Position in CLVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,113,642
+$358,508 QoQ
Shares Held
515,575
+72.7% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#60
of 238 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLVT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $17,317,290 across 9 Information Technology Services names. CLVT ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
41,306 | $11,615,660 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
9,697 | $1,335,664 | |
| 3 | APLD |
Applied Digital Corp.
|
33,198 | $1,238,285 | |
| 4 | CLVT |
Clarivate PLC
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|
515,575 | $1,113,642 | |
| 5 | CACI |
Caci International Inc /De/
|
1,546 | $716,199 | |
| 6 | ACN |
Accenture plc
|
5,064 | $630,164 | |
| 7 | INOD |
Innodata Inc
|
3,028 | $228,856 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,191 | $225,607 |
All Filings in CLVT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,642 | 515,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $755,134 | 298,472 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $968,082 | 289,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,111,760 | 290,277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,279,813 | 297,631 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,159,460 | 295,028 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,424,487 | 280,411 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $900,088 | 126,773 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $705,036 | 123,908 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $739,611 | 99,544 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $898,247 | 97,003 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $667,336 | 99,454 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $934,826 | 98,093 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $259,520 | 27,638 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||