Osaic Holdings
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Osaic Holdings’s CareCloud CCLD Stock Holding History

Osaic Holdings’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 		$8.43K Buy
3,977
+300
+8% +$776 ﹤0.01% 6696
2026
Q1 		$13.4K Sell
3,677
-500
-12% -$1.43K ﹤0.01% 6120
2025
Q4 		$12.2K Hold
4,177
– – ﹤0.01% 6213
2025
Q3 		$15.8K Hold
4,177
– – ﹤0.01% 6088
2025
Q2 		$9.86K Sell
4,177
-1,160
-22% -$2.21K ﹤0.01% 6155
2025
Q1 		$7.42K Buy
5,337
+3,537
+197% +$10.4K ﹤0.01% 5943
2024
Q4 		$6.59K Buy
1,800
+1,400
+350% +$4.16K ﹤0.01% 6041
2024
Q3 		$1.06K Hold
400
– – ﹤0.01% 6828
2024
Q2 		$768 Buy
400
+300
+300% +$564 ﹤0.01% 6880
2024
Q1 		$116 Sell
100
-3,000
-97% -$4.03K ﹤0.01% 7024
2023
Q4 		$4.71K Hold
3,100
– – ﹤0.01% 6203
2023
Q3 		$3.56K Sell
3,100
-1,260
-29% -$2.65K ﹤0.01% 6413
2023
Q2 		$12.9K Hold
4,360
– – ﹤0.01% 5832
2023
Q1 		$14.6K Hold
4,360
– – ﹤0.01% 5756
2022
Q4 		$13K Hold
4,360
– – ﹤0.01% 5797
2022
Q3 		$18K Sell
4,360
-31,676
-88% -$126K ﹤0.01% 5645
2022
Q2 		$123K Sell
36,036
-85,869
-70% -$341K ﹤0.01% 4238
2022
Q1 		$628K Sell
121,905
-1,260
-1% -$6.91K ﹤0.01% 3004
2021
Q4 		$779K Sell
123,165
-4,243
-3% -$30.1K ﹤0.01% 2631
2021
Q3 		$972K Buy
127,408
+7,243
+6% +$58.7K ﹤0.01% 2373
2021
Q2 		$1.01M Buy
120,165
+6,050
+5% +$50.3K ﹤0.01% 2343
2021
Q1 		$948K Buy
114,115
+32,510
+40% +$321K ﹤0.01% 2282
2020
Q4 		$740K Buy
81,605
+26,740
+49% +$246K ﹤0.01% 2295
2020
Q3 		$487K Buy
54,865
+49,740
+971% +$502K ﹤0.01% 2444
2020
Q2 		$43K Buy
5,125
+4,225
+469% +$28.6K ﹤0.01% 4282
2020
Q1 		$5K Buy
+900
New +$4.71K ﹤0.01% 5317

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

Osaic Holdings's CCLD Position: Q2 2026 in Review

Osaic Holdings increased its CareCloud (CCLD) stake by 8.2% in Q2 2026, buying an estimated $776 and bringing the position to 3,977 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #6696.

Osaic Holdings first reported a position in CCLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q2 2021. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Osaic Holdings held 3,977 shares of CareCloud worth $8.43K as of Q2 2026.
  • Osaic Holdings bought 300 CareCloud shares in Q2 2026, an estimated $776.
  • CareCloud made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6696 holding.
  • Osaic Holdings first reported a position in CareCloud in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's CareCloud position peaked at $1.01M in Q2 2021.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.