NewEdge Advisors, LLC

Position in CCLD — CareCloud, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in CCLD

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$25,922

+$5,185 QoQ

Shares Held

7,102

0.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

NewEdge Advisors, LLC holds $5,019,044 across 11 Health Information Services names. CCLD ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	42,996	$1,944,279
2	HQY	Healthequity, Inc.	13,027	$1,088,666
3	BTSG	BrightSpring Health Services, Inc.	21,129	$900,306
4	VEEV	Veeva Systems Inc	4,305	$756,216
5	PHR	Phreesia, Inc.	23,951	$200,709
6	TALK	Talkspace, Inc.	11,782	$60,971
7	CCLD	CareCloud, Inc. This page	7,102	$25,922
8	DOCS	Doximity, Inc.	1,064	$24,791

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,922	7,102	0.0%	Shares	Sole	2026-06-03
2025-12-31	$20,737	7,102	0.0%	Shares	Sole	2026-02-18
2025-09-30	$22,797	7,102	-6.9%	Shares	Sole	2025-11-17
2025-06-30	$17,999	7,627	-9.1%	Shares	Sole	2025-08-14
2025-03-31	$11,663	8,391	-54.8%	Shares	Sole	2025-05-15
2024-12-31	$67,973	18,572	+3.1%	Shares	Sole	2025-02-13
2024-09-30	$47,562	18,016	+34.1%	Shares	Sole	2024-11-14
2024-06-30	$25,791	13,433	+2586.6%	Shares	Sole	2024-08-16
2024-03-31	$580	500	0.0%	Shares	Sole	2024-05-14
2023-12-31	$760	500	0.0%	Shares	Sole	2024-02-13
2023-09-30	$575	500	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,475	500	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,675	500	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,405	500	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.