CCLD — CARECLOUD INC
Reported value held$14.78M
Funds holding (latest)26
SectorInformation Technology
Funds holding (Q2 2026)15
Institutional value$5.32M · 2.53M sh
New / Add / Cut / Exit0 / 7 / 7 / 4
Top-5 / Top-10 concentration77.7% / 98.3%
Institutional holdings change
Reducing -31.4%
(-1.16M sh)
Institutional value change
Down -60.3%
As of Q2 2026, 15 SEC-registered investment managers reported holding CCLD (CARECLOUD INC) in their latest 13F filings, with a combined reported value of $5.32M across 2.53M shares. That is -31.4% by share count (-1.16M shares) versus the previous quarter, while reported value moved -60.3%. Ownership is concentrated: the five largest holders account for 77.7% of reported value and the top ten for 98.3%.
Compared with the prior quarter, 7 added to existing stakes, 7 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CCLD is classified in the Information Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 579.83K | $1.23M | 0.00% | Add |
| Geode Capital Management history | 421.58K | $894.14K | 0.00% | Reduce |
| Wells Fargo & Co history | 385.00K | $816.20K | 0.00% | Add |
| Arrowstreet Capital history | 334.81K | $709.79K | 0.00% | Add |
| BlackRock Inc history | 229.16K | $485.83K | 0.00% | Add |
| Renaissance Technologies history | 210.60K | $446.47K | 0.00% | Reduce |
| Goldman Sachs Group history | 103.05K | $218.46K | 0.00% | Reduce |
| Bank of America Corp history | 86.19K | $182.72K | 0.00% | Reduce |
| Northern Trust Corp history | 80.81K | $171.31K | 0.00% | Reduce |
| UBS Group AG history | 36.46K | $77.29K | 0.00% | Add |
| Citadel Advisors history | 21.50K | $45.58K | 0.00% | Reduce |
| Prudential Financial history | 18.70K | $39.64K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 850 | $1.80K | 0.00% | Add |
| Morgan Stanley history | 400 | $848 | 0.00% | Reduce |
| T. Rowe Price Associates history | 23.70K | $51 | 0.00% | Hold |
Q1 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 472.30K | $1.72M | 0.00% | Add |
| Geode Capital Management history | 441.80K | $1.61M | 0.00% | Add |
| Two Sigma Investments history | 389.63K | $1.42M | 0.00% | Add |
| Marshall Wace history | 373.73K | $1.36M | 0.00% | Add |
| Citadel Advisors history | 351.24K | $1.28M | 0.00% | Add |
| Wells Fargo & Co history | 346.00K | $1.26M | 0.00% | Add |
| Arrowstreet Capital history | 252.00K | $919.80K | 0.00% | New |
| Millennium Management history | 230.53K | $841.45K | 0.00% | Add |
| Goldman Sachs Group history | 228.37K | $833.55K | 0.00% | Add |
| BlackRock Inc history | 196.03K | $715.50K | 0.00% | Add |
| Bank of America Corp history | 131.20K | $478.88K | 0.00% | Add |
| Point72 Asset Management history | 97.53K | $356.00K | 0.00% | New |
| Northern Trust Corp history | 82.69K | $301.81K | 0.00% | Add |
| Citigroup Inc history | 38.68K | $141.19K | 0.00% | Add |
| UBS Group AG history | 13.52K | $49.33K | 0.00% | Reduce |
| Prudential Financial history | 12.30K | $44.90K | 0.00% | Hold |
| Morgan Stanley history | 9.92K | $36.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 511 | $1.86K | 0.00% | Hold |
| T. Rowe Price Associates history | 23.70K | $87 | 0.00% | Hold |
Q4 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.66M | $4.86M | 0.00% | Add |
| Renaissance Technologies history | 446.03K | $1.30M | 0.00% | Add |
| Geode Capital Management history | 397.11K | $1.16M | 0.00% | Hold |
| Citadel Advisors history | 246.80K | $720.66K | 0.00% | Reduce |
| BlackRock Inc history | 192.63K | $562.48K | 0.00% | Add |
| Goldman Sachs Group history | 168.12K | $490.91K | 0.00% | Add |
| Wells Fargo & Co history | 136.00K | $397.12K | 0.00% | Reduce |
| Two Sigma Investments history | 89.66K | $261.81K | 0.00% | Reduce |
| Bank of America Corp history | 88.70K | $259.02K | 0.00% | Reduce |
| Marshall Wace history | 83.58K | $244.05K | 0.00% | Reduce |
| Northern Trust Corp history | 75.71K | $221.07K | 0.00% | Add |
