Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clarivate plc (CLVT)

234 + Investors. Track Smart Money conviction in CLVT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — CLVT

Based on 235 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CLVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
235 funds currently hold this stock — 93% of the 3.0-year high of 253 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

129 buying145 selling
Last quarter: 145 funds reduced or exited vs 129 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 46 → 83 → 50. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 19% medium 30% new
120 out of 235 hedge funds have held CLVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

44 → 32 → 46 → 83 → 50 new funds/Q
New funds entering each quarter: 32 → 46 → 83 → 50. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

59% veterans 10% 1-2yr 31% new
Entry-cohort mix of 238 holders: 141 (59%) are 2+ year veterans, 23 entered 1–2 years ago, and 74 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
45 of 234 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLVT

In 2026 Q2, 129 hedge funds were net buyers of CLVT (50 opened a new position, 79 added to an existing one), while 145 reduced or exited (77 trimmed, 68 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in CLVT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 235.

Hedge Fund Ownership: CLVT

How many hedge funds hold CLVT — quarterly history vs. share price
Quarterly hedge fund ownership of CLVT vs. share price

Market Analysis: CLVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLVT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Clarivate plc (CLVT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLVT has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 59d ago
CLVT
-5.6%
XLK
-1.5%

CLVT outperformed XLK by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
CLVT
+5.7%
XLK
-1.2%

Since the filing became public, CLVT outperformed XLK by +6.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: CLVT
234 + Investors

Track Smart Money conviction in CLVT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 234 253 -7.51%
13F Shares 581M 578M 0.59%
Total Value $1.22B $1.42B -14.18%
New Positions 50 83 -33
Increased Positions 77 108 -31
Closed Positions 68 47 +21
Reduced Positions 77 32 +45
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CLVT

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Institutional Holders (2026 Q2)

234 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLVT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLVT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atairos Partners GP, Inc. 53.77% 10,232,667 $22.1M
2 Leonard Green & Partners, L.P. 26.19% 116,666,507 $252.0M
3 Clarkston Capital Partners, LLC 8.34% 45,734,735 $98.8M
4 Partners Group Holding AG 3.77% 25,583,059 $55.3M
5 Exor N.V. 2.66% 67,294,884 $145.4M
6 Invenomic Capital Management LP 1.84% 14,261,471 $30.8M
7 Atairos Group, Inc. 1.51% 12,259,847 $26.5M
8 TFJ Management, LLC 1.40% 1,332,798 $2.9M
9 Iridian Asset Management LLC/Ct 1.21% 1,634,309 $3.5M
10 Optimize Financial INC. 0.79% 1,019,212 $2.2M
11 Sound Capital Solutions LLC 0.52% 1,019,212 $2.2M
12 Soviero Asset Management, LP 0.48% 530,000 $1.1M
13 Edmond de Rothschild Holding S.A. 0.46% 16,219,374 $35.0M
14 BW Gestao de Investimentos Ltda. 0.43% 10,041,847 $21.7M
15 Range Financial Group LLC 0.41% 701,117 $1.5M
16 PenderFund Capital Management Ltd. 0.23% 830,400 $1.8M
17 Timucuan Asset Management Inc/Fl 0.18% 2,250,000 $4.9M
18 Bridgeway Capital Management, LLC 0.13% 3,325,675 $7.2M
19 Axxion S.A. 0.11% 720,784 $1.6M
20 Straightline Group LLC 0.10% 96,237 $208K
21 AustralianSuper Pty Ltd 0.09% 10,074,565 $21.8M
22 Sagewood Asset Management LP 0.08% 167,152 $361K
23 Long Focus Capital Management, LLC 0.06% 1,175,000 $2.5M
24 Skba Capital Management LLC 0.06% 164,740 $356K
25 Susquehanna Fundamental Investments, LLC 0.04% 1,026,813 $2.2M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Clarivate plc (CLVT)

What does the Smart Money Trend signal show for CLVT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CLVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CLVT?

More sellers than buyers — 47% buying: Last quarter: 145 funds reduced or exited vs 129 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLVT holders?

Strong quality — 32% AUM from major funds: 45 of 234 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLVT?

51% of holders stayed for 2+ years: 120 out of 235 hedge funds have held CLVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Clarivate plc (CLVT) following the 2026 Q2 hedge fund 13F filings?

As of today, CLVT has moved +5.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +6.9%. Since the quarter end (June 30, 2026), CLVT has gained -5.6% vs -1.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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