ACM
CWAN

Ashford Capital Management’s Clearwater Analytics CWAN Stock Holding History

Ashford Capital Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-511,779
Closed -$12.3M – 104
2025
Q4 		$12.3M Sell
511,779
-265,940
-34% -$5.33M 1.38% 28
2025
Q3 		$14M Sell
777,719
-137,725
-15% -$2.79M 1.56% 25
2025
Q2 		$20.1M Buy
915,444
+357,035
+64% +$8.21M 2.36% 15
2025
Q1 		$15M Buy
558,409
+277,289
+99% +$7.78M 1.93% 24
2024
Q4 		$7.74M Buy
+281,120
New +$7.98M 0.91% 36

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Ashford Capital Management's CWAN Position: Q1 2026 in Review

Ashford Capital Management sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 511,779 shares — an estimated $12.3M sold.

Ashford Capital Management first reported a position in CWAN in Q4 2024 and held it in 5 quarters. The position peaked at $20.1M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Ashford Capital Management reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Ashford Capital Management sold 511,779 Clearwater Analytics shares in Q1 2026, an estimated $12.3M.
  • Ashford Capital Management first reported a position in Clearwater Analytics in Q4 2024 and held it in 5 quarters.
  • Ashford Capital Management's Clearwater Analytics position peaked at $20.1M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.