Position in CCLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,056
-$10,866 QoQ
Shares Held
7,102
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 65 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,070,163 across 9 Health Information Services names. CCLD ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,447 | $2,458,954 | |
| 2 | VEEV |
Veeva Systems Inc
|
10,822 | $1,920,580 | |
| 3 | HQY |
Healthequity, Inc.
|
17,474 | $1,578,251 | |
| 4 | 11,791 | $61,313 | |||
| 5 | DOCS |
Doximity, Inc.
|
1,082 | $22,440 | |
| 6 | CCLD |
CareCloud, Inc.
This page
|
7,102 | $15,056 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
920 | $7,801 | |
| 8 | AMWL |
American Well Corp
|
468 | $4,268 |
All Filings in CCLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,056 | 7,102 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,922 | 7,102 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $20,737 | 7,102 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,797 | 7,102 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,999 | 7,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,663 | 8,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,973 | 18,572 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,562 | 18,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,791 | 13,433 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $580 | 500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $760 | 500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $575 | 500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,475 | 500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,675 | 500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1 | 500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||