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Clarivate plc 13F holders

243 funds reported a position in Clarivate plc in their 13F for the quarter ended 30 June 2026, together 582.9 million shares worth $1.26 billion. Against the quarter before, 39 opened a position, 78 added, 81 trimmed and 62 sold out; together they bought a net 8.2 million shares. The largest holders: Leonard Green & Partners, L.P., Exor N.V. and Clarkston Capital Partners, LLC.

Funds holding243-14 on Q1 2026
Shares they held582.9Mworth $1.26 billion
Net bought on the quarter8.2M sharesabout $17.7 million at the funds' values
Funds buying to selling117 to 143opened or added, to cut or sold
Opened 39Added 78Held 39Trimmed 81Sold out 62
Opened: 39 fundsAdded: 78 fundsHeld: 39 fundsTrimmed: 81 fundsSold out: 62 funds

What each fund did in CLVT against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 202 funds, 638.0 million shares202Q3 2024Q4 2024: 192 funds, 634.5 million shares192Q4 2024Q1 2025: 213 funds, 598.5 million shares213Q1 2025Q2 2025: 227 funds, 574.2 million shares227Q2 2025Q3 2025: 212 funds, 557.4 million shares212Q3 2025Q4 2025: 218 funds, 539.1 million shares218Q4 2025Q1 2026: 257 funds, 573.0 million shares257Q1 2026Q2 2026: 243 funds, 582.9 million shares243Q2 2026

Funds reporting a position in CLVT in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 43 reported a position in Clarivate plc: 5 opened one, 10 added, 19 trimmed and 14 sold out, a net 376,467 shares sold.

