CARECLOUD INC (CCLD)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
63
Reporting holders
$21.1M
Reported value
22.5%
Of shares outstanding
4.2%
Held as options
-8
Holder change
Institutions report 9,542,874 shares against 42,493,859 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3.6M | 1,680,820 | 0.00% | 2q | +14.1%+$439.1K |
| Hillsdale Investment Management Inc. | $2.0M | 923,408 | 0.04% | 7q | +14.8%+$252.1K |
| TWO SIGMA INVESTMENTS, LP | $1.2M | 579,826 | 0.00% | 9q | +48.8%+$403.2K |
| DIMENSIONAL FUND ADVISORS LP | $1.2M | 575,970 | 0.00% | 8q | +52.5%+$420.7K |
| AMERICAN CENTURY COMPANIES INC | $1.1M | 509,693 | 0.00% | 5q | -31.1%-$487.3K |
| AMERIPRISE FINANCIAL INC | $936.3K | 441,651 | 0.00% | 6q | -67.7%-$2.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $894.1K | 421,582 | 0.00% | 22q | -4.6%-$42.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $867.6K | 409,260 | 0.02% | 21q | -1.6%-$14.3K |
| WELLS FARGO & COMPANY/MN | $816.2K | 385,000 | 0.00% | 21q | -44.4%-$650.8K |
| GLOBEFLEX CAPITAL L P | $710.5K | 335,146 | 0.09% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $709.8K | 334,809 | 0.00% | 2q | +32.9%+$175.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $633.8K | 98,971 | 0.00% | 9q | +229.3%+$441.4K |
| CITADEL ADVISORS LLC | $495.7K | 124,523 | 0.00% | 10q | -47.0%-$439.6K |
| BlackRock, Inc. | $485.8K | 229,163 | 0.00% | 8q | +16.9%+$70.2K |
| VANGUARD FIDUCIARY TRUST CO | $472.8K | 223,025 | 0.00% | 2q | +0.7%+$3.1K |
| RENAISSANCE TECHNOLOGIES LLC | $446.5K | 210,600 | 0.00% | 17q | -55.4%-$554.8K |
| Apollo Management Holdings, L.P. | $444.9K | 209,844 | 0.00% | 21q | HELD |
| STATE STREET CORP | $406.4K | 191,703 | 0.00% | 20q | HELD |
| JANE STREET GROUP, LLC | $397.9K | 138,590 | 0.00% | 4q | -64.8%-$731.5K |
| Empowered Funds, LLC | $348.0K | 164,160 | 0.00% | 13q | +8.8%+$28.1K |
| CHAPIN DAVIS, INC. | $327.1K | 154,285 | 0.06% | 15q | +24.1%+$63.6K |
| Crescent Grove Advisors, LLC | $277.2K | 130,769 | 0.02% | 6q | +117.9%+$150.0K |
| MCDONALD PARTNERS LLC | $232.4K | 109,622 | 0.06% | 18q | +8.3%+$17.8K |
| GOLDMAN SACHS GROUP INC | $218.5K | 103,049 | 0.00% | 7q | -54.9%-$265.7K |
| BANK OF AMERICA CORP /DE/ | $182.7K | 86,188 | 0.00% | 9q | -34.3%-$95.4K |
| NORTHERN TRUST CORP | $171.3K | 80,805 | 0.00% | 21q | -2.3%-$4.0K |
| Creative Planning | $144.1K | 67,964 | 0.00% | 6q | -0.8%-$1.1K |
| Man Group plc | $138.2K | 65,182 | 0.00% | 3q | +65.2%+$54.6K |
| CAPTRUST FINANCIAL ADVISORS | $104.1K | 49,127 | 0.00% | 4q | HELD |
| SIMPLEX TRADING, LLC | $89.4K | 28,756 | 0.00% | 3q | +813.8%+$79.6K |
| LPL Financial LLC | $79.2K | 37,336 | 0.00% | 3q | +8.0%+$5.8K |
| UBS Group AG | $77.3K | 36,458 | 0.00% | 21q | +169.7%+$48.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $74.5K | 35,152 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $74.4K | 14,275 | 0.00% | 6q | +101.9%+$37.5K |
| Centiva Capital, LP | $66.8K | 31,530 | 0.00% | 2q | -56.0%-$85.2K |
| XTX Topco Ltd | $63.0K | 29,737 | 0.00% | 4q | +50.9%+$21.3K |
| Cetera Investment Advisers | $61.6K | 29,056 | 0.00% | 6q | -14.3%-$10.3K |
| Kingsview Wealth Management, LLC | $55.1K | 26,000 | 0.00% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $53.9K | 25,410 | 0.00% | 6q | -5.5%-$3.1K |
