OF
CLOV icon

Optimize Financial’s Clover Health Investments CLOV Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-45,233
Closed -$126K – 350
2025
Q2 		$126K Sell
45,233
-324
-0.7% -$1.06K 0.08% 224
2025
Q1 		$164K Sell
45,557
-38,672
-46% -$155K 0.12% 205
2024
Q4 		$265K Buy
+84,229
New +$301K 0.2% 159

Other funds holding CLOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Optimize Financial's CLOV Position: Q3 2025 in Review

Optimize Financial sold out of Clover Health Investments (CLOV) in Q3 2025, closing a stake of 45,233 shares — an estimated $126K sold.

Optimize Financial first reported a position in CLOV in Q4 2024 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 201 funds tracked by Wall St. Rank hold CLOV as of Q3 2025.

  • Optimize Financial reported no remaining Clover Health Investments position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 45,233 Clover Health Investments shares in Q3 2025, an estimated $126K.
  • Optimize Financial first reported a position in Clover Health Investments in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Clover Health Investments position peaked at $265K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.