CLEARLAKE CAPITAL GROUP, L.P. — 13F Holdings & Portfolio
CIK 1688282 · latest 13F-HR filed 2026-08-14
CLEARLAKE CAPITAL GROUP, L.P. manages $528.6M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BLKB (54.64%), BL (30.33%), FWRD (9.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 5 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$528.6M
Long-equity book
Holdings
6
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+0 / −0 / ↑0 / ↓5
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jun 30, 2026.
Assets Under Management
$83.56B
Discretionary
$83.56B
Employees
250
Accounts
147
Address
233 WILSHIRE BLVD
SUITE 800
SANTA MONICA, CA 90401
SUITE 800
SANTA MONICA, CA 90401
Phone
(310) 400-8800
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CANNON, JOHN, FRANCIS Control | MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.? & CHIEF COMPLIANCE OFFICER since Aug 2019 | Less than 5% | Individual |
| CLEARLAKE CAPITAL GROUP GP, LLC Control | GENERAL PARTNER since Apr 2017 | Less than 5% | Domestic Entity |
| CLEARLAKE CAPITAL HOLDINGS, LP Control | LIMITED PARTNER since Dec 2024 | 75% or more | Domestic Entity |
| EBRAHEMI, FRED Control | PARTNER, CHIEF OPERATING OFFICER & GENERAL COUNSEL since Aug 2019 | Less than 5% | Individual |
| EGHBALI, BEHDAD Control | PRINCIPAL / MANAGING PARTNER since Feb 2007 | Less than 5% | Individual |
| FELICIANO, JOSE, ENRIQUE Control | PRINCIPAL / MANAGING PARTNER since Feb 2007 | Less than 5% | Individual |
| URRUTIA, PEDRO, MARTIN Control | CHIEF FINANCIAL OFFICER since Feb 2012 | Less than 5% | Individual |
| CCG GLOBAL, LLC Control Indirect owner via CCG OPERATIONS, LLC | MEMBER since Dec 2018 | 75% or more | Domestic Entity |
| CCG OPERATIONS, LLC Control Indirect owner via CLEARLAKE CAPITAL GROUP GP, LLC | MANAGING MEMBER since Apr 2017 | 75% or more | Domestic Entity |
| CCG OPERATIONS, LLC Control Indirect owner via CLEARLAKE CAPITAL PARENT HOLDINGS, L.P. | LIMITED PARTNER since Dec 2024 | 50–75% | Domestic Entity |
| CLEARLAKE CAPITAL GROUP GP, LLC Control Indirect owner via CLEARLAKE CAPITAL HOLDINGS, LP | GENERAL PARTNER since Oct 2025 | General partner, trustee or manager | Domestic Entity |
| CLEARLAKE CAPITAL GROUP GP, LLC Control Indirect owner via CLEARLAKE CAPITAL PARENT HOLDINGS, L.P. | GENERAL PARTNER since Aug 2024 | General partner, trustee or manager | Domestic Entity |
| CLEARLAKE CAPITAL PARENT HOLDINGS, L.P. Control Indirect owner via CLEARLAKE CAPITAL HOLDINGS, LP | LIMITED PARTNER since Dec 2024 | 75% or more | Domestic Entity |
| EGHBALI, BEHDAD Control Indirect owner via CCG GLOBAL, LLC | MEMBER since Dec 2018 | 25–50% | Individual |
| FELICIANO, JOSE, ENRIQUE Control Indirect owner via CCG GLOBAL, LLC | MEMBER since Dec 2018 | 50–75% | Individual |
Ownership & leadership changes · 19 filings with changes since Feb 14, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- No longer listedCLEARLAKE CAPITAL HOLDINGS, LLC · LIMITED PARTNER · 75% or more · control person · listed since Dec 2024
- No longer listedCLEARLAKE CAPITAL PARENT HOLDINGS, L.P. · MEMBER · 75% or more · indirect via CLEARLAKE CAPITAL HOLDINGS, LLC · control person · listed since Dec 2024
- AddedCLEARLAKE CAPITAL GROUP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via CLEARLAKE CAPITAL HOLDINGS, LP · control person
- AddedCLEARLAKE CAPITAL GROUP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via CLEARLAKE CAPITAL PARENT HOLDINGS, L.P. · control person
- AddedCLEARLAKE CAPITAL HOLDINGS, LP · LIMITED PARTNER · 75% or more · control person
- AddedCLEARLAKE CAPITAL PARENT HOLDINGS, L.P. · LIMITED PARTNER · 75% or more · indirect via CLEARLAKE CAPITAL HOLDINGS, LP · control person
Sep 10, 2025 filing
- ChangedCANNON, JOHN, FRANCIS · title MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.� & CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.? & CHIEF COMPLIANCE OFFICER
Mar 31, 2025 filing
- No longer listedARES HOLDCO, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ARES MANAGEMENT HOLDINGS L.P. · control person · listed since Jul 2016
- No longer listedARES HOLDCO, LLC · GENERAL PARTNER · 25–50% · indirect via ARES HOLDINGS, L.P. · control person · listed since Jul 2016
