HolderBook

CLOVER HEALTH INVESTMENTS CO (CLOV)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

8
Reporting holders
$1.4M
Reported value
0.0%
Calls
0.0%
Puts
-224
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$1.2M267,5080.01%16q+0.7%+$8.1K
Silverleafe Capital Partners, LLC$172.4K40,0000.05%9qHELD
Everhart Financial Group, Inc.$54.1K12,5460.00%3qHELD
Ballew Advisors, Inc$43.8K10,0000.02%newNEW
GK Wealth Management LLC$17.1K3,9780.01%newNEW
Versant Capital Management, Inc$6211440.00%newNEW
GAMMA Investing LLC$5561290.00%4q-11.6%
CoreCap Advisors, LLC$4311000.00%9qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-252026-09-22Directors or officers departed or appointedfiling
2026-09-242026-09-22Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-01Toy AndrewChief Executive OfficerSold313,476$1.7M
2026-09-15Wai ConradCEO, Counterpart HealthSold300,000$1.4M
2026-10-01Toy AndrewChief Executive OfficerSold318,806$1.3M
2026-05-28Wai ConradCEO, Counterpart HealthSold220,426$879.5K
2026-08-10Toy AndrewChief Executive OfficerSold87,798$408.3K
2026-05-13Priest Brady PatrickCEO of Clover Care ServicesSold98,039$345.1K
2026-07-15Toy AndrewChief Executive OfficerSold62,711$292.9K
2026-07-20Soares KarenChief Legal OfficerSold51,700$233.2K
2026-05-18Edwards Carladenise ArmbristerDirectorSold67,160$229.7K
2026-07-15Wai ConradCEO, Counterpart HealthSold24,215$113.1K
2026-09-14OLDAKOWSKI JOSEPH FRANKVP OF FINANCE AND CONTROLLERSold20,000$103.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$1.4M334,4053110.0%
Q2 2026232$954.4M163,608,35148785210.4%
Q1 2026209$242.3M127,772,2543956507.1%
Q4 2025195$332.1M126,898,36726585610.2%
Q3 2025203$464.0M136,380,35829545710.1%
Q2 2025200$435.6M146,880,8665169355.9%
Q1 2025201$415.0M106,834,1775346567.6%
Q4 2024181$333.9M93,513,59932592911.7%
Q3 2024162$262.3M82,365,35955343411.4%
Q2 2024128$96.6M73,226,5912525346.8%
Q1 2024137$76.6M92,028,2201336344.6%
Q4 2023146$98.4M97,455,6091736295.7%
Q3 2023144$107.9M93,637,1362432346.3%
Q2 2023144$90.8M96,774,3482528364.4%
Q1 2023153$107.9M123,276,5071547413.4%
Q4 2022171$123.5M126,013,7203440435.2%
Q3 2022155$222.7M123,345,3651856365.8%
Q2 2022163$282.7M122,539,5143849347.2%
Q1 2022159$410.9M99,671,90234483113.9%
Q4 2021157$597.7M136,753,49241533014.9%
Q3 2021145$1.0B105,876,70934502425.3%
Q2 2021159$2.5B143,493,00767283622.4%
Q1 2021139$1.3B160,087,344140219.4%
Q4 202011$1.3M74,9828000.2%
Q3 20201$3.0K0000100.0%
Q2 20201$3.0K0000100.0%
Q1 20202$222.0K15,00010049.1%
Q4 20191$3.0K0000100.0%
Q3 20191$3.0K0000100.0%
Q2 20191$3.0K0000100.0%
Q1 20191$3.0K0100100.0%