Claritev Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:CTEV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Nov 25	BuyUS$249,842	Travis Dalton	Individual	5,290	US$47.23
17 Nov 25	BuyUS$367,199	Michael Kim	Individual	9,600	US$38.25
17 Nov 25	BuyUS$34,808	William Mintz	Individual	916	US$38.00
17 Nov 25	BuyUS$24,273	Tara O'Neill	Individual	625	US$38.84
12 Nov 25	SellUS$73,001,250	Hellman & Friedman LLC	Company	1,500,000	US$48.67
11 Aug 25	BuyUS$248,421	Travis Dalton	Individual	4,282	US$58.30
07 Aug 25	BuyUS$300,771	Jerome Hogge	Individual	5,621	US$53.51
19 May 25	BuyUS$349,250	Jerome Hogge	Individual	12,500	US$27.94
19 May 25	BuyUS$99,828	Douglas Garis	Individual	3,600	US$27.73
15 May 25	BuyUS$99,985	Travis Dalton	Individual	3,773	US$26.50
12 May 25	BuyUS$632,235	Douglas Garis	Individual	28,749	US$22.02
09 May 25	BuyUS$9,605	Tara O'Neill	Individual	440	US$21.83
07 Mar 25	BuyUS$161,630	Douglas Garis	Individual	8,238	US$19.62
07 Mar 25	BuyUS$100,823	Travis Dalton	Individual	5,252	US$19.20
07 Mar 25	BuyUS$14,261	Douglas Garis	Individual	681	US$21.08
14 Jan 25	SellUS$2,431,498	Leonard Green & Partners, L.P.	Company	182,664	US$14.71

Insider Trading Volume

Insider Buying: CTEV insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CTEV?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	42,801	0.259%
Individual Insiders	1,157,737	7.01%
General Public	1,250,509	7.57%
Sovereign Wealth Funds	1,281,250	7.75%
Hedge Funds	3,124,355	18.9%
Institutions	4,583,616	27.7%
VC/PE Firms	5,085,376	30.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
23.3%	Hellman & Friedman LLC	3,845,057	US$149.8m	-28.6%	21.94%
11.3%	Ares Management LLC	1,863,105	US$72.6m	0%	3.84%
7.75%	Public Investment Fund	1,281,250	US$49.9m	0%	0.03%
7.63%	Squarepoint OPS LLC	1,261,250	US$49.1m	3,970%	0.1%
7.51%	GIC Special Investments Pte. Ltd.	1,240,319	US$48.3m	0%	0.47%
3.36%	BlackRock, Inc.	554,853	US$21.6m	18.9%	no data
3.13%	The Vanguard Group, Inc.	517,772	US$20.2m	8.33%	no data
3.11%	Michael Klein	513,593	US$20.0m	0%	no data
3%	Cohen Private Ventures	495,258	US$19.3m	0%	8.55%
2.58%	Beach Point Capital Management LP	425,578	US$16.6m	1.79%	7.28%
1.69%	PGIM, Inc.	278,709	US$10.9m	1.35%	0.01%
1.58%	Dale White	260,744	US$10.2m	0%	no data
1.35%	Charles Schwab Investment Management, Inc.	222,473	US$8.7m	17.5%	no data
1.22%	Topline Capital Management, LLC	201,782	US$7.9m	-17.3%	1.09%
1.06%	Geode Capital Management, LLC	174,852	US$6.8m	7.18%	no data
0.94%	State Street Global Advisors, Inc.	155,259	US$6.0m	80.6%	no data
0.89%	Nomura Holdings, Inc.	147,266	US$5.7m	-17.5%	0.01%
0.85%	RBF Capital LLC	140,000	US$5.5m	-9.11%	0.24%
0.72%	Renaissance Technologies LLC	119,063	US$4.6m	86.1%	0.01%
0.56%	Oak Hill Advisors, L.P.	91,773	US$3.6m	0%	0.63%
0.51%	Morgan Stanley	84,593	US$3.3m	12.3%	no data
0.51%	The Goldman Sachs Group, Inc.	84,507	US$3.3m	942%	no data
0.42%	Douglas Garis	70,018	US$2.7m	0%	no data
0.42%	Travis Dalton	69,121	US$2.7m	8.29%	no data
0.41%	Bank of America Corporation	66,965	US$2.6m	908%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/12 23:54
End of Day Share Price	2025/12/12 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Claritev Corporation is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Steven Valiquette	Barclays
Andrew D'Silva	B. Riley Securities, Inc.
Daniel Grosslight	Citigroup Inc