Balyasny Asset Management
CWAN

Balyasny Asset Management’s Clearwater Analytics CWAN Stock Holding History

Balyasny Asset 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
Q2 		– Sell
-3,504,900
Closed -$82.9M – 3091
2026
Q1 		$82.9M Buy
+3,504,900
New +$82.9M 0.11% 201

Other funds holding CWAN

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Balyasny Asset Management's CWAN Position: Q2 2026 in Review

Balyasny Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 7,313,635 shares — an estimated $173M sold.

Balyasny Asset Management first reported a position in CWAN in Q1 2023 and held it in 11 quarters. The position peaked at $173M in Q1 2026. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Balyasny Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 7,313,635 Clearwater Analytics shares in Q2 2026, an estimated $173M.
  • Balyasny Asset Management first reported a position in Clearwater Analytics in Q1 2023 and held it in 11 quarters.
  • Balyasny Asset Management's Clearwater Analytics position peaked at $173M in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.