KI
CWAN

Kapitalo Investimentos’s Clearwater Analytics CWAN Stock Holding History

Kapitalo Investimentos’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 		$7.67M Buy
+324,166
New +$7.67M 1.44% 21
2025
Q1 		– Sell
-4,408
Closed -$121K – 148
2024
Q4 		$121K Buy
+4,408
New +$125K 0.08% 137
2024
Q1 		– Sell
-10,552
Closed -$211K – 332
2023
Q4 		$211K Buy
+10,552
New +$208K 0.04% 264

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Kapitalo Investimentos's CWAN Position: Q1 2026 in Review

Kapitalo Investimentos opened a new position in Clearwater Analytics (CWAN) in Q1 2026: 324,166 shares worth $7.67M. The stake represents 1.44% of the portfolio and ranks #21 among its holdings. This is a return to the name: Kapitalo Investimentos previously reported a position in CWAN as recently as Q4 2024.

Kapitalo Investimentos first reported a position in CWAN in Q4 2023 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Kapitalo Investimentos held 324,166 shares of Clearwater Analytics worth $7.67M as of Q1 2026.
  • Clearwater Analytics was a new Kapitalo Investimentos position in Q1 2026.
  • Clearwater Analytics made up 1.44% of Kapitalo Investimentos's portfolio in Q1 2026, its #21 holding.
  • Kapitalo Investimentos first reported a position in Clearwater Analytics in Q4 2023 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Kapitalo Investimentos's 13F filing for Q1 2026, filed 7 May 2026.