LPL Financial
CCLD icon

LPL Financial’s CareCloud CCLD Stock Holding History

LPL Financial’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
Q1 		$126K Sell
34,586
-1,534
-4% -$4.38K ﹤0.01% 5623
2025
Q4 		$105K Buy
+36,120
New +$114K ﹤0.01% 5582
2025
Q2 		– Sell
-15,463
Closed -$21.5K – 5573
2025
Q1 		$21.5K Buy
+15,463
New +$45.5K ﹤0.01% 5249

Other funds holding CCLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial's CCLD Position: Q1 2026 in Review

LPL Financial reduced its CareCloud (CCLD) stake by 4.2% in Q1 2026, selling an estimated $4.38K and leaving 34,586 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #5623.

LPL Financial first reported a position in CCLD in Q1 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • LPL Financial held 34,586 shares of CareCloud worth $126K as of Q1 2026.
  • LPL Financial sold 1,534 CareCloud shares in Q1 2026, an estimated $4.38K.
  • CareCloud made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5623 holding.
  • LPL Financial first reported a position in CareCloud in Q1 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.