CARECLOUD INC COM (CCLD)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
Institutions report 9,580,944 shares against 42,493,859 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3.6M | 1,680,820 | 0.00% | 2q | +14.1%+$439.1K |
| Hillsdale Investment Management Inc. | $2.0M | 923,408 | 0.04% | 7q | +14.8%+$252.1K |
| TWO SIGMA INVESTMENTS, LP | $1.2M | 579,826 | 0.00% | 9q | +48.8%+$403.2K |
| DIMENSIONAL FUND ADVISORS LP | $1.2M | 575,970 | 0.00% | 8q | +52.5%+$420.7K |
| AMERICAN CENTURY COMPANIES INC | $1.1M | 509,693 | 0.00% | 5q | -31.1%-$487.3K |
| AMERIPRISE FINANCIAL INC | $936.3K | 441,651 | 0.00% | 6q | -35.4%-$512.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $894.1K | 421,582 | 0.00% | 22q | -4.6%-$42.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $867.6K | 409,260 | 0.02% | 21q | -1.6%-$14.3K |
| WELLS FARGO & COMPANY/MN | $816.2K | 385,000 | 0.00% | 21q | +11.3%+$82.7K |
| GLOBEFLEX CAPITAL L P | $710.5K | 335,146 | 0.09% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $709.8K | 334,809 | 0.00% | 2q | +32.9%+$175.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $633.8K incl. $424.0K options CALL+PUT | 98,971 | 0.00% | 9q | +229.3%+$441.4K |
| CITADEL ADVISORS LLC | $495.7K incl. $231.7K options CALL+PUT | 124,523 | 0.00% | 10q | -47.0%-$439.6K |
| BlackRock, Inc. | $485.8K | 229,163 | 0.00% | 8q | +16.9%+$70.2K |
| VANGUARD FIDUCIARY TRUST CO | $472.8K | 223,025 | 0.00% | 2q | +0.7%+$3.1K |
| RENAISSANCE TECHNOLOGIES LLC | $446.5K | 210,600 | 0.00% | 17q | -55.4%-$554.8K |
| Apollo Management Holdings, L.P. | $444.9K | 209,844 | 0.00% | 21q | HELD |
| STATE STREET CORP | $406.4K | 191,703 | 0.00% | 20q | HELD |
| JANE STREET GROUP, LLC | $397.9K incl. $104.1K options CALL+PUT | 138,590 | 0.00% | 4q | -64.8%-$731.5K |
| Empowered Funds, LLC | $348.0K | 164,160 | 0.00% | 13q | +8.8%+$28.1K |
| CHAPIN DAVIS, INC. | $327.1K | 154,285 | 0.06% | 15q | +24.1%+$63.6K |
| Crescent Grove Advisors, LLC | $277.2K | 130,769 | 0.02% | 6q | +117.9%+$150.0K |
| MCDONALD PARTNERS LLC | $232.4K | 109,622 | 0.06% | 18q | +8.3%+$17.8K |
| GOLDMAN SACHS GROUP INC | $218.5K | 103,049 | 0.00% | 7q | -54.9%-$265.7K |
| BANK OF AMERICA CORP /DE/ | $182.7K | 86,188 | 0.00% | 9q | -34.3%-$95.4K |
| NORTHERN TRUST CORP | $171.3K | 80,805 | 0.00% | 21q | -2.3%-$4.0K |
| Creative Planning | $144.1K | 67,964 | 0.00% | 6q | -0.8%-$1.1K |
| Man Group plc | $138.2K | 65,182 | 0.00% | 3q | +65.2%+$54.6K |
| CAPTRUST FINANCIAL ADVISORS | $104.1K | 49,127 | 0.00% | 4q | HELD |
| SIMPLEX TRADING, LLC | $89.4K incl. $28.4K options CALL+PUT | 28,756 | 0.00% | 3q | +813.8%+$79.6K |
| LPL Financial LLC | $79.2K | 37,336 | 0.00% | 3q | +8.0%+$5.8K |
| UBS Group AG | $77.3K | 36,458 | 0.00% | 21q | +169.7%+$48.6K |
| GROUP ONE TRADING LLC | $74.4K incl. $44.1K options CALL+PUT | 14,275 | 0.00% | 6q | +101.9%+$37.5K |
| Centiva Capital, LP | $66.8K | 31,530 | 0.00% | 2q | -56.0%-$85.2K |
| XTX Topco Ltd | $63.0K | 29,737 | 0.00% | 4q | +50.9%+$21.3K |
| Cetera Investment Advisers | $61.6K | 29,056 | 0.00% | 6q | -14.3%-$10.3K |
| Kingsview Wealth Management, LLC | $55.1K | 26,000 | 0.00% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $53.9K | 25,410 | 0.00% | 6q | -5.5%-$3.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $51.0K | 23,700 | 0.00% | 21q | HELD |
| IMC-Chicago, LLC | $49.6K PUT | options only | 0.00% | new | OPTIONS |
