CareCloud, Inc.
CCLD- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001582982
No open-market purchases or sales by CareCloud, Inc. insiders were filed in the last 90 days; 65 institutions reported holding it in 13F filings for Q2 2026, worth $20.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in CareCloud, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 55
- +19 vs. Q4 2024
- Shares held
- 5.15M
- +3.35M (+186.7%) vs. Q4 2024
- Total value
- $7.15M
- +$612.3K (+9.4%) vs. Q4 2024
- New holders
- 23
- 17 more added
- Sold out
- 4
- 6 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 65 | $20.3M |
| Q1 2026 | 75 | $44.1M |
| Q4 2025 | 69 | $30.8M |
| Q3 2025 | 68 | $28.5M |
| Q2 2025 | 46 | $19.6M |
| Q1 2025 | 55 | $7.15M |
| Q4 2024 | 36 | $6.54M |
| Q3 2024 | 34 | $4.65M |
| Q2 2024 | 33 | $3.24M |
| Q1 2024 | 28 | $1.72M |
| Q4 2023 | 29 | $2.41M |
| Q3 2023 | 29 | $2.47M |
| Q2 2023 | 30 | $8.44M |
| Q1 2023 | 31 | $9.46M |
| Q4 2022 | 33 | $7.73M |
| Q3 2022 | 34 | $12.5M |
| Q2 2022 | 34 | $10.7M |
| Q1 2022 | 36 | $17.7M |
| Q4 2021 | 36 | $22.8M |
| Q3 2021 | 34 | $26.4M |
| Q2 2021 | 42 | $29.5M |
| Q1 2021 | 3 | $1.31M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding CareCloud, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 15 | $21 | 0.00% | +15 | New |
| Frazier Financial Advisors, LLC | 20 | $28 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21 | $29 | 0.00% | −2−8.7% | Reduced |
| Fairscale Capital, LLC | 352 | $489 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 488 | $678 | 0.00% | −85−14.8% | Reduced |
| Lazard Asset Management LLC | 1,224 | $1.00K | 0.00% | +1,029+527.7% | Added |
| FMR LLC | 1,900 | $2.64K | 0.00% | +300+18.8% | Added |
| UBS Group AG | 3,228 | $4.49K | 0.00% | −16,537−83.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,054 | $7.03K | 0.00% | +5,054 | New |
| Advisor Group Holdings, Inc. | 5,337 | $7.42K | 0.00% | +3,537+196.5% | Added |
| Center for Financial Planning, Inc. | 5,390 | $7.49K | 0.00% | +5,390 | New |
| GWM Advisors LLC | 8,391 | $11.7K | 0.00% | −10,181−54.8% | Reduced |
| Morgan Stanley | 10,795 | $15.0K | 0.00% | +2,454+29.4% | Added |
| Dimensional Fund Advisors LP | 15,096 | $21.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,463 | $21.5K | 0.00% | +15,463 | New |
| Northern Trust Corp | 16,720 | $23.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,084 | $27.9K | 0.00% | +20,084 | New |
| Quadrature Capital Ltd | 21,731 | $30.0K | 0.00% | +21,731 | New |
| Susquehanna International Group, LLP | 21,853 | $30.4K | 0.00% | +7,885+56.5% | Added |
| Manske Wealth Management | 23,595 | $32.8K | 0.01% | +23,595 | New |
| Price T Rowe Associates Inc | 23,700 | $33.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 25,091 | $34.9K | 0.00% | +25,091 | New |
| Independent Financial Group, LLC | 25,207 | $35.0K | 0.00% | +25,207 | New |
| Kingsview Wealth Management, LLC | 26,000 | $36.1K | 0.00% | +26,000 | New |
| BlackRock, Inc. | 29,312 | $40.7K | 0.00% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 29,342 | $40.8K | 0.02% | +29,342 | New |
| Axxcess Wealth Management, LLC | 29,342 | $40.8K | 0.00% | +29,342 | New |
| Cetera Investment Advisers | 29,355 | $40.8K | 0.00% | +29,355 | New |
| Commonwealth Equity Services, LLC | 30,495 | $42.0K | 0.00% | +30,495 | New |
| Goldman Sachs Group Inc | 32,421 | $45.1K | 0.00% | −5,117−13.6% | Reduced |
| Wells Fargo & Company | 34,770 | $48.3K | 0.00% | +9,770+39.1% | Added |
| State Street Corp | 43,863 | $61.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 44,199 | $61.0K | 0.01% | +44,199 | New |
| Marex Group plc | 46,799 | $65.1K | 0.00% | +46,799 | New |
| Johnson Investment Counsel Inc | 50,000 | $69.5K | 0.00% | +50,000 | New |
| Prospera Financial Services Inc | 57,627 | $80.1K | 0.00% | +57,627 | New |
| Millennium Management LLC | 58,840 | $81.8K | 0.00% | +58,840 | New |
| Empowered Funds, LLC | 62,793 | $87.3K | 0.00% | +1,553+2.5% | Added |
| Creative Planning | 70,091 | $97.4K | 0.00% | +70,091 | New |
| Hillsdale Investment Management Inc. | 80,900 | $112.5K | 0.01% | +12,000+17.4% | Added |
| Bank of America Corp | 85,945 | $119.5K | 0.00% | +85,877+126,289.7% | Added |
| Two Sigma Advisers, LP | 101,200 | $140.7K | 0.00% | +79,000+355.9% | Added |
| Geode Capital Management, LLC | 107,187 | $149.0K | 0.00% | +574+0.5% | Added |
| National Asset Management, Inc. | 110,378 | $153.4K | 0.00% | +110,378 | New |
| Chapin Davis, Inc. | 119,269 | $165.8K | 0.06% | +88,285+284.9% | Added |
| Two Sigma Investments, LP | 120,091 | $166.9K | 0.00% | +96,998+420.0% | Added |
| Heron Bay Capital Management | 121,383 | $168.7K | 0.04% | +20,264+20.0% | Added |
| McDonald Partners LLC | 124,605 | $173.2K | 0.05% | +98,379+375.1% | Added |
| Renaissance Technologies LLC | 136,800 | $190.2K | 0.00% | +12,700+10.2% | Added |
| Crescent Grove Advisors, LLC | 179,936 | $250.1K | 0.03% | +179,936 | New |
| Acadian Asset Management LLC | 203,053 | $280.0K | 0.00% | +168,156+481.9% | Added |
| Apollo Management Holdings, L.P. | 209,844 | $291.7K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 217,556 | $302.4K | 0.01% | −11,947−5.2% | Reduced |
| Vanguard Group Inc | 425,101 | $590.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,879,174 | $2.61M | 0.00% | +1,879,174 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −75,455−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −52−100.0% | Sold out |