NIP
CWAN

Norwood Investment Partners’s Clearwater Analytics CWAN Stock Holding History

Norwood Investment 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
Q1 		– Sell
-159,000
Closed -$3.84M – 17
2025
Q4 		$3.84M Sell
159,000
-694,531
-81% -$13.9M 4.32% 10
2025
Q3 		$15.4M Buy
853,531
+151,431
+22% +$3.07M 13.23% 2
2025
Q2 		$15.4M Buy
+702,100
New +$16.2M 11.53% 3

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UBS Group
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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

Norwood Investment Partners's CWAN Position: Q1 2026 in Review

Norwood Investment Partners sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 159,000 shares — an estimated $3.84M sold.

Norwood Investment Partners first reported a position in CWAN in Q2 2025 and held it in 3 quarters. The position peaked at $15.4M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Norwood Investment Partners reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Norwood Investment Partners sold 159,000 Clearwater Analytics shares in Q1 2026, an estimated $3.84M.
  • Norwood Investment Partners first reported a position in Clearwater Analytics in Q2 2025 and held it in 3 quarters.
  • Norwood Investment Partners's Clearwater Analytics position peaked at $15.4M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Norwood Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.