CPG
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Cornerstone Planning Group’s Consensus Cloud Solutions CCSI Stock Holding History

Cornerstone Planning Group’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$494 – 1553
2025
Q1 		$494 Hold
26
– – ﹤0.01% 1314
2024
Q4 		$700 Hold
26
– – ﹤0.01% 1047
2024
Q3 		$566 Hold
26
– – ﹤0.01% 1058
2024
Q2 		$500 Hold
26
– – ﹤0.01% 1078
2024
Q1 		$318 Hold
26
– – ﹤0.01% 986
2023
Q4 		$681 Hold
26
– – ﹤0.01% 752
2023
Q3 		$655 Hold
26
– – ﹤0.01% 862
2023
Q2 		$806 Buy
+26
New +$915 ﹤0.01% 1400
2022
Q4 		$1.47K Buy
+26
New +$1.42K ﹤0.01% 1272

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return