Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARECLOUD INC (CCLD)

71 + Investors. Track Smart Money conviction in CCLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — CCLD

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CCLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
67 hedge funds hold CCLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +103% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+103% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

38 buying30 selling
Last quarter: 38 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 6 → 25 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 37% new

■ 37% conviction (2yr+) ■ 25% medium ■ 37% new
Of the 67 current holders: 25 (37%) held >2 years, 17 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

7 → 20 → 6 → 25 → 14 new funds/Q
New funds entering each quarter: 20 → 6 → 25 → 14. A growing number of institutions are discovering CCLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 7% 1-2yr ■ 41% new
Of 71 current holders: 37 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
17 of 67 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CCLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CCLD

In 2025 Q4, 38 hedge funds were net buyers of CCLD (14 opened a new position, 24 added to an existing one), while 30 reduced or exited (17 trimmed, 13 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in CCLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: CCLD

How many hedge funds hold CCLD — quarterly history vs. share price
Quarterly hedge fund ownership of CCLD vs. share price

Market Analysis: CCLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCLD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CCLD
2026 Q1 Stats Unlock in 4 days 71 + Investors

Track Smart Money conviction in CCLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 69 2.9%
13F Shares 11M 9M 19.22%
Total Value $32M $29M 8.65%
New Positions 14 25 -11
Increased Positions 28 28 -
Closed Positions 13 4 +9
Reduced Positions 24 11 +13
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: CCLD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCLD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CCLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ESSEX INVESTMENT MANAGEMENT CO LLC 0.40% 697,836 $2.5M
2 Round Rock Advisors LLC 0.12% 216,388 $790K
3 CHAPIN DAVIS, INC. 0.10% 124,285 $454K
4 MCDONALD PARTNERS LLC 0.09% 101,238 $370K
5 Hillsdale Investment Management Inc. 0.08% 804,508 $2.9M
6 Legato Capital Management LLC 0.07% 218,433 $797K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% 415,990 $1.5M
8 683 Capital Management, LLC 0.03% 159,761 $583K
9 Manske Wealth Management 0.02% 22,803 $83K
10 Crescent Grove Advisors, LLC 0.02% 60,000 $219K
11 OXFORD ASSET MANAGEMENT LLP 0.02% 13,359 $49K
12 Catalyst Funds Management Pty Ltd 0.02% 29,100 $106K
13 AXQ CAPITAL, LP 0.02% 33,828 $123K
14 Militia Capital Management LLC 0.01% 14,750 $54K
15 Apollo Management Holdings, L.P. 0.01% 209,844 $766K
16 Heron Bay Capital Management 0.01% 28,990 $106K
17 BAILARD, INC. 0.01% 96,000 $350K
18 Empowered Funds, LLC 0.00% 150,890 $551K
19 Engineers Gate Manager LP 0.00% 68,888 $251K
20 RENAISSANCE TECHNOLOGIES LLC 0.00% 472,300 $1.7M
21 Center for Financial Planning, Inc. 0.00% 5,390 $20K
22 Centiva Capital, LP 0.00% 71,699 $262K
23 AMERICAN CENTURY COMPANIES INC 0.00% 739,570 $2.7M
24 MARSHALL WACE, LLP 0.00% 373,731 $1.4M
25 Kingsview Wealth Management, LLC 0.00% 26,000 $95K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CARECLOUD INC (CCLD)

What does the Smart Money Trend signal show for CCLD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CCLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCLD?

Slight buying edge — 56% buying: Last quarter: 38 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCLD holders?

Elite ownership — 45% AUM from top-100 funds: 17 of 67 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CCLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CCLD?

Mixed — 37% long-term, 37% new: Of the 67 current holders: 25 (37%) held >2 years, 17 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.