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 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

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

Envestnet Asset Management's CCSI Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Consensus Cloud Solutions (CCSI) in Q1 2026: 10,318 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #4405 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in CCSI as recently as Q3 2025.

Envestnet Asset Management first reported a position in CCSI in Q4 2021 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 169 funds tracked by Wall St. Rank hold CCSI as of Q1 2026.

Envestnet Asset Management held 10,318 shares of Consensus Cloud Solutions worth $245K as of Q1 2026.
Consensus Cloud Solutions was a new Envestnet Asset Management position in Q1 2026.
Consensus Cloud Solutions made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4405 holding.
Envestnet Asset Management first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 7 quarters since.
Envestnet Asset Management's Consensus Cloud Solutions position peaked at $369K in Q3 2025.
169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.