CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s CareCloud CCLD Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$179K Sell
49,127
-1,000
-2% -$2.86K ﹤0.01% 2714
2025
Q4 		$146K Buy
50,127
+1,000
+2% +$3.16K ﹤0.01% 2569
2025
Q3 		$158K Buy
+49,127
New +$142K ﹤0.01% 2463
2022
Q3 		– Sell
-800
Closed -$3K – 2377
2022
Q2 		$3K Buy
+800
New +$3.17K ﹤0.01% 4283
2022
Q1 		– Sell
-800
Closed -$5K – 4934
2021
Q4 		$5K Buy
+800
New +$5.67K ﹤0.01% 4051

Other funds holding CCLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CAPTRUST Financial Advisors's CCLD Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its CareCloud (CCLD) stake by 2% in Q1 2026, selling an estimated $2.86K and leaving 49,127 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

CAPTRUST Financial Advisors first reported a position in CCLD in Q4 2021 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • CAPTRUST Financial Advisors held 49,127 shares of CareCloud worth $179K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,000 CareCloud shares in Q1 2026, an estimated $2.86K.
  • CareCloud made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2714 holding.
  • CAPTRUST Financial Advisors first reported a position in CareCloud in Q4 2021 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.