CareCloud, Inc. (CCLD) shareholders
CCLDNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 12/3050% below fair value
$2.42−0.22 (-8.33%)
Close on Nov 13, 2026Market cap $102.84MP/E 18.6Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.5%
10M of 42M shares
Institutional holders
65
8 new, 18 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CCLD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 1,680,820 | 3.96% | $3.56M | +207,119 | 0.00% |
| Hillsdale Investment Management Inc. | 923,408 | 2.17% | $1.96M | +118,900 | 0.04% |
| Two Sigma Investments, LP | 579,826 | 1.36% | $1.23M | +190,200 | 0.00% |
| Dimensional Fund Advisors LP | 575,970 | 1.36% | $1.22M | +198,403 | 0.00% |
| American Century Companies Inc | 509,693 | 1.20% | $1.08M | −229,877 | 0.00% |
| Ameriprise Financial Inc | 441,651 | 1.04% | $936.30K | −241,862 | 0.00% |
| Geode Capital Management, LLC | 421,582 | 0.99% | $894.14K | −20,220 | 0.00% |
| Bridgeway Capital Management, LLC | 409,260 | 0.96% | $867.63K | −6,730 | 0.02% |
| Wells Fargo & Company/Mn | 385,000 | 0.91% | $816.20K | +39,000 | 0.00% |
| Globeflex Capital L P | 335,146 | 0.79% | $710.51K | New | 0.09% |
| Arrowstreet Capital, Limited Partnership | 334,809 | 0.79% | $709.80K | +82,810 | 0.00% |
| BlackRock, Inc. | 229,163 | 0.54% | $485.83K | +33,136 | 0.00% |
| Vanguard Fiduciary Trust Co | 223,025 | 0.52% | $472.81K | +1,457 | 0.00% |
| Renaissance Technologies LLC | 210,600 | 0.50% | $446.47K | −261,700 | 0.00% |
| Apollo Management Holdings, L.P. | 209,844 | 0.49% | $444.87K | – | 0.00% |
| State Street Corp | 191,703 | 0.45% | $406.41K | – | 0.00% |
| Empowered Funds, LLC | 164,160 | 0.39% | $348.02K | +13,270 | 0.00% |
| Chapin Davis, Inc. | 154,285 | 0.36% | $327.08K | +30,000 | 0.06% |
| Jane Street Group, LLC | 138,590 | 0.33% | $293.81K | −254,787 | 0.00% |
| Crescent Grove Advisors, LLC | 130,769 | 0.31% | $277.23K | +70,769 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 65 | 10M | 22.5% | 8 / 23 | 21 / 18 | 2M | 4M |
| Q1 2026 | 75 | 12M | 28.5% | 16 / 26 | 20 / 9 | 5M | 1M |
| Q4 2025 | 69 | 11M | 24.8% | 14 / 22 | 18 / 12 | 3M | 1M |
| Q3 2025 | 68 | 9M | 20.9% | 26 / 17 | 11 / 4 | 3M | 2M |
| Q2 2025 | 46 | 8M | 19.6% | 5 / 25 | 9 / 14 | 4M | 0M |
| Q1 2025 | 55 | 5M | 12.1% | 23 / 17 | 6 / 4 | 3M | 0M |
| Q4 2024 | 36 | 2M | 4.2% | 10 / 10 | 10 / 8 | 0M | 0M |
| Q3 2024 | 34 | 2M | 4.1% | 4 / 11 | 7 / 2 | 0M | 0M |
| Q2 2024 | 33 | 2M | 4.0% | 9 / 10 | 4 / 4 | 0M | 0M |
| Q1 2024 | 28 | 2M | 3.6% | 3 / 4 | 10 / 4 | 0M | 0M |
| Q4 2023 | 29 | 2M | 3.7% | 3 / 9 | 5 / 3 | 0M | 1M |
| Q3 2023 | 29 | 2M | 5.1% | 3 / 9 | 10 / 3 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
39 funds held CCLD in Q2 2026, 56% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CCLD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,232,641 | 2.90% | $2.61M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 467,837 | 1.10% | $1.10M | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 402,256 | 0.95% | $852.78K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 212,523 | 0.50% | $499.43K | 0.00% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 164,160 | 0.39% | $348.02K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 133,592 | 0.31% | $325.96K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 124,373 | 0.29% | $263.67K | 0.02% | Jun 30, 2026 |
| Ultra-Small Company Fund | 95,000 | 0.22% | $201.40K | 0.20% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 85,300 | 0.20% | $180.84K | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 76,977 | 0.18% | $187.82K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 74,220 | 0.17% | $181.10K | 0.00% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 73,541 | 0.17% | $179.44K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 69,776 | 0.16% | $163.97K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 58,900 | 0.14% | $124.87K | 0.08% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 54,319 | 0.13% | $127.65K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mahmud Ul Haq | Executive Chairman, Director, 10% owner | 1,297,000 | 3.05% | Jul 24, 2026 |
