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Meridian Small Cap Growth Fund's investment thesis on Consensus Cloud Solutions, Inc. ($CCSI) — Q4 2025 | Buyside Digest

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$CCSINASDAQConsensus Cloud Solutions, Inc.

BULL

Meridian Small Cap Growth Fund—CCSI

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$37.39USD

+5.7% vs last month

$21.72Pitched

+72.1% since pitch

Market Cap$687.9M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the quarter ended December 31, 2025, the Meridian Small Cap Growth Fund returned 0.90% (net), underperforming the Russell 2000 Growth Index's 1.22%. Despite macro-driven moderation,...

— Chad Meade

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What other investors think about $CCSI, and what else Meridian Small Cap Growth Fund is buying.

Other pitches on $CCSI

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Summers Value FundBULL

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A key holding that is gaining market share by replacing legacy fax systems and scaling its AI-driven Clarity service, which commands significantly higher margins. The stock became...

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