Event Driven	−$2.5M −85.0K shares	$40.3M 1.4M shares
Marshall Wace LLP Institution	−$2.5M −84.5K shares	$1.4M 48.4K shares
Integrated Investment Consultants, LLC RIA/Wealth	−$2.4M −80.9K shares	$2.5M 85.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$2.2M −74.8K shares	$9.7M 331.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$2.1M −70.5K shares	$4.8M 162.4K shares
UBS Group AG Institution	−$2.0M −67.8K shares	$1.1M 37.0K shares
GOLDMAN SACHS GROUP INC Institution	−$1.7M −59.2K shares	$8.7M 294.9K shares
K Kent Lake PR LLC Hedge Fund•Long/Short	−$1.5M −50.0K shares	$5.9M 200.0K shares
HENDERSON GROUP PLC Institution	−$1.3M −44.6K shares	$72.7M 2.5M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CCSI in Q3 2025

New Positions: 7
New Value: $1.3M
Exited Positions: 15
Exited Value: $5.5M

New Positions

Institution	Position Value
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$561.0K 19.1K shares
One Wealth Advisors, LLC RIA/Wealth	$236.0K 8.0K shares
Diametric Capital, LP Hedge Fund•Long/Short	$235.7K 8.0K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$210.8K 7.2K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$14.0K 476.0 shares
O Optiver Holding B.V. Institution	$4.6K 158.0 shares
A Advisory Services Network, LLC RIA/Wealth	$147.0 5.0 shares

Exited Positions

Institution	Previous Position
A AXA Institution	$1.3M 56.0K shares
M Man Group plc Institution	$805.5K 34.9K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$659.2K 28.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$608.8K 26.4K shares
X XTX Topco Ltd Institution	$490.9K 21.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$379.5K 16.5K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$310.5K 13.5K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$275.5K 11.9K shares
Integrated Quantitative Investments LLC Long Only Manager	$253.7K 11.0K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$219.9K 9.5K shares

Options Activity

Institutions with the largest Call and Put options positions in CCSI as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 2
Put Value: $384.7K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$384.7K 131.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with CCSI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Heron Bay Capital Management RIA/Wealth	Paul Clark Seizert Managing Partner	6.60% $35.4M	6.34% 1.2M shares	Q4 2021 Held for 3y 11m	$535.8M
K Kent Lake PR LLC Hedge Fund•Long/Short	Benjamin Natter Managing Partner	3.01% $5.9M	1.05% 200.0K shares	Q3 2024 Held for 1y 2m	$195.5M
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	1.61% $3.5M	0.63% 120.5K shares	Q4 2024 Held for 11 months	$219.1M
Kennondale Capital Management LLC RIA/Wealth	Andrew Slay Managing Partner	1.32% $1.7M	0.31% 58.6K shares	Q4 2024 Held for 11 months	$130.6M
Gates Capital Management, Inc. Hedge Fund•Event Driven	Jeffrey Linn Gates President	1.25% $40.3M	7.22% 1.4M shares	Q4 2021 Held for 3y 11m	$3.2B
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.92% $8.1M	1.46% 277.0K shares	Q2 2024 Held for 1y 5m	$885.1M
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	0.90% $48.4M	8.68% 1.6M shares	Q4 2021 Held for 3y 11m	$5.4B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.64% $1.1M	0.20% 37.2K shares	Q3 2023 Held for 2y 2m	$170.9M
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	David Stephen Morrow President	0.58% $12.6M	2.26% 429.6K shares	Q4 2024 Held for 11 months	$2.2B
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	0.55% $2.1M	0.37% 70.5K shares	Q4 2021 Held for 3y 11m	$374.5M

Hedge Fund Spotlight

Discover hedge funds investing in CCSI

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Consensus Cloud Solutions, Inc.

Market Value: $9.7M
Shares Held: 331.6K
Portfolio Weight: 0.01%
Owned Since: 2022-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%