CLOVNasdaqHospital & Medical Service PlansFiscal year ends December 31
CLOVER HEALTH INVESTMENTS, CORP. /DE
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$4.44−0.04 (-0.89%)
Close on Oct 19, 2026
- Market cap
- $2.42B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.5%
146M of 531M shares
Institutional holders
225
45 new, 25 sold out
Net institutional buying
19M
In Q2 2026
Insider trades, 12 months
0 buys · 32 sales
Net sold $6.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 29,813,646 | 7.20% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CLOV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 35,106,965 | 6.61% | $183.96M | +3,266,453 | 0.00% |
| Vanguard Capital Management LLC | 18,037,661 | 3.40% | $94.52M | +1,055,588 | 0.00% |
| Geode Capital Management, LLC | 10,846,066 | 2.04% | $56.84M | +790,556 | 0.00% |
| State Street Corp | 10,180,337 | 1.92% | $53.34M | +620,448 | 0.00% |
| Nuveen, LLC | 6,291,699 | 1.18% | $32.97M | +5,356,156 | 0.01% |
| Charles Schwab Investment Management Inc | 5,521,188 | 1.04% | $28.93M | +220,713 | 0.00% |
| Vanguard Portfolio Management LLC | 4,470,452 | 0.84% | $23.43M | +774,015 | 0.00% |
| Northern Trust Corp | 3,772,600 | 0.71% | $19.77M | +466,025 | 0.00% |
| PNC Financial Services Group, Inc. | 3,563,874 | 0.67% | $18.67M | −200,160 | 0.01% |
| Dimensional Fund Advisors LP | 3,148,626 | 0.59% | $16.50M | −269,240 | 0.00% |
| Vanguard Fiduciary Trust Co | 2,919,893 | 0.55% | $15.30M | +113,683 | 0.00% |
| Renaissance Technologies LLC | 2,807,441 | 0.53% | $14.71M | −594,100 | 0.02% |
| Morgan Stanley | 2,294,305 | 0.43% | $12.02M | +107,881 | 0.00% |
| Citadel Advisors LLC | 2,163,205 | 0.41% | $11.34M | +285,157 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,965,493 | 0.37% | $10.30M | +1,874,482 | 0.00% |
| Marshall Wace, Llp | 1,563,189 | 0.29% | $8.19M | New | 0.01% |
| Invesco Ltd. | 1,336,790 | 0.25% | $7.00M | +308,419 | 0.00% |
| Gmt Capital Corp | 1,305,200 | 0.25% | $6.84M | – | 0.36% |
| Mackenzie Financial Corp | 1,297,476 | 0.24% | $6.80M | New | 0.01% |
| Jane Street Group, LLC | 1,291,443 | 0.24% | $6.77M | +250,039 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 225 | 146M | 27.5% | 45 / 77 | 54 / 25 | 27M | 9M |
| Q1 2026 | 208 | 127M | 24.0% | 46 / 57 | 53 / 27 | 35M | 11M |
| Q4 2025 | 192 | 126M | 23.8% | 30 / 61 | 54 / 37 | 10M | 19M |
| Q3 2025 | 201 | 136M | 25.6% | 30 / 59 | 59 / 28 | 14M | 25M |
| Q2 2025 | 200 | 146M | 27.6% | 52 / 69 | 36 / 50 | 57M | 17M |
| Q1 2025 | 202 | 106M | 20.0% | 55 / 47 | 57 / 27 | 20M | 6M |
| Q4 2024 | 178 | 93M | 17.5% | 39 / 62 | 33 / 20 | 19M | 8M |
| Q3 2024 | 159 | 82M | 15.5% | 56 / 35 | 32 / 23 | 26M | 7M |
| Q2 2024 | 127 | 73M | 13.8% | 25 / 27 | 34 / 33 | 5M | 24M |
| Q1 2024 | 137 | 92M | 17.3% | 15 / 40 | 34 / 20 | 11M | 17M |
| Q4 2023 | 144 | 97M | 18.3% | 26 / 40 | 35 / 23 | 19M | 15M |
| Q3 2023 | 143 | 94M | 17.6% | 23 / 35 | 36 / 23 | 8M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CLOV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,979,049 | 2.44% | $68.