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
2026
Q1 		– Sell
-27,600
Closed -$666K – 2154
2025
Q4 		$666K Sell
27,600
-15,000
-35% -$300K ﹤0.01% 2147
2025
Q3 		$768K Buy
+42,600
New +$864K ﹤0.01% 2194

Other funds holding CWAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $618B AUM 30.34% 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. 383 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.
  • 383 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.