CareCloud Ownership 2024 | Who Owns CareCloud Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

28.86%

Insider Ownership

47.15%

Retail Ownership

23.99%

Institutional Holders

29.00

CareCloud Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
P.A.W. CAPITAL CORP	7.19%	5.18%	700,000	65,000	10.24%	2,345,000,000	Mar 31, 2023
VANGUARD GROUP INC	4.11%	-	400,255	-	-	1,340,854,000	Mar 31, 2023
FRANKLIN RESOURCES INC	3.56%	0.00%	346,708	-	-	1,161,472,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	3.49%	0.03%	339,689	1,075	0.32%	1,137,958,000	Mar 31, 2023
APOLLO MANAGEMENT HOLDINGS, L.P.	2.16%	0.01%	209,844	-	-	702,977,000	Mar 31, 2023
GABELLI FUNDS LLC	1.55%	0.00%	150,405	-8,055	-5.08%	503,857,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.31%	0.00%	127,201	12,864	11.25%	426,124,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.78%	-	76,223	-	-	255,347,000	Mar 31, 2023
BLACKROCK INC.	0.63%	-	61,071	617	1.02%	204,588,000	Mar 31, 2023
NORTHERN TRUST CORP	0.53%	-	51,584	1,214	2.41%	172,807,000	Mar 31, 2023
JOHNSON INVESTMENT COUNSEL INC	0.51%	0.00%	50,000	-	-	167,500,000	Mar 31, 2023
PERRITT CAPITAL MANAGEMENT INC	0.51%	0.09%	49,200	-	-	164,820,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.45%	-	44,219	44,219	100.00%	148,134,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	40,300	3,800	10.41%	135,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.34%	-	33,200	300	0.91%	112,000	Mar 31, 2023
MCDONALD PARTNERS LLC	0.30%	0.03%	29,226	-1,000	-3.31%	97,907,000	Mar 31, 2023
STATE STREET CORP	0.27%	-	26,463	-	-	88,651,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.16%	-	15,183	4,561	42.94%	50,863,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.14%	-	13,286	-3,632	-21.47%	45,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	0.13%	0.00%	12,959	-	-	43,000	Mar 31, 2023

CareCloud's largest institutional shareholder is P.A.W. CAPITAL CORP, holding 7.19% of the company's total share outstanding, currently valued at $2.35B. The top 10 institutional shareholders own together 25.31% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
P.A.W. CAPITAL CORP	7.19%	5.18%	700,000	65,000	10.24%	2,345,000,000	Mar 31, 2023
PERRITT CAPITAL MANAGEMENT INC	0.51%	0.09%	49,200	-	-	164,820,000	Mar 31, 2023
MCDONALD PARTNERS LLC	0.30%	0.03%	29,226	-1,000	-3.31%	97,907,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	3.49%	0.03%	339,689	1,075	0.32%	1,137,958,000	Mar 31, 2023
APOLLO MANAGEMENT HOLDINGS, L.P.	2.16%	0.01%	209,844	-	-	702,977,000	Mar 31, 2023
GABELLI FUNDS LLC	1.55%	0.00%	150,405	-8,055	-5.08%	503,857,000	Mar 31, 2023
JOHNSON INVESTMENT COUNSEL INC	0.51%	0.00%	50,000	-	-	167,500,000	Mar 31, 2023
FRANKLIN RESOURCES INC	3.56%	0.00%	346,708	-	-	1,161,472,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	3,623	-47	-1.28%	12,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	0.13%	0.00%	12,959	-	-	43,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	40,300	3,800	10.41%	135,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.31%	0.00%	127,201	12,864	11.25%	426,124,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.11%	0.00%	10,285	10,285	100.00%	34,455,000	Mar 31, 2023
NORTHERN TRUST CORP	0.53%	-	51,584	1,214	2.41%	172,807,000	Mar 31, 2023
VANGUARD GROUP INC	4.11%	-	400,255	-	-	1,340,854,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.78%	-	76,223	-	-	255,347,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.45%	-	44,219	44,219	100.00%	148,134,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	4,360	-	-	14,606,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.14%	-	13,286	-3,632	-21.47%	45,000	Mar 31, 2023
NEWEDGE ADVISORS, LLC	0.01%	-	500	-	-	1,675,000	Mar 31, 2023

