Geode Capital Management
CWAN

Geode Capital Management’s Clearwater Analytics CWAN Stock Holding History

Geode 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
-6,801,369
Closed -$161M – 4475
2026
Q1 		$161M Buy
6,801,369
+211,177
+3% +$5M 0.01% 823
2025
Q4 		$159M Buy
6,590,192
+399,581
+6% +$8M 0.01% 814
2025
Q3 		$112M Buy
6,190,611
+453,370
+8% +$9.19M 0.01% 1000
2025
Q2 		$126M Buy
5,737,241
+1,060,435
+23% +$24.4M 0.01% 880
2025
Q1 		$125M Buy
4,676,806
+490,669
+12% +$13.8M 0.01% 838
2024
Q4 		$115M Buy
4,186,137
+673,626
+19% +$19.1M 0.01% 915
2024
Q3 		$88.7M Buy
3,512,511
+187,881
+6% +$4.23M 0.01% 1072
2024
Q2 		$61.6M Buy
3,324,630
+1,800,709
+118% +$32.5M 0.01% 1216
2024
Q1 		$27M Buy
1,523,921
+242,981
+19% +$4.51M ﹤0.01% 1749
2023
Q4 		$25.7M Buy
1,280,940
+408,923
+47% +$8.05M ﹤0.01% 1763
2023
Q3 		$16.9M Buy
872,017
+101,048
+13% +$1.78M ﹤0.01% 1936
2023
Q2 		$12.2M Buy
770,969
+156,119
+25% +$2.46M ﹤0.01% 2169
2023
Q1 		$9.81M Buy
614,850
+128,084
+26% +$2.24M ﹤0.01% 2266
2022
Q4 		$9.13M Buy
486,766
+29,079
+6% +$504K ﹤0.01% 2325
2022
Q3 		$7.68M Buy
457,687
+112,563
+33% +$1.64M ﹤0.01% 2428
2022
Q2 		$4.16M Buy
345,124
+52,530
+18% +$849K ﹤0.01% 2803
2022
Q1 		$6.14M Buy
292,594
+9,487
+3% +$177K ﹤0.01% 2675
2021
Q4 		$6.5M Buy
+283,107
New +$6.4M ﹤0.01% 2736

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

Geode Capital Management's CWAN Position: Q2 2026 in Review

Geode Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 6,801,369 shares — an estimated $161M sold.

Geode Capital Management first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $161M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Geode Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Geode Capital Management sold 6,801,369 Clearwater Analytics shares in Q2 2026, an estimated $161M.
  • Geode Capital Management first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • Geode Capital Management's Clearwater Analytics position peaked at $161M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.