CCLD · CareCloud, Inc.

$2.27 +0.01 (+0.44%)

Market Cap

$99.86M

42.49M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 65

Total Value: $21,050,181

Total Shares: 9,929,344

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 65 13F filers · Δ vs Mar 31, 2026

Top Holder

16.9%

+5.0 pts

Top 5

43.0%

+7.4 pts

Top 10

63.1%

+10.2 pts

HHI

614

Broadly held+192

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -10

Institutional value: -53.3%

Shares held: -19.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+207,119	1,680,820
Mega DIMENSIONAL FUND ADVISORS LP	+198,403	575,970
Mega TWO SIGMA INVESTMENTS, LP	+190,200	579,826
Mid Hillsdale Investment Management Inc.	+118,900	923,408
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+117,420	298,971

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RENAISSANCE TECHNOLOGIES LLC	−261,700	210,600
Mega AMERIPRISE FINANCIAL INC	−241,862	441,651
Mega JANE STREET GROUP, LLC	−232,187	187,690
Mega AMERICAN CENTURY COMPANIES INC	−229,877	509,693
Mega GOLDMAN SACHS GROUP INC	−125,321	103,049

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small GLOBEFLEX CAPITAL L P	335,146	$710,509
Mid PRELUDE CAPITAL MANAGEMENT, LLC	23,200	$49,184
Large PANAGORA ASSET MANAGEMENT INC	23,163	$49,105
Large MERCER GLOBAL ADVISORS INC /ADV	17,576	$37,261
Small Dynamic Technology Lab Private Ltd	15,832	$33,563

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small ESSEX INVESTMENT MANAGEMENT CO LLC	697,836	$2,547,101
Large MARSHALL WACE, LLP	373,731	$1,364,117
Mega MILLENNIUM MANAGEMENT LLC	230,534	$841,449
Large SEI INVESTMENTS CO	228,358	$833,506
Small Legato Capital Management LLC	218,433	$797,280

Filter: New 8 Increased 23 Reduced 21 Sold out 18 Unchanged 13

Showing 71 of 71

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$3,563,338

16.93%

1,680,820

Hillsdale Investment Management Inc.

$1,957,624

9.30%

923,408

TWO SIGMA INVESTMENTS, LP

$1,229,231

5.84%

579,826

DIMENSIONAL FUND ADVISORS LP

$1,221,055

5.80%

575,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	5,119	$10,852	0.9%	Defined
DFA Australia Ltd.	3,600	$7,632	0.6%	Defined
Dimensional Ireland Ltd	57,658	$122,234	10.0%	Defined
Held directly	509,593	$1,080,337	88.5%	Sole

AMERICAN CENTURY COMPANIES INC

$1,080,549

5.13%

509,693

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	509,693	$1,080,549	100.0%	Defined

AMERIPRISE FINANCIAL INC

$936,300

4.45%

441,651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	441,651	$936,300	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$893,753

4.25%

421,582

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	80,238	$170,104	19.0%	Defined
Held directly	341,344	$723,649	81.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$867,631

4.12%

409,260

WELLS FARGO & COMPANY/MN

$816,200

3.88%

385,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	385,000	$816,200	100.0%	Defined

GLOBEFLEX CAPITAL L P

$710,509

3.38%

335,146

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$709,795

3.37%

334,809

BlackRock, Inc.

$485,824

2.31%

229,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	8,380	$17,765	3.7%	Sole
BlackRock Fund Advisors	124,373	$263,670	54.3%	Sole
BlackRock Institutional Trust Company, N.A.	96,410	$204,389	42.1%	Sole

VANGUARD FIDUCIARY TRUST CO

$472,813

2.25%

223,025

RENAISSANCE TECHNOLOGIES LLC

$446,472

2.12%

210,600

Apollo Management Holdings, L.P.

$444,869

2.11%

209,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Apollo Capital Management, L.P.	209,844	$444,869	100.0%	Defined

STATE STREET CORP

$406,410

1.93%

191,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	191,703	$406,410	100.0%	Defined

Empowered Funds, LLC

$348,019

1.65%

164,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	164,160	$348,019	100.0%	Other

CHAPIN DAVIS, INC.