| Bonnie Alice Boyer | Chief Financial Officer | – | – | Oct 5, 2026 |
| Norman Roth | Interim CFO and Controller | 0 | – | May 18, 2026 |
| A. Hadi Chaudhry | Chief Strategy Officer | 0 | – | May 18, 2026 |
| Stephen Andrew Snyder | Chief Executive Officer | 0 | – | May 18, 2026 |
| Crystal Williams | President | 8,550 | 0.02% | Jan 3, 2025 |
| Lawrence Steven Sharnak | Director | 141,500 | 0.33% | Aug 10, 2026 |
| Bill Korn | Director | 225,383 | 0.53% | Aug 10, 2026 |
| Cameron Munter | Director | 216,500 | 0.51% | Aug 10, 2026 |
| Anne Busquet | Director | 308,888 | 0.73% | Aug 10, 2026 |
| John N. Daly | Director | 91,750 | 0.22% | Dec 3, 2025 |
| Lawrence J. Steenvoorden | – | 11,113 | 0.03% | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bill Korn Director | Aug 8, 2026 | Option exercise | +7,500 | – | – | 225,383 |
| Anne Busquet Director | Aug 8, 2026 | Option exercise | +7,500 | – | – | 308,888 |
| Cameron Munter Director | Aug 8, 2026 | Option exercise | +7,500 | – | – | 216,500 |
| Lawrence Steven Sharnak Director | Aug 8, 2026 | Option exercise | +7,500 | – | – | 141,500 |
| Anne Busquet Director | Jul 31, 2026 | Option exercise | +6,250 | – | – | 301,388 |
| Cameron Munter Director | Jul 31, 2026 | Option exercise | +6,250 | – | – | 209,000 |
| Bill Korn Director | Jul 31, 2026 | Option exercise | +6,250 | – | – | 217,883 |
| Lawrence Steven Sharnak Director | Jul 31, 2026 | Option exercise | +6,250 | – | – | 134,000 |
| Stephen Andrew Snyder Chief Executive Officer | May 15, 2026 | Returned to company | −30,790 | $25.25 | $777.45K | 0 |
| Bill Korn Director | May 15, 2026 | Returned to company | −10,800 | $25.25 | $272.70K | 0 |
| A. Hadi Chaudhry Chief Strategy Officer | May 15, 2026 | Returned to company | −7,800 | $25.25 | $196.95K | 0 |
| Norman Roth Interim CFO and Controller | May 15, 2026 | Returned to company | −6,500 | $25.25 | $164.13K | 0 |
| Bill Korn Director | Feb 8, 2026 | Option exercise | +7,500 | – | – | 211,633 |
| Cameron Munter Director | Feb 8, 2026 | Option exercise | +7,500 | – | – | 202,750 |
| Anne Busquet Director | Feb 8, 2026 | Option exercise | +7,500 | – | – | 295,138 |
| Lawrence Steven Sharnak Director | Feb 8, 2026 | Option exercise | +7,500 | – | – | 127,750 |
| Cameron Munter Director | Jan 31, 2026 | Option exercise | +6,250 | – | – | 195,250 |
| Bill Korn Director | Jan 31, 2026 | Option exercise | +6,250 | – | – | 204,133 |
| Anne Busquet Director | Jan 31, 2026 | Option exercise | +6,250 | – | – | 287,638 |
| Lawrence Steven Sharnak Director | Jan 31, 2026 | Option exercise | +6,250 | – | – | 120,250 |
| John N. Daly Director | Dec 2, 2025 | Option exercise | +40,000 | – | – | 91,750 |
| John N. Daly Director | Nov 10, 2025 | Sale | −15,000 | $3.41 | $51.15K | 51,750 |
| Mahmud Ul Haq Executive Chairman, Director, 10% owner | Sep 29, 2025 | Sale | −11,960 | $21.08 | $252.12K | 0 |
| Anne Busquet Director | Aug 8, 2025 | Option exercise | +7,500 | – | – | 281,388 |
| Lawrence Steven Sharnak Director | Aug 8, 2025 | Option exercise | +7,500 | – | – | 114,000 |
| Cameron Munter Director | Aug 8, 2025 | Option exercise | +7,500 | – | – | 189,000 |
| Bill Korn Director | Aug 8, 2025 | Option exercise | +7,500 | – | – | 197,883 |
| John N. Daly Director | Aug 8, 2025 | Option exercise | +7,500 | – | – | 76,750 |
| Lawrence Steven Sharnak Director | Aug 1, 2025 | Option exercise | +7,500 | – | – | 106,500 |
| John N. Daly Director | Aug 1, 2025 | Option exercise | +7,500 | – | – | 69,250 |
