Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund,” highlighting gains in technology and falling bond yields that led equities to reach record highs. U.S. small caps outperformed large caps, with value stocks slightly surpassing growth stocks, according to Russell indices.

In its third-quarter 2025 investor letter, the Meridian Small Cap Growth Fund mentioned Consensus Cloud Solutions, Inc. (NASDAQ:CCSI), a leading information delivery services provider with a software-as-a-service platform. The stock had a one-month return of -24.36% and lost 9.83% of its value over the last 52 weeks.

Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is a key supplier of secure data delivery for enterprise healthcare and cloud fax solutions to small office home office (SoHo) customers. The company reported strong margins and returned to growth earlier than expected. Trading at a multiple of around five times earnings with limited downside potential, the fund maintained its position in the stock.

Although not among the 30 most popular stocks among hedge funds, Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) recorded revenue of $87.8 million in Q3 2025, consistent with the previous year. While acknowledging its potential, some AI stocks are seen as offering greater upside potential with less downside risk. Check our report for an undervalued AI stock benefiting from current trends.

Read more at Yahoo Finance: Is Consensus Cloud Solutions (CCSI) a Resilient Stock?