Joel Greenblatt’s Clearwater Analytics CWAN Stock Holding History

Joel Greenblatt’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	-163,309	Closed	-$3.86M	–	1823
2026 Q1	$3.86M	Buy	+163,309	New	+$3.86M	0.01%	927
2025 Q3	–	Sell	-172,063	Closed	-$3.77M	–	1721
2025 Q2	$3.77M	Buy	172,063 +118,021	+218%	+$2.72M	0.02%	743
2025 Q1	$1.45M	Sell	54,042 -40,361	-43%	-$1.13M	0.01%	894
2024 Q4	$2.6M	Buy	+94,403	New	+$2.68M	0.02%	656

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

Joel Greenblatt's CWAN Position: Q2 2026 in Review

Joel Greenblatt sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 163,309 shares — an estimated $3.86M sold.

Joel Greenblatt first reported a position in CWAN in Q4 2024 and held it in 4 quarters. The position peaked at $3.86M in Q1 2026. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Joel Greenblatt reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Joel Greenblatt sold 163,309 Clearwater Analytics shares in Q2 2026, an estimated $3.86M.
Joel Greenblatt first reported a position in Clearwater Analytics in Q4 2024 and held it in 4 quarters.
Joel Greenblatt's Clearwater Analytics position peaked at $3.86M in Q1 2026.
3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.