Public record / Tickers / CLVT

CLVT — CLARIVATE PLC†

Both disclosure regimes on one name: who in Congress filed about CLVT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming CLVT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
228
top-228 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every CLVT row by the provable lower bound, never a point estimate.

No member disclosed CLVT in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated CLVT rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CLVT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CLVT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in CLVT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CLVT in the trailing 12 months.

Congress ↔ notable managers · CLVT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $3.8M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CLARIVATE PLC

Merged timeline of congressional filings and notable-manager moves on CLVT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,145,525 sh
2026-05-15Bridgewater Associates 13FEXIT−304,589 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CLVT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Leonard Green & Partners, L.P.$295M1
2Exor N.V.$170M1
3Clarkston Capital Partners, LLC$108M1
4FIL Ltd$63.9M1
5BlackRock, Inc.$53.3M1
6DIMENSIONAL FUND ADVISORS LP$51.1M1
7EDMOND DE ROTHSCHILD HOLDING S.A.$45.1M1
8CITADEL ADVISORS LLC$44.7M1
9Invenomic Capital Management LP$33.7M1
10AMERICAN CENTURY COMPANIES INC$31.4M1
11Atairos Group, Inc.$31.0M1
12PRUDENTIAL FINANCIAL INC$27.7M1
13Atairos Partners GP, Inc.$25.9M1
14AustralianSuper Pty Ltd$25.5M1
15UBS Group AG$22.4M1
16STATE STREET CORP$18.9M1
17GEODE CAPITAL MANAGEMENT, LLC$17.8M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.1M1
19BW Gestao de Investimentos Ltda.$15.0M1
20FIRST TRUST ADVISORS LP$14.0M1
21VANGUARD CAPITAL MANAGEMENT LLC$13.4M1
22VOYA INVESTMENT MANAGEMENT LLC$12.3M1
23MORGAN STANLEY$11.7M1
24RAYMOND JAMES FINANCIAL INC$8.7M1
25BRIDGEWAY CAPITAL MANAGEMENT, LLC$8.6M1
26AQR CAPITAL MANAGEMENT LLC$7.4M1
27JANE STREET GROUP, LLC$6.6M1
28MILLENNIUM MANAGEMENT LLC$6.2M1
29VANGUARD FIDUCIARY TRUST CO$6.1M1
30D. E. Shaw & Co., Inc.$5.9M1
31NORTHERN TRUST CORP$5.6M1
32Empowered Funds, LLC$5.1M1
33IRIDIAN ASSET MANAGEMENT LLC/CT$4.5M1
34XTX Topco Ltd$4.4M1
35Invesco Ltd.$4.1M1
36FIRST MANHATTAN CO. LLC.$3.9M1
37Gotham Asset Management, LLC$3.8M1
38BALYASNY ASSET MANAGEMENT L.P.$3.6M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.3M1
40Squarepoint Ops LLC$3.2M1
41Long Focus Capital Management, LLC$3.0M1
42TFJ Management, LLC$2.9M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.8M1
44PenderFund Capital Management Ltd.$2.8M1
45Nuveen, LLC$2.6M1
46SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
47BANK OF AMERICA CORP /DE/$2.3M1
48PICTON MAHONEY ASSET MANAGEMENT$2.0M1
49VANGUARD PORTFOLIO MANAGEMENT LLC$1.9M1
50CITIGROUP INC$1.7M1
51Creative Planning$1.6M1
52ExodusPoint Capital Management, LP$1.6M1
53WOLVERINE ASSET MANAGEMENT LLC$1.5M1
54CIBC Bancorp USA Inc.$1.5M1
55Swiss National Bank$1.5M1
56Amundi$1.4M1
57CenterBook Partners LP$1.4M1
58RENAISSANCE TECHNOLOGIES LLC$1.2M1
59Soviero Asset Management, LP$1.1M1
60Robeco Institutional Asset Management B.V.$1.1M1
61STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.0M1
62Centiva Capital, LP$1.0M1
63Vident Advisory, LLC$785K1
64OPPENHEIMER ASSET MANAGEMENT INC.$774K1
65OneDigital Investment Advisors LLC$755K1
66VANGUARD ASSET MANAGEMENT, Ltd$710K1
