Consensus Cloud Solutions
CCSI
169 hedge funds and large institutions have $447M invested in Consensus Cloud Solutions in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
10% more capital invested
Capital invested by funds: $407M → $447M (+$39.6M)
2% more funds holding
Funds holding: 166 → 169 (+3)
1.6% more ownership
Funds ownership: 98.1% → 99.69% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 58
94% less call options, than puts
Call options by funds: $430K | Put options by funds: $7.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$20.2M |
| 2 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$2.88M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$2.47M |
| 4 |
Jane Street
New York
|
+$2.08M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$20.5M |
| 2 |
D.E. Shaw & Co
New York
|
-$2.78M |
| 3 |
Renaissance Technologies
New York
|
-$2.32M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$1.62M |
| 5 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Two Sigma Advisers
New York
| – | -$233K | -10,700 | Closed |
|
177
Acadian Asset Management
Boston,
Massachusetts
| – | -$95K | -4,373 | Closed |
|
|
ACM
178
Aquatic Capital Management
Chicago,
Illinois
| – | -$54.2K | -2,482 | Closed |
|
|
A
179
AlphaQuest
New York
| – | -$48.9K | -2,243 | Closed |
|
|
QL
180
Quarry LP
New York
| – | -$25.3K | -1,158 | Closed |
|
|
AB
181
Amalgamated Bank
New York
| – | -$13K | -592 | Closed |
|
|
N
182
Natixis
Paris,
France
| – | -$65 | -3 | Closed |
|
CCSI Hedge Fund Activity: Q1 2026 in Review
169 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q1 2026, worth a combined $447M — up 9.7% from $407M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CCSI positions and 13 closed out — a net gain of 9 holders — while 57 added to existing stakes and 58 trimmed.
The largest buyer was Heron Bay Capital Management, adding an estimated $20.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $20.5M.
- 169 institutional investors held Consensus Cloud Solutions (CCSI) as of Q1 2026, up from 166 in Q4 2025.
- Funds reported $447M of Consensus Cloud Solutions stock for Q1 2026, up 9.7% quarter-over-quarter.
- 22 funds opened new Consensus Cloud Solutions positions in Q1 2026 and 13 closed out, a net change of +9 holders.
- The largest Consensus Cloud Solutions buyer in Q1 2026 was Heron Bay Capital Management, an estimated $20.2M added.
- The largest Consensus Cloud Solutions seller in Q1 2026 was ArrowMark Colorado Holdings, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2026.