SAM
CLVT icon

Sagewood Asset Management’s Clarivate CLVT Stock Holding History

Sagewood Asset Management’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 		$361K Sell
167,152
-99,177
-37% -$242K 0.08% 259
2026
Q1 		$674K Buy
266,329
+200,071
+302% +$512K 0.21% 93
2025
Q4 		$221K Buy
+66,258
New +$236K 0.08% 227

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

Sagewood Asset Management's CLVT Position: Q2 2026 in Review

Sagewood Asset Management reduced its Clarivate (CLVT) stake by 37% in Q2 2026, selling an estimated $242K and leaving 167,152 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #259.

Sagewood Asset Management first reported a position in CLVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $674K in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Sagewood Asset Management held 167,152 shares of Clarivate worth $361K as of Q2 2026.
  • Sagewood Asset Management sold 99,177 Clarivate shares in Q2 2026, an estimated $242K.
  • Clarivate made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #259 holding.
  • Sagewood Asset Management first reported a position in Clarivate in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Clarivate position peaked at $674K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.