Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Consensus Cloud Solutions In (CCSI)

168 + Investors. Track Smart Money conviction in CCSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — CCSI

Based on 170 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CCSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
170 hedge funds hold CCSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

80 buying73 selling
Last quarter: 80 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 23 → 24 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 34% medium ■ 15% new
87 out of 170 hedge funds have held CCSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

21 → 13 → 23 → 24 → 20 new funds/Q
New funds entering each quarter: 13 → 23 → 24 → 20. A growing number of institutions are discovering CCSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 21% newcomers

■ 58% veterans ■ 21% 1-2yr ■ 21% new
Entry-cohort mix of 174 holders: 101 (58%) are 2+ year veterans, 37 entered 1–2 years ago, and 36 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
41 of 168 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CCSI

In 2026 Q1, 80 hedge funds were net buyers of CCSI (20 opened a new position, 60 added to an existing one), while 73 reduced or exited (59 trimmed, 14 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in CCSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 170.

Hedge Fund Ownership: CCSI

How many hedge funds hold CCSI — quarterly history vs. share price
Quarterly hedge fund ownership of CCSI vs. share price

Market Analysis: CCSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCSI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Consensus Cloud Solutions In (CCSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CCSI has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
CCSI
+46.3%
XLK
+40.3%

CCSI outperformed XLK by +6.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
CCSI
+22.6%
XLK
+5.8%

Since the filing became public, CCSI outperformed XLK by +16.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CCSI
168 + Investors

Track Smart Money conviction in CCSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 168 164 2.44%
13F Shares 19M 19M -1.29%
Total Value $426M $418M 1.77%
New Positions 19 24 -5
Increased Positions 59 64 -5
Closed Positions 15 23 -8
Reduced Positions 57 54 +3
Total Calls 1 3 -66.67%
Total Puts 5 3 66.67%
PUT/CALL Ratio 5.0 1.0 Bearish

Statistics: CCSI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

168 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CCSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heron Bay Capital Management 4.46% 2,039,062 $48.4M
2 Ballast Asset Management, LP 1.75% 166,085 $3.9M
3 Gates Capital Management, Inc. 1.19% 1,838,379 $43.6M
4 Kennondale Capital Management LLC 1.00% 58,593 $1.4M
5 Denali Advisors LLC 0.71% 267,184 $6.3M
6 New South Capital Management Inc 0.66% 582,485 $13.8M
7 Bridge City Capital, LLC 0.51% 77,810 $1.8M
8 SummerHaven Investment Management, LLC 0.49% 33,345 $792K
9 Verdad Advisers, LP 0.40% 15,000 $356K
10 Rice Hall James & Associates, LLC 0.27% 200,904 $4.8M
11 ArrowMark Colorado Holdings LLC 0.23% 371,146 $8.8M
12 Integrated Investment Consultants, LLC 0.16% 32,145 $763K
13 Hillsdale Investment Management Inc. 0.13% 199,102 $4.7M
14 S&T Bank/Pa 0.10% 11,654 $277K
15 Chicago Capital, LLC 0.08% 131,613 $3.1M
16 Campbell & CO Investment Adviser LLC 0.06% 43,896 $1.0M
17 State of Wyoming 0.06% 20,269 $481K
18 DGS Capital Management, LLC 0.05% 13,473 $320K
19 Integrated Quantitative Investments LLC 0.05% 10,924 $259K
20 Kendall Capital Management 0.05% 9,630 $229K
21 Verdence Capital Advisors LLC 0.04% 30,871 $733K
22 North Star Investment Management Corp. 0.03% 22,000 $522K
23 Janus Henderson Group plc 0.03% 2,468,048 $58.6M
24 Bridgeway Capital Management, LLC 0.03% 59,723 $1.4M
25 Arax Advisory Partners 0.02% 34,893 $828K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Consensus Cloud Solutions In (CCSI)

What does the Smart Money Trend signal show for CCSI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CCSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCSI?

Slight buying edge — 52% buying: Last quarter: 80 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCSI holders?

Strong quality — 38% AUM from major funds: 41 of 168 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CCSI?

51% of holders stayed for 2+ years: 87 out of 170 hedge funds have held CCSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Consensus Cloud Solutions In (CCSI) following the 2026 Q1 hedge fund 13F filings?

As of today, CCSI has moved +22.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLK sector ETF — an outperformance of +16.8%. Since the quarter end (March 31, 2026), CCSI has gained +46.3% vs +40.3% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →