FTCM
CWAN

First Trust Capital Management’s Clearwater Analytics CWAN Stock Holding History

First Trust Capital 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
Q2 		– Sell
-2,154,188
Closed -$50.9M – 170
2026
Q1 		$50.9M Buy
2,154,188
+674,538
+46% +$16M 2.68% 9
2025
Q4 		$35.7M Buy
+1,479,650
New +$29.6M 2.16% 9

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
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

First Trust Capital Management's CWAN Position: Q2 2026 in Review

First Trust Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,154,188 shares — an estimated $50.9M sold.

First Trust Capital Management first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $50.9M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • First Trust Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • First Trust Capital Management sold 2,154,188 Clearwater Analytics shares in Q2 2026, an estimated $50.9M.
  • First Trust Capital Management first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • First Trust Capital Management's Clearwater Analytics position peaked at $50.9M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on First Trust Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.