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 10,799,640 | 2.03% | $56.59M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 4,646,552 | 0.87% | $24.35M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 4,600,368 | 0.87% | $19.18M | 0.06% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 3,884,505 | 0.73% | $20.35M | 0.13% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 2,099,735 | 0.40% | $8.36M | 0.05% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 2,069,070 | 0.39% | $8.23M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 1,928,726 | 0.36% | $7.68M | 0.03% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 1,846,270 | 0.35% | $9.67M | 0.01% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 1,782,220 | 0.34% | $7.43M | 0.18% | Jul 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 1,474,500 | 0.28% | $6.15M | 0.23% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 1,399,574 | 0.26% | $5.57M | 0.06% | May 31, 2026 |
| Vanguard Health Care Index Fund | 1,273,572 | 0.24% | $5.07M | 0.03% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 1,021,380 | 0.19% | $4.26M | 0.06% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 938,222 | 0.18% | $3.91M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew Toy | Chief Executive Officer, Director | 9,459,316 | 1.78% | Aug 10, 2026 |
| Jamie L. Reynoso | CEO, Medicare Advantage | 2,803,446 | 0.53% | Sep 18, 2026 |
| Joseph Frank Oldakowski | VP OF FINANCE AND CONTROLLER | 275,897 | 0.05% | Sep 17, 2026 |
| Conrad Wai | CEO, Counterpart Health | 2,235,755 | 0.42% | Sep 16, 2026 |
| Karen Soares | Chief Legal Officer | 1,607,371 | 0.30% | Sep 15, 2026 |
| Joseph Clay Thornton | Interim CFO | 1,249,526 | 0.24% | Aug 17, 2026 |
| Brady Patrick Priest | CEO of Clover Care Services | 2,040,222 | 0.38% | May 13, 2026 |
| Peter J. Kuipers | Chief Financial Officer | 5,758,353 | 1.08% | Feb 2, 2026 |
| Carladenise Armbrister Edwards | Director | 285,432 | 0.05% | May 19, 2026 |
| Vivek Garipalli | Director, 10% owner | 95,687,832 | 18.02% | Jan 9, 2026 |
| Anna U. Loengard | Director | 584,666 | 0.11% | Jan 8, 2026 |
| William G. Robinson Jr | Director | 597,987 | 0.11% | Jan 8, 2026 |
| Thomas L. Tran | Director | 180,029 | 0.03% | Jan 8, 2026 |
| Demetrios L. Kouzoukas | Director | 605,980 | 0.11% | Jan 8, 2026 |
| Lee Shapiro | Director | 598,622 | 0.11% | Jan 8, 2025 |
| Chelsea Clinton | Director | 602,814 | 0.11% | Jan 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jamie L. Reynoso CEO, Medicare Advantage | Sep 17, 2026 | Sale(10b5-1 plan) | −1,921 | $4.56 | $8.76K | 2,803,446 |
| Joseph Frank Oldakowski VP OF FINANCE AND CONTROLLER | Sep 16, 2026 | Sale(10b5-1 plan) | −3,170 | $4.64 | $14.71K | 275,897 |
| Conrad Wai CEO, Counterpart Health | Sep 15, 2026 | Sale(10b5-1 plan) | −300,000 | $4.72 | $1.42M | 1,170,056 |
| Karen Soares Chief Legal Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −6,846 | $4.78 | $32.72K | 1,607,371 |
| Jamie L. Reynoso CEO, Medicare Advantage | Sep 15, 2026 | Sale(10b5-1 plan) | −9,273 | $4.78 | $44.32K | 2,805,367 |
| Joseph Frank Oldakowski VP OF FINANCE AND CONTROLLER | Sep 14, 2026 | Sale | −20,000 | $5.16 | $103.20K | 279,067 |
| Joseph Clay Thornton Interim CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −17,775 | $4.39 | $78.03K | 1,249,526 |
| Karen Soares Chief Legal Officer | Aug 12, 2026 | Award | +108,695 | – | – | 1,614,217 |
| Joseph Clay Thornton Interim CFO | Aug 12, 2026 | Award | +54,347 | – | – | 1,267,301 |
| Andrew Toy Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −87,798 | $4.65 | $408.26K | 9,459,316 |
| Karen Soares Chief Legal Officer | Jul 20, 2026 | Sale(10b5-1 plan) | −51,700 | $4.51 | $233.17K | 1,505,522 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jul 17, 2026 | Sale(10b5-1 plan) | −4,839 | $4.53 | $21.92K | 2,814,640 |