| Morgan Stanley history | 59.05K | $172.44K | 0.00% | Reduce |
| Millennium Management history | 53.29K | $155.62K | 0.00% | Reduce |
| UBS Group AG history | 27.55K | $80.43K | 0.00% | Reduce |
| Prudential Financial history | 12.30K | $35.92K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 511 | $1.49K | 0.00% | Hold |
| T. Rowe Price Associates history | 23.70K | $70 | 0.00% | Hold |
| Citigroup Inc history | 14 | $41 | 0.00% | New |
Q3 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.18M | $3.78M | 0.00% | Reduce |
| Geode Capital Management history | 395.55K | $1.27M | 0.00% | Add |
| Citadel Advisors history | 258.57K | $830.00K | 0.00% | Add |
| Renaissance Technologies history | 227.50K | $730.27K | 0.00% | Add |
| Marshall Wace history | 199.05K | $638.95K | 0.00% | New |
| BlackRock Inc history | 188.92K | $606.44K | 0.00% | Add |
| Two Sigma Investments history | 187.57K | $602.12K | 0.00% | Add |
| Wells Fargo & Co history | 141.00K | $452.61K | 0.00% | Add |
| Goldman Sachs Group history | 140.55K | $451.16K | 0.00% | Add |
| Bank of America Corp history | 103.38K | $331.85K | 0.00% | Add |
| Morgan Stanley history | 94.70K | $303.98K | 0.00% | Reduce |
| Millennium Management history | 88.47K | $283.97K | 0.00% | New |
| Northern Trust Corp history | 75.08K | $241.01K | 0.00% | Add |
| UBS Group AG history | 32.66K | $104.83K | 0.00% | Reduce |
| Prudential Financial history | 12.30K | $39.48K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 512 | $1.64K | 0.00% | Hold |
| T. Rowe Price Associates history | 23.70K | $77 | 0.00% | Hold |
Q2 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.59M | $6.10M | 0.00% | Add |
| Geode Capital Management history | 359.49K | $848.46K | 0.00% | Add |
| Morgan Stanley history | 191.51K | $451.96K | 0.00% | Add |
| Morgan Stanley history | 191.51K | $451.96K | 0.00% | Add |
| BlackRock Inc history | 187.18K | $441.74K | 0.00% | Add |
| BlackRock Inc history | 187.18K | $441.74K | 0.00% | Add |
| Two Sigma Investments history | 144.19K | $340.29K | 0.00% | Add |
| Two Sigma Investments history | 144.19K | $340.29K | 0.00% | Add |
| Renaissance Technologies history | 143.30K | $338.19K | 0.00% | Add |
| Renaissance Technologies history | 143.30K | $338.19K | 0.00% | Add |
| Wells Fargo & Co history | 132.00K | $311.52K | 0.00% | Add |
| Goldman Sachs Group history | 121.80K | $287.44K | 0.00% | Add |
| Goldman Sachs Group history | 121.80K | $287.44K | 0.00% | Add |
| UBS Group AG history | 90.67K | $213.98K | 0.00% | Add |
| Bank of America Corp history | 86.22K | $203.49K | 0.00% | Hold |
| Northern Trust Corp history | 44.46K | $104.94K | 0.00% | Add |
| Citadel Advisors history | 38.50K | $90.86K | 0.00% | Add |
| Citadel Advisors history | 38.50K | $90.86K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 511 | $1.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 511 | $1.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 23.70K | $56 | 0.00% | Hold |
Q1 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 425.10K | $590.89K | 0.00% | Hold |
| Renaissance Technologies history | 136.80K | $190.15K | 0.00% | Add |
| Renaissance Technologies history | 136.80K | $190.15K | 0.00% | Add |
| Two Sigma Investments history | 120.09K | $166.93K | 0.00% | Add |
| Two Sigma Investments history | 120.09K | $166.93K | 0.00% | Add |
| Geode Capital Management history | 107.19K | $149.04K | 0.00% | Add |
| Bank of America Corp history | 85.94K | $119.46K | 0.00% | Add |
| Millennium Management history | 58.84K | $81.79K | 0.00% | New |
| Wells Fargo & Co history | 34.77K | $48.33K | 0.00% | Add |
| Goldman Sachs Group history | 32.42K | $45.06K | 0.00% | Reduce |
| Goldman Sachs Group history | 32.42K | $45.06K | 0.00% | Reduce |
| BlackRock Inc history | 29.31K | $40.74K | 0.00% | Hold |
| BlackRock Inc history | 29.31K | $40.74K | 0.00% | Hold |
| Citadel Advisors history | 22.60K | $31.41K | 0.00% | Reduce |
