CRC
CWAN

Curi RMB Capital’s Clearwater Analytics CWAN Stock Holding History

Curi RMB Capital’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
-414,346
Closed -$9.99M – 890
2025
Q4 		$9.99M Buy
414,346
+74,315
+22% +$1.49M 0.17% 141
2025
Q3 		$6.13M Sell
340,031
-15,213
-4% -$308K 0.11% 196
2025
Q2 		$7.79M Buy
355,244
+18,091
+5% +$416K 0.15% 172
2025
Q1 		$9.04M Buy
337,153
+122,575
+57% +$3.44M 0.22% 131
2024
Q4 		$5.91M Buy
+214,578
New +$6.09M 0.14% 177

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

Curi RMB Capital's CWAN Position: Q1 2026 in Review

Curi RMB Capital sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 414,346 shares — an estimated $9.99M sold.

Curi RMB Capital first reported a position in CWAN in Q4 2024 and held it in 5 quarters. The position peaked at $9.99M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Curi RMB Capital reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 414,346 Clearwater Analytics shares in Q1 2026, an estimated $9.99M.
  • Curi RMB Capital first reported a position in Clearwater Analytics in Q4 2024 and held it in 5 quarters.
  • Curi RMB Capital's Clearwater Analytics position peaked at $9.99M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.