| Andrew Toy Chief Executive Officer, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −62,711 | $4.67 | $292.86K | 9,547,114 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jul 15, 2026 | Sale(10b5-1 plan) | −13,119 | $4.67 | $61.27K | 2,819,479 |
| Conrad Wai CEO, Counterpart Health | Jul 15, 2026 | Sale(10b5-1 plan) | −24,215 | $4.67 | $113.08K | 1,145,699 |
| Karen Soares Chief Legal Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −10,519 | $4.67 | $49.12K | 1,557,222 |
| Joseph Clay Thornton Interim CFO | Jul 15, 2026 | Sale(10b5-1 plan) | −4,630 | $4.67 | $21.62K | 1,212,954 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jul 8, 2026 | Sale(10b5-1 plan) | −2,384 | $4.68 | $11.16K | 2,832,598 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jul 6, 2026 | Sale(10b5-1 plan) | −6,229 | $5.26 | $32.76K | 2,834,982 |
| Andrew Toy Chief Executive Officer, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −313,476 | $5.32 | $1.67M | 9,609,825 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jun 17, 2026 | Sale(10b5-1 plan) | −2,360 | $4.78 | $11.28K | 2,841,211 |
| Joseph Frank Oldakowski VP OF FINANCE AND CONTROLLER | Jun 16, 2026 | Sale(10b5-1 plan) | −12,102 | $4.86 | $58.82K | 299,067 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jun 15, 2026 | Sale(10b5-1 plan) | −6,350 | $4.61 | $29.27K | 2,843,571 |
| Karen Soares Chief Legal Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −4,681 | $4.61 | $21.58K | 1,567,741 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jun 11, 2026 | Sale(10b5-1 plan) | −7,289 | $4.91 | $35.79K | 2,849,921 |
| Conrad Wai CEO, Counterpart Health | May 28, 2026 | Sale(10b5-1 plan) | −220,426 | $3.99 | $879.50K | 1,390,056 |
| Carladenise Armbrister Edwards Director | May 18, 2026 | Sale | −67,160 | $3.42 | $229.69K | 285,432 |
| Joseph Clay Thornton Interim CFO | May 16, 2026 | Tax withholding | −16,942 | $3.47 | $58.79K | 1,217,584 |
| Brady Patrick Priest CEO of Clover Care Services | May 13, 2026 | Sale | −98,039 | $3.52 | $345.10K | 2,040,222 |
| Andrew Toy Chief Executive Officer, Director | May 8, 2026 | Tax withholding | −85,704 | $2.82 | $241.69K | 9,923,301 |
| Brady Patrick Priest CEO of Clover Care Services | Apr 18, 2026 | Tax withholding | −36,113 | $2.19 | $79.09K | 2,138,261 |
| Joseph Clay Thornton Interim CFO | Apr 15, 2026 | Tax withholding | −4,158 | $2.04 | $8.48K | 1,234,526 |
| Conrad Wai CEO, Counterpart Health | Apr 15, 2026 | Tax withholding | −23,463 | $2.04 | $47.86K | 1,169,914 |
| Jamie L. Reynoso CEO, Medicare Advantage | Apr 15, 2026 | Tax withholding | −12,712 | $2.04 | $25.93K | 2,857,210 |
| Andrew Toy Chief Executive Officer, Director | Apr 15, 2026 | Tax withholding | −60,765 | $2.04 | $123.96K | 10,009,005 |
| Karen Soares Chief Legal Officer | Apr 15, 2026 | Tax withholding | −10,161 | $2.04 | $20.73K | 1,572,422 |
| Brady Patrick Priest CEO of Clover Care Services | Apr 15, 2026 | Tax withholding | −15,471 | $2.04 | $31.56K | 2,174,374 |
| Jamie L. Reynoso CEO, Medicare Advantage | Apr 3, 2026 | Tax withholding | −6,197 | $1.72 | $10.66K | 2,869,922 |
| Karen Soares Chief Legal Officer | Apr 1, 2026 | Award | +382,522 | – | – | 1,582,583 |
| Jamie L. Reynoso CEO, Medicare Advantage | Apr 1, 2026 | Award | +159,384 | – | – | 2,876,119 |
| Brady Patrick Priest CEO of Clover Care Services | Apr 1, 2026 | Award | +191,261 | – | – | 2,189,845 |
| Conrad Wai CEO, Counterpart Health | Apr 1, 2026 | Award | +267,766 | – | – | 1,193,377 |
| Andrew Toy Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −309,558 | $1.76 | $544.82K | 10,069,770 |
