CLARIVATE PLC
At today's price, CLARIVATE PLC (CLVT) is priced for today's economics sustained for ~9.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Clarivate sells subscription access to scientific, academic, and intellectual-property data, and the distinctive fact is the mix: roughly two-thirds of revenue is subscription and most of the rest recurs, the kind of revenue base that should be sticky even when growth is slow. • The defining risk is the debt: about $4.2 billion of net debt against roughly $242 million of liquid assets sits on a business whose GAAP results carry distress signals, so the equity is a thin sliver on top of a large
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244 institutional managers reported holding CLVT in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 59%. 75 opened new positions that quarter. Held by BlackRock, Dimensional Fund Advisors, Citadel Advisors, among others. On the short side, 52.5M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (10.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CLVT's share count grew 3.8% over the past five years even with $5.93B spent on repurchases. It stopped paying its dividend within the past year. Cash returned over the past three years: $542.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CLVT over the trailing three years: 2024: 5 buys totaling $19.51M; 2025: 9 buys totaling $9.85M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CLVT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | -23.8% | +2.3% |
| 2023-11-08 | +1.8% | +31.1% |
| 2024-02-28 | -20.9% | -1.8% |
| 2024-05-09 | -10.2% | -9.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CLVT's latest 8-K filings: 2026-07-06 (items 1.01, 5.02, 9.01); 2026-07-06 (items 7.01, 9.01); 2026-06-08 (items 5.02, 7.01, 9.01); 2026-05-18 (items 5.07, 8.01); 2026-04-29 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.