The largest CareCloud shareholder by % of total assets is P.A.W. CAPITAL CORP. The company owns 700.00K shares of CareCloud (CCLD), representing 5.18% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
P.A.W. CAPITAL CORP	7.19%	5.18%	700,000	65,000	10.24%	2,345,000,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.45%	-	44,219	44,219	100.00%	148,134,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.31%	0.00%	127,201	12,864	11.25%	426,124,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	-	10,649	10,649	100.00%	35,674,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.11%	0.00%	10,285	10,285	100.00%	34,455,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.08%	-	7,900	7,900	100.00%	26,465,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.16%	-	15,183	4,561	42.94%	50,863,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.05%	-	4,400	4,400	100.00%	14,740,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	40,300	3,800	10.41%	135,000	Mar 31, 2023
NORTHERN TRUST CORP	0.53%	-	51,584	1,214	2.41%	172,807,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	3.49%	0.03%	339,689	1,075	0.32%	1,137,958,000	Mar 31, 2023
BLACKROCK INC.	0.63%	-	61,071	617	1.02%	204,588,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.34%	-	33,200	300	0.91%	112,000	Mar 31, 2023
FMR LLC	0.01%	-	550	200	57.14%	1,843,000	Mar 31, 2023
STATE STREET CORP	0.27%	-	26,463	-	-	88,651,000	Mar 31, 2023
ADVISORY SERVICES NETWORK, LLC	0.00%	-	125	-	-	419,000	Mar 31, 2023
NEWEDGE ADVISORS, LLC	0.01%	-	500	-	-	1,675,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	4,360	-	-	14,606,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.78%	-	76,223	-	-	255,347,000	Mar 31, 2023
VANGUARD GROUP INC	4.11%	-	400,255	-	-	1,340,854,000	Mar 31, 2023

As of Mar 31 2023, CareCloud's largest institutional buyer is P.A.W. CAPITAL CORP. The company purchased 65.00K stocks of CCLD, valued at $2.35B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
B. RILEY WEALTH ADVISORS, INC.	-	-	-	-11,450	-100.00%	-	Mar 31, 2023
GABELLI FUNDS LLC	1.55%	0.00%	150,405	-8,055	-5.08%	503,857,000	Mar 31, 2023
UBS GROUP AG	0.02%	-	1,500	-4,857	-76.40%	5,025,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.14%	-	13,286	-3,632	-21.47%	45,000	Mar 31, 2023
MORGAN STANLEY	-	-	-	-1,407	-100.00%	-	Mar 31, 2023
MCDONALD PARTNERS LLC	0.30%	0.03%	29,226	-1,000	-3.31%	97,907,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	3,623	-47	-1.28%	12,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	-11	-9.91%	335,000	Mar 31, 2023
PERRITT CAPITAL MANAGEMENT INC	0.51%	0.09%	49,200	-	-	164,820,000	Mar 31, 2023
APOLLO MANAGEMENT HOLDINGS, L.P.	2.16%	0.01%	209,844	-	-	702,977,000	Mar 31, 2023
JOHNSON INVESTMENT COUNSEL INC	0.51%	0.00%	50,000	-	-	167,500,000	Mar 31, 2023
FRANKLIN RESOURCES INC	3.56%	0.00%	346,708	-	-	1,161,472,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	0.13%	0.00%	12,959	-	-	43,000	Mar 31, 2023
VANGUARD GROUP INC	4.11%	-	400,255	-	-	1,340,854,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.78%	-	76,223	-	-	255,347,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	4,360	-	-	14,606,000	Mar 31, 2023
NEWEDGE ADVISORS, LLC	0.01%	-	500	-	-	1,675,000	Mar 31, 2023
ADVISORY SERVICES NETWORK, LLC	0.00%	-	125	-	-	419,000	Mar 31, 2023
STATE STREET CORP	0.27%	-	26,463	-	-	88,651,000	Mar 31, 2023
FMR LLC	0.01%	-	550	200	57.14%	1,843,000	Mar 31, 2023

As of Mar 31 2023, CareCloud's biggest institutional seller is B. RILEY WEALTH ADVISORS, INC.. The company sold -11.45K shares of CCLD, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CITADEL ADVISORS LLC	0.45%	-	44,219	44,219	100.00%	148,134,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	-	10,649	10,649	100.00%	35,674,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.11%	0.00%	10,285	10,285	100.00%	34,455,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.08%	-	7,900	7,900	100.00%	26,465,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.05%	-	4,400	4,400	100.00%	14,740,000	Mar 31, 2023

CareCloud's largest new institutional shareholder by number of shares is CITADEL ADVISORS LLC, purchased 44.22K shares, valued at $148.13M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
B. RILEY WEALTH ADVISORS, INC.	-	-	-	-11,450	-100.00%	-	Mar 31, 2023
MORGAN STANLEY	-	-	-	-1,407	-100.00%	-	Mar 31, 2023

CareCloud's largest sold out institutional shareholder by shares sold is B. RILEY WEALTH ADVISORS, INC., sold -11.45K shares, valued at -, as of undefined.