FundChange in sharesShares nowStatusFiling
Virginia Retirement Systems ET Al-220,70059,500trimmed13F
Iridian Asset Management LLC-153,7351,480,574trimmed13F
State of Wyoming+92,811170,100added13F
Range Financial Group LLC-80,089621,028trimmed13F
Oppenheimer Asset Management Inc.+57,651482,021added13F
Y-Intercept (Hong Kong) Ltd+42,81642,816new13F
Abel Hall, LLC-39,62637,043trimmed13F
Atria Investments, Inc+31,17531,175new13F
Wealth Enhancement Advisory Services, LLC-26,26534,493trimmed13F
Evergreen Capital Management LLC-22,41363,805trimmed13F
Vise Technologies, Inc.+12,51237,327added13F
Caitong International Asset Management Co., Ltd+11,33322,682added13F
Moody National Bank Trust Division+10,77710,777new13F
Choreo, LLC+5,57615,872added13F
Gamma Investing LLC-5,0234,230trimmed13F
Oppenheimer & Co. Inc.-5,00011,000trimmed13F
KBC Group NV+4,4231,632,162added13F
Nisa Investment Advisors, LLC-3,83420,284trimmed13F
Fortitude Family Office, LLC+3,8143,814new13F
Signaturefd, LLC+3,09013,067added13F
Farther Finance Advisors, LLC+3,0833,424added13F
HB Wealth Management, LLC+2,45218,761added13F
IFP Advisors, Inc-1,893611trimmed13F
ProShare Advisors LLC-1,88643,961trimmed13F
Bell Investment Advisors, Inc+1,4781,478new13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 5 reported a position in Clarivate plc in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 14.6 million shares worth $31.6 million, 0.0% of its reported book. Sold out: Southeastern Asset Management. In the quarter, 1 fund added or opened a position and 5 trimmed or sold out; together they sold a net 2.9 million shares, about $6.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Citadel Advisors14,625,532$31.6 million0.0%-3,061,415trimmed30 June 202613F
Geode Capital Management10,076,313$21.8 million0.0%+3,040,398added30 June 202613F
Renaissance Technologies213,300$460,7280.0%-244,614trimmed30 June 202613F
FMR LLC149,891$323,7640.0%-81,559trimmed30 June 202613F
Millennium Management11,659$25,1830.0%-2,420,656trimmed30 June 202613F
Southeastern Asset Management0$00.0%-121,927exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Leonard Green & Partners, L.P.116,666,50720.01%$252.0 million26.19%no change13F
Exor N.V.67,294,88411.54%$145.4 million2.66%no change13F
Clarkston Capital Partners, LLC45,734,7357.85%$98.8 million8.34%+2,888,20513F
BlackRock, Inc.31,151,3925.34%$67.3 million0.00%+10,087,50913F
Partners Group Holding AG25,583,0594.39%$55.3 million3.77%no change13F
FIL Ltd25,266,1524.33%$54.6 million0.04%no change13F
Dimensional Fund Advisors LP19,067,2803.27%$41.2 million0.01%-1,149,07113F
Edmond De Rothschild Holding S.a.16,219,3742.78%$35.0 million0.46%-1,600,36613F
Citadel Advisors LLC14,625,5322.51%$31.6 million0.02%-3,061,41513F
American Century Companies Inc.14,265,7172.45%$30.8 million0.01%+1,837,70713F
Invenomic Capital Management LP14,261,4712.45%$30.8 million1.84%+951,23713F
First Trust Advisors LP13,537,1002.32%$29.2 million0.02%+8,014,49913F
Atairos Group, Inc.12,259,8472.10%$26.5 million1.51%no change13F
Thompson Siegel & Walmsley LLC10,925,6571.87%$23.6 million0.43%-3,461,46813F
State Street Corp.10,856,8301.86%$23.5 million0.00%+3,380,34213F
Atairos Partners GP, Inc.10,232,6671.76%$22.1 million53.77%no change13F
Geode Capital Management, LLC10,076,3131.73%$21.8 million0.00%+3,040,39813F
AustralianSuper Pty Ltd10,074,5651.73%$21.8 million0.09%no change13F
BW Gestao de Investimentos Ltda.10,041,8471.72%$21.7 million0.52%+4,118,90513F
Prudential Financial Inc.8,063,0151.38%$17.4 million0.02%-2,881,30513F
AQR Capital Management LLC6,917,0071.19%$14.9 million0.01%+3,922,20413F
Charles Schwab Investment Management Inc.6,457,5551.11%$13.9 million0.00%+496,44713F
UBS Group AG5,536,5410.95%$12.0 million0.00%-3,312,54213F
Vanguard Capital Management LLC5,272,6770.90%$11.4 million0.00%-28,61413F
LSV Asset Management4,045,8000.69%$8.7 million0.02%+1,494,60013F
Raymond James Financial Inc.3,804,8070.65%$8.2 million0.00%+378,43113F
Northern Trust Corp.3,511,5680.60%$7.6 million0.00%+1,304,82813F
Bridgeway Capital Management, LLC3,325,6750.57%$7.2 million0.13%-61,91313F
Morgan Stanley3,010,6370.52%$6.5 million0.00%-1,596,78913F
Voya Investment Management LLC2,987,9060.51%$6.5 million0.01%-1,887,48613F
Vanguard Portfolio Management LLC2,758,9270.47%$6.0 million0.00%+2,019,72413F
D. E. Shaw & Co., Inc.2,508,8540.43%$5.4 million0.00%+183,42813F
Vanguard Fiduciary Trust Co.2,467,5820.42%$5.3 million0.00%+64,72713F
Timucuan Asset Management Inc.2,250,0000.39%$4.9 million0.18%no change13F
Empowered Funds, LLC2,147,6660.37%$4.6 million0.02%+131,83713F
Bank of New York Mellon Corp2,079,7630.36%$4.5 million0.00%+234,61513F
Bank of America Corp.1,786,4880.31%$3.9 million0.00%+895,89713F
Iridian Asset Management LLC1,634,3090.28%$3.5 million1.21%-153,63413F
KBC Group NV1,627,7390.28%$3.5 million0.01%no change13F
First Manhattan Co. LLC.1,556,6750.27%$3.4 million0.01%+20,10013F
TFJ Management, LLC1,332,7980.23%$2.9 million1.88%+173,29213F
Invesco Ltd.1,325,1800.23%$2.9 million0.00%-301,07813F
Long Focus Capital Management, LLC1,175,0000.20%$2.5 million0.10%no change13F
Nuveen, LLC1,066,7970.18%$2.3 million0.00%+53,72613F
Susquehanna Fundamental Investments, LLC1,026,8130.18%$2.2 million0.04%+881,68513F
Optimize Financial Inc.1,019,2120.17%$2.2 million0.79%-3,55113F
Sound Capital Solutions LLC1,019,2120.17%$2.2 million0.52%first 13F13F
Goldman Sachs Group Inc.965,8110.17%$2.1 million0.00%-302,65213F
Picton Mahoney Asset Management856,7960.15%$1.9 million0.02%+56,71613F
PenderFund Capital Management Ltd.830,4000.14%$1.8 million0.81%-283,20013F
The 50 largest of the 243 funds that reported a position in CLVT in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on CLVT

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls33,700$72,79230 June 202613F
Citadel AdvisorsPuts20,100$43,41630 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 May 202613G/AClarkston Capital Partners, LLC and 9 others42.8 million6.7%31 March 2026passive, institutional (13d-1(b))EDGAR
6 February 202613D/AImpactive Capital LP and 3 others23.0 million3.5%4 February 2026EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
18 September 20261,642$1.90SEC
11 September 202673,374$1.95SEC
10 September 202633,989$1.91SEC
2 September 20265,473$2.04SEC
27 August 20261,743$1.99SEC
25 August 2026566$2.13SEC
24 August 20262,218$2.08SEC
21 August 20264,408$2.07SEC
20 August 20268,723$2.04SEC
18 August 2026271$1.89SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 73,374 on 11 September 2026. A fail is an operational fact about settlement, not a position.