Heron Bay Capital Management
Position in CCSI — Consensus Cloud Solutions, Inc.
CIK 1842149
BLOOMFIELD HILLS, MI
Position in CCSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$70,075,980
+$21,668,649 QoQ
Shares Held
1,836,854
-9.9% QoQ
Ownership
10.0%
of shares outstanding
% of Portfolio
6.41%
of 13F equity value
Holder Rank
#2
of 166 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCSI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Heron Bay Capital Management holds $187,547,439 across 7 Software - Infrastructure names. CCSI ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCSI |
Consensus Cloud Solutions, Inc.
This page
|
1,836,854 | $70,075,980 | |
| 2 | CPAY |
Corpay, Inc.
|
124,001 | $41,325,813 | |
| 3 | PRGS |
Progress Software Corp /Ma
|
1,012,832 | $34,010,898 | |
| 4 | MSFT |
Microsoft Corp
|
78,607 | $29,321,983 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
52,167 | $6,856,308 | |
| 6 | QLYS |
Qualys, Inc.
|
32,006 | $4,400,504 | |
| 7 | PATH |
UiPath, Inc.
|
143,142 | $1,555,953 |
All Filings in CCSI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,075,980 | 1,836,854 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $48,407,331 | 2,039,062 | Shares | Sole | 2026-05-13 | |
| 2026-02-05 | $48,383,257 | 2,112,806 | Shares | Sole | 2026-03-26 | |
| 2025-12-31 | $27,351,086 | 1,253,487 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,353,432 | 1,203,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,181,882 | 1,178,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,426,235 | 971,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,032,392 | 965,314 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,968,193 | 932,832 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,575,693 | 964,825 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,452,740 | 1,100,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,618,178 | 672,193 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $10,582,323 | 420,267 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,205,855 | 264,705 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,560,931 | 163,125 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,541,073 | 47,267 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,011,669 | 42,530 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,784,109 | 40,845 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,994,271 | 33,166 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,604,156 | 27,720 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||