First Trust Advisors
CWAN

First Trust Advisors’s Clearwater Analytics CWAN Stock Holding History

First Trust 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 		– Sell
-84,524
Closed -$2.04M – 2639
2025
Q4 		$2.04M Buy
+84,524
New +$1.69M ﹤0.01% 1873
2025
Q3 		– Sell
-165,885
Closed -$3.64M – 2607
2025
Q2 		$3.64M Sell
165,885
-65,763
-28% -$1.51M ﹤0.01% 1532
2025
Q1 		$6.21M Sell
231,648
-35,885
-13% -$1.01M 0.01% 1216
2024
Q4 		$7.36M Buy
267,533
+209,776
+363% +$5.95M 0.01% 1173
2024
Q3 		$1.46M Buy
+57,757
New +$1.3M ﹤0.01% 1901
2024
Q2 		– Sell
-65,215
Closed -$1.15M – 2342
2024
Q1 		$1.15M Sell
65,215
-123,904
-66% -$2.3M ﹤0.01% 1946
2023
Q4 		$3.79M Buy
189,119
+150,556
+390% +$2.97M ﹤0.01% 1419
2023
Q3 		$746K Buy
+38,563
New +$680K ﹤0.01% 2052
2023
Q1 		– Sell
-42,926
Closed -$805K – 2380
2022
Q4 		$805K Buy
+42,926
New +$743K ﹤0.01% 2033

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

First Trust Advisors's CWAN Position: Q1 2026 in Review

First Trust Advisors sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 84,524 shares — an estimated $2.04M sold.

First Trust Advisors first reported a position in CWAN in Q4 2022 and held it in 9 quarters. The position peaked at $7.36M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • First Trust Advisors reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 84,524 Clearwater Analytics shares in Q1 2026, an estimated $2.04M.
  • First Trust Advisors first reported a position in Clearwater Analytics in Q4 2022 and held it in 9 quarters.
  • First Trust Advisors's Clearwater Analytics position peaked at $7.36M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.