| PRELUDE CAPITAL MANAGEMENT, LLC | $49.2K | 23,200 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $49.1K | 23,163 | 0.00% | new | NEW |
| Manske Wealth Management | $48.3K | 22,803 | 0.01% | 6q | HELD |
| Vanguard Personalized Indexing Management, LLC | $43.4K | 20,470 | 0.00% | 5q | -7.3%-$3.4K |
| Cambridge Investment Research Advisors, Inc. | $42.0K | 20,000 | 0.00% | 2q | -61.3%-$66.6K |
| PRUDENTIAL FINANCIAL INC | $39.6K | 18,700 | 0.00% | 4q | +52.0%+$13.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $37.3K | 17,576 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $37.0K | 17,460 | 0.00% | 2q | HELD |
| Dynamic Technology Lab Private Ltd | $34.0K | 15,832 | 0.01% | new | NEW |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $26.4K | 12,456 | 0.00% | 4q | HELD |
| AXQ CAPITAL, LP | $25.8K | 12,171 | 0.00% | 2q | -64.0%-$45.9K |
| Virtu Financial LLC | $25.0K | 11,946 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $24.3K | 11,453 | 0.00% | 2q | -64.5%-$44.0K |
| OXFORD ASSET MANAGEMENT LLP | $22.0K | 10,362 | 0.01% | 2q | -22.4%-$6.4K |
| NewEdge Advisors, LLC | $15.1K | 7,102 | 0.00% | 15q | HELD |
| Tower Research Capital LLC (TRC) | $12.7K | 5,984 | 0.00% | new | NEW |
| Center for Financial Planning, Inc. | $11.4K | 5,390 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $8.4K | 3,977 | 0.00% | 21q | +8.2% |
| WEST PACES ADVISORS INC. | $4.2K | 2,000 | 0.00% | new | NEW |
| FMR LLC | $1.8K | 850 | 0.00% | 18q | +66.3% |
| MORGAN STANLEY | $848 | 400 | 0.00% | 7q | -96.0%-$20.2K |
| Fairscale Capital, LLC | $596 | 281 | 0.00% | 9q | HELD |
| BARCLAYS PLC | $455 | 215 | 0.00% | 3q | -99.4%-$77.4K |
| SBI Securities Co., Ltd. | $174 | 82 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $155 | 73 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $11 | 5 | 0.00% | 2q | +400.0% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-05-14 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
| 2026-05-14 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-29 | 2026-09-28 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $606.7K | 297,379 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 66 | $21.2M | 9,580,944 | 9 | 23 | 21 | 4.2% |
| Q1 2026 | 75 | $45.4M | 12,097,455 | 12 | 26 | 20 | 2.7% |
| Q4 2025 | 69 | $32.0M | 10,545,361 | 13 | 21 | 17 | 3.8% |
| Q3 2025 | 70 | $29.7M | 8,892,368 | 25 | 16 | 11 | 3.8% |
| Q2 2025 | 49 | $20.1M | 8,319,011 | 6 | 22 | 8 | 2.5% |
| Q1 2025 | 58 | $7.2M | 5,148,426 | 25 | 16 | 7 | 0.6% |
| Q4 2024 | 36 | $6.6M | 1,795,651 | 8 | 10 | 10 | 1.4% |
| Q3 2024 | 35 | $4.7M | 1,762,058 | 3 | 11 | 7 | 1.8% |
| Q2 2024 | 34 | $3.3M | 1,689,013 | 9 | 10 | 3 | 3.0% |
| Q1 2024 | 28 | $1.8M | 1,521,373 | 3 | 4 | 10 | 0.8% |
| Q4 2023 | 29 | $2.4M | 1,593,250 | 5 | 7 | 5 | 0.5% |
| Q3 2023 | 30 | $2.5M | 2,151,436 | 3 | 8 | 9 | 0.0% |
| Q2 2023 | 32 | $8.5M | 2,863,116 | 3 | 8 | 5 | 0.2% |
| Q1 2023 | 31 | $9.5M | 2,824,758 | 4 | 8 | 6 | 0.5% |
| Q4 2022 | 32 | $7.7M | 2,751,956 | 2 | 8 | 9 | 0.0% |
| Q3 2022 | 32 | $12.5M | 2,995,303 | 4 | 5 | 10 | 0.0% |
| Q2 2022 | 34 | $30.8M | 8,959,056 | 4 | 10 | 9 | 0.4% |
| Q1 2022 | 35 | $48.0M | 9,281,478 | 6 | 9 | 13 | 0.6% |
| Q4 2021 | 38 | $61.3M | 9,668,134 | 9 | 12 | 10 | 0.1% |
| Q3 2021 | 34 | $71.3M | 9,293,041 | 5 | 13 | 8 | 0.0% |
| Q2 2021 | 42 | $78.4M | 9,332,686 | 39 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $1.3M | 156,993 | 3 | 0 | 0 | 0.0% |