CareCloud, Inc. - CCLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 1,664,714 | 4,860 | 0.0% | 0.0% | 1 | +486,418 | 41.28% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,306,297 | 3,820 | 0.0% | 0.0% | 2 | -315,726 | -19.46% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 804,508 | 2,349 | 0.06% | 0.06% | 3 | +137,637 | 20.64% | Q4 2025 | Feb 10, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 684,904 | 1,999 | 0.3% | — | 4 | +684,904 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 459,343 | 1,341 | 0.0% | 0.0% | 5 | +339,403 | 282.98% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 446,030 | 1,302 | 0.0% | 0.0% | 6 | +218,530 | 96.06% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 397,113 | 1,160 | 0.0% | 0.0% | 7 | +1,561 | 0.39% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 380,823 | 1,112 | 0.02% | 0.02% | 8 | +58,805 | 18.26% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 369,860 | 1,079 | 0.0% | 0.0% | 9 | -32,383 | -8.05% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 252,132 | 736 | 0.0% | 0.0% | 10 | +141,343 | 127.58% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 246,801 | 720 | 0.0% | 0.0% | 11 | -11,766 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | Added to | 216,388 | 660 | 0.1% | 0.04% | 12 | +145,711 | 206.16% | Q4 2025 | Jan 27, 2026 |
| Legato Capital Management LLC | History | New | 221,554 | 646 | 0.06% | — | 13 | +221,554 | New | Q4 2025 | Feb 06, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 209,844 | 612 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 192,629 | 562 | 0.0% | 0.0% | 15 | +3,708 | 1.96% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 173,103 | 505 | 0.0% | 0.0% | 16 | +8,300 | 5.04% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 168,120 | 490 | 0.0% | 0.0% | 17 | +27,572 | 19.62% | Q4 2025 | Mar 25, 2026 |
| 683 Capital Management, LLC | History | New | 159,761 | 466 | 0.02% | — | 18 | +159,761 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 139,211 | 406 | 0.0% | 0.0% | 19 | -90,617 | -39.43% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 136,860 | 399 | 0.01% | 0.0% | 20 | +58,805 | 75.34% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 136,000 | 397 | 0.0% | 0.0% | 21 | -5,000 | -3.55% | Q4 2025 | Feb 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 122,739 | 358 | 0.11% | 0.12% | 22 | +1,628 | 1.34% | Q4 2025 | Feb 02, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 111,285 | 324 | 0.08% | 0.09% | 23 | -7,984 | -6.69% | Q4 2025 | Jan 30, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 110,011 | 321 | 0.05% | 0.03% | 24 | +60,011 | 120.02% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 108,653 | 317 | 0.0% | — | 25 | +108,653 | New | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 103,600 | 302 | 0.0% | 0.0% | 26 | +92,400 | 825.0% | Q4 2025 | Feb 13, 2026 |
| Regal Partners Ltd | History | No change | 100,000 | 292 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Heron Bay Capital Management | History | Added to | 92,739 | 270 | 0.05% | 0.04% | 28 | +18,124 | 24.29% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 89,662 | 261 | 0.0% | 0.0% | 29 | -97,913 | -52.2% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 88,705 | 259 | 0.0% | 0.0% | 30 | -14,676 | -14.2% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 88,951 | 259 | 0.01% | 0.01% | 31 | +4,665 | 5.53% | Q4 2025 | Feb 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 83,579 | 244 | 0.0% | 0.0% | 32 | -115,469 | -58.01% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 78,136 | 228 | 0.0% | 0.0% | 33 | -29,182 | -27.19% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 75,708 | 221 | 0.0% | 0.0% | 34 | +627 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | No change | 66,350 | 193 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 60,000 | 175 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 59,609 | 174 | 0.0% | 0.0% | 37 | -153,065 | -71.97% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 59,053 | 172 | 0.0% | 0.0% | 38 | -35,644 | -37.64% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 53,293 | 155 | 0.0% | 0.0% | 39 | -35,172 | -39.76% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 52,349 | 152 | 0.0% | 0.0% | 40 | +25,309 | 93.6% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 50,127 | 146 | 0.0% | 0.0% | 41 | +1,000 | 2.04% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 41,412 | 120 | 0.0% | — | 42 | +41,412 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 36,120 | 105 | 0.0% | — | 43 | +36,120 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 33,495 | 97 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 31,685 | 92 | 0.0% | 0.01% | 46 | -26,236 | -45.3% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | No change | 31,609 | 92 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 28,746 | 83 | 0.0% | — | 47 | +28,746 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 27,545 | 80 | 0.0% | 0.0% | 48 | -5,111 | -15.65% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,670 | 77 | 0.0% | 0.0% | 49 | +670 | 2.58% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,700 | 70 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 22,800 | 66 | 0.0% | 0.0% | 51 | -85,000 | -78.85% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | No change | 22,803 | 66 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,396 | 62 | 0.0% | 0.0% | 53 | +265 | 1.25% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 14,877 | 43 | 0.0% | — | 54 | +14,877 | New | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 12,341 | 36 | 0.0% | — | 55 | +12,341 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 12,336 | 36 | 0.0% | — | 57 | +12,336 | New | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 12,456 | 36 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,300 | 35 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,102 | 20 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Center for Financial Planning, Inc. | History | No change | 5,390 | 15 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,177 | 12 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 3,543 | 10 | 0.01% | — | 62 | +3,543 | New | Q4 2025 | Mar 26, 2026 |
| FMR LLC | History | Reduced | 511 | 1 | 0.0% | 0.0% | 63 | -1 | -0.2% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -107,217 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -47,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,447 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -27,903 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,794 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 109 | 0 | — | 0.0% | — | -400 | -78.59% | Q4 2025 | Feb 03, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -300 | -100.0% | Q3 2025 | Oct 10, 2025 |
| OPTIMA CAPITAL LLC | History | New | 151 | 0 | — | — | — | +151 | New | Q4 2025 | Jan 23, 2026 |
| Modus Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 281 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |