LI
CLVT icon

LRI Investments’s Clarivate CLVT Stock Holding History

LRI Investments’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 		$12K Buy
5,535
+2,565
+86% +$6.27K ﹤0.01% 909
2026
Q1 		$7.51K Buy
2,970
+554
+23% +$1.42K ﹤0.01% 965
2025
Q4 		$8.07K Hold
2,416
– – ﹤0.01% 929
2025
Q3 		$9.25K Hold
2,416
– – ﹤0.01% 894
2025
Q2 		$10.4K Buy
+2,416
New +$9.73K ﹤0.01% 835

Other funds holding CLVT

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's CLVT Position: Q2 2026 in Review

LRI Investments increased its Clarivate (CLVT) stake by 86% in Q2 2026, buying an estimated $6.27K and bringing the position to 5,535 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

LRI Investments first reported a position in CLVT in Q2 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • LRI Investments held 5,535 shares of Clarivate worth $12K as of Q2 2026.
  • LRI Investments bought 2,565 Clarivate shares in Q2 2026, an estimated $6.27K.
  • Clarivate made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #909 holding.
  • LRI Investments first reported a position in Clarivate in Q2 2025 and has held it in 5 quarters since.
  • 49 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.