BCI
CWAN

Brinker Capital Investments’s Clearwater Analytics CWAN Stock Holding History

Brinker Capital 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
-64,157
Closed -$1.55M – 2053
2025
Q4 		$1.55M Sell
64,157
-5,103
-7% -$102K 0.01% 987
2025
Q3 		$1.25M Buy
69,260
+54,332
+364% +$1.1M 0.01% 1106
2025
Q2 		$327K Buy
14,928
+254
+2% +$5.84K ﹤0.01% 1663
2025
Q1 		$393K Sell
14,674
-884
-6% -$24.8K ﹤0.01% 1510
2024
Q4 		$428K Buy
15,558
+1,847
+13% +$52.4K ﹤0.01% 1406
2024
Q3 		$346K Buy
+13,711
New +$308K ﹤0.01% 1473

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

Brinker Capital Investments's CWAN Position: Q1 2026 in Review

Brinker Capital Investments sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 64,157 shares — an estimated $1.55M sold.

Brinker Capital Investments first reported a position in CWAN in Q3 2024 and held it in 6 quarters. The position peaked at $1.55M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Brinker Capital Investments reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 64,157 Clearwater Analytics shares in Q1 2026, an estimated $1.55M.
  • Brinker Capital Investments first reported a position in Clearwater Analytics in Q3 2024 and held it in 6 quarters.
  • Brinker Capital Investments's Clearwater Analytics position peaked at $1.55M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.