$327,084

1.55%

154,285

JANE STREET GROUP, LLC

$293,810

1.40%

138,590

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	138,590	$293,810	100.0%	Defined

Crescent Grove Advisors, LLC

$277,230

1.32%

130,769

CITADEL ADVISORS LLC

$263,988

1.25%

124,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	98,447	$208,707	79.1%	Defined
Held directly	26,076	$55,281	20.9%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$233,200

1.11%

110,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	110,000	$233,200	100.0%	Other

MCDONALD PARTNERS LLC

$232,398

1.10%

109,622

GOLDMAN SACHS GROUP INC

$218,463

1.04%

103,049

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	103,049	$218,463	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$209,818

1.00%

98,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	98,971	$209,818	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$190,800

0.91%

90,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	90,000	$190,800	100.0%	Other

CITADEL ADVISORS LLC

$186,136

0.88%

87,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	87,800	$186,136	100.0%	Defined

BANK OF AMERICA CORP /DE/

$182,718

0.87%

86,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	86,188	$182,718	100.0%	Defined

NORTHERN TRUST CORP

$171,306

0.81%

80,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	80,805	$171,306	100.0%	Defined

Creative Planning

$144,083

0.68%

67,964

Man Group plc

$138,185

0.66%

65,182

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	65,182	$138,185	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$104,149

0.49%

49,127

LPL Financial LLC

$79,152

0.38%

37,336

UBS Group AG

$77,290

0.37%

36,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	21,764	$46,139	59.7%	Defined
UBS Securities LLC	14,694	$31,151	40.3%	Defined

Centiva Capital, LP

$66,843

0.32%

31,530

XTX Topco Ltd

$63,042

0.30%

29,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	29,737	$63,042	100.0%	Defined

Cetera Investment Advisers

$61,598

0.29%

29,056

SIMPLEX TRADING, LLC

$60,962

0.29%

28,756

JANE STREET GROUP, LLC

$56,604

0.27%

26,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	26,700	$56,604	100.0%	Defined

Kingsview Wealth Management, LLC

$55,120

0.26%

26,000

COMMONWEALTH EQUITY SERVICES, LLC

$53,869

0.26%

25,410

PRICE T ROWE ASSOCIATES INC /MD/

$50,244

0.24%

23,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	23,700	$50,244	100.0%	Defined

PRELUDE CAPITAL MANAGEMENT, LLC

$49,184

0.23%

23,200

PANAGORA ASSET MANAGEMENT INC

$49,105

0.23%

23,163

Manske Wealth Management

$48,342

0.23%

22,803

JANE STREET GROUP, LLC

$47,488

0.23%

22,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	22,400	$47,488	100.0%	Defined

CITADEL ADVISORS LLC

$45,580

0.22%

21,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	21,500	$45,580	100.0%	Defined

Vanguard Personalized Indexing Management, LLC

$43,396

0.21%

20,470

PRUDENTIAL FINANCIAL INC

$39,644

0.19%

18,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	18,700	$39,644	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$37,261

0.18%

17,576

Vanguard Global Advisers, LLC

$37,015

0.18%

17,460

Dynamic Technology Lab Private Ltd

$33,563

0.16%

15,832

GROUP ONE TRADING LLC

$30,263

0.14%

14,275

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$26,406

0.13%

12,456

AXQ CAPITAL, LP

$25,802

0.12%

12,171

Virtu Financial LLC

$25,325

0.12%

11,946

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	11,946	$25,325	100.0%	Defined

Schonfeld Strategic Advisors LLC

$24,280

0.12%

11,453

OXFORD ASSET MANAGEMENT LLP

$21,967

0.10%

10,362

Cambridge Investment Research Advisors, Inc.

$21,200

0.10%

10,000

NewEdge Advisors, LLC

$15,056

0.07%

7,102

Tower Research Capital LLC (TRC)

$12,686

0.06%

5,984

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	5,984	$12,686	100.0%	Defined

Center for Financial Planning, Inc.

$11,426

0.05%

5,390

OSAIC HOLDINGS, INC.

$8,431

0.04%

3,977

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,977	$8,431	100.0%	Defined

WEST PACES ADVISORS INC.

$4,240

0.02%

2,000

FMR LLC

$1,802

0.01%

850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	850	$1,802	100.0%	Defined

MORGAN STANLEY

$848

0.00%

400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	400	$848	100.0%	Defined

Fairscale Capital, LLC

$595

0.00%

281

BARCLAYS PLC

$455

0.00%

215

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	215	$455	100.0%	Defined

SBI Securities Co., Ltd.

$173

0.00%

ASSETMARK, INC

$154

0.00%

Caitong International Asset Management Co., Ltd

$10

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	373,731	$1,364,117	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	228,358	$833,506	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	159,761	$583,127	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	62,875	$229,493	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	38,683	$141,192	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	11,938	$43,573	100.0%	Other

Key facts CIK 1582982 CUSIP 14167R100 13F (30d) 58 filings 58 filers Visit website Investor relations