Capstone Investment Advisors
CWAN

Capstone Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

Capstone Investment Advisors’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 		$16.6M Buy
+700,000
New +$16.6M 0.03% 207
2025
Q4 		– Sell
-13,757
Closed -$248K – 1692
2025
Q3 		$248K Buy
13,757
+2,757
+25% +$55.9K ﹤0.01% 1722
2025
Q2 		$241K Buy
+11,000
New +$253K ﹤0.01% 1476
2024
Q3 		– Sell
-11,535
Closed -$214K – 1972
2024
Q2 		$214K Sell
11,535
-57,175
-83% -$1.03M ﹤0.01% 1746
2024
Q1 		$1.22M Buy
68,710
+36,241
+112% +$673K ﹤0.01% 1029
2023
Q4 		$650K Buy
32,469
+15,740
+94% +$310K ﹤0.01% 1213
2023
Q3 		$324K Buy
+16,729
New +$295K ﹤0.01% 1549

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

Capstone Investment Advisors's CWAN Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Clearwater Analytics (CWAN) in Q1 2026: 700,000 shares worth $16.6M. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CWAN as recently as Q3 2025.

Capstone Investment Advisors first reported a position in CWAN in Q3 2023 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Capstone Investment Advisors held 700,000 shares of Clearwater Analytics worth $16.6M as of Q1 2026.
  • Clearwater Analytics was a new Capstone Investment Advisors position in Q1 2026.
  • Clearwater Analytics made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Capstone Investment Advisors first reported a position in Clearwater Analytics in Q3 2023 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.