CareCloud Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Gabelli Healthcare & WellnessRx Trust	1.31%	134,776	-2,500	-1.82%	Sep 29, 2023
BRIDGEWAY FUNDS INC	0.13%	310,314	-	-	Sep 29, 2023
Gabelli Global Small & Mid Cap Value Trust	0.04%	3,662	-5,293	-59.11%	Sep 29, 2023
NORTHERN FUNDS	0.00%	13,336	-	-	Sep 29, 2023

CareCloud's largest mutual fund holder by % of total assets is "Gabelli Healthcare & WellnessRx Trust", owning 134.78K shares, compromising 1.31% of its total assets.

CareCloud Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	29	141.67%
31 Dec, 22	12	-

As of 31 Mar 23, 29 institutions are holding CareCloud's shares, representing an increase of 141.67% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	2,808,708	102.76%
31 Dec, 22	1,385,255	-

CareCloud (CCLD) has 2.81M shares outstanding as of 31 Mar 23, up 102.76% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	28.86%	102.76%
31 Dec, 22	14.24%	-

As of 31 Mar 23, CareCloud is held by 28.86% institutional shareholders, representing a 102.76% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	19	72.73%
31 Dec, 22	11	-

19 institutional shareholders have increased their position in CCLD stock as of 31 Mar 23 compared to 11 in the previous quarter (a 72.73% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	1	-
31 Dec, 22	-	-

1 institutional shareholders have reduced their position in CCLD stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	29	141.67%	2,808,708	102.76%	28.86%	102.76%	19	72.73%	1	-
31 Dec, 22	12	-	1,385,255	-	14.24%	-	11	-	-	-

CareCloud Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	-	-	-	229,495
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	-	-	-	22,990
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	12,000	-	-	-
May 02, 2024	ROTH NORMAN	officer	Interim CFO and Controller	F-InKind	Sell	1,225	$1.10	$1.35K	96,700
May 02, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Sell	3,500	-	-	3,500
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	F-InKind	Sell	1,283	$1.37	$1.76K	10,808
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	M-Exempt	Sell	4,278	-	-	2,450
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	D-Return	Sell	2,450	-	-	-
Feb 16, 2024	ROTH NORMAN	officer	Interim CFO and Controller	D-Return	Sell	9,800	-	-	7,000
Feb 16, 2024	HAQ MAHMUD UL	director, 10 percent owner, officer	Executive Chairman	D-Return	Sell	12,000	-	-	-
Feb 16, 2024	Chaudhry A Hadi	director, officer	CEO and President	D-Return	Sell	12,000	-	-	-
Feb 08, 2024	ROTH NORMAN	officer	Interim CFO and Controller	F-InKind	Sell	2,450	$1.20	$2.94K	94,425
Feb 08, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Sell	7,000	-	-	16,800

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	-	-	-	229,495
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	-	-	-	22,990
May 10, 2024	SNYDER STEPHEN ANDREW	officer	President		Sell	12,000	-	-	-
May 02, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Buy	3,500	-	-	97,925
May 02, 2024	ROTH NORMAN	officer	Interim CFO and Controller	F-InKind	Sell	1,225	$1.10	$1.35K	96,700
May 02, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Sell	3,500	-	-	3,500
Mar 21, 2024	Chaudhry A Hadi	director, officer	CEO and President	A-Award	Buy	12,000	-	-	12,000
Mar 21, 2024	HAQ MAHMUD UL	director, 10 percent owner, officer	Executive Chairman	A-Award	Buy	12,000	-	-	12,000
Mar 21, 2024	ROTH NORMAN	officer	Interim CFO and Controller	D-Return	Buy	10,000	-	-	10,000
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	M-Exempt	Buy	4,278	-	-	12,091
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	F-InKind	Sell	1,283	$1.37	$1.76K	10,808
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	M-Exempt	Sell	4,278	-	-	2,450
Feb 16, 2024	Garcia Nathalie Grey	officer	General Counsel & Secretary	D-Return	Sell	2,450	-	-	-
Feb 16, 2024	ROTH NORMAN	officer	Interim CFO and Controller	D-Return	Sell	9,800	-	-	7,000
Feb 16, 2024	HAQ MAHMUD UL	director, 10 percent owner, officer	Executive Chairman	D-Return	Sell	12,000	-	-	-
Feb 16, 2024	Chaudhry A Hadi	director, officer	CEO and President	D-Return	Sell	12,000	-	-	-
Feb 08, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Buy	7,000	-	-	96,875
Feb 08, 2024	ROTH NORMAN	officer	Interim CFO and Controller	F-InKind	Sell	2,450	$1.20	$2.94K	94,425
Feb 08, 2024	ROTH NORMAN	officer	Interim CFO and Controller	M-Exempt	Sell	7,000	-	-	16,800
Feb 05, 2024	KORN BILL	director	-	M-Exempt	Buy	7,500	-	-	160,383

