CD
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Chapin Davis’s CareCloud CCLD Stock Holding History

Chapin Davis’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 		$327K Buy
154,285
+30,000
+24% +$77.6K 0.06% 187
2026
Q1 		$454K Buy
124,285
+13,000
+12% +$37.2K 0.1% 166
2025
Q4 		$325K Sell
111,285
-7,984
-7% -$25.3K 0.08% 184
2025
Q3 		$383K Hold
119,269
– – 0.09% 167
2025
Q2 		$281K Hold
119,269
– – 0.08% 183
2025
Q1 		$166K Buy
119,269
+88,285
+285% +$260K 0.06% 210
2024
Q4 		$81.8K Hold
30,984
– – 0.03% 226
2024
Q3 		$81.8K Hold
30,984
– – 0.03% 227
2024
Q2 		$59.5K Hold
30,984
– – 0.02% 222
2024
Q1 		$35.9K Buy
30,984
+975
+3% +$1.31K 0.01% 229
2023
Q4 		$45.6K Hold
30,009
– – 0.02% 209
2023
Q3 		$34.5K Buy
30,009
+14,509
+94% +$30.5K 0.02% 195
2023
Q2 		$45.7K Hold
15,500
– – 0.02% 213
2023
Q1 		$51.9K Hold
15,500
– – 0.03% 214
2022
Q4 		$43.6K Buy
+15,500
New +$53.6K 0.03% 195

Other funds holding CCLD

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Chapin Davis's CCLD Position: Q2 2026 in Review

Chapin Davis increased its CareCloud (CCLD) stake by 24% in Q2 2026, buying an estimated $77.6K and bringing the position to 154,285 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #187.

Chapin Davis first reported a position in CCLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $454K in Q1 2026. 2 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Chapin Davis held 154,285 shares of CareCloud worth $327K as of Q2 2026.
  • Chapin Davis bought 30,000 CareCloud shares in Q2 2026, an estimated $77.6K.
  • CareCloud made up 0.06% of Chapin Davis's portfolio in Q2 2026, its #187 holding.
  • Chapin Davis first reported a position in CareCloud in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's CareCloud position peaked at $454K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.