LMR Partners’s Clearwater Analytics CWAN Stock Holding History

LMR Partners’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	-1,452,700	Closed	-$34.4M	–	1567
2026 Q1	$34.4M	Buy	1,452,700 +1,227,700	+546%	+$29.1M	0.08%	140
2025 Q4	$5.43M	Sell	225,000 -25,000	-10%	-$501K	0.01%	548
2025 Q3	$4.5M	Sell	250,000 -150,000	-38%	-$3.04M	0.02%	542
2025 Q2	$8.77M	Buy	400,000 +220,000	+122%	+$5.06M	0.06%	310
2025 Q1	$4.82M	Buy	+180,000	New	+$5.05M	0.05%	421
2021 Q4	–	Sell	-150,000	Closed	-$3.84M	–	1174
2021 Q3	$3.84M	Buy	+150,000	New	+$3.85M	0.04%	315

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

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

LMR Partners's CWAN Position: Q2 2026 in Review

LMR Partners sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,452,700 shares — an estimated $34.4M sold.

LMR Partners first reported a position in CWAN in Q3 2021 and held it in 6 quarters. The position peaked at $34.4M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

LMR Partners reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 1,452,700 Clearwater Analytics shares in Q2 2026, an estimated $34.4M.
LMR Partners first reported a position in Clearwater Analytics in Q3 2021 and held it in 6 quarters.
LMR Partners's Clearwater Analytics position peaked at $34.4M in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.