AI
CWAN

Atria Investments’s Clearwater Analytics CWAN Stock Holding History

Atria Investments’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
-10,112
Closed -$244K – 2066
2025
Q4 		$244K Buy
+10,112
New +$203K ﹤0.01% 1866
2025
Q3 		– Sell
-46,407
Closed -$1.02M – 2038
2025
Q2 		$1.02M Buy
46,407
+8,355
+22% +$192K 0.01% 1026
2025
Q1 		$1.02M Sell
38,052
-4,681
-11% -$131K 0.01% 982
2024
Q4 		$1.18M Buy
42,733
+6,080
+17% +$173K 0.01% 899
2024
Q3 		$925K Buy
36,653
+1,971
+6% +$44.3K 0.01% 1006
2024
Q2 		$642K Buy
+34,682
New +$626K 0.01% 1180

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

Atria Investments's CWAN Position: Q1 2026 in Review

Atria Investments sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 10,112 shares — an estimated $244K sold.

Atria Investments first reported a position in CWAN in Q2 2024 and held it in 6 quarters. The position peaked at $1.18M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Atria Investments reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 10,112 Clearwater Analytics shares in Q1 2026, an estimated $244K.
  • Atria Investments first reported a position in Clearwater Analytics in Q2 2024 and held it in 6 quarters.
  • Atria Investments's Clearwater Analytics position peaked at $1.18M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.