Bank of America
CWAN

Bank of America’s Clearwater Analytics CWAN Stock Holding History

Bank of America’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 		$34.7M Sell
1,468,417
-1,720,609
-54% -$40.7M ﹤0.01% 1909
2025
Q4 		$76.9M Buy
3,189,026
+796,242
+33% +$15.9M 0.01% 1273
2025
Q3 		$43.1M Buy
2,392,784
+119,593
+5% +$2.42M ﹤0.01% 1875
2025
Q2 		$49.9M Buy
2,273,191
+1,128,360
+99% +$26M ﹤0.01% 1713
2025
Q1 		$30.7M Buy
1,144,831
+334,907
+41% +$9.4M ﹤0.01% 2024
2024
Q4 		$22.3M Buy
809,924
+229,524
+40% +$6.51M ﹤0.01% 2205
2024
Q3 		$14.7M Sell
580,400
-41,472
-7% -$933K ﹤0.01% 2697
2024
Q2 		$11.5M Buy
621,872
+122,097
+24% +$2.2M ﹤0.01% 2805
2024
Q1 		$8.84M Sell
499,775
-57,040
-10% -$1.06M ﹤0.01% 3104
2023
Q4 		$11.2M Buy
556,815
+208,959
+60% +$4.12M ﹤0.01% 2771
2023
Q3 		$6.73M Sell
347,856
-14,298
-4% -$252K ﹤0.01% 3126
2023
Q2 		$5.75M Buy
362,154
+175,712
+94% +$2.77M ﹤0.01% 3265
2023
Q1 		$2.98M Buy
186,442
+94,136
+102% +$1.65M ﹤0.01% 4016
2022
Q4 		$1.73M Buy
92,306
+17,311
+23% +$300K ﹤0.01% 4383
2022
Q3 		$1.26M Buy
74,995
+3,897
+5% +$56.8K ﹤0.01% 4693
2022
Q2 		$856K Sell
71,098
-16,893
-19% -$273K ﹤0.01% 5043
2022
Q1 		$1.85M Buy
87,991
+21,199
+32% +$396K ﹤0.01% 4668
2021
Q4 		$1.53M Buy
+66,792
New +$1.51M ﹤0.01% 4825

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

Bank of America's CWAN Position: Q1 2026 in Review

Bank of America reduced its Clearwater Analytics (CWAN) stake by 54% in Q1 2026, selling an estimated $40.7M and leaving 1,468,417 shares worth $34.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Bank of America first reported a position in CWAN in Q4 2021 and has held it in 18 quarters since. The position peaked at $76.9M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Bank of America held 1,468,417 shares of Clearwater Analytics worth $34.7M as of Q1 2026.
  • Bank of America sold 1,720,609 Clearwater Analytics shares in Q1 2026, an estimated $40.7M.
  • Clearwater Analytics made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1909 holding.
  • Bank of America first reported a position in Clearwater Analytics in Q4 2021 and has held it in 18 quarters since.
  • Bank of America's Clearwater Analytics position peaked at $76.9M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.