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Forum Financial Management’s Clarivate CLVT Stock Holding History

Forum Financial 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
Q1 		– Sell
-18,259
Closed -$61K – 465
2025
Q4 		$61K Hold
18,259
– – ﹤0.01% 1003
2025
Q3 		$69.9K Sell
18,259
-93
-0.5% -$391 ﹤0.01% 998
2025
Q2 		$78.9K Buy
+18,352
New +$73.9K ﹤0.01% 941
2025
Q1 		– Sell
-25,065
Closed -$127K – 876
2024
Q4 		$127K Buy
25,065
+11,936
+91% +$68.7K ﹤0.01% 869
2024
Q3 		$93.2K Buy
13,129
+23
+0.2% +$147 ﹤0.01% 754
2024
Q2 		$74.6K Buy
+13,106
New +$83.6K ﹤0.01% 704
2023
Q4 		– Sell
-12,013
Closed -$80.6K – 693
2023
Q3 		$80.6K Buy
+12,013
New +$95.8K ﹤0.01% 622
2022
Q3 		– Sell
-10,681
Closed -$148K – 557
2022
Q2 		$148K Buy
+10,681
New +$160K 0.01% 541

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 40.91% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Forum Financial Management's CLVT Position: Q1 2026 in Review

Forum Financial Management sold out of Clarivate (CLVT) in Q1 2026, closing a stake of 18,259 shares — an estimated $61K sold.

Forum Financial Management first reported a position in CLVT in Q2 2022 and held it in 8 quarters. The position peaked at $148K in Q2 2022. 256 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Forum Financial Management reported no remaining Clarivate position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 18,259 Clarivate shares in Q1 2026, an estimated $61K.
  • Forum Financial Management first reported a position in Clarivate in Q2 2022 and held it in 8 quarters.
  • Forum Financial Management's Clarivate position peaked at $148K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.