Fidelity Investments
CWAN

Fidelity Investments’s Clearwater Analytics CWAN Stock Holding History

Fidelity Investments’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 		$17.5M Buy
739,874
+722,748
+4,220% +$17.1M ﹤0.01% 1837
2025
Q4 		$413K Buy
17,126
+9,721
+131% +$195K ﹤0.01% 3151
2025
Q3 		$133K Sell
7,405
-945,877
-99% -$19.2M ﹤0.01% 3545
2025
Q2 		$20.9M Buy
953,282
+170,925
+22% +$3.93M ﹤0.01% 1683
2025
Q1 		$21M Buy
782,357
+738,585
+1,687% +$20.7M ﹤0.01% 1660
2024
Q4 		$1.2M Buy
43,772
+34,603
+377% +$982K ﹤0.01% 2610
2024
Q3 		$232K Buy
9,169
+5,790
+171% +$130K ﹤0.01% 3150
2024
Q2 		$62.6K Buy
3,379
+1,006
+42% +$18.1K ﹤0.01% 3500
2024
Q1 		$42K Buy
2,373
+1,548
+188% +$28.8K ﹤0.01% 3673
2023
Q4 		$16.5K Buy
825
+772
+1,457% +$15.2K ﹤0.01% 4044
2023
Q3 		$1.02K Sell
53
-2
-4% -$35 ﹤0.01% 4639
2023
Q2 		$873 Buy
55
+49
+817% +$773 ﹤0.01% 4735
2023
Q1 		$96 Sell
6
-152
-96% -$2.66K ﹤0.01% 4907
2022
Q4 		$2.96K Buy
+158
New +$2.74K ﹤0.01% 4414
2022
Q3 		– Sell
-136,700
Closed -$1.65M – 4928
2022
Q2 		$1.65M Sell
136,700
-640,900
-82% -$10.4M ﹤0.01% 2556
2022
Q1 		$16.3M Buy
777,600
+2,800
+0.4% +$52.4K ﹤0.01% 1880
2021
Q4 		$17.8M Sell
774,800
-415,279
-35% -$9.39M ﹤0.01% 1881
2021
Q3 		$30.5M Buy
+1,190,079
New +$30.5M ﹤0.01% 1644

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

Fidelity Investments's CWAN Position: Q1 2026 in Review

Fidelity Investments increased its Clearwater Analytics (CWAN) stake by 4,220% in Q1 2026, buying an estimated $17.1M and bringing the position to 739,874 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Fidelity Investments first reported a position in CWAN in Q3 2021 and has held it in 18 quarters since. The position peaked at $30.5M in Q3 2021. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Fidelity Investments held 739,874 shares of Clearwater Analytics worth $17.5M as of Q1 2026.
  • Fidelity Investments bought 722,748 Clearwater Analytics shares in Q1 2026, an estimated $17.1M.
  • Clearwater Analytics made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1837 holding.
  • Fidelity Investments first reported a position in Clearwater Analytics in Q3 2021 and has held it in 18 quarters since.
  • Fidelity Investments's Clearwater Analytics position peaked at $30.5M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.