Formula Growth’s Clearwater Analytics CWAN Stock Holding History

Formula Growth’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	-87,883	Closed	-$2.12M	–	145
2025 Q4	$2.12M	Sell	87,883 -112,117	-56%	-$2.25M	0.82%	46
2025 Q3	$3.6M	Buy	200,000 +130,000	+186%	+$2.64M	1.28%	24
2025 Q2	$1.54M	Buy	+70,000	New	+$1.61M	0.58%	71
2023 Q2	–	Sell	-220,000	Closed	-$3.51M	–	143
2023 Q1	$3.51M	Buy	+220,000	New	+$3.85M	1.13%	28

Other funds holding CWAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $240B AUM 35.51% 1-Year Est. Return

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

Formula Growth's CWAN Position: Q1 2026 in Review

Formula Growth sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 87,883 shares — an estimated $2.12M sold.

Formula Growth first reported a position in CWAN in Q1 2023 and held it in 4 quarters. The position peaked at $3.6M in Q3 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

Formula Growth reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
Formula Growth sold 87,883 Clearwater Analytics shares in Q1 2026, an estimated $2.12M.
Formula Growth first reported a position in Clearwater Analytics in Q1 2023 and held it in 4 quarters.
Formula Growth's Clearwater Analytics position peaked at $3.6M in Q3 2025.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Formula Growth's 13F filing for Q1 2026, filed 14 May 2026.