Among active 13F managers last quarter, 7 opened and 18 added, while 24 reduced; the largest holder to move was Heron Bay Capital Management (−9.9%). Over the last 180 days, 2 insiders sold and none bought, a net -$341K in open-market trades.
The legs disagree, or only one of them leans.
158 tracked 13F filers disclose a position in CCSI as of the latest SEC 13F filings, a combined $510.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Ltd. | 2.5M | $58.6M | ▲+4.0% Added · +96K sh | Q1 2026 | |
| 2 | Heron Bay Capital Management | 1.8M | $70.1M | ▼−9.9% Reduced · −202K sh | Q2 2026 | |
| 3 | Gates Capital Management, Inc. | 1.6M | $62.7M | ▼−11% Reduced · −194K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 1.4M | $32.1M | ▼−2.3% Reduced · −32K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 797K | $18.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 638K | $15.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | New South Capital Management Inc | 629K | $24.0M | ▲+8.0% Added · +47K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 477K | $18.2M | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 9 | State Street Corp | 456K | $17.4M | ▼−7.1% Reduced · −35K sh | Q2 2026 | |
| 10 | Arrowstreet Capital, Limited Partnership | 376K | $8.9M | ▲+11% Added · +36K sh | Q1 2026 | |
| 11 | ArrowMark Colorado Holdings LLC | 371K | $8.8M | ▼−68% Reduced · −799K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 344K | $8.2M | ▲+8.3% Added · +26K sh | Q1 2026 | |
| 13 | Dimensional Fund Advisors LP | 332K | $7.9M | ▲+3.1% Added · +10K sh | Q1 2026 | |
| 14 | AQR Capital Management LLC | 321K | $7.6M | ▼−4.3% Reduced · −14K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 289K | $6.9M | ▲+11% Added · +28K sh | Q1 2026 | |
| 16 | Morgan Stanley | 276K | $6.6M | ▲+37% Added · +75K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | 261K | $6.2M | ▼−29% Reduced · −108K sh | Q1 2026 | |
| 18 | Denali Advisors LLC | 231K | $8.8M | ▼−14% Reduced · −36K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 223K | $5.3M | ▼−9.4% Reduced · −23K sh | Q1 2026 | |
| 20 | Russell Investments Group, Ltd. | 220K | $5.2M | ▼−6.4% Reduced · −15K sh | Q1 2026 | |
| 21 | Rice Hall James & Associates, LLC | 206K | $7.9M | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 22 | Public Employees Retirement System Of Ohio | 202K | $7.7M | ▲+12% Added · +22K sh | Q2 2026 | |
| 23 | Hillsdale Investment Management Inc. | 199K | $4.7M | —Held | Q1 2026 | |
| 24 | Ballast Asset Management, LP | 164K | $6.3M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 25 | Northern Trust Corp | 157K | $3.7M | ▲+3.2% Added · +5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in CCSI and 18 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 76 funds | $252.1B |
| Microsoft CorpMSFT | 76 funds | $181.7B |
| Apple IncAAPL | 75 funds | $191.5B |
| Alphabet Inc-CL AGOOGL | 75 funds | $100.5B |
| JPMorgan Chase & CoJPM | 75 funds | $41.4B |
| Broadcom IncAVGO | 74 funds | $105.2B |
| Eli Lilly & CoLLY | 74 funds | $49.2B |
| Visa Inc-Class A SharesV | 74 funds | $41.9B |
| Chevron CorpCVX | 74 funds | $20.2B |
| Amazon.com IncAMZN | 73 funds | $128.6B |
| Meta Platforms Inc-Class AMETA | 73 funds | $70.3B |
| Johnson & JohnsonJNJ | 73 funds | $29.4B |
Ranked by how many of CCSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CCSI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Sullivan Jeffrey Alan | Chief Technology Officer | Sell (S) | 5K | $204K |
| Jun 2, 2026 | Healy Elaine | Director | Sell (S) | 4K | $137K |
| Nov 19, 2025 | Healy Elaine | Director | Sell (S) | 1K | $21K |
| Aug 19, 2024 | Sullivan Jeffrey Alan | Chief Technology Officer | Buy (P) | 1K | $27K |
| May 11, 2023 | Malone James C | Chief Financial Officer | Buy (P) | 5K | $153K |
| Jun 14, 2022 | Healy Elaine | Director | Buy (P) | 1K | $39K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 40 | 36 | – |
Insiders Form 4 open-market | 0 | 2 | -$341K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CCSI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CCSI/capital-change-brief"
Use Arkolith's capital_change_brief for CCSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CCSI. Filings are public domain, sourced to SEC EDGAR.