Brown Advisory
CWAN

Brown Advisory’s Clearwater Analytics CWAN Stock Holding History

Brown Advisory’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
-2,581,022
Closed -$62.3M – 1404
2025
Q4 		$62.3M Buy
2,581,022
+190,982
+8% +$3.83M 0.09% 170
2025
Q3 		$43.1M Buy
2,390,040
+747,548
+46% +$15.2M 0.06% 227
2025
Q2 		$36M Buy
1,642,492
+235,452
+17% +$5.42M 0.05% 238
2025
Q1 		$37.7M Buy
1,407,040
+1,398,113
+15,662% +$39.2M 0.05% 220
2024
Q4 		$246K Sell
8,927
-913,492
-99% -$25.9M ﹤0.01% 1223
2024
Q3 		$23.3M Sell
922,419
-187,323
-17% -$4.21M 0.03% 315
2024
Q2 		$20.6M Sell
1,109,742
-26,888
-2% -$485K 0.03% 317
2024
Q1 		$20.1M Sell
1,136,630
-3,147
-0.3% -$58.5K 0.03% 325
2023
Q4 		$22.8M Buy
1,139,777
+720,312
+172% +$14.2M 0.03% 306
2023
Q3 		$8.11M Buy
+419,465
New +$7.4M 0.01% 414

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

Brown Advisory's CWAN Position: Q1 2026 in Review

Brown Advisory sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 2,581,022 shares — an estimated $62.3M sold.

Brown Advisory first reported a position in CWAN in Q3 2023 and held it in 10 quarters. The position peaked at $62.3M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Brown Advisory reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Brown Advisory sold 2,581,022 Clearwater Analytics shares in Q1 2026, an estimated $62.3M.
  • Brown Advisory first reported a position in Clearwater Analytics in Q3 2023 and held it in 10 quarters.
  • Brown Advisory's Clearwater Analytics position peaked at $62.3M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.