Rise Advisors’s CareCloud CCLD Stock Holding History

Rise 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
2025 Q4	–	Sell	-360	Closed	-$1.16K	–	326
2025 Q3	$1.16K	Hold	360	–	–	﹤0.01%	1258
2025 Q2	$850	Buy	+360	New	+$684	﹤0.01%	1312

Other funds holding CCLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

Rise Advisors's CCLD Position: Q4 2025 in Review

Rise Advisors sold out of CareCloud (CCLD) in Q4 2025, closing a stake of 360 shares — an estimated $1.16K sold.

Rise Advisors first reported a position in CCLD in Q2 2025 and held it in 2 quarters. The position peaked at $1.16K in Q3 2025. 69 funds tracked by Wall St. Rank hold CCLD as of Q4 2025.

Rise Advisors reported no remaining CareCloud position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 360 CareCloud shares in Q4 2025, an estimated $1.16K.
Rise Advisors first reported a position in CareCloud in Q2 2025 and held it in 2 quarters.
Rise Advisors's CareCloud position peaked at $1.16K in Q3 2025.
69 funds tracked by Wall St. Rank held CareCloud as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.