CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Clarivate CLVT Stock Holding History

CAPTRUST Financial Advisors’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 		$67.5K Buy
+31,242
New +$76.4K ﹤0.01% 3095
2022
Q3 		– Sell
-10,450
Closed -$145K – 2426
2022
Q2 		$145K Sell
10,450
-18,982
-64% -$284K ﹤0.01% 1924
2022
Q1 		$493K Sell
29,432
-6,805
-19% -$113K ﹤0.01% 1157
2021
Q4 		$852K Sell
36,237
-18,566
-34% -$430K 0.01% 882
2021
Q3 		$1.2M Buy
54,803
+6,069
+12% +$148K 0.01% 679
2021
Q2 		$1.34M Buy
48,734
+5,127
+12% +$141K 0.01% 622
2021
Q1 		$1.15M Buy
43,607
+1,645
+4% +$45K 0.01% 644
2020
Q4 		$1.25M Buy
41,962
+118
+0.3% +$3.49K 0.02% 539
2020
Q3 		$1.34M Hold
41,844
– – 0.02% 425
2020
Q2 		$974K Buy
41,844
+11,415
+38% +$258K 0.02% 507
2020
Q1 		$608K Buy
30,429
+17,103
+128% +$342K 0.01% 536
2019
Q4 		$228K Buy
13,326
+6,152
+86% +$104K ﹤0.01% 940
2019
Q3 		$121K Buy
7,174
+500
+7% +$8.28K ﹤0.01% 710
2019
Q2 		$103K Buy
6,674
+4,529
+211% +$63.2K ﹤0.01% 753
2019
Q1 		$29K Buy
+2,145
New +$23.8K ﹤0.01% 1047

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

CAPTRUST Financial Advisors's CLVT Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Clarivate (CLVT) in Q2 2026: 31,242 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #3095 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CLVT as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in CLVT in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2020. 243 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • CAPTRUST Financial Advisors held 31,242 shares of Clarivate worth $67.5K as of Q2 2026.
  • Clarivate was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Clarivate made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3095 holding.
  • CAPTRUST Financial Advisors first reported a position in Clarivate in Q1 2019 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Clarivate position peaked at $1.34M in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.