- No longer listedARES HOLDINGS, L.P. · LIMITED PARTNER · 75% or more · indirect via ARES MANAGEMENT HOLDINGS L.P. · control person · listed since Dec 2010
- No longer listedARES MANAGEMENT CORPORATION · MEMBER · 75% or more · indirect via ARES HOLDCO, LLC · control person · listed since Mar 2021
- No longer listedARES MANAGEMENT HOLDINGS L.P. · MEMBER · 75% or more · indirect via ARES MANAGEMENT LLC · control person · listed since Dec 2010
- No longer listedARES MANAGEMENT LLC · MEMBER · 75% or more · indirect via LANDMARK PARTNERS LLC · control person · listed since Jun 2021
- No longer listedARES OWNERS HOLDINGS L.P. · LIMITED PARTNER · 50–75% · indirect via ARES HOLDINGS, L.P. · control person · listed since May 2007
- No longer listedARES PARTNERS HOLDCO LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ARES OWNERS HOLDINGS L.P. · control person · listed since May 2014
- No longer listedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via BLUE OWL GP STAKES GP HOLDINGS LLC · control person · listed since May 2021
- No longer listedBLUE OWL CAPITAL GP HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person · listed since Nov 2021
- No longer listedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL CAPITAL CARRY LP · control person · listed since May 2021
- No longer listedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP HOLDINGS LLC · control person · listed since Nov 2021
- No longer listedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV (A) LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES ASSOCIATES IV LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. IV LLC · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV US INVESTORS LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES ASSOCIATES IV LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person · listed since May 2021
- No longer listedBLUE OWL GP STAKES IV (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedBLUE OWL GP STAKES IV OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person · listed since Sep 2017
- No longer listedBLUE OWL GP STAKES IV US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via BLUE OWL GP STAKES IV (A) LP · control person · listed since Sep 2017
- No longer listedCCG OPERATIONS, LLC · LIMITED PARTNER · 50–75% · control person · listed since Feb 2007
- No longer listedDYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · LIMITED PARTNER · 10–25% · listed since May 2018
- and 17 more
Mar 29, 2024 filing
- No longer listedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person · listed since Sep 2017
- No longer listedDYAL ASSOCIATES IV LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. IV LLC · control person · listed since Sep 2017
- No longer listedDYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV US INVESTORS LP · control person · listed since Sep 2017
- No longer listedDYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person · listed since Sep 2017
- No longer listedDYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV OFFSHORE INVESTORS LP · control person · listed since Sep 2017
- No longer listedDYAL CAPITAL PARTNERS IV (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person · listed since May 2018
- No longer listedDYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL ASSOCIATES IV LP · control person · listed since Sep 2017
- No longer listedDYAL GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person · listed since May 2021
- No longer listedDYAL IV OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person · listed since May 2018
- No longer listedDYAL IV US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person · listed since Sep 2017
- No longer listedDYAL LP HOLDINGS LLC · LIMITED PARTNER · 75% or more · indirect via DYAL ASSOCIATES IV LP · control person · listed since May 2021
- No longer listedDYAL U.S. IV LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person · listed since Sep 2017
- No longer listedPETERSHILL PARTNERS, INC. · LIMITED PARTNER · 5–10% · listed since Sep 2021
