CPWM
CLVT icon

Cypress Point Wealth Management’s Clarivate CLVT Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-12,269
Closed -$31K – 148
2026
Q1 		$31K Buy
+12,269
New +$31.4K 0.01% 122

Other funds holding CLVT

ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SAM
Sagewood Asset Management New York $442M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cypress Point Wealth Management's CLVT Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 12,269 shares — an estimated $31K sold.

Cypress Point Wealth Management first reported a position in CLVT in Q1 2026 and held it in 1 quarter. The position peaked at $31K in Q1 2026. 61 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Cypress Point Wealth Management reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Cypress Point Wealth Management sold 12,269 Clarivate shares in Q2 2026, an estimated $31K.
  • Cypress Point Wealth Management first reported a position in Clarivate in Q1 2026 and held it in 1 quarter.
  • Cypress Point Wealth Management's Clarivate position peaked at $31K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.