| IMC-Chicago, LLC | $49.6K | options only | 0.00% | new | OPTIONS |
| PRELUDE CAPITAL MANAGEMENT, LLC | $49.2K | 23,200 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $49.1K | 23,163 | 0.00% | new | NEW |
| Manske Wealth Management | $48.3K | 22,803 | 0.01% | 6q | HELD |
| Vanguard Personalized Indexing Management, LLC | $43.4K | 20,470 | 0.00% | 5q | -7.3%-$3.4K |
| PRUDENTIAL FINANCIAL INC | $39.6K | 18,700 | 0.00% | 4q | +52.0%+$13.6K |
| Vanguard Global Advisers, LLC | $37.0K | 17,460 | 0.00% | 2q | HELD |
| Dynamic Technology Lab Private Ltd | $34.0K | 15,832 | 0.01% | new | NEW |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $26.4K | 12,456 | 0.00% | 4q | HELD |
| AXQ CAPITAL, LP | $25.8K | 12,171 | 0.00% | 2q | -64.0%-$45.9K |
| Schonfeld Strategic Advisors LLC | $24.3K | 11,453 | 0.00% | 2q | -64.5%-$44.0K |
| OXFORD ASSET MANAGEMENT LLP | $22.0K | 10,362 | 0.01% | 2q | -22.4%-$6.4K |
| NewEdge Advisors, LLC | $15.1K | 7,102 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $12.7K | 5,984 | 0.00% | new | NEW |
| Center for Financial Planning, Inc. | $11.4K | 5,390 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $8.4K | 3,977 | 0.00% | 21q | +8.2% |
| WEST PACES ADVISORS INC. | $4.2K | 2,000 | 0.00% | new | NEW |
| FMR LLC | $1.8K | 850 | 0.00% | 18q | +66.3% |
| MORGAN STANLEY | $848 | 400 | 0.00% | 7q | -96.0%-$20.2K |
| Fairscale Capital, LLC | $596 | 281 | 0.00% | 9q | HELD |
| BARCLAYS PLC | $455 | 215 | 0.00% | 3q | -99.4%-$77.4K |
| SBI Securities Co., Ltd. | $174 | 82 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $155 | 73 | 0.00% | 2q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $51 | 23,700 | 0.00% | 21q | HELD |
| Cambridge Investment Research Advisors, Inc. | $42 | 20,000 | 0.00% | 2q | -61.3% |
| Virtu Financial LLC | $25 | 11,946 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $11 | 5 | 0.00% | 2q | +400.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | $21.1M | 9,542,874 | 9 | 22 | 21 | 4.2% |
| Q1 2026 | 71 | $48.8M | 13,018,394 | 11 | 27 | 18 | 2.5% |
| Q4 2025 | 66 | $31.5M | 10,367,573 | 12 | 21 | 16 | 3.9% |
| Q3 2025 | 67 | $28.7M | 8,616,945 | 25 | 15 | 10 | 3.6% |
| Q2 2025 | 45 | $19.1M | 7,923,709 | 7 | 20 | 8 | 2.1% |
| Q1 2025 | 52 | $6.6M | 4,735,377 | 20 | 15 | 7 | 0.7% |
| Q4 2024 | 34 | $6.4M | 1,737,054 | 7 | 10 | 10 | 1.4% |
| Q3 2024 | 33 | $4.6M | 1,710,813 | 3 | 10 | 7 | 1.4% |
| Q2 2024 | 32 | $3.2M | 1,642,726 | 8 | 10 | 3 | 2.8% |
| Q1 2024 | 24 | $1.6M | 1,397,336 | 3 | 3 | 9 | 0.8% |
| Q4 2023 | 26 | $2.3M | 1,481,433 | 4 | 6 | 5 | 0.0% |
| Q3 2023 | 27 | $2.4M | 2,054,177 | 3 | 7 | 8 | 0.0% |
| Q2 2023 | 29 | $8.2M | 2,769,357 | 3 | 7 | 5 | 0.2% |
| Q1 2023 | 26 | $9.2M | 2,721,390 | 4 | 6 | 4 | 0.4% |
| Q4 2022 | 22 | $6.2M | 2,202,450 | 2 | 3 | 7 | 0.0% |
| Q3 2022 | 32 | $12.5M | 2,995,303 | 4 | 5 | 9 | 0.0% |
| Q2 2022 | 34 | $10.8M | 3,121,899 | 4 | 10 | 9 | 1.1% |
| Q1 2022 | 35 | $18.0M | 3,444,321 | 6 | 9 | 13 | 1.6% |
| Q4 2021 | 38 | $24.3M | 3,830,977 | 9 | 12 | 10 | 0.4% |
| Q3 2021 | 34 | $26.4M | 3,455,884 | 5 | 13 | 8 | 0.0% |
| Q2 2021 | 42 | $29.5M | 3,495,529 | 39 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $1.3M | 156,993 | 3 | 0 | 0 | 0.0% |