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Root Financial Partners’s Clarivate CLVT Stock Holding History

Root Financial Partners’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 		$374 Sell
148
-974
-87% -$2.49K ﹤0.01% 2964
2025
Q4 		$3.75K Buy
1,122
+887
+377% +$3.15K ﹤0.01% 1856
2025
Q3 		$900 Buy
+235
New +$987 ﹤0.01% 2076

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Root Financial Partners's CLVT Position: Q1 2026 in Review

Root Financial Partners reduced its Clarivate (CLVT) stake by 87% in Q1 2026, selling an estimated $2.49K and leaving 148 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Root Financial Partners first reported a position in CLVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.75K in Q4 2025. 255 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Root Financial Partners held 148 shares of Clarivate worth $374 as of Q1 2026.
  • Root Financial Partners sold 974 Clarivate shares in Q1 2026, an estimated $2.49K.
  • Clarivate made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2964 holding.
  • Root Financial Partners first reported a position in Clarivate in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Clarivate position peaked at $3.75K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.