John Overdeck’s Consensus Cloud Solutions CCSI Stock Holding History

John Overdeck’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	$1.89M	Sell	49,527 -37,688	-43%	-$1.13M	﹤0.01%	3035
2026 Q1	$2.07M	Sell	87,215 -1,296	-1%	-$33.3K	﹤0.01%	2733
2025 Q4	$1.93M	Buy	88,511 +39,418	+80%	+$970K	﹤0.01%	2463
2025 Q3	$1.44M	Buy	+49,093	New	+$1.22M	﹤0.01%	2343
2025 Q1	–	Sell	-28,012	Closed	-$668K	–	3233
2024 Q4	$668K	Buy	28,012 +13,502	+93%	+$317K	﹤0.01%	2396
2024 Q3	$342K	Buy	14,510 +2,720	+23%	+$56.8K	﹤0.01%	2623
2024 Q2	$203K	Sell	11,790 -52,421	-82%	-$848K	﹤0.01%	2727
2024 Q1	$1.02M	Buy	64,211 +47,816	+292%	+$857K	﹤0.01%	1945
2023 Q4	$430K	Buy	+16,395	New	+$385K	﹤0.01%	2539

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

John Overdeck's CCSI Position: Q2 2026 in Review

John Overdeck reduced its Consensus Cloud Solutions (CCSI) stake by 43% in Q2 2026, selling an estimated $1.13M and leaving 49,527 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

John Overdeck first reported a position in CCSI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2026. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

John Overdeck held 49,527 shares of Consensus Cloud Solutions worth $1.89M as of Q2 2026.
John Overdeck sold 37,688 Consensus Cloud Solutions shares in Q2 2026, an estimated $1.13M.
Consensus Cloud Solutions made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3035 holding.
John Overdeck first reported a position in Consensus Cloud Solutions in Q4 2023 and has held it in 9 quarters since.
John Overdeck's Consensus Cloud Solutions position peaked at $2.07M in Q1 2026.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.