Position in CCLD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$53,869
-$44,232 QoQ
Shares Held
25,410
-5.5% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 65 holders
Holding Since
Dec 2021
7 quarters on record
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $7,954,731 across 9 Health Information Services names. CCLD ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
20,309 | $3,604,238 | |
| 2 | TEM |
Tempus AI, Inc.
|
25,271 | $1,463,949 | |
| 3 | WAY |
Waystar Holding Corp.
|
69,578 | $1,428,436 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
99,235 | $841,512 | |
| 5 | DOCS |
Doximity, Inc.
|
16,530 | $342,832 | |
| 6 | HQY |
Healthequity, Inc.
|
2,259 | $204,032 | |
| 7 | CCLD |
CareCloud, Inc.
This page
|
25,410 | $53,869 | |
| 8 | BEATW |
HeartBeam, Inc.
|
10,723 | $8,042 |
All Filings in CCLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,869 | 25,410 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $98,101 | 26,877 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $97,805 | 33,495 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,518 | 33,495 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $71,968 | 30,495 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $42,388 | 30,495 | Shares | Sole | 2025-05-09 | |
| 2021-12-31 | $79,884 | 12,640 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||