Position in CCLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,598
-$62,126 QoQ
Shares Held
29,056
-14.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 65 holders
Holding Since
Mar 2025
6 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, 2026Cetera Investment Advisers holds $23,591,926 across 12 Health Information Services names. CCLD ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
67,035 | $11,896,701 | |
| 2 | TEM |
Tempus AI, Inc.
|
70,977 | $4,111,697 | |
| 3 | HQY |
Healthequity, Inc.
|
30,526 | $2,757,108 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
62,906 | $1,618,571 | |
| 5 | WAY |
Waystar Holding Corp.
|
49,564 | $1,017,548 | |
| 6 | BTSG |
BrightSpring Health Services, Inc.
|
13,446 | $937,724 | |
| 7 | HSTM |
Healthstream Inc
|
26,701 | $727,602 | |
| 8 | OMCL |
Omnicell, Inc.
|
5,439 | $225,827 |
All Filings in CCLD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,598 | 29,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $123,724 | 33,897 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,298 | 31,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $101,464 | 31,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,597 | 31,609 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,803 | 29,355 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||