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via BLUE OWL GP STAKES GP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV (A) LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES IV LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. IV LLC · control person
- AddedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV US INVESTORS LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person
- AddedBLUE OWL GP STAKES ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL GP STAKES ASSOCIATES IV LP · control person
- AddedBLUE OWL GP STAKES GP HOLDINGS LLC · MEMBER · 75% or more · indirect via DYAL LP HOLDINGS LLC · control person
- AddedBLUE OWL GP STAKES IV (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person
- and 7 more
Mar 31, 2023 filing
- No longer listedBRIGHTSPHERE (LANDMARK), LLC · MEMBER · 50–75% · indirect via LANDMARK PARTNERS, LLC · control person · listed since Aug 2016
- No longer listedBRIGHTSPHERE INC. · MEMBER · 75% or more · indirect via BRIGHTSPHERE (LANDMARK), LLC · control person · listed since Aug 2016
- No longer listedBRIGHTSPHERE INVESTMENT GROUP INC · SHAREHOLDER · 75% or more · indirect via BRIGHTSPHERE INC. · control person · listed since Sep 2014
- No longer listedBRIGHTSPHERE INVESTMENT GROUP, PLC · SHAREHOLDER · 75% or more · indirect via BRIGHTSPHERE INVESTMENT GROUP INC · control person · listed since Oct 2014
- No longer listedLANDMARK INVESTMENT HOLDINGS GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK INVESTMENT HOLDINGS, L.P. · control person · listed since Aug 2016
- No longer listedLANDMARK INVESTMENT HOLDINGS, L.P. · MEMBER · 25–50% · indirect via TRANQUIL III, L.P. · control person · listed since Aug 2016
- No longer listedLANDMARK PARTNERS, LLC · MEMBER · 75% or more · indirect via LANDMARK EQUITY ADVISORS, LLC · control person · listed since Apr 2011
- No longer listedNB DYAL ASSOCIATES IV LP · MANAGER · General partner, trustee or manager · indirect via DYAL U.S. IV LLC · control person · listed since Sep 2017
- No longer listedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV US INVESTORS LP · control person · listed since May 2018
- No longer listedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person · listed since May 2018
- No longer listedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV OFFSHORE INVESTORS LP · control person · listed since May 2018
- No longer listedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person · listed since Sep 2017
- No longer listedNB DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person · listed since May 2018
- AddedARES HOLDCO, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ARES MANAGEMENT HOLDINGS L.P. · control person
- AddedARES HOLDCO, LLC · GENERAL PARTNER · 25–50% · indirect via ARES HOLDINGS, L.P. · control person
- AddedARES HOLDINGS, L.P. · LIMITED PARTNER · 75% or more · indirect via ARES MANAGEMENT HOLDINGS L.P. · control person
- AddedARES MANAGEMENT CORPORATION · MEMBER · 75% or more · indirect via ARES HOLDCO, LLC · control person
- AddedARES MANAGEMENT HOLDINGS L.P. · MEMBER · 75% or more · indirect via ARES MANAGEMENT LLC · control person
- AddedARES MANAGEMENT LLC · MEMBER · 75% or more · indirect via LANDMARK PARTNERS LLC · control person
- AddedARES OWNERS HOLDINGS L.P. · LIMITED PARTNER · 50–75% · indirect via ARES HOLDINGS, L.P. · control person
- AddedARES PARTNERS HOLDCO LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ARES OWNERS HOLDINGS L.P. · control person
- AddedBLUE OWL CAPITAL CARRY LP · MEMBER · 75% or more · indirect via DYAL GP HOLDINGS LLC · control person
- AddedBLUE OWL CAPITAL GP HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP LLC · control person
- AddedBLUE OWL CAPITAL GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via BLUE OWL CAPITAL CARRY LP · control person
- AddedBLUE OWL CAPITAL INC. · MANAGING MEMBER · 75% or more · indirect via BLUE OWL CAPITAL GP HOLDINGS LLC · control person
- and 17 more
May 26, 2022 filing
- No longer listedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via TRANQUIL III, L.P. · control person · listed since May 2018
- AddedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK AQUISITION FUND XIII, L.P. · control person
Mar 31, 2022 filing
