FGP
CWAN

Freestone Grove Partners’s Clearwater Analytics CWAN Stock Holding History

Freestone Grove Partners’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
-27,143
Closed -$655K – 1031
2025
Q4 		$655K Buy
27,143
+3,097
+13% +$62K ﹤0.01% 529
2025
Q3 		$433K Hold
24,046
– – ﹤0.01% 558
2025
Q2 		$527K Buy
+24,046
New +$553K ﹤0.01% 520

Other funds holding CWAN

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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

Freestone Grove Partners's CWAN Position: Q1 2026 in Review

Freestone Grove Partners sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 27,143 shares — an estimated $655K sold.

Freestone Grove Partners first reported a position in CWAN in Q2 2025 and held it in 3 quarters. The position peaked at $655K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Freestone Grove Partners reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 27,143 Clearwater Analytics shares in Q1 2026, an estimated $655K.
  • Freestone Grove Partners first reported a position in Clearwater Analytics in Q2 2025 and held it in 3 quarters.
  • Freestone Grove Partners's Clearwater Analytics position peaked at $655K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.