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Essex Investment Management’s CareCloud CCLD Stock Holding History

Essex Investment Management’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
-697,836
Closed -$2.55M – 312
2026
Q1 		$2.55M Buy
697,836
+12,932
+2% +$37K 0.4% 97
2025
Q4 		$2M Buy
+684,904
New +$2.17M 0.3% 114

Other funds holding CCLD

Vanguard Capital Management
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

Essex Investment Management's CCLD Position: Q2 2026 in Review

Essex Investment Management sold out of CareCloud (CCLD) in Q2 2026, closing a stake of 697,836 shares — an estimated $2.55M sold.

Essex Investment Management first reported a position in CCLD in Q4 2025 and held it in 2 quarters. The position peaked at $2.55M in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Essex Investment Management reported no remaining CareCloud position as of Q2 2026 after selling out during the quarter.
  • Essex Investment Management sold 697,836 CareCloud shares in Q2 2026, an estimated $2.55M.
  • Essex Investment Management first reported a position in CareCloud in Q4 2025 and held it in 2 quarters.
  • Essex Investment Management's CareCloud position peaked at $2.55M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.