- No longer listedLANDMARK ACQUISITION FUND XIII, L.P. · LIMITED PARTNER · 10–25% · listed since May 2018
- No longer listedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK ACQUISITION FUND XIII, L.P. · control person · listed since May 2018
- No longer listedLANDMARK INVESTMENT HOLDINGS, L.P. · MEMBER · 25–50% · indirect via LANDMARK PARTNERS, LLC · control person · listed since Aug 2016
- AddedLANDMARK AQUISITION FUND XIII, L.P. · LIMITED PARTNER · General partner, trustee or manager · indirect via TRANQUIL III, L.P. · control person
- AddedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via TRANQUIL III, L.P. · control person
- AddedLANDMARK INVESTMENT HOLDINGS, L.P. · MEMBER · 25–50% · indirect via TRANQUIL III, L.P. · control person
- AddedTRANQUIL III, L.P. · LIMITED PARTNER · 10–25%
- ChangedEGHBALI, BEHDAD · indirect via CCG GLOBAL, LLC: ownership 75% or more → 25–50%
- ChangedFELICIANO, JOSE, ENRIQUE · indirect via CCG GLOBAL, LLC: ownership General partner, trustee or manager → 50–75%
Mar 31, 2021 filing
- No longer listedEDEN ROCK INVESTMENTS, LLC · MEMBER · 25–50% · indirect via CCG GLOBAL, LLC · control person · listed since Dec 2018
- No longer listedEGHBALI, BEHDAD · MEMBER · 75% or more · indirect via EDEN ROCK INVESTMENTS, LLC · control person · listed since Aug 2008
- No longer listedFELICIANO, JOS�, ENRIQUE · TRUSTEE · General partner, trustee or manager · indirect via JOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · control person · listed since Jan 2005
- No longer listedJK PACIFIC GROUP LLC · MEMBER · 50–75% · indirect via CCG GLOBAL, LLC · control person · listed since Dec 2018
- No longer listedJOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · MEMBER · 75% or more · indirect via JK PACIFIC GROUP LLC · control person · listed since Feb 2007
- No longer listedJones, Kwanza, Marion · TRUSTEE · General partner, trustee or manager · indirect via JOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · control person · listed since Jan 2015
- AddedEGHBALI, BEHDAD · MEMBER · 75% or more · indirect via CCG GLOBAL, LLC · control person
- AddedFELICIANO, JOSE, ENRIQUE · MEMBER · General partner, trustee or manager · indirect via CCG GLOBAL, LLC · control person
- ChangedDYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · ownership 5–10% → 10–25%
Sep 3, 2020 filing
- AddedCANNON, JOHN, FRANCIS · DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedEBRAHEMI, FRED · title CHIEF LEGAL OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → PARTNER, CHIEF OPERATING OFFICER & GENERAL COUNSEL
Mar 29, 2019 filing
- No longer listedDYAL CAPITAL PARTNERS IV (A) · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · control person · listed since May 2018
- No longer listedDYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · LIMITED PARTNER · 5–10% · listed since May 2018
- No longer listedDYAL IV US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS IV (A) · control person · listed since May 2018
- No longer listedDYAL U.S. IV LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS IV (A) · control person · listed since May 2018
- No longer listedEDEN ROCK INVESTMENTS, LLC · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person · listed since Feb 2007
- No longer listedJK PACIFIC GROUP LLC · MEMBER · 50–75% · indirect via CCG OPERATIONS, LLC · control person · listed since Feb 2007
- No longer listedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV (A) · control person · listed since May 2018
- No longer listedND DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · control person · listed since May 2018
- No longer listedOM ASSET MANAGEMENT, PLC · SHAREHOLDER · 75% or more · indirect via OMAM US, INC. · control person · listed since Oct 2014
- No longer listedOMAM (LANDMARK), LLC · MEMBER · 50–75% · indirect via LANDMARK PARTNERS, LLC · control person · listed since Aug 2016
- No longer listedOMAM UK, LIMITED · SHAREHOLDER · 75% or more · indirect via OMAM, INC. · control person · listed since Sep 2014
- No longer listedOMAM US, INC. · SHAREHOLDER · 75% or more · indirect via OMAM UK, LIMITED · control person · listed since Sep 2014
