LMFP
CWAN

Larry Mathis Financial Planning’s Clearwater Analytics CWAN Stock Holding History

Larry Mathis Financial Planning’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
-9,463
Closed -$228K – 162
2025
Q4 		$228K Buy
+9,463
New +$190K 0.2% 139

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

Larry Mathis Financial Planning's CWAN Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 9,463 shares — an estimated $228K sold.

Larry Mathis Financial Planning first reported a position in CWAN in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 9,463 Clearwater Analytics shares in Q1 2026, an estimated $228K.
  • Larry Mathis Financial Planning first reported a position in Clearwater Analytics in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's Clearwater Analytics position peaked at $228K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.