Capital Fund Management (CFM)
CWAN

Capital Fund Management (CFM)’s Clearwater Analytics CWAN Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-634,259
Closed -$12.7M – 2418
2025
Q3 		$11.4M Buy
634,259
+115,681
+22% +$2.35M 0.03% 752
2025
Q2 		$11.4M Buy
518,578
+325,954
+169% +$7.5M 0.03% 682
2025
Q1 		$5.16M Buy
192,624
+30,517
+19% +$856K 0.01% 989
2024
Q4 		$4.46M Sell
162,107
-20,720
-11% -$588K 0.01% 1132
2024
Q3 		$4.62M Buy
182,827
+14,407
+9% +$324K 0.01% 1058
2024
Q2 		$3.12M Buy
+168,420
New +$3.04M 0.01% 1187

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

Capital Fund Management (CFM)'s CWAN Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 634,259 shares — an estimated $12.7M sold.

Capital Fund Management (CFM) first reported a position in CWAN in Q2 2024 and held it in 6 quarters. The position peaked at $11.4M in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 634,259 Clearwater Analytics shares in Q4 2025, an estimated $12.7M.
  • Capital Fund Management (CFM) first reported a position in Clearwater Analytics in Q2 2024 and held it in 6 quarters.
  • Capital Fund Management (CFM)'s Clearwater Analytics position peaked at $11.4M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.