The last insider sell of CareCloud's stock was made by SNYDER STEPHEN ANDREW on May 10 2024, selling - shares at - per share (valued at -).

CareCloud Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	11	17	64.71%
Q3 2022	12	13	92.31%
Q2 2022	3	5	60.00%
Q1 2022	15	23	65.22%
Q4 2021	-	5	-
Q3 2021	15	27	55.56%
Q2 2021	4	13	30.77%
Q1 2021	17	20	85.00%
Q4 2020	3	8	37.50%
Q3 2020	10	13	76.92%
Q2 2020	9	18	50.00%
Q1 2020	14	30	46.67%
Q4 2019	1	5	20.00%
Q3 2019	17	26	65.38%
Q2 2019	1	8	12.50%
Q1 2019	20	30	66.67%
Q4 2018	1	5	20.00%
Q3 2018	14	14	100.00%
Q2 2018	2	-	-
Q1 2018	9	11	81.82%

11 total buy trades, and 17 total sell trades (buy/sell ratio of 0.65%) were made by CareCloud's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	-	-
Q3 2022	-	1	-
Q2 2022	-	3	-
Q1 2022	-	2	-
Q4 2021	-	5	-
Q3 2021	-	5	-
Q2 2021	-	7	-
Q1 2021	-	3	-
Q4 2020	-	2	-
Q3 2020	-	1	-
Q2 2020	-	7	-
Q1 2020	-	10	-
Q4 2019	-	3	-
Q3 2019	-	5	-
Q2 2019	-	6	-
Q1 2019	-	3	-
Q4 2018	-	5	-
Q3 2018	-	3	-
Q2 2018	-	-	-
Q1 2018	-	2	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CareCloud's stocks.

CareCloud Peer Ownership

Ticker	Company
FORA	Forian Inc.
NRC	National Research Corporation
STRM	Streamline Health Solutions, Inc.
HSTM	HealthStream, Inc.
EVH	Evolent Health, Inc.
PRVA	Privia Health Group, Inc.
CPSI	TruBridge, Inc.

CCLD Ownership FAQ

Who Owns CareCloud?

CareCloud is owned by institutional shareholders (28.86%), insiders (47.15%), and public (23.99%). The largest institutional shareholder of CareCloud is P.A.W. CAPITAL CORP (7.19% of total shares) and the top mutual fund owner is Gabelli Healthcare & WellnessRx Trust (1.31% of total shares).

Who are the major institutional shareholders of CareCloud?

CareCloud's major institutional shareholders are P.A.W. CAPITAL CORP, VANGUARD GROUP INC, FRANKLIN RESOURCES INC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, and APOLLO MANAGEMENT HOLDINGS, L.P.. The top five shareholders own together 20.52% of the company's share outstanding.

How many CareCloud shareholders are there?

As of Mar 2023, there are 29 institutional shareholders of CareCloud.

What percentage of CareCloud is owned by P.A.W. CAPITAL CORP?

P.A.W. CAPITAL CORP owns 700K shares of CareCloud, representing 7.19% of the company's total shares outstanding, valued at $2.34B (as of Mar 2023).

What percentage of CareCloud is owned by VANGUARD GROUP INC?

As of Mar 2023, VANGUARD GROUP INC holds 400.26K shares of CareCloud (CCLD), compromising 4.11% of the company, valued at $1.34B.

What percentage of CareCloud is owned by FRANKLIN RESOURCES INC?

FRANKLIN RESOURCES INC is the third largest holder of CareCloud. The company owns 346.71K of the company's shares outstanding (worth $1.16B).