Bank of New York Mellon
CWAN

Bank of New York Mellon’s Clearwater Analytics CWAN Stock Holding History

Bank of New York Mellon’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
-968,604
Closed -$22.9M – 4316
2026
Q1 		$22.9M Sell
968,604
-284,968
-23% -$6.74M ﹤0.01% 1466
2025
Q4 		$30.2M Buy
1,253,572
+79,050
+7% +$1.58M 0.01% 1298
2025
Q3 		$21.2M Sell
1,174,522
-275,627
-19% -$5.59M ﹤0.01% 1521
2025
Q2 		$31.8M Buy
1,450,149
+421,319
+41% +$9.69M 0.01% 1262
2025
Q1 		$27.6M Sell
1,028,830
-11,358
-1% -$319K 0.01% 1320
2024
Q4 		$28.6M Buy
1,040,188
+328,542
+46% +$9.32M 0.01% 1355
2024
Q3 		$18M Sell
711,646
-244,881
-26% -$5.51M ﹤0.01% 1636
2024
Q2 		$17.7M Buy
956,527
+380,154
+66% +$6.86M ﹤0.01% 1648
2024
Q1 		$10.2M Sell
576,373
-23,431
-4% -$435K ﹤0.01% 1945
2023
Q4 		$12M Buy
599,804
+11,245
+2% +$221K ﹤0.01% 1884
2023
Q3 		$11.4M Buy
588,559
+29,039
+5% +$512K ﹤0.01% 1872
2023
Q2 		$8.88M Buy
559,520
+19,631
+4% +$310K ﹤0.01% 2003
2023
Q1 		$8.62M Sell
539,889
-120,387
-18% -$2.11M ﹤0.01% 2004
2022
Q4 		$12.4M Buy
660,276
+5,617
+0.9% +$97.3K ﹤0.01% 1829
2022
Q3 		$11M Sell
654,659
-26,092
-4% -$381K ﹤0.01% 1860
2022
Q2 		$8.2M Buy
680,751
+67,900
+11% +$1.1M ﹤0.01% 2056
2022
Q1 		$12.9M Buy
+612,851
New +$11.5M ﹤0.01% 1942

Other funds holding CWAN

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

Bank of New York Mellon's CWAN Position: Q2 2026 in Review

Bank of New York Mellon sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 968,604 shares — an estimated $22.9M sold.

Bank of New York Mellon first reported a position in CWAN in Q1 2022 and held it in 17 quarters. The position peaked at $31.8M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Bank of New York Mellon reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Bank of New York Mellon sold 968,604 Clearwater Analytics shares in Q2 2026, an estimated $22.9M.
  • Bank of New York Mellon first reported a position in Clearwater Analytics in Q1 2022 and held it in 17 quarters.
  • Bank of New York Mellon's Clearwater Analytics position peaked at $31.8M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.