CarecloudCCLD

13F holders, Q1 2025 (March 31)
55holders +19
23new positions
4sold out
2famous investors
$1.39avg. 13F price*

At the end of Q1 2025, 55 institutions reported holding Carecloud Inc. (CCLD) in their 13F filings, up 19 from Q4 2024. 23 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($2.6M), Vanguard Group Inc. ($591K) and Bridgeway Capital Management, LLC ($302K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Carecloud Inc.
CUSIP
14167R100
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 28Q1 2024Q2 2024: 33Q2 2024Q3 2024: 34Q3 2024Q4 2024: 36Q4 2024Q1 2025: 55Q1 2025Q2 2025: 46Q2 2025Q3 2025: 68Q3 2025Q4 2025: 69Q4 2025Q1 2026: 75Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$3.9M
Exits4$276K

All 13F filers, Q4 2024 → Q1 2025: 3,471,969 shares bought and 119,441 shares sold, net +3,352,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Ameriprise Financial Inc. 0.00% New 1,879,174 $2.6M
Vanguard Group Inc. 0.00% No change 425,101 $591K
Bridgeway Capital Management, LLC 0.01% Reduce -5.2% 217,556 $302K
Apollo Management Holdings, L.P. 0.01% No change 209,844 $292K
Acadian Asset Management LLC 0.00% Add +481.9% 203,053 $280K
Crescent Grove Advisors, LLC 0.03% New 179,936 $250K
Renaissance Technologies 0.00% Add +10.2% 136,800 $190K
McDonald Partners LLC 0.05% Add +375.1% 124,605 $173K
Heron Bay Capital Management 0.04% Add +20.0% 121,383 $169K
Two Sigma Investments, LP 0.00% Add +420.0% 120,091 $167K
Chapin Davis, Inc. 0.06% Add +284.9% 119,269 $166K
B. Riley Wealth Advisors, Inc. 0.00% New 110,378 $153K
Geode Capital Management, LLC 0.00% Add +0.5% 107,187 $149K
Two Sigma Advisers, LP 0.00% Add +355.9% 101,200 $141K
Bank of America Corp. 0.00% Add +126289.7% 85,945 $119K
Hillsdale Investment Management Inc. 0.01% Add +17.4% 80,900 $112K
Creative Planning 0.00% New 70,091 $97K
Empowered Funds, LLC 0.00% Add +2.5% 62,793 $87K
Millennium Management 0.00% New 58,840 $82K
Prospera Financial Services Inc 0.00% New 57,627 $80K
Johnson Investment Counsel Inc. 0.00% New 50,000 $70K
Marex Group Ltd 0.00% New 46,799 $65K
Gsa Capital Partners LLP 0.01% New 44,199 $61K
State Street Corp. 0.00% No change 43,863 $61K
Wells Fargo & Company 0.00% Add +39.1% 34,770 $48K
Goldman Sachs Group Inc. 0.00% Reduce -13.6% 32,421 $45K
Commonwealth Equity Services, LLC 0.00% New 30,495 $42K
Cetera Investment Advisers 0.00% New 29,355 $41K
Colonial River Investments, LLC 0.02% New 29,342 $41K
Axxcess Wealth Management, LLC 0.00% New 29,342 $41K
BlackRock, Inc. 0.00% No change 29,312 $41K
Kingsview Wealth Management, LLC 0.00% New 26,000 $36K
Independent Financial Group, LLC 0.00% New 25,207 $35K
XTX Topco Ltd 0.00% New 25,091 $35K
T. Rowe Price Associates Inc. 0.00% No change 23,700 $33K
Manske Wealth Management 0.01% New 23,595 $33K
Susquehanna International Group, LLP 0.00% Add +56.5% 21,853 $30K
Quadrature Capital Ltd 0.00% New 21,731 $30K
HighTower Advisors, LLC 0.00% New 20,084 $28K
Northern Trust Corp. 0.00% No change 16,720 $23K
LPL Financial LLC 0.00% New 15,463 $21K
Dimensional Fund Advisors LP 0.00% No change 15,096 $21K
Morgan Stanley 0.00% Add +29.4% 10,795 $15K
NewEdge Advisors, LLC 0.00% Reduce -54.8% 8,391 $12K
Center for Financial Planning, Inc. 0.00% New 5,390 $7K
Osaic Holdings, Inc. 0.00% Add +196.5% 5,337 $7K
Tower Research Capital LLC (TRC) 0.00% New 5,054 $7K
UBS Group AG 0.00% Reduce -83.7% 3,228 $4K
FMR LLC 0.00% Add +18.8% 1,900 $3K
Lazard Asset Management LLC 0.00% Add +527.7% 1,224 $1K
SBI Securities Co., Ltd. 0.00% Reduce -14.8% 488 $678
Fairscale Capital, LLC 0.00% No change 352 $489
JPMorgan Chase & Co. 0.00% Reduce -8.7% 21 $29
Frazier Financial Advisors, LLC 0.00% No change 20 $28
Northwestern Mutual Wealth Management Co. 0.00% New 15 $21

"% of holder's portfolio" is CCLD's weight in each manager's 13F, not the share of Carecloud Inc. the manager owns.