Consensus Cloud Solutions (CCSI)
Runs a cloud-fax platform serving enterprise, healthcare, and small-office customers worldwide.
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Sells cloud-based fax and document-exchange services under the eFax brand, split between a direct-sold enterprise and healthcare channel and a self-serve small-office channel, with a growing healthcare-interoperability and AI-extraction product line layered on top of the core fax business.
Provides cloud-based fax and document-exchange services under the eFax brand through two channels: a direct-sold Corporate arm covering enterprise, healthcare, and government accounts, and a self-serve SoHo arm for small offices and home users. Healthcare is the largest customer vertical, ahead of government, financial services, law, and education.
The product line extends past core faxing into healthcare-interoperability tools that unify fax, secure messaging, and patient-data exchange with electronic health records, alongside AI-based document-data extraction and an e-signature product. HIPAA and FedRAMP compliance requirements keep fax embedded in these regulated workflows.
Descended from a fax-to-email service launched in 1995 and spun off as an independent company in 2021, it reports as a single Cloud Fax segment, runs at high cash margins, and directs free cash flow toward debt reduction and share buybacks rather than acquisitions across accounts in 46 countries.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Sep 9, 2024 | JP Morgan | Downgrade | Neutral | Underweight |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $98.9M · Total debt $565.9M · Total assets $696.9M · Shareholders' equity $41.6M
- Revenue
- $91.4M
- Operating income
- $36.8M
- Net income
- $27.4M
No dividends on record.
| Institutions177 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 100.37% | 18.47M shares | |
| Insiders12 holders · as of Aug 25, 2026 | 5.73% | 1.06M shares | |
| Strategic holders3 holders · as of Nov 14, 2025 | 31.61% | 5.82M shares | |
| Adds to | 137.71% |
18.40M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 137.71%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Jupiter Topco LLCInstitution | 13.53% | 2.49M | 13Fas of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 13.46% | 2.48M | 13Gfiled Nov 14, 2025 ↗ |
Ziff Davis, Inc.Strategicdirector | 10.66% | 1.96M | 13Gfiled Jun 17, 2022 ↗ |
Heron Bay Capital ManagementInstitution | 9.98% | 1.84M | 13Fas of Jun 30, 2026 |
Gates Capital Management, Inc.Institution | 8.94% | 1.64M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Jeffrey Alan Sullivan | officer: Chief Technology Officer | −5,400 | $37.70 |
| Jun 2, 2026 | Elaine Healy | director | −4,000 | $34.27 |
| Nov 19, 2025 | Elaine Healy | director | −1,000 | $20.50 |
- OpenText
Head-to-head in enterprise cloud fax and healthcare interoperability
- Docusign
Head-to-head in e-signature and agreement-lifecycle management
- RingCentral
Substitute in SMB cloud fax via fax bundled inside RingEX UCaaS suite
- Iron Mountain
Diluted overlap in intelligent document processing via InSight DXP
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Consensus Cloud Solutions | $33.63 | −6.92% | $618.0M | 6.8 | 5.6 | 1.7 | +4.2% |
| OpenText | $23.58 | +0.11% | $5.72B | 5.2 | 6.0 | 0.6 | +1.6% |
| Docusign | $66.50 | +1.64% | $12.49B | 42.5 | 13.6 | 3.8 | +8.7% |
| RingCentral | $73.72 | +1.54% | $6.26B | 58.1 | 13.7 | 2.4 | +5.9% |
| Iron Mountain | $111.85 | 0.00% | $33.28B | 79.9 | 43.9 | 4.4 | +18.5% |
| Median | 50.3 | 13.7 | 3.1 | +7.3% |