| Cameron Munter Director | Aug 1, 2025 | Option exercise | +7,500 | – | – | 181,500 |
| Anne Busquet Director | Aug 1, 2025 | Option exercise | +7,500 | – | – | 273,888 |
| Bill Korn Director | Aug 1, 2025 | Option exercise | +7,500 | – | – | 190,383 |
| John N. Daly Director | Jun 17, 2025 | Sale | −15,000 | $2.11 | $31.65K | 61,750 |
| Lawrence Steven Sharnak Director | Feb 8, 2025 | Option exercise | +7,500 | – | – | 99,000 |
| John N. Daly Director | Feb 8, 2025 | Option exercise | +7,500 | – | – | 76,750 |
| Anne Busquet Director | Feb 8, 2025 | Option exercise | +7,500 | – | – | 266,388 |
| Cameron Munter Director | Feb 8, 2025 | Option exercise | +7,500 | – | – | 174,000 |
| Bill Korn Director | Feb 8, 2025 | Option exercise | +7,500 | – | – | 182,883 |
| Bill Korn Director | Feb 1, 2025 | Option exercise | +7,500 | – | – | 175,383 |
| Anne Busquet Director | Feb 1, 2025 | Option exercise | +7,500 | – | – | 258,888 |
| John N. Daly Director | Feb 1, 2025 | Option exercise | +7,500 | – | – | 69,250 |
| Cameron Munter Director | Feb 1, 2025 | Option exercise | +7,500 | – | – | 166,500 |
| Lawrence Steven Sharnak Director | Feb 1, 2025 | Option exercise | +7,500 | – | – | 91,500 |
| John N. Daly Director | Dec 31, 2024 | Sale | −5,000 | $3.87 | $19.35K | 61,750 |
| Norman Roth Interim CFO and Controller | Dec 16, 2024 | Tax withholding | −3,500 | $18.30 | $64.05K | 6,500 |
| Norman Roth Interim CFO and Controller | Dec 16, 2024 | Option exercise | +10,000 | – | – | 10,000 |
| Stephen Andrew Snyder President | Dec 16, 2024 | Option exercise | +12,000 | – | – | 34,990 |
| Stephen Andrew Snyder President | Dec 16, 2024 | Tax withholding | −4,200 | $18.30 | $76.86K | 30,790 |
| A. Hadi Chaudhry CEO, Director | Dec 16, 2024 | Option exercise | +12,000 | – | – | 12,000 |
| A. Hadi Chaudhry CEO, Director | Dec 16, 2024 | Tax withholding | −4,200 | $18.30 | $76.86K | 7,800 |
| Mahmud Ul Haq Executive Chairman, Director, 10% owner | Dec 16, 2024 | Tax withholding | −5,520 | $18.30 | $101.02K | 11,960 |
| Mahmud Ul Haq Executive Chairman, Director, 10% owner | Dec 16, 2024 | Option exercise | +12,000 | – | – | 17,480 |
| Cameron Munter Director | Dec 11, 2024 | Sale | −30,000 | $4.10 | $123.00K | 159,000 |
| John N. Daly Director | Dec 2, 2024 | Sale | −10,000 | $3.65 | $36.50K | 66,750 |
| Cameron Munter Director | Aug 2, 2024 | Option exercise | +5,000 | – | – | 189,000 |
| Anne Busquet Director | Aug 2, 2024 | Option exercise | +5,000 | – | – | 251,388 |
| Lawrence Steven Sharnak Director | Aug 2, 2024 | Option exercise | +5,000 | – | – | 84,000 |
| John N. Daly Director | Aug 2, 2024 | Option exercise | +5,000 | – | – | 76,750 |
| Bill Korn Director | Aug 1, 2024 | Option exercise | +7,500 | – | – | 167,883 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.69%
1M shares short
Days to cover
3.6
At 0M shares a day
Change since last report
+4.0%
From 1M shares
Short volume, 20 days
46.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of CareCloud's stock actually held short. Settlement fails (shares not delivered on time) peaked at 26,631 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John N. Daly Director | Nov 10, 2025 | 15,000 | $51.11K | Nov 10, 2025 | Compensation for Past Services |
| Mahmud Ul Haq Executive Chairman | Sep 29, 2025 | 11,960 | $252.00K | Sep 29, 2025 | Compensation |
| John N. Daly Officer, Director, 10% Stockholder | Jun 17, 2025 | 15,000 | $31.61K | Jun 17, 2025 | Compensation for Past Services |
| John N. Daly Director | Dec 31, 2024 | 5,000 | $19.37K | Dec 31, 2024 | Compensation for Past Services |
| John N Daly & Barbara K Daly Director | Dec 2, 2024 | 10,000 | $36.50K | Dec 2, 2024 | Compensation for Past Services |
| A. Hadi Chaudhry Director | Jun 15, 2023 | 4,480 | $100.10K | Jun 15, 2023 | Equity Compensation |
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