Mackenzie Financial
CWAN

Mackenzie Financial’s Clearwater Analytics CWAN Stock Holding History

Mackenzie Financial’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
-15,466
Closed -$372K – 1500
2025
Q4 		$372K Buy
15,466
+545
+4% +$10.9K ﹤0.01% 1308
2025
Q3 		$269K Buy
14,921
+3,198
+27% +$64.8K ﹤0.01% 1460
2025
Q2 		$257K Buy
11,723
+1,295
+12% +$29.8K ﹤0.01% 1461
2025
Q1 		$279K Sell
10,428
-568
-5% -$15.9K ﹤0.01% 1401
2024
Q4 		$303K Buy
10,996
+1,960
+22% +$55.6K ﹤0.01% 1381
2024
Q3 		$228K Buy
+9,036
New +$203K ﹤0.01% 1317

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

Mackenzie Financial's CWAN Position: Q1 2026 in Review

Mackenzie Financial sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 15,466 shares — an estimated $372K sold.

Mackenzie Financial first reported a position in CWAN in Q3 2024 and held it in 6 quarters. The position peaked at $372K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Mackenzie Financial reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 15,466 Clearwater Analytics shares in Q1 2026, an estimated $372K.
  • Mackenzie Financial first reported a position in Clearwater Analytics in Q3 2024 and held it in 6 quarters.
  • Mackenzie Financial's Clearwater Analytics position peaked at $372K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.