- No longer listedOMAM, INC. · MEMBER · 75% or more · indirect via OMAM (LANDMARK), LLC · control person · listed since Aug 2016
- AddedBRIGHTSPHERE (LANDMARK), LLC · MEMBER · 50–75% · indirect via LANDMARK PARTNERS, LLC · control person
- AddedBRIGHTSPHERE INC. · MEMBER · 75% or more · indirect via BRIGHTSPHERE (LANDMARK), LLC · control person
- AddedBRIGHTSPHERE INVESTMENT GROUP INC · SHAREHOLDER · 75% or more · indirect via BRIGHTSPHERE INC. · control person
- AddedBRIGHTSPHERE INVESTMENT GROUP, PLC · SHAREHOLDER · 75% or more · indirect via BRIGHTSPHERE INVESTMENT GROUP INC · control person
- AddedCCG GLOBAL, LLC · MEMBER · 75% or more · indirect via CCG OPERATIONS, LLC · control person
- AddedDYAL CAPITAL PARTNERS IV (A) LP · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · control person
- AddedDYAL CAPITAL PARTNERS IV HOLDINGS (A) LP · LIMITED PARTNER · 5–10%
- AddedDYAL IV US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person
- AddedDYAL U.S. IV LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person
- AddedEDEN ROCK INVESTMENTS, LLC · MEMBER · 25–50% · indirect via CCG GLOBAL, LLC · control person
- AddedJK PACIFIC GROUP LLC · MEMBER · 50–75% · indirect via CCG GLOBAL, LLC · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV (A) LP · control person
- and 2 more
Older changes (10 more filings)
Jun 29, 2018 filing
- No longer listedLANDMARK EQUITY PARTNERS XVI, L.P. · LIMITED PARTNER · 10–25% · listed since Apr 2017
- No longer listedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK EQUITY PARTNERS XVI, L.P. · control person · listed since Oct 2016
- AddedDYAL CAPITAL PARTNERS IV (A) · LIMITED PARTNER · 75% or more · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · control person
- AddedDYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · LIMITED PARTNER · 5–10%
- AddedDYAL IV CAYMAN AGGREGATOR LP · MEMBER · 75% or more · indirect via DYAL U.S. IV LLC · control person
- AddedDYAL IV OFFSHORE INVESTORS LP · LIMITED PARTNER · 75% or more · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person
- AddedDYAL IV US INVESTORS LP · LIMITED PARTNER · 25–50% · indirect via DYAL CAPITAL PARTNERS IV (A) · control person
- AddedDYAL U.S. IV LLC · LIMITED PARTNER · 50–75% · indirect via DYAL CAPITAL PARTNERS IV (A) · control person
- AddedLANDMARK ACQUISITION FUND XIII, L.P. · LIMITED PARTNER · 10–25%
- AddedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK ACQUISITION FUND XIII, L.P. · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV (A) · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL U.S. IV LLC · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV US INVESTORS LP · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV CAYMAN AGGREGATOR LP · control person
- AddedNB DYAL ASSOCIATES IV LP · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL IV OFFSHORE INVESTORS LP · control person
- AddedND DYAL GP HOLDINGS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DYAL CAPITAL PARTNERS IV HOLDINGS (A) L.P. · control person
Dec 14, 2017 filing
- No longer listedOMAM US, INC. · SHAREHOLDER · 75% or more · indirect via OMAM US, INC. · control person · listed since Sep 2014
- AddedOMAM US, INC. · SHAREHOLDER · 75% or more · indirect via OMAM UK, LIMITED · control person
- ChangedCCG OPERATIONS, LLC · title GENERAL PARTNER → LIMITED PARTNER
Jun 14, 2017 filing
- No longer listedHUFF, CRAIG, ALLEN · SENIOR MANAGING MEMBER · 25–50% · indirect via RCGM, LLC · control person · listed since Aug 2007
- No longer listedRCGM,LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL GROUP, L.L.C. · control person · listed since Aug 1998
- No longer listedRCIP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · control person · listed since Jan 2006
- No longer listedRCP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL PARTNERS, L.P. · control person · listed since Jan 2006
- No longer listedRESERVOIR CAPITAL GROUP, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · control person · listed since Jan 2006
- No longer listedRESERVOIR CAPITAL GROUP, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · control person · listed since Jan 2006
