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

Smartleaf 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 Q3	$1.28K	Buy	37 +8	+28%	+$295	﹤0.01%	3136
2026 Q2	$1.11K	Hold	29	–	–	﹤0.01%	3085
2026 Q1	$686	Sell	29 -23	-44%	-$591	﹤0.01%	3176
2025 Q4	$1.14K	Buy	52 +51	+5,100%	+$1.26K	﹤0.01%	3136
2025 Q3	$29	Buy	+1	New	+$25	﹤0.01%	2992
2025 Q2	–	Sell	-26	Closed	-$603	–	2767
2025 Q1	$603	Buy	26 +13	+100%	+$335	﹤0.01%	2672
2024 Q4	$308	Hold	13	–	–	﹤0.01%	2835
2024 Q3	$307	Sell	13 -13	-50%	-$271	﹤0.01%	2843
2024 Q2	$424	Buy	+26	New	+$421	﹤0.01%	2577

Other funds holding CCSI

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Smartleaf Asset Management's CCSI Position: Q3 2026 in Review

Smartleaf Asset Management increased its Consensus Cloud Solutions (CCSI) stake by 28% in Q3 2026, buying an estimated $295 and bringing the position to 37 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Smartleaf Asset Management first reported a position in CCSI in Q2 2024 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

Smartleaf Asset Management held 37 shares of Consensus Cloud Solutions worth $1.28K as of Q3 2026.
Smartleaf Asset Management bought 8 Consensus Cloud Solutions shares in Q3 2026, an estimated $295.
Consensus Cloud Solutions made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3136 holding.
Smartleaf Asset Management first reported a position in Consensus Cloud Solutions in Q2 2024 and has held it in 9 quarters since.
74 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.