Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carecloud Inc (CCLD)

63 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — CCLD

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CCLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
64 funds currently hold this stock — 86% of the 3.0-year high of 74 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+39% 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.
🟠

More sellers than buyers — 46% buying

34 buying40 selling
Last quarter: 40 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 14 → 15 → 9. 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 — 38% long-term, 28% new

■ 38% conviction (2yr+) ■ 34% medium ■ 28% new
Of the 64 current holders: 24 (38%) held >2 years, 22 held 1–2 years, and 18 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.
💎

Buying through price weakness — shares -20%, value -53%

Value
-53%
Shares
-19%
Last quarter: funds added -20% more shares while total portfolio value only changed -53%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

6 → 26 → 14 → 15 → 9 new funds/Q
New funds entering each quarter: 26 → 14 → 15 → 9. CCLD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 31% newcomers

■ 51% veterans ■ 17% 1-2yr ■ 31% new
Entry-cohort mix of 70 holders: 36 (51%) are 2+ year veterans, 12 entered 1–2 years ago, and 22 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
20 of 64 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 2026 Q2, 34 hedge funds were net buyers of CCLD (9 opened a new position, 25 added to an existing one), while 40 reduced or exited (21 trimmed, 19 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 44% of total institutional value in CCLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 64.

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.

Is It Too Late to Buy Carecloud Inc (CCLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CCLD has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 54d ago
CCLD
+18.4%
XLV
+10.1%

CCLD outperformed XLV by +8.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 9d ago
CCLD
-3.1%
XLV
+4.3%

Since the filing became public, CCLD outperformed XLV by -7.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CCLD
63 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 74 -14.86%
13F Shares 10M 12M -19.98%
Total Value $21M $45M -53.4%
New Positions 9 15 -6
Increased Positions 23 26 -3
Closed Positions 20 10 +10
Reduced Positions 20 20 -
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: CCLD

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

63 + 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 CCLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Globeflex Capital L P 0.09% 335,146 $711K
2 Chapin Davis, INC. 0.06% 154,285 $327K
3 Mcdonald Partners LLC 0.06% 109,622 $232K
4 Hillsdale Investment Management Inc. 0.04% 923,408 $2.0M
5 Crescent Grove Advisors, LLC 0.02% 130,769 $277K
6 Bridgeway Capital Management, LLC 0.02% 409,260 $868K
7 Manske Wealth Management 0.01% 22,803 $48K
8 Dynamic Technology Lab Private Ltd 0.01% 15,832 $34K
9 Militia Capital Management LLC 0.01% 14,750 $54K
10 Apollo Management Holdings, L.P. 0.00% 209,844 $445K
11 Prelude Capital Management, LLC 0.00% 23,200 $49K
12 Axq Capital, LP 0.00% 12,171 $26K
13 Empowered Funds, LLC 0.00% 164,160 $348K
14 Center for Financial Planning, Inc. 0.00% 5,390 $11K
15 Two Sigma Investments, LP 0.00% 579,826 $1.2M
16 XTX Topco Ltd 0.00% 29,737 $63K
17 West Paces Advisors INC. 0.00% 2,000 $4K
18 Kingsview Wealth Management, LLC 0.00% 26,000 $55K
19 Renaissance Technologies LLC 0.00% 210,600 $446K
20 Centiva Capital, LP 0.00% 31,530 $67K
21 American Century Companies Inc 0.00% 509,693 $1.1M
22 Fairscale Capital, LLC 0.00% 281 —
23 Arrowstreet Capital, Limited Partnership 0.00% 334,809 $710K
24 Tower Research Capital LLC (TRC) 0.00% 5,984 $13K
25 Man Group plc 0.00% 65,182 $138K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CCLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CCLD?

More sellers than buyers — 46% buying: Last quarter: 40 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CCLD holders?

Elite ownership — 44% AUM from top-100 funds: 20 of 64 holders are among the 100 largest funds by AUM, controlling 44% 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 — 38% long-term, 28% new: Of the 64 current holders: 24 (38%) held >2 years, 22 held 1–2 years, and 18 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.

Is it too late to buy Carecloud Inc (CCLD) following the 2026 Q2 hedge fund 13F filings?

As of today, CCLD has moved -3.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +4.3% for the XLV sector ETF — an outperformance of -7.4%. Since the quarter end (June 30, 2026), CCLD has gained +18.4% vs +10.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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