Beach Point Capital Management
CTEV icon

Beach Point Capital Management’s Claritev Corp CTEV Stock Holding History

Beach Point Capital Management’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.9M Sell
750,599
-20,013
-3% -$630K 6.95% 3
2026
Q2 		$26.3M Sell
770,612
-24,734
-3% -$606K 10.19% 3
2026
Q1 		$13M Buy
795,346
+40,344
+5% +$904K 5.11% 5
2025
Q4 		$32.3M Buy
755,002
+329,424
+77% +$16.8M 12.49% 3
2025
Q3 		$22.6M Buy
425,578
+7,497
+2% +$414K 10.22% 3
2025
Q2 		$18.9M Buy
418,081
+29,428
+8% +$847K 7.88% 3
2025
Q1 		$8.02M Buy
388,653
+3,671
+1% +$73K 2.83% 7
2024
Q4 		$5.69M Buy
384,982
+32,582
+9% +$288K 0.6% 22
2024
Q3 		$2.69M Buy
352,400
+39,733
+13% +$467K 0.91% 6
2024
Q2 		$4.86M Buy
312,667
+160,832
+106% +$3.83M 1.72% 8
2024
Q1 		$4.93M Sell
151,835
-1,752
-1% -$73.8K 1.72% 9
2023
Q4 		$8.85M Sell
153,587
-53,523
-26% -$3.25M 3.53% 5
2023
Q3 		$13.9M Sell
207,110
-45,592
-18% -$3.37M 8.23% 3
2023
Q2 		$21.3M Sell
252,702
-81,773
-24% -$4.37M 8.88% 4
2023
Q1 		$14.2M Buy
334,475
+150,015
+81% +$6.78M 6.83% 7
2022
Q4 		$8.49M Sell
184,460
-29,002
-14% -$2.32M 3.45% 9
2022
Q3 		$24.4M Sell
213,462
-20,801
-9% -$3.44M 8.28% 4
2022
Q2 		$51.4M Sell
234,263
-84,224
-26% -$16.7M 10.66% 3
2022
Q1 		$59.6M Buy
318,487
+105,935
+50% +$17.4M 9.01% 4
2021
Q4 		$37.7M Buy
+212,552
New +$37.9M 6.05% 6

Other funds holding CTEV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Beach Point Capital Management's CTEV Position: Q3 2026 in Review

Beach Point Capital Management reduced its Claritev Corp (CTEV) stake by 2.6% in Q3 2026, selling an estimated $630K and leaving 750,599 shares worth $15.9M. The position accounts for 6.95% of the portfolio, ranked #3.

Beach Point Capital Management first reported a position in CTEV in Q4 2021 and has held it in 20 quarters since. The position peaked at $59.6M in Q1 2022. 13 funds tracked by Wall St. Rank hold CTEV as of Q3 2026.

  • Beach Point Capital Management held 750,599 shares of Claritev Corp worth $15.9M as of Q3 2026.
  • Beach Point Capital Management sold 20,013 Claritev Corp shares in Q3 2026, an estimated $630K.
  • Claritev Corp made up 6.95% of Beach Point Capital Management's portfolio in Q3 2026, its #3 holding.
  • Beach Point Capital Management first reported a position in Claritev Corp in Q4 2021 and has held it in 20 quarters since.
  • Beach Point Capital Management's Claritev Corp position peaked at $59.6M in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2026.

Based on Beach Point Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.