67Sagewood Asset Management LP$674K1
68Legal & General Group Plc$601K1
69FRANKLIN RESOURCES INC$593K1
70FMR LLC$586K1
71Atom Investors LP$535K1
72SKBA CAPITAL MANAGEMENT LLC$466K1
73Vanguard Global Advisers, LLC$448K1
74Y-Intercept (Hong Kong) Ltd$412K1
75Jefferies Financial Group Inc.$405K1
76NEW YORK STATE COMMON RETIREMENT FUND$400K1
77Janus Henderson Group Ltd.$391K1
78HighTower Advisors, LLC$379K1
79SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$367K1
80Sequoia Financial Advisors, LLC$351K1
81HSBC HOLDINGS PLC$337K1
82SOUTHEASTERN ASSET MANAGEMENT INC/TN/$308K1
83ALLIANCEBERNSTEIN L.P.$296K1
84Range Financial Group LLC$291K1
85EVERGREEN CAPITAL MANAGEMENT LLC$289K1
86SEI INVESTMENTS CO$287K1
87ENVESTNET ASSET MANAGEMENT INC$286K1
88State of Wyoming$254K1
89Zurcher Kantonalbank (Zurich Cantonalbank)$220K1
90Arizona State Retirement System$207K1
91Frec Markets, Inc.$194K1
92Headlands Technologies LLC$193K1
93Mitsubishi UFJ Trust & Banking Corp$189K1
94Vanguard Investments Australia, Ltd.$175K1
95KLP KAPITALFORVALTNING AS$165K1
96ARQ WEALTH ADVISORS, LLC$153K1
97Schonfeld Strategic Advisors LLC$149K1
98DEUTSCHE BANK AG\$148K1
99Summit Trail Advisors, LLC$146K1
100Caitong International Asset Management Co., Ltd$138K1
101Abel Hall, LLC$137K1
102Pictet Asset Management Holding SA$130K1
103Cerity Partners LLC$123K1
104Jain Global LLC$123K1
105M&T BANK CORP$113K1
106Lido Advisors, LLC$103K1
107OPPENHEIMER & CO INC$99.9K1
108Oak Thistle LLC$98.6K1
109Brevan Howard Capital Management LP$84.1K1
110ROYAL BANK OF CANADA$83.0K1
111Cetera Investment Advisers$71.8K1
112STATE OF WISCONSIN INVESTMENT BOARD$68.8K1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$64.7K1
114XPONANCE LLC$64.3K1
115Ethic Inc.$62.9K1
116LMR Partners LLP$61.8K1
117PFG Investments, LLC$61.5K1
118Aquatic Capital Management LLC$60.9K1
119Maryland State Retirement & Pension System$59.0K1
120Sumitomo Mitsui DS Asset Management Company, Ltd$57.7K1
121FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$56.8K1
122UNITED CAPITAL FINANCIAL ADVISORS, LLC$56.0K1
123Atria Investments, Inc$51.8K1
124NOMURA ASSET MANAGEMENT CO LTD$50.6K1
125Allworth Financial LP$48.2K1
126Tower Research Capital LLC (TRC)$47.4K1
127Utah Retirement Systems$47.3K1
128BIRCH FINANCIAL GROUP, LLC$47.1K1
129Composition Wealth, LLC$43.9K1
130Aster Capital Management (DIFC) Ltd$43.9K1
131BEESE FULMER INVESTMENT MANAGEMENT, INC.$43.2K1
132Apella Capital, LLC$43.1K1
133Corient Private Wealth LLC$41.5K1
134Convergence Investment Partners, LLC$40.6K1
135Affinity Capital Advisors, LLC$40.6K1
136JMN Financial LLC$40.5K1
137Lighthouse Investment Partners, LLC$39.6K1
138Quantessence Capital LLC$38.0K1
139Essex Financial Services, Inc.$36.0K1
140US BANCORP \DE\$34.9K1
141R Squared Ltd$34.3K1
142PRINCIPAL FINANCIAL GROUP INC$31.9K1
143SAGESPRING WEALTH PARTNERS, LLC$31.5K1
144Cypress Point Wealth Management, LLC$31.0K1
145PERSONAL CFO SOLUTIONS, LLC$30.2K1
146STIFEL FINANCIAL CORP$30.2K1
147WELLS FARGO & COMPANY/MN$29.6K1
148Tidal Investments LLC$29.6K1
149Vanguard Personalized Indexing Management, LLC$29.5K1
150MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.9K1
151North Dakota State Investment Board$27.7K1
152Pathstone Holdings, LLC$27.1K1
153111 Capital$26.5K1
154SIGNATUREFD, LLC$21.2K1
155Federation des caisses Desjardins du Quebec$17.7K1
156CWM, LLC$15.3K1
157MetLife Investment Management, LLC$15.2K1
158MAI Capital Management$13.0K1
159HRT FINANCIAL LP$8.8K1
