EIM
CWAN

Essex Investment Management’s Clearwater Analytics CWAN Stock Holding History

Essex Investment Management’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
-2,298
Closed -$55.4K – 313
2025
Q4 		$55.4K Buy
2,298
+492
+27% +$9.85K 0.01% 250
2025
Q3 		$32.5K Buy
1,806
+640
+55% +$13K 0.01% 273
2025
Q2 		$25.6K Hold
1,166
– – ﹤0.01% 274
2025
Q1 		$31.2K Hold
1,166
– – 0.01% 269
2024
Q4 		$32.1K Sell
1,166
-1,643
-58% -$46.6K 0.01% 273
2024
Q3 		$70.9K Hold
2,809
– – 0.01% 247
2024
Q2 		$52K Sell
2,809
-390
-12% -$7.04K 0.01% 257
2024
Q1 		$56.6K Sell
3,199
-1,287
-29% -$23.9K 0.01% 253
2023
Q4 		$89.9K Buy
+4,486
New +$88.4K 0.02% 249

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

Essex Investment Management's CWAN Position: Q1 2026 in Review

Essex Investment Management sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 2,298 shares — an estimated $55.4K sold.

Essex Investment Management first reported a position in CWAN in Q4 2023 and held it in 9 quarters. The position peaked at $89.9K in Q4 2023. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Essex Investment Management reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Essex Investment Management sold 2,298 Clearwater Analytics shares in Q1 2026, an estimated $55.4K.
  • Essex Investment Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 9 quarters.
  • Essex Investment Management's Clearwater Analytics position peaked at $89.9K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.