| Andrew Toy Chief Executive Officer, Director | Apr 1, 2026 | Award | +956,307 | – | – | 10,379,328 |
| Jamie L. Reynoso CEO, Medicare Advantage | Mar 18, 2026 | Sale(10b5-1 plan) | −5,833 | $1.91 | $11.14K | 2,716,735 |
| Jamie L. Reynoso CEO, Medicare Advantage | Mar 15, 2026 | Tax withholding | −6,187 | $1.98 | $12.25K | 2,722,568 |
| Karen Soares General Counsel & Secretary | Mar 15, 2026 | Tax withholding | −4,528 | $1.98 | $8.97K | 1,200,061 |
| Jamie L. Reynoso CEO, Medicare Advantage | Mar 14, 2026 | Tax withholding | −8,945 | $1.98 | $17.71K | 2,728,755 |
| Conrad Wai CEO, Counterpart Health | Mar 14, 2026 | Tax withholding | −100,195 | $1.98 | $198.39K | 925,611 |
| Brady Patrick Priest CEO of Home Care | Mar 4, 2026 | Sale | −175,000 | $2.17 | $379.75K | 1,998,584 |
| Karen Soares General Counsel & Secretary | Feb 14, 2026 | Tax withholding | −6,090 | $2.02 | $12.30K | 1,204,589 |
| Andrew Toy Chief Executive Officer, Director | Feb 8, 2026 | Tax withholding | −85,704 | $2.13 | $182.55K | 9,423,021 |
| Peter J. Kuipers Chief Financial Officer | Jan 29, 2026 | Tax withholding | −156,856 | $2.31 | $362.34K | 5,758,353 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jan 20, 2026 | Sale(10b5-1 plan) | −4,597 | $2.58 | $11.86K | 2,737,700 |
| Brady Patrick Priest CEO of Home Care | Jan 18, 2026 | Tax withholding | −36,923 | $2.54 | $93.78K | 2,173,584 |
| Andrew Toy Chief Executive Officer, Director | Jan 15, 2026 | Tax withholding | −60,764 | $2.81 | $170.75K | 9,508,725 |
| Karen Soares General Counsel & Secretary | Jan 15, 2026 | Tax withholding | −11,686 | $2.81 | $32.84K | 1,210,679 |
| Brady Patrick Priest CEO of Home Care | Jan 15, 2026 | Tax withholding | −18,076 | $2.81 | $50.79K | 2,210,507 |
| Conrad Wai CEO, Counterpart Health | Jan 15, 2026 | Tax withholding | −25,868 | $2.81 | $72.69K | 1,025,806 |
| Jamie L. Reynoso CEO, Medicare Advantage | Jan 15, 2026 | Tax withholding | −14,732 | $2.81 | $41.40K | 2,742,297 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Reynoso Jamie Officer | Oct 15, 2026 | 17,858 | $83.58K | Oct 15, 2026 | Restricted Stock Units |
| M. Soares Karen Officer | Oct 15, 2026 | 14,341 | $67.12K | Oct 15, 2026 | Restricted Stock Units |
| Wai Conrad Officer | Oct 15, 2026 | 23,463 | $109.81K | Oct 15, 2026 | Restricted Stock Units |
| Clay Thornton Joseph Officer | Oct 15, 2026 | 4,487 | $21.00K | Oct 15, 2026 | Restricted Stock Units |
| Toy Andrew Officer | Oct 15, 2026 | 60,765 | $284.38K | Oct 15, 2026 | Restricted Stock Units |
| Reynoso Jamie Officer | Oct 7, 2026 | 2,006 | $9.23K | Oct 7, 2026 | Restricted Stock Units |
| Reynoso Jamie Officer | Oct 5, 2026 | 8,706 | $40.74K | Oct 5, 2026 | Restricted Stock Units |
| Toy Andrew Officer | Oct 1, 2026 | 309,558 | $1.31M | Oct 1, 2026 | Restricted Stock Units |
| Priest Brady Former Officer | Sep 24, 2026 | 141,418 | $631.16K | Sep 24, 2026 | Restricted Stock |
| Reynoso Jamie Officer | Sep 17, 2026 | 1,921 | $8.76K | Sep 17, 2026 | Restricted Stock Units |
| Frank Oldakowski Joseph Officer | Sep 16, 2026 | 3,170 | $14.71K | Sep 16, 2026 | Restricted Stock Units |
| Soares Karen Officer | Sep 15, 2026 | 6,416 | $29.90K | Sep 15, 2026 | Restricted Stock Units |
| Reynoso Jamie Officer | Sep 15, 2026 | 8,691 | $40.50K | Sep 15, 2026 | Restricted Stock Units |
| Priest Brady Former Officer | Sep 15, 2026 | 215,291 | $999.57K | Sep 15, 2026 | Restricted Stock |
| Conrad Wai Officer | Sep 15, 2026 | 300,000 | $1.42M | Sep 15, 2026 | RSU |