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OneDigital Investment Advisors’s Clarivate CLVT Stock Holding History

OneDigital Investment Advisors’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 		$1.11M Buy
515,575
+217,103
+73% +$531K 0.01% 699
2026
Q1 		$755K Buy
298,472
+8,627
+3% +$22.1K 0.01% 780
2025
Q4 		$968K Sell
289,845
-432
-0.1% -$1.54K 0.01% 692
2025
Q3 		$1.11M Sell
290,277
-7,354
-2% -$30.9K 0.01% 620
2025
Q2 		$1.28M Buy
297,631
+2,603
+0.9% +$10.5K 0.01% 563
2025
Q1 		$1.16M Buy
295,028
+14,617
+5% +$69.2K 0.01% 558
2024
Q4 		$1.42M Buy
280,411
+153,638
+121% +$885K 0.02% 520
2024
Q3 		$900K Buy
126,773
+2,865
+2% +$18.3K 0.01% 688
2024
Q2 		$705K Buy
123,908
+24,364
+24% +$155K 0.01% 754
2024
Q1 		$740K Buy
99,544
+2,541
+3% +$21.2K 0.01% 604
2023
Q4 		$898K Sell
97,003
-2,451
-2% -$18.1K 0.02% 517
2023
Q3 		$667K Buy
99,454
+1,361
+1% +$10.8K 0.01% 547
2023
Q2 		$935K Buy
98,093
+70,455
+255% +$597K 0.02% 426
2023
Q1 		$260K Buy
+27,638
New +$285K 0.01% 827

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

OneDigital Investment Advisors's CLVT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Clarivate (CLVT) stake by 73% in Q2 2026, buying an estimated $531K and bringing the position to 515,575 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #699.

OneDigital Investment Advisors first reported a position in CLVT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2024. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • OneDigital Investment Advisors held 515,575 shares of Clarivate worth $1.11M as of Q2 2026.
  • OneDigital Investment Advisors bought 217,103 Clarivate shares in Q2 2026, an estimated $531K.
  • Clarivate made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #699 holding.
  • OneDigital Investment Advisors first reported a position in Clarivate in Q1 2023 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Clarivate position peaked at $1.42M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.