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Evergreen Capital Management’s Clarivate CLVT Stock Holding History

Evergreen Capital 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 		$186K Sell
86,218
-27,814
-24% -$68K ﹤0.01% 1476
2026
Q1 		$289K Buy
+114,032
New +$292K 0.01% 1150

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

Evergreen Capital Management's CLVT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Clarivate (CLVT) stake by 24% in Q2 2026, selling an estimated $68K and leaving 86,218 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Evergreen Capital Management first reported a position in CLVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 243 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Evergreen Capital Management held 86,218 shares of Clarivate worth $186K as of Q2 2026.
  • Evergreen Capital Management sold 27,814 Clarivate shares in Q2 2026, an estimated $68K.
  • Clarivate made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1476 holding.
  • Evergreen Capital Management first reported a position in Clarivate in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's Clarivate position peaked at $289K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.