Crescent Grove Advisors’s CareCloud CCLD Stock Holding History

Crescent Grove 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 Q2	$277K	Buy	130,769 +70,769	+118%	+$183K	0.02%	249
2026 Q1	$219K	Hold	60,000	–	–	0.02%	280
2025 Q4	$175K	Hold	60,000	–	–	0.02%	292
2025 Q3	$193K	Hold	60,000	–	–	0.02%	286
2025 Q2	$142K	Sell	60,000 -119,936	-67%	-$228K	0.01%	280
2025 Q1	$250K	Buy	+179,936	New	+$530K	0.03%	231

Other funds holding CCLD

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 New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Crescent Grove Advisors's CCLD Position: Q2 2026 in Review

Crescent Grove Advisors increased its CareCloud (CCLD) stake by 118% in Q2 2026, buying an estimated $183K and bringing the position to 130,769 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #249.

Crescent Grove Advisors first reported a position in CCLD in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

Crescent Grove Advisors held 130,769 shares of CareCloud worth $277K as of Q2 2026.
Crescent Grove Advisors bought 70,769 CareCloud shares in Q2 2026, an estimated $183K.
CareCloud made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #249 holding.
Crescent Grove Advisors first reported a position in CareCloud in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.