Position in CCLD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$98,101
+$296 QoQ
Shares Held
26,877
-19.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $5,834,055 across 7 Health Information Services names. CCLD ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
20,907 | $3,672,523 | |
| 2 | TEM |
Tempus AI, Inc.
|
19,278 | $871,751 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
102,134 | $556,630 | |
| 4 | DOCS |
Doximity, Inc.
|
15,630 | $364,179 | |
| 5 | HQY |
Healthequity, Inc.
|
2,896 | $242,018 | |
| 6 | CCLD |
CareCloud, Inc.
This page
|
26,877 | $98,101 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
14,721 | $28,853 |
All Filings in CCLD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||