FBCM
CWAN

Fort Baker Capital Management’s Clearwater Analytics CWAN Stock Holding History

Fort Baker 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
-970,611
Closed -$23M – 126
2026
Q1 		$23M Sell
970,611
-558,677
-37% -$13.2M 1.8% 14
2025
Q4 		$36.9M Buy
+1,529,288
New +$30.6M 4.03% 5

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

Fort Baker Capital Management's CWAN Position: Q2 2026 in Review

Fort Baker Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 970,611 shares — an estimated $23M sold.

Fort Baker Capital Management first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $36.9M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Fort Baker Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Fort Baker Capital Management sold 970,611 Clearwater Analytics shares in Q2 2026, an estimated $23M.
  • Fort Baker Capital Management first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Fort Baker Capital Management's Clearwater Analytics position peaked at $36.9M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Fort Baker Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.