Position in CCLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$179,313
+$32,943 QoQ
Shares Held
49,127
-2.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $16,914,822 across 13 Health Information Services names. CCLD ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
175,065 | $7,916,439 | |
| 2 | VEEV |
Veeva Systems Inc
|
22,620 | $3,973,429 | |
| 3 | HQY |
Healthequity, Inc.
|
30,287 | $2,531,084 | |
| 4 | TXG |
10x Genomics, Inc.
|
41,349 | $877,839 | |
| 5 | DOCS |
Doximity, Inc.
|
21,732 | $506,355 | |
| 6 | WAY |
Waystar Holding Corp.
|
14,853 | $358,105 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
4,822 | $205,465 | |
| 8 | CCLD |
CareCloud, Inc.
This page
|
49,127 | $179,313 |
All Filings in CCLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,313 | 49,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,370 | 50,127 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $157,697 | 49,127 | Shares | Sole | 2025-11-19 | |
| 2022-06-30 | $2,740 | 800 | Shares | Sole | 2022-08-23 | |
| 2021-12-31 | $5,056 | 800 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||