Jeffrey Smith’s Clearwater Analytics CWAN Stock Holding History

Jeffrey Smith’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	-5,459,031	Closed	-$129M	–	24
2026 Q1	$129M	Sell	5,459,031 -4,500,000	-45%	-$106M	2.82%	14
2025 Q4	$240M	Buy	+9,959,031	New	+$199M	4.55%	10

Other funds holding CWAN

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Jeffrey Smith's CWAN Position: Q2 2026 in Review

Jeffrey Smith sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 5,459,031 shares — an estimated $129M sold.

Jeffrey Smith first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $240M in Q4 2025. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Jeffrey Smith reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Jeffrey Smith sold 5,459,031 Clearwater Analytics shares in Q2 2026, an estimated $129M.
Jeffrey Smith first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
Jeffrey Smith's Clearwater Analytics position peaked at $240M in Q4 2025.
3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.