Stock Analysis
Data Source: SEC EDGAR 13F
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Consensus Cloud Solutions In (CCSI)

167 + Investors. Track Smart Money conviction in CCSI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — CCSI

Based on 168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CCSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
168 hedge funds hold CCSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

70 buying90 selling
Last quarter: 90 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 24 → 20 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 27% medium 17% new
93 out of 168 hedge funds have held CCSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+56% value, -2% shares)

Value
+55%
Shares
-2%
Last quarter: total value of institutional CCSI holdings rose +56% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

14 → 23 → 24 → 20 → 19 new funds/Q
New funds entering each quarter: 23 → 24 → 20 → 19. CCSI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 59% veterans vs 21% newcomers

59% veterans 21% 1-2yr 21% new
Entry-cohort mix of 174 holders: 102 (59%) are 2+ year veterans, 36 entered 1–2 years ago, and 36 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
41 of 167 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CCSI

In 2026 Q2, 70 hedge funds were net buyers of CCSI (19 opened a new position, 51 added to an existing one), while 90 reduced or exited (69 trimmed, 21 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in CCSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 168.

Hedge Fund Ownership: CCSI

How many hedge funds hold CCSI — quarterly history vs. share price
Quarterly hedge fund ownership of CCSI vs. share price

Market Analysis: CCSI

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCSI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: CCSI
167 + Investors

Track Smart Money conviction in CCSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 167 170 -1.76%
13F Shares 18M 19M -2.15%
Total Value $665M $427M 55.92%
New Positions 19 20 -1
Increased Positions 49 59 -10
Closed Positions 21 15 +6
Reduced Positions 68 58 +10
Total Calls 2 1 100.0%
Total Puts 5 5 -
PUT/CALL Ratio 2.5 5.0 Bearish

Statistics: CCSI

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Institutional Holders (2026 Q2)

167 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CCSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heron Bay Capital Management 6.35% 1,836,854 $70.1M
2 Ballast Asset Management, LP 2.50% 164,457 $6.3M
3 Gates Capital Management, Inc. 1.51% 1,644,274 $62.7M
4 Kennondale Capital Management LLC 1.23% 48,390 $1.8M
5 New South Capital Management Inc 1.05% 629,106 $24.0M
6 Denali Advisors LLC 0.89% 230,924 $8.8M
7 SummerHaven Investment Management, LLC 0.68% 33,345 $1.3M
8 Bridge City Capital, LLC 0.66% 75,479 $2.9M
9 Watershed Asset Management, L.L.C. 0.53% 15,592 $595K
10 ArrowMark Colorado Holdings LLC 0.41% 260,904 $10.0M
11 Rice Hall James & Associates, LLC 0.38% 205,889 $7.9M
12 Integrated Quantitative Investments LLC 0.25% 40,125 $1.5M
13 Hillsdale Investment Management Inc. 0.19% 213,602 $8.1M
14 Integrated Investment Consultants, LLC 0.15% 19,863 $758K
15 Chicago Capital, LLC 0.12% 135,297 $5.2M
16 Legato Capital Management LLC 0.10% 33,111 $1.3M
17 S&T Bank/Pa 0.08% 6,733 $257K
18 Campbell & CO Investment Adviser LLC 0.07% 33,073 $1.3M
19 Kendall Capital Management 0.06% 9,630 $367K
20 Verdence Capital Advisors LLC 0.06% 30,133 $1.1M
21 State of Wyoming 0.06% 14,959 $571K
22 North Star Investment Management Corp. 0.05% 22,000 $839K
23 Bridgeway Capital Management, LLC 0.04% 59,723 $2.3M
24 Jupiter Topco LLC 0.04% 2,489,846 $95.0M
25 Public Employees Retirement System of Ohio 0.02% 201,563 $7.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Consensus Cloud Solutions In (CCSI)

What does the Smart Money Trend signal show for CCSI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CCSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CCSI?

More sellers than buyers — 44% buying: Last quarter: 90 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CCSI holders?

Strong quality — 34% AUM from major funds: 41 of 167 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CCSI?

55% of holders stayed for 2+ years: 93 out of 168 hedge funds have held CCSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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