Position in CLVT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,955
+$4,442 QoQ
Shares Held
5,535
+86.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 233 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLVT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LRI Investments, LLC holds $2,108,033 across 25 Information Technology Services names. CLVT ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
8,217 | $1,022,522 | |
| 2 | IBM |
International Business Machines Corp
|
3,057 | $859,658 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
1,607 | $62,480 | |
| 4 | CDW |
CDW Corp
|
383 | $53,865 | |
| 5 | SAIC |
Science Applications International Corp
|
228 | $25,173 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
167 | $22,870 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
91 | $12,533 | |
| 8 | CLVT |
Clarivate PLC
This page
|
5,535 | $11,955 |
All Filings in CLVT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,955 | 5,535 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,513 | 2,970 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,068 | 2,416 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,253 | 2,416 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,388 | 2,416 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||