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Claritev (CTEV): which funds own it

Industrials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Sections with a free account

No concentrated manager holds it. 4 officers or directors bought in 6 months.

Who owns Claritev?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Hellman & Friedman Investors VIII, 23.5% (13D/A filed Nov 14, 2025), Ares Management, 11.5% (13G/A filed Feb 7, 2025) and Arini Capital Management, 9.1% (13G/A filed Feb 17, 2026). H&F Associates VIII, L.P. is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were H&F Corporate Investors VIII (22.8% of the shares), Ares Management (10.9%) and Arini Capital Management (9.0%).

Which institutions hold the most Claritev shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. H&F Corporate Investors VIII: 22.8%
  2. 2. Ares Management: 10.9%
  3. 3. Arini Capital Management: 9.0%
  4. 4. Public Investment Fund: 7.5%
  5. 5. Beach Point Capital Management: 4.5%
  6. 6. BlackRock: 4.2%
  7. 7. CPV Partners: 2.9%
  8. 8. Vanguard Capital Management: 2.5%
  9. 9. Prudential Financial: 2.1%
  10. 10. Geode Capital Management: 1.3%

How much of Claritev do institutions own?

The 101 institutions that file 13F reported 81.5% of the shares as of Jun 30, 2026.

Sources:13D/A by Hellman & Friedman Investors VIII (Nov 14, 2025) ↗13G/A by Ares Management (Feb 7, 2025) ↗13G/A by Arini Capital Management (Feb 17, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 4, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Claritev revenue

Claritev reported annual revenue of $965.4 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
—
All 13F: 101
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$34.11
+108.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

  • H&F Corporate Investors VIIISingle-position portfolio$133M100.0%

Largest holders of CTEV (all 13F filers)

  • H&F Corporate Investors VIII3.9 MSingle-position portfolio · 22.94% of the company0
  • Ares Management1.9 MPrivate equity or venture capital · 10.99% of the company0
  • Arini Capital Management1.5 MType not verified · 9.06% of the company0
  • Public Investment Fund1.3 MPension or sovereign fund · 7.56% of the company0
  • Beach Point Capital Management771 KCredit fund · 4.55% of the company−25 K
  • BlackRock723 KIndex manager · 4.27% of the company+135 K
  • CPV Partners495 KSingle-position portfolio · 2.92% of the company0
  • Vanguard Capital Management423 KIndex manager · 2.50% of the company−7,029
  • Prudential Financial354 KInsurance holding · 2.09% of the company+160
  • Geode Capital Management225 KIndex manager · 1.33% of the company+35 K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 81.5% of the shares · top 10: 67.8% · in index firms: 14.0% of the institutional total

Share of the stock held by 13F filers

Q2 2026: 81.5%

85.5%42.6%
Q4 2024Q2 2026

Shares reported by the 101 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (May 4, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
3.3%
Net margin
-28.5%
ROE
—
Growth
Revenue (TTM)
$995M
Revenue growth
6.3%
Net income (TTM)
$-283M
Balance sheet
Net debt / EBITDA
9.6x
Free cash flow (TTM)
$-17.9M
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 16.4 M

651.5 M0
20202025

There is a jump that may be an undetected split: we do not show the changes.

Buybacks (FY 2025)
$0
Share issuance
$1.7M
Stock-based compensation
$27.8M2.9% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
no datanot calculated with negative net income
Interest coverage (operating income ÷ interest)
0.1 timesfiscal 2025
Debt due within 12 months
$14.7M1.02 times cash and investments
Debt maturities by year (note as of Jun 30, 2026)
  • Year 1$15.1M
  • Year 2$25.8M
  • Year 3$14.7M
  • Year 4$2.8 bn
  • Year 5—
  • Later—

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
4
Amount (6 m)
$743K
CEO/CFO bought (12 m)
Yes

10% owners who bought (6 m): 1 · $1.7M

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • GIC Privatefell below 5%13G · amendmentfiling ↗Event: Sep 22, 2026 · filed: Oct 1, 2026
  • Arini Capital Management9.11%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Feb 17, 2026
  • Arini Capital Management7.64%13Gfiling ↗Event: Nov 14, 2025 · filed: Nov 19, 2025

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Oct 15, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Claritev Appoints Jennifer Main to its Board of Directors»

  • Sep 15, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Claritev Appoints Ben Letham to its Board of Directors»

  • Apr 30, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Dec 29, 2025Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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