160ELEVATION WEALTH PARTNERS, LLC$8.7K1
161Rockefeller Capital Management L.P.$6.8K1
162QUADRANT CAPITAL GROUP LLC$5.7K1
163GROUP ONE TRADING LLC$4.9K1
164KBC Group NV$4.1K1
165Parkside Financial Bank & Trust$3.8K1
166OSAIC HOLDINGS, INC.$3.7K1
167Quarry LP$3.5K1
168MV CAPITAL MANAGEMENT, INC.$1.7K1
169Smartleaf Asset Management LLC$1.1K1
170Transamerica Financial Advisors, LLC$1.0K1
171Physician Wealth Advisors, Inc.$8681
172Kingdom Financial Group LLC.$8101
173Private Wealth Management Group, LLC$7291
174SHP Wealth Management$6401
175GSA CAPITAL PARTNERS LLP$4511
176Treasurer of the State of North Carolina$3981
177JFS WEALTH ADVISORS, LLC$2971
178CVA Family Office, LLC$2761
179VISION FINANCIAL MARKETS LLC$2531
180Rakuten Securities, Inc.$2531
181Pinnacle Wealth Planning Services, Inc.$1771
182FIFTH THIRD BANCORP$1441
183Claret Asset Management Corp$1341
184State of Alaska, Department of Revenue$1181
185Godfrey Financial Associates, Inc.$281
186HFM Investment Advisors, LLC$151
187Vermillion Wealth Management, Inc.$81
188Freestone Grove Partners LP$31
189TRUIST FINANCIAL CORP— value not disclosed1
190VANGUARD GROUP INC— value not disclosed1
191TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
192Clearstead Advisors, LLC— value not disclosed1
193VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
194WEXFORD CAPITAL LP— value not disclosed1
195ZACKS INVESTMENT MANAGEMENT— value not disclosed1
196CORSAIR CAPITAL MANAGEMENT, L.P.— value not disclosed1
197CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
198CIBC Private Wealth Group LLC— value not disclosed1
199Bridgewater Associates, LP— value not disclosed1
200TWO SIGMA SECURITIES, LLC— value not disclosed1
201Verition Fund Management LLC— value not disclosed1
202Ensign Peak Advisors, Inc— value not disclosed1
203TWO SIGMA ADVISERS, LP— value not disclosed1
204Virtu Financial LLC— value not disclosed1
205Alpine Global Management, LLC— value not disclosed1
206Swiss Life Asset Management Ltd— value not disclosed1
207Inspire Investing, LLC— value not disclosed1
208Clearstead Trust, LLC— value not disclosed1
209AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
210WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
211Global Retirement Partners, LLC— value not disclosed1
212GREAT VALLEY ADVISOR GROUP, INC.— value not disclosed1
213Impactive Capital LP— value not disclosed1
214DV EQUITIES, LLC— value not disclosed1
215Blue Trust, Inc.— value not disclosed1
216Spire Wealth Management— value not disclosed1
217RPO LLC— value not disclosed1
218SJS Investment Consulting Inc.— value not disclosed1
219Wedmont Private Capital— value not disclosed1
220Forum Financial Management, LP— value not disclosed1
221Strengthening Families & Communities, LLC— value not disclosed1
222SHERBROOKE PARK ADVISERS LLC— value not disclosed1
223True Wealth Design, LLC— value not disclosed1
224DiNuzzo Private Wealth, Inc.— value not disclosed1
225Susquehanna Portfolio Strategies, LLC— value not disclosed1
226Sachetta, LLC— value not disclosed1
227Rialto Wealth Management, LLC— value not disclosed1
228Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 188 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CLVT

RETAINED WINDOW · ACTIVE HITS

Zero hits on CLVT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CLVT · financials and macro

Financials — as filed PLANNED

CLVT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CLVT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing