Dmitry Balyasny’s Clearwater Analytics CWAN Stock Holding History

Dmitry Balyasny’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 Q2	–	Sell	-2,750,300	Closed	-$65M	–	3093
2026 Q1	$65M	Buy	+2,750,300	New	+$65.1M	0.08%	271
2025 Q2	–	Sell	-100,000	Closed	-$2.68M	–	2918
2025 Q1	$2.68M	Buy	+100,000	New	+$2.81M	﹤0.01%	1563

Other funds holding CWAN

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dmitry Balyasny's CWAN Position: Q2 2026 in Review

Dmitry Balyasny sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 7,313,635 shares — an estimated $173M sold.

Dmitry Balyasny first reported a position in CWAN in Q1 2023 and held it in 11 quarters. The position peaked at $173M in Q1 2026. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Dmitry Balyasny reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 7,313,635 Clearwater Analytics shares in Q2 2026, an estimated $173M.
Dmitry Balyasny first reported a position in Clearwater Analytics in Q1 2023 and held it in 11 quarters.
Dmitry Balyasny's Clearwater Analytics position peaked at $173M in Q1 2026.
3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.