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Round Rock Advisors’s CareCloud CCLD Stock Holding History

Round Rock 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
2026
Q1 		$790K Hold
216,388
– – 0.12% 136
2025
Q4 		$632K Buy
216,388
+145,711
+206% +$461K 0.1% 165
2025
Q3 		$226K Buy
+70,677
New +$205K 0.04% 295

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

Round Rock Advisors's CCLD Position: Q1 2026 in Review

Round Rock Advisors held its CareCloud (CCLD) position steady in Q1 2026 at 216,388 shares worth $790K. The position accounts for 0.12% of the portfolio, ranked #136.

Round Rock Advisors first reported a position in CCLD in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Round Rock Advisors held 216,388 shares of CareCloud worth $790K as of Q1 2026.
  • Round Rock Advisors left its CareCloud share count unchanged in Q1 2026.
  • CareCloud made up 0.12% of Round Rock Advisors's portfolio in Q1 2026, its #136 holding.
  • Round Rock Advisors first reported a position in CareCloud in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.