- No longer listedRESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · LIMITED PARTNER · 75% or more · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · control person · listed since Jan 2006
- No longer listedRESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · MEMBER · 75% or more · indirect via RCIP GP, LLC · control person · listed since Dec 2005
- No longer listedRESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · LIMITED PARTNER · 5–10% · listed since Mar 2007
- No longer listedRESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · LIMITED PARTNER · 75% or more · indirect via RESERVOIR CAPITAL PARTNERS, L.P. · control person · listed since Jan 2006
- No longer listedRESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · MEMBER · 75% or more · indirect via RCP GP, LLC · control person · listed since Dec 2005
- No longer listedRESERVOIR CAPITAL PARTNERS, L.P. · LIMITED PARTNER · 10–25% · listed since Mar 2007
- No longer listedSTERN, DANIEL, HENNELLY · SENIOR MANAGING MEMBER · 25–50% · indirect via RCGM, LLC · control person · listed since Aug 1998
- AddedCCG OPERATIONS, LLC · MANAGING MEMBER · 75% or more · indirect via CLEARLAKE CAPITAL GROUP GP, LLC · control person
- AddedCLEARLAKE CAPITAL GROUP GP, LLC · GENERAL PARTNER · Less than 5% · control person
- AddedLANDMARK EQUITY ADVISORS, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK EQUITY PARTNERS XVI-GP, L.P. · control person
- AddedLANDMARK EQUITY PARTNERS XVI, L.P. · LIMITED PARTNER · 10–25%
- AddedLANDMARK EQUITY PARTNERS XVI-GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK EQUITY PARTNERS XVI, L.P. · control person
- AddedLANDMARK INVESTMENT HOLDINGS GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK INVESTMENT HOLDINGS, L.P. · control person
- AddedLANDMARK INVESTMENT HOLDINGS, L.P. · MEMBER · 25–50% · indirect via LANDMARK PARTNERS, LLC · control person
- AddedLANDMARK PARTNERS, LLC · MEMBER · 75% or more · indirect via LANDMARK EQUITY ADVISORS, LLC · control person
- AddedOM ASSET MANAGEMENT, PLC · SHAREHOLDER · 75% or more · indirect via OMAM US, INC. · control person
- AddedOMAM (LANDMARK), LLC · MEMBER · 50–75% · indirect via LANDMARK PARTNERS, LLC · control person
- AddedOMAM UK, LIMITED · SHAREHOLDER · 75% or more · indirect via OMAM, INC. · control person
- AddedOMAM US, INC. · SHAREHOLDER · 75% or more · indirect via OMAM US, INC. · control person
- and 1 more
Mar 29, 2016 filing
- No longer listedEGHBALI, BEHDAD, Z · MEMBER · 50–75% · indirect via CCG OPERSATIONS, LLC · control person · listed since Feb 2007
- No longer listedFELICIANO, JOSE, ENRIQUE · MEMBER · 50–75% · indirect via CCG OPERATIONS, LLC · control person · listed since Feb 2007
- AddedEDEN ROCK INVESTMENTS, LLC · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person
- AddedEGHBALI, BEHDAD · MEMBER · 75% or more · indirect via EDEN ROCK INVESTMENTS, LLC · control person
- AddedFELICIANO, JOS�, ENRIQUE · TRUSTEE · General partner, trustee or manager · indirect via JOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · control person
- AddedJK PACIFIC GROUP LLC · MEMBER · 50–75% · indirect via CCG OPERATIONS, LLC · control person
- AddedJOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · MEMBER · 75% or more · indirect via JK PACIFIC GROUP LLC · control person
- AddedJones, Kwanza, Marion · TRUSTEE · General partner, trustee or manager · indirect via JOS� FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005 · control person
- ChangedEGHBALI, BEHDAD · title PRINCIPAL → PRINCIPAL / MANAGING PARTNER
- ChangedFELICIANO, JOSE, ENRIQUE · title PRINCIPAL → PRINCIPAL / MANAGING PARTNER
Sep 1, 2015 filing
- AddedEGHBALI, BEHDAD, Z · MEMBER · 50–75% · indirect via CCG OPERSATIONS, LLC · control person
- ChangedFELICIANO, JOSE, ENRIQUE · indirect via CCG OPERATIONS, LLC: ownership 25–50% → 50–75%
Aug 31, 2015 filing
- No longer listedCHANG, STEVEN, CHIARAY · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person · listed since Feb 2007
- No longer listedCHANG, STEVEN, CHIARAY · MEMBER · Less than 5% · control person · listed since Feb 2007
Apr 1, 2015 filing
- Listed againCHANG, STEVEN, CHIARAY · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person
