Consensus Cloud Solution (CCSI) 13F Positioning & Ownership Changes (Q2 2026)

CCSI ranks #3384 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CCSI is a top-conviction position for Heron Bay Capital Management — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CCSI belongs to Jupiter Topco LLC, but the position matters far more to Heron Bay Capital Management, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Heron Bay Capital Management has added to its CCSI position for two straight quarters, increasing it by $42.7M to reach $70.1M today.

J. Goldman & Co LP has trimmed its CCSI position for two straight quarters, cutting it by $4.5M while still holding $152.6K.

CCSI is down 7% today, and institutions have been net sellers of $1.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CCSI posted net income of $94.7M over the trailing twelve months, and currently trades at a P/E of 6.9.

• Profitable — net income of $94.7M over the trailing twelve months
• Revenue grew 1.5% year over year
• Net income improved year over year, from $81.1M to $94.7M
• Generated $136.1M in positive operating cash flow
• Current ratio of 1.79x — enough short-term assets to cover short-term liabilities
• Liabilities run 47.20x equity — a highly leveraged balance sheet worth noting