Morgan Stanley
CWAN

Morgan Stanley’s Clearwater Analytics CWAN Stock Holding History

Morgan Stanley’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
-2,546,987
Closed -$60.2M – 8453
2026
Q1 		$60.2M Sell
2,546,987
-5,308,699
-68% -$126M ﹤0.01% 1906
2025
Q4 		$189M Buy
7,855,686
+1,074,771
+16% +$21.5M 0.01% 974
2025
Q3 		$122M Buy
6,780,915
+2,495,524
+58% +$50.6M 0.01% 1249
2025
Q2 		$94M Buy
4,285,391
+115,058
+3% +$2.65M 0.01% 1377
2025
Q1 		$112M Buy
4,170,333
+48,940
+1% +$1.37M 0.01% 1175
2024
Q4 		$113M Buy
4,121,393
+511,276
+14% +$14.5M 0.01% 1167
2024
Q3 		$91.2M Buy
3,610,117
+705,040
+24% +$15.9M 0.01% 1315
2024
Q2 		$53.8M Buy
2,905,077
+538,910
+23% +$9.72M ﹤0.01% 1700
2024
Q1 		$41.9M Sell
2,366,167
-4,326,431
-65% -$80.4M ﹤0.01% 1919
2023
Q4 		$134M Buy
6,692,598
+3,780,682
+130% +$74.5M 0.01% 1444
2023
Q3 		$56.3M Buy
2,911,916
+365,897
+14% +$6.45M 0.01% 1457
2023
Q2 		$40.4M Sell
2,546,019
-3,374
-0.1% -$53.3K ﹤0.01% 1782
2023
Q1 		$40.7M Buy
2,549,393
+25,112
+1% +$439K ﹤0.01% 1737
2022
Q4 		$47.3M Buy
2,524,281
+1,816,916
+257% +$31.5M 0.01% 1549
2022
Q3 		$11.9M Buy
707,365
+153,672
+28% +$2.24M ﹤0.01% 2764
2022
Q2 		$6.67M Buy
553,693
+497,607
+887% +$8.04M ﹤0.01% 3489
2022
Q1 		$1.18M Buy
56,086
+26,464
+89% +$495K ﹤0.01% 4879
2021
Q4 		$681K Sell
29,622
-49,800
-63% -$1.13M ﹤0.01% 5357
2021
Q3 		$2.03M Buy
+79,422
New +$2.04M ﹤0.01% 4563

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
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

Morgan Stanley's CWAN Position: Q2 2026 in Review

Morgan Stanley sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,546,987 shares — an estimated $60.2M sold.

Morgan Stanley first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $189M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Morgan Stanley reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 2,546,987 Clearwater Analytics shares in Q2 2026, an estimated $60.2M.
  • Morgan Stanley first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • Morgan Stanley's Clearwater Analytics position peaked at $189M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.