- Listed againCHANG, STEVEN, CHIARAY · MEMBER · Less than 5% · control person
- ChangedEBRAHEMI, FRED · title CHEIF LEGAL OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → CHIEF LEGAL OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Mar 31, 2015 filing
- No longer listedCHANG, STEVEN, CHIARAY · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person · listed since Feb 2007
- No longer listedCHANG, STEVEN, CHIARAY · PRINCIPAL · Less than 5% · control person · listed since Feb 2007
- No longer listedRIZZO, MARION, CARL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2014
- AddedEBRAHEMI, FRED · CHEIF LEGAL OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 28, 2014 filing
- No longer listedGLASS, KATHY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2012
- AddedRIZZO, MARION, CARL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 14, 2012 filing (earliest on record)
- ListedCCG OPERATIONS, LLC · GENERAL PARTNER · 75% or more · control person
- ListedCHANG, STEVEN, CHIARAY · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person
- ListedCHANG, STEVEN, CHIARAY · PRINCIPAL · Less than 5% · control person
- ListedEGHBALI, BEHDAD · PRINCIPAL · Less than 5% · control person
- ListedFELICIANO, JOSE, ENRIQUE · PRINCIPAL · Less than 5% · control person
- ListedFELICIANO, JOSE, ENRIQUE · MEMBER · 25–50% · indirect via CCG OPERATIONS, LLC · control person
- ListedGLASS, KATHY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedHUFF, CRAIG, ALLEN · SENIOR MANAGING MEMBER · 25–50% · indirect via RCGM, LLC · control person
- ListedRCGM,LLC · MANAGING MEMBER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL GROUP, L.L.C. · control person
- ListedRCIP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · control person
- ListedRCP GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL PARTNERS, L.P. · control person
- ListedRESERVOIR CAPITAL GROUP, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · control person
- ListedRESERVOIR CAPITAL GROUP, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · control person
- ListedRESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · LIMITED PARTNER · 75% or more · indirect via RESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · control person
- ListedRESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN), L.P. · MEMBER · 75% or more · indirect via RCIP GP, LLC · control person
- ListedRESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. · LIMITED PARTNER · 5–10%
- ListedRESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · LIMITED PARTNER · 75% or more · indirect via RESERVOIR CAPITAL PARTNERS, L.P. · control person
- ListedRESERVOIR CAPITAL PARTNERS (CAYMAN), L.P. · MEMBER · 75% or more · indirect via RCP GP, LLC · control person
- ListedRESERVOIR CAPITAL PARTNERS, L.P. · LIMITED PARTNER · 10–25%
- ListedSTERN, DANIEL, HENNELLY · SENIOR MANAGING MEMBER · 25–50% · indirect via RCGM, LLC · control person
- ListedURRUTIA, PEDRO, MARTIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Trims
- BLACKBAUD INC-$87.7M -23.3%
- BLACKLINE INC-$51.0M -24.1%
- FORWARD AIR CORP-$12.2M -19.2%
- HOLLEY INC-$1.4M -16.9%
- GRAB HOLDINGS LIMITED-$16.4K -43.2%
CLEARLAKE CAPITAL GROUP, L.P. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BLACKBAUD INC | BLKB | 09227Q100 | $288.8M | 54.64% | 9,751,837 | SH |
| 2 | BLACKLINE INC | BL | 09239B109 | $160.3M | 30.33% | 5,712,300 | SH |
| 3 | FORWARD AIR CORP | FWRD | 34986A104 | $51.7M | 9.78% | 3,825,000 | SH |
| 4 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $20.7M | 3.92% | 5,500,000 | SH |
| 5 | HOLLEY INC | HLLY | 43538H103 | $7.0M | 1.33% | 2,750,000 | SH |
| 6 | GRAB HOLDINGS LIMITED | GRABW | G4124C117 | $21.6K | 0.00% | 500,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $528.6M | 6 | 0000905148-26-003721 |
| 2026-03-31 | 2026-05-15 | $680.4M | 6 | 0000905148-26-002356 |
| 2025-12-31 | 2026-02-17 | $1.07B | 6 | 0000905148-26-000863 |
| 2025-09-30 | 2025-11-14 | $1.07B | 6 | 0000905148-25-004008 |
Filer Information
Address
233 WILSHIRE BOULEVARD, SUITE 800SANTA MONICA, CA 90401
Phone
(310) 400-8800
Filing Manager
CLEARLAKE CAPITAL GROUP, L.P.
SANTA MONICA, CA
Signatory
John F. Cannon
MD, GC, CCO