Citadel Advisors
CWAN

Citadel Advisors’s Clearwater Analytics CWAN Stock Holding History

Citadel 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 		$1.94M Sell
81,900
-156,400
-66% -$3.7M ﹤0.01% 6125
2025
Q4 		$5.75M Buy
238,300
+15,576
+7% +$312K ﹤0.01% 4072
2025
Q3 		$4.01M Sell
222,724
-45,834
-17% -$929K ﹤0.01% 4758
2025
Q2 		$5.89M Buy
268,558
+239,958
+839% +$5.52M ﹤0.01% 3830
2025
Q1 		$766K Buy
28,600
+9,800
+52% +$275K ﹤0.01% 7547
2024
Q4 		$517K Sell
18,800
-6,300
-25% -$179K ﹤0.01% 8469
2024
Q3 		$634K Buy
25,100
+4,900
+24% +$110K ﹤0.01% 7766
2024
Q2 		$374K Buy
20,200
+14,600
+261% +$263K ﹤0.01% 8656
2024
Q1 		$99.1K Sell
5,600
-44,900
-89% -$834K ﹤0.01% 11370
2023
Q4 		$1.01M Buy
50,500
+23,000
+84% +$453K ﹤0.01% 6656
2023
Q3 		$532K Sell
27,500
-8,100
-23% -$143K ﹤0.01% 7931
2023
Q2 		$565K Buy
35,600
+27,600
+345% +$436K ﹤0.01% 7686
2023
Q1 		$128K Sell
8,000
-6,200
-44% -$108K ﹤0.01% 10891
2022
Q4 		$266K Buy
+14,200
New +$246K ﹤0.01% 9570
2022
Q3 		– Sell
-14,100
Closed -$170K – 12766
2022
Q2 		$170K Buy
+14,100
New +$228K ﹤0.01% 10856

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors's CWAN Position: Q1 2026 in Review

Citadel Advisors increased its Clearwater Analytics (CWAN) stake by 638% in Q1 2026, buying an estimated $173M and bringing the position to 8,441,416 shares worth $200M. The position accounts for 0.03% of the portfolio, ranked #453.

Citadel Advisors first reported a position in CWAN in Q3 2021 and has held it in 16 quarters since. 327 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Citadel Advisors held 8,441,416 shares of Clearwater Analytics worth $200M as of Q1 2026.
  • Citadel Advisors bought 7,298,092 Clearwater Analytics shares in Q1 2026, an estimated $173M.
  • Clearwater Analytics made up 0.03% of Citadel Advisors's portfolio in Q1 2026, its #453 holding.
  • Citadel Advisors first reported a position in Clearwater Analytics in Q3 2021 and has held it in 16 quarters since.
  • 327 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

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