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Bailard’s CareCloud CCLD Stock Holding History

Bailard’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-96,000
Closed -$350K – 777
2026
Q1 		$350K Buy
96,000
+7,049
+8% +$20.1K 0.01% 552
2025
Q4 		$260K Buy
88,951
+4,665
+6% +$14.8K 0.01% 641
2025
Q3 		$271K Buy
+84,286
New +$244K 0.01% 654
2020
Q3 		– Sell
-15,000
Closed -$124K – 566
2020
Q2 		$124K Buy
+15,000
New +$102K 0.01% 480
2019
Q3 		– Sell
-20,897
Closed -$106K – 537
2019
Q2 		$106K Sell
20,897
-21,200
-50% -$105K 0.01% 530
2019
Q1 		$186K Buy
+42,097
New +$186K 0.01% 499

Other funds holding CCLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Bailard's CCLD Position: Q2 2026 in Review

Bailard sold out of CareCloud (CCLD) in Q2 2026, closing a stake of 96,000 shares — an estimated $350K sold.

Bailard first reported a position in CCLD in Q1 2019 and held it in 6 quarters. The position peaked at $350K in Q1 2026. 61 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Bailard reported no remaining CareCloud position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 96,000 CareCloud shares in Q2 2026, an estimated $350K.
  • Bailard first reported a position in CareCloud in Q1 2019 and held it in 6 quarters.
  • Bailard's CareCloud position peaked at $350K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.