Envestnet Asset Management’s Consensus Cloud Solutions CCSI Stock Holding History

Envestnet Asset Management’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 Q2	–	Sell	-10,318	Closed	-$245K	–	4844
2026 Q1	$245K	Buy	+10,318	New	+$265K	﹤0.01%	4405
2025 Q4	–	Sell	-12,561	Closed	-$369K	–	4489
2025 Q3	$369K	Sell	12,561 -4	-0%	-$99	﹤0.01%	3947
2025 Q2	$290K	Sell	12,565 -133	-1%	-$2.87K	﹤0.01%	4040
2025 Q1	$293K	Buy	+12,698	New	+$327K	﹤0.01%	3935
2023 Q2	–	Sell	-106,368	Closed	-$121K	–	3966
2023 Q1	$121K	Buy	106,368 +102,248	+2,482%	+$4.92M	﹤0.01%	3769
2022 Q4	$221K	Buy	+4,120	New	+$224K	﹤0.01%	3623
2022 Q1	–	Sell	-4,253	Closed	-$246K	–	3948
2021 Q4	$246K	Buy	+4,253	New	+$259K	﹤0.01%	3531

Other funds holding CCSI

Jupiter Topco New York $245B AUM

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management's CCSI Position: Q2 2026 in Review

Envestnet Asset Management sold out of Consensus Cloud Solutions (CCSI) in Q2 2026, closing a stake of 10,318 shares — an estimated $245K sold.

Envestnet Asset Management first reported a position in CCSI in Q4 2021 and held it in 7 quarters. The position peaked at $369K in Q3 2025. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

Envestnet Asset Management reported no remaining Consensus Cloud Solutions position as of Q2 2026 after selling out during the quarter.
Envestnet Asset Management sold 10,318 Consensus Cloud Solutions shares in Q2 2026, an estimated $245K.
Envestnet Asset Management first reported a position in Consensus Cloud Solutions in Q4 2021 and held it in 7 quarters.
Envestnet Asset Management's Consensus Cloud Solutions position peaked at $369K in Q3 2025.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.