| Citadel Advisors history | 22.60K | $31.41K | 0.00% | Reduce |
| Northern Trust Corp history | 16.72K | $23.24K | 0.00% | Hold |
| Morgan Stanley history | 10.79K | $15.01K | 0.00% | Add |
| Morgan Stanley history | 10.79K | $15.01K | 0.00% | Add |
| UBS Group AG history | 3.23K | $4.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.90K | $2.64K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.90K | $2.64K | 0.00% | Add |
| T. Rowe Price Associates history | 23.70K | $33 | 0.00% | Hold |
| JPMorgan Chase & Co history | 21 | $29 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 21 | $29 | 0.00% | Reduce |
| Lazard Asset Management history | 1.22K | $1 | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Marshall Wace sold 373.73K sh · $1.36M
- Millennium Management sold 230.53K sh · $841.45K
- Point72 Asset Management sold 97.53K sh · $356.00K
- Citigroup Inc sold 38.68K sh · $141.19K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 579.83K | 389.63K | 89.66K | 187.57K | 144.19K | 120.09K | 23.09K | 34.14K | 24.32K | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 421.58K | 441.80K | 397.11K | 395.55K | 359.49K | 107.19K | 106.61K | 107.70K | 114.35K | 86.86K | 86.86K | 86.86K | 76.22K | 76.22K | 76.22K | 74.61K | 74.61K | 73.74K | 73.74K | 69.64K |
| Wells Fargo & Co | 385.00K | 346.00K | 136.00K | 141.00K | 132.00K | 34.77K | 25.00K | 25.37K | 15.37K | 12.58K | 13.07K | 13.07K | 13.07K | 15.18K | 10.62K | 14.84K | 14.54K | 17.70K | 19.70K | 19.70K |
| Arrowstreet Capital | 334.81K | 252.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 229.16K | 196.03K | 192.63K | 188.92K | 187.18K | 29.31K | 29.31K | 30.53K | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 210.60K | 472.30K | 446.03K | 227.50K | 143.30K | 136.80K | 124.10K | 116.00K | 107.20K | 85.70K | 73.20K | 60.60K | 47.60K | 40.30K | 36.50K | 35.90K | 35.60K | — | — | — |
| Goldman Sachs Group | 103.05K | 228.37K | 168.12K | 140.55K | 121.80K | 32.42K | 37.54K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 86.19K | 131.20K | 88.70K | 103.38K | 86.22K | 85.94K | 68 | 430 | 84 | — | 12 | 1.47K | 100 | 100 | 111 | 100 | — | — | 1.21K | 1.40K |
| Northern Trust Corp | 80.81K | 82.69K | 75.71K | 75.08K | 44.46K | 16.72K | 16.72K | 16.72K | 16.72K | 16.79K | 53.02K | 51.73K | 51.85K | 51.58K | 50.37K | 50.65K | 49.10K | 48.74K | 49.60K | 50.02K |
| UBS Group AG | 36.46K | 13.52K | 27.55K | 32.66K | 90.67K | 3.23K | 19.77K | 2.96K | 1.50K | 1.50K | 4.41K | 1.50K | 1.60K | 1.50K | 6.36K | 2.96K | 5.46K | 6.50K | 11.80K | 62.30K |
| Citadel Advisors | 21.50K | 351.24K | 246.80K | 258.57K | 38.50K | 22.60K | 97.06K | 50.65K | 47.08K | 29.77K | — | — | 34.77K | 56.52K | — | — | 13.35K | 20.82K | 13.60K | 12.26K |
| Prudential Financial | 18.70K | 12.30K | 12.30K | 12.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 850 | 511 | 511 | 512 | 511 | 1.90K | 1.60K | 1.50K | 1.50K | 1.50K | 1.50K | 350 | 350 | 550 | 350 | 350 | 250 | 250 | — | — |
| Morgan Stanley | 400 | 9.92K | 59.05K | 94.70K | 191.51K | 10.79K | 8.34K | — | — | — | 23 | — | — | — | 1.41K | 20.39K | 6.09K | 6.58K | 4.90K | 9.91K |
| T. Rowe Price Associates | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 23.70K | 33.20K | 33.20K | 32.90K | 40.80K | 40.80K | 38.50K | 37.40K | 37.10K |
| Point72 Asset Management | — | 97.53K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | 21 | 23 | 24 | 24 | 24 | 3.84K | 12 | — | — | 45.19K | 5.56K | 10.37K | 5.96K | 4.24K | — |
| Citigroup Inc | — | 38.68K | 14 | — | — | — | 60 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | 373.73K | 83.58K | 199.05K | — | — | — | — | — | — | — | — | — | — | — | — | — | 29.83K | 49.59K | 52.76K |
| Millennium Management | — | 230.53K | 53.29K | 88.47K | — | 58.84K | — | 29.01K | 11.42K | — | — | 11.02K | — | 13.29K | 16.92K | 13.63K | 50.06K | 61.83K | 70.09K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details