Root Financial Partners
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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
Q3 		$92 Buy
+55
New +$112 ﹤0.01% 3658
2026
Q2 		– Sell
-148
Closed -$374 – 950
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

Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's CLVT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Clarivate (CLVT) in Q3 2026: 55 shares worth $92. The stake represents ﹤0.01% of the portfolio and ranks #3658 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLVT as recently as Q1 2026.

Root Financial Partners first reported a position in CLVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.75K in Q4 2025. 102 funds tracked by Wall St. Rank hold CLVT as of Q3 2026.

  • Root Financial Partners held 55 shares of Clarivate worth $92 as of Q3 2026.
  • Clarivate was a new Root Financial Partners position in Q3 2026.
  • Clarivate made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3658 holding.
  • Root Financial Partners first reported a position in Clarivate in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Clarivate position peaked at $3.75K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Clarivate as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.