HBCM
CCLD icon

Heron Bay Capital Management’s CareCloud CCLD Stock Holding History

Heron Bay Capital 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
-28,990
Closed -$106K – 99
2026
Q1 		$106K Sell
28,990
-63,749
-69% -$182K 0.01% 75
2025
Q4 		$271K Buy
92,739
+18,124
+24% +$57.3K 0.05% 81
2025
Q3 		$240K Sell
74,615
-46,828
-39% -$136K 0.04% 81
2025
Q2 		$287K Buy
121,443
+60
+0% +$114 0.06% 75
2025
Q1 		$169K Buy
121,383
+20,264
+20% +$59.7K 0.04% 90
2024
Q4 		$370K Buy
101,119
+33,033
+49% +$98.1K 0.08% 71
2024
Q3 		$180K Buy
68,086
+33,510
+97% +$80.1K 0.04% 84
2024
Q2 		$66.4K Buy
34,576
+19,329
+127% +$36.3K 0.01% 91
2024
Q1 		$17.7K Hold
15,247
– – ﹤0.01% 105
2023
Q4 		$23.2K Buy
15,247
+347
+2% +$376 0.01% 93
2023
Q3 		$17.1K Buy
+14,900
New +$31.4K ﹤0.01% 97

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

Heron Bay Capital Management's CCLD Position: Q2 2026 in Review

Heron Bay Capital Management sold out of CareCloud (CCLD) in Q2 2026, closing a stake of 28,990 shares — an estimated $106K sold.

Heron Bay Capital Management first reported a position in CCLD in Q3 2023 and held it in 11 quarters. The position peaked at $370K in Q4 2024. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Heron Bay Capital Management reported no remaining CareCloud position as of Q2 2026 after selling out during the quarter.
  • Heron Bay Capital Management sold 28,990 CareCloud shares in Q2 2026, an estimated $106K.
  • Heron Bay Capital Management first reported a position in CareCloud in Q3 2023 and held it in 11 quarters.
  • Heron Bay Capital Management's CareCloud position peaked at $370K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.