IEQ Capital’s Clover Health Investments CLOV Stock Holding History

IEQ Capital’s Portfolio CLOV Stock Details CLOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.8K	Buy	41,357 +31,293	+311%	+$67.9K	﹤0.01%	1820
2025 Q4	$23.6K	Sell	10,064 -31,443	-76%	-$85.9K	﹤0.01%	1822
2025 Q3	$127K	Buy	41,507 +31,293	+306%	+$89.4K	﹤0.01%	1742
2025 Q2	$28.5K	Hold	10,214	–	–	﹤0.01%	1788
2025 Q1	$36.7K	Hold	10,214	–	–	﹤0.01%	1568
2024 Q4	$32.2K	Hold	10,214	–	–	﹤0.01%	1307
2024 Q3	$28.8K	Hold	10,214	–	–	﹤0.01%	1142
2024 Q2	$12.6K	Hold	10,214	–	–	﹤0.01%	998
2024 Q1	$8.11K	Hold	10,214	–	–	﹤0.01%	969
2023 Q4	$9.72K	Sell	10,214 -2,850	-22%	-$2.8K	﹤0.01%	922
2023 Q3	$14.1K	Buy	+13,064	New	+$15.5K	﹤0.01%	935
2022 Q3	–	Sell	-17,193	Closed	-$37K	–	844
2022 Q2	$37K	Sell	17,193 -273	-2%	-$726	﹤0.01%	788
2022 Q1	$62K	Buy	+17,466	New	+$50.6K	﹤0.01%	799
2021 Q4	–	Sell	-11,564	Closed	-$85K	–	728
2021 Q3	$85K	Buy	+11,564	New	+$98.9K	﹤0.01%	680

Other funds holding CLOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IEQ Capital's CLOV Position: Q1 2026 in Review

IEQ Capital increased its Clover Health Investments (CLOV) stake by 311% in Q1 2026, buying an estimated $67.9K and bringing the position to 41,357 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

IEQ Capital first reported a position in CLOV in Q3 2021 and has held it in 14 quarters since. The position peaked at $127K in Q3 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

IEQ Capital held 41,357 shares of Clover Health Investments worth $72.8K as of Q1 2026.
IEQ Capital bought 31,293 Clover Health Investments shares in Q1 2026, an estimated $67.9K.
Clover Health Investments made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1820 holding.
IEQ Capital first reported a position in Clover Health Investments in Q3 2021 and has held it in 14 quarters since.
IEQ Capital's Clover Health Investments position peaked at $127K in Q3 2025.
208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.