Creative Planning’s Consensus Cloud Solutions CCSI Stock Holding History

Creative Planning’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
2026 Q1	$299K	Buy	12,589 +3,267	+35%	+$84K	﹤0.01%	3430
2025 Q4	$203K	Sell	9,322 -1,284	-12%	-$31.6K	﹤0.01%	3540
2025 Q3	$311K	Buy	+10,606	New	+$263K	﹤0.01%	3108
2025 Q2	–	Sell	-11,274	Closed	-$260K	–	3700
2025 Q1	$260K	Sell	11,274 -1,633	-13%	-$42K	﹤0.01%	2873
2024 Q4	$308K	Buy	12,907 +809	+7%	+$19K	﹤0.01%	2645
2024 Q3	$285K	Buy	+12,098	New	+$253K	﹤0.01%	2557

Other funds holding CCSI

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's CCSI Position: Q1 2026 in Review

Creative Planning increased its Consensus Cloud Solutions (CCSI) stake by 35% in Q1 2026, buying an estimated $84K and bringing the position to 12,589 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #3430.

Creative Planning first reported a position in CCSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $311K in Q3 2025. 169 funds tracked by Wall St. Rank hold CCSI as of Q1 2026.

Creative Planning held 12,589 shares of Consensus Cloud Solutions worth $299K as of Q1 2026.
Creative Planning bought 3,267 Consensus Cloud Solutions shares in Q1 2026, an estimated $84K.
Consensus Cloud Solutions made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3430 holding.
Creative Planning first reported a position in Consensus Cloud Solutions in Q3 2024 and has held it in 6 quarters since.
Creative Planning's Consensus Cloud Solutions position peaked at $311K in Q3 2025.
169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.