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Apella Capital’s Clarivate CLVT Stock Holding History

Apella Capital’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40K Sell
15,921
-157
-1% -$384 ﹤0.01% 701
2026
Q1 		$43.1K Buy
+16,078
New +$41.2K ﹤0.01% 675

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Apella Capital's CLVT Position: Q2 2026 in Review

Apella Capital reduced its Clarivate (CLVT) stake by 0.98% in Q2 2026, selling an estimated $384 and leaving 15,921 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Apella Capital first reported a position in CLVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $43.1K in Q1 2026. 243 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Apella Capital held 15,921 shares of Clarivate worth $40K as of Q2 2026.
  • Apella Capital sold 157 Clarivate shares in Q2 2026, an estimated $384.
  • Clarivate made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #701 holding.
  • Apella Capital first reported a position in Clarivate in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Clarivate position peaked at $43.1K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.