Apella Capital
CLVT icon

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
Q3 		$22K Sell
15,000
-921
-6% -$1.88K ﹤0.01% 794
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

Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's CLVT Position: Q3 2026 in Review

Apella Capital reduced its Clarivate (CLVT) stake by 5.8% in Q3 2026, selling an estimated $1.88K and leaving 15,000 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Apella Capital first reported a position in CLVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $43.1K in Q1 2026. 22 funds tracked by Wall St. Rank hold CLVT as of Q3 2026.

  • Apella Capital held 15,000 shares of Clarivate worth $22K as of Q3 2026.
  • Apella Capital sold 921 Clarivate shares in Q3 2026, an estimated $1.88K.
  • Clarivate made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #794 holding.
  • Apella Capital first reported a position in Clarivate in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Clarivate position peaked at $43.1K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Clarivate as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.