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New South Capital Management’s Consensus Cloud Solutions CCSI Stock Holding History

New South Capital 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 		$24M Buy
629,106
+46,621
+8% +$1.4M 1.05% 27
2026
Q1 		$13.8M Buy
582,485
+112,032
+24% +$2.88M 0.66% 34
2025
Q4 		$10.3M Buy
470,453
+40,879
+10% +$1.01M 0.47% 38
2025
Q3 		$12.6M Buy
429,574
+119,580
+39% +$2.96M 0.58% 37
2025
Q2 		$7.15M Sell
309,994
-44,247
-12% -$953K 0.35% 43
2025
Q1 		$8.18M Buy
354,241
+177,247
+100% +$4.56M 0.39% 45
2024
Q4 		$4.22M Buy
+176,994
New +$4.15M 0.18% 54

Other funds holding CCSI

JT
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

New South Capital Management's CCSI Position: Q2 2026 in Review

New South Capital Management increased its Consensus Cloud Solutions (CCSI) stake by 8% in Q2 2026, buying an estimated $1.4M and bringing the position to 629,106 shares worth $24M. The position accounts for 1.05% of the portfolio, ranked #27.

New South Capital Management first reported a position in CCSI in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • New South Capital Management held 629,106 shares of Consensus Cloud Solutions worth $24M as of Q2 2026.
  • New South Capital Management bought 46,621 Consensus Cloud Solutions shares in Q2 2026, an estimated $1.4M.
  • Consensus Cloud Solutions made up 1.05% of New South Capital Management's portfolio in Q2 2026, its #27 holding.
  • New South Capital Management first reported a position in Consensus Cloud Solutions in Q4 2024 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on New South Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.