Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARECLOUD INC (CCLD)

74 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — CCLD

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
74 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 — +42% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+42% 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 — 57% buying

42 buying32 selling
Last quarter: 42 funds bought or added vs 32 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 26 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 38% new

■ 32% conviction (2yr+) ■ 30% medium ■ 38% new
Of the 74 current holders: 24 (32%) held >2 years, 22 held 1–2 years, and 28 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.
💰

Value +42% but shares only +14% — price-driven

Value
+41%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~15 new funds/quarter

20 → 6 → 26 → 14 → 15 new funds/Q
New funds entering each quarter: 6 → 26 → 14 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 11% 1-2yr ■ 43% new
Of 79 current holders: 36 (46%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
22 of 74 holders are among the 100 largest funds by AUM, controlling 40% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 2026 Q1, 42 hedge funds were net buyers of CCLD (15 opened a new position, 27 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in CCLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 74.

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 Q1 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 March 31, 2026 · 52d ago
CCLD
-37.0%
XLV
+0.4%

CCLD outperformed XLV by -37.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
CCLD
+8.3%
XLV
+1.4%

Since the filing became public, CCLD outperformed XLV by +6.9% .

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CCLD
74 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 74 69 7.25%
13F Shares 12M 11M 13.88%
Total Value $45M $32M 41.61%
New Positions 15 14 +1
Increased Positions 26 22 +4
Closed Positions 10 13 -3
Reduced Positions 20 18 +2
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: CCLD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

74 + 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 — 2026 Q1 · 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 — 3 quarters in a row: For 3 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 — 57% buying: Last quarter: 42 funds bought or added vs 32 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 — 40% AUM from top-100 funds: 22 of 74 holders are among the 100 largest funds by AUM, controlling 40% 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 — 32% long-term, 38% new: Of the 74 current holders: 24 (32%) held >2 years, 22 held 1–2 years, and 28 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 Q1 hedge fund 13F filings?

As of today, CCLD has moved +8.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLV sector ETF — an outperformance of +6.9%. Since the quarter end (March 31, 2026), CCLD has gained -37.0% vs +0.4% 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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