BAMCO Inc’s Clearwater Analytics CWAN Stock Holding History

BAMCO Inc’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	-154,864	Closed	-$3.66M	–	354
2026 Q1	$3.66M	Sell	154,864 -7,661,583	-98%	-$181M	0.01%	259
2025 Q4	$189M	Buy	7,816,447 +141,409	+2%	+$2.83M	0.51%	35
2025 Q3	$138M	Buy	7,675,038 +1,580,323	+26%	+$32M	0.37%	54
2025 Q2	$134M	Buy	6,094,715 +665,823	+12%	+$15.3M	0.36%	54
2025 Q1	$145M	Buy	5,428,892 +103,922	+2%	+$2.92M	0.43%	46
2024 Q4	$147M	Sell	5,324,970 -1,604	-0%	-$45.5K	0.38%	50
2024 Q3	$134M	Buy	5,326,574 +1,918	+0%	+$43.1K	0.36%	56
2024 Q2	$98.6M	Sell	5,324,656 -34,516	-0.6%	-$623K	0.28%	67
2024 Q1	$94.8M	Buy	5,359,172 +1,262,150	+31%	+$23.5M	0.25%	76
2023 Q4	$82.1M	Sell	4,097,022 -2,977	-0.1%	-$58.6K	0.22%	89
2023 Q3	$79.3M	Sell	4,099,999 -195,676	-5%	-$3.45M	0.23%	78
2023 Q2	$68.2M	Buy	4,295,675 +206,629	+5%	+$3.26M	0.19%	93
2023 Q1	$65.3M	Buy	4,089,046 +808,802	+25%	+$14.2M	0.2%	96
2022 Q4	$61.5M	Sell	3,280,244 -393,388	-11%	-$6.81M	0.21%	96
2022 Q3	$61.7M	Sell	3,673,632 -88,144	-2%	-$1.29M	0.2%	97
2022 Q2	$45.3M	Sell	3,761,776 -111,946	-3%	-$1.81M	0.15%	129
2022 Q1	$81.3M	Buy	3,873,722 +1,051,920	+37%	+$19.7M	0.2%	93
2021 Q4	$64.8M	Buy	2,821,802 +850,573	+43%	+$19.2M	0.14%	124
2021 Q3	$50.5M	Buy	+1,971,229	New	+$50.6M	0.11%	163

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

BAMCO Inc's CWAN Position: Q2 2026 in Review

BAMCO Inc sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 154,864 shares — an estimated $3.66M sold.

BAMCO Inc first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $189M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

BAMCO Inc reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
BAMCO Inc sold 154,864 Clearwater Analytics shares in Q2 2026, an estimated $3.66M.
BAMCO Inc first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
BAMCO Inc's Clearwater Analytics position peaked at $189M in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.