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 Q3	$267K	Hold	130,769	–	–	0.02%	271
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

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Crescent Grove Advisors's CCLD Position: Q3 2026 in Review

Crescent Grove Advisors held its CareCloud (CCLD) position steady in Q3 2026 at 130,769 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #271.

Crescent Grove Advisors first reported a position in CCLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $277K in Q2 2026. 7 funds tracked by Wall St. Rank hold CCLD as of Q3 2026.

Crescent Grove Advisors held 130,769 shares of CareCloud worth $267K as of Q3 2026.
Crescent Grove Advisors left its CareCloud share count unchanged in Q3 2026.
CareCloud made up 0.02% of Crescent Grove Advisors's portfolio in Q3 2026, its #271 holding.
Crescent Grove Advisors first reported a position in CareCloud in Q1 2025 and has held it in 7 quarters since.
Crescent Grove Advisors's CareCloud position peaked at $277K in Q2 2026.
7 funds tracked by Wall St. Rank held CareCloud as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.