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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$1K–$15K
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
190VANGUARD GROUP INC$01
191TEACHER RETIREMENT SYSTEM OF TEXAS$01
192Clearstead Advisors, LLC$01
193VIRGINIA RETIREMENT SYSTEMS ET Al$01
194WEXFORD CAPITAL LP$01
195ZACKS INVESTMENT MANAGEMENT$01
196CORSAIR CAPITAL MANAGEMENT, L.P.$01
197CANADA PENSION PLAN INVESTMENT BOARD$01
198CIBC Private Wealth Group LLC$01
199Bridgewater Associates, LP$01
200TWO SIGMA SECURITIES, LLC$01
201Verition Fund Management LLC$01
202Ensign Peak Advisors, Inc$01
203TWO SIGMA ADVISERS, LP$01
204Virtu Financial LLC$01
205Alpine Global Management, LLC$01
206Swiss Life Asset Management Ltd$01
207Inspire Investing, LLC$01
208Clearstead Trust, LLC$01
209AIGEN INVESTMENT MANAGEMENT, LP$01
210WORLDQUANT MILLENNIUM ADVISORS LLC$01
211Global Retirement Partners, LLC$01
212GREAT VALLEY ADVISOR GROUP, INC.$01
213Impactive Capital LP$01
214DV EQUITIES, LLC$01
215Blue Trust, Inc.$01
216Spire Wealth Management$01
217RPO LLC$01
218SJS Investment Consulting Inc.$01
219Wedmont Private Capital$01
220Forum Financial Management, LP$01
221Strengthening Families & Communities, LLC$01
222SHERBROOKE PARK ADVISERS LLC$01
223True Wealth Design, LLC$01
224DiNuzzo Private Wealth, Inc.$01
225Susquehanna Portfolio Strategies, LLC$01
226Sachetta, LLC$01
227Rialto Wealth Management, LLC$01
228Keating Financial Advisory Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 228 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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