PCM
CWAN

PenderFund Capital Management’s Clearwater Analytics CWAN Stock Holding History

PenderFund Capital Management’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 		$303K Buy
12,800
+5,700
+80% +$135K 0.05% 117
2025
Q4 		$171K Buy
+7,100
New +$142K 0.03% 138

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

PenderFund Capital Management's CWAN Position: Q1 2026 in Review

PenderFund Capital Management increased its Clearwater Analytics (CWAN) stake by 80% in Q1 2026, buying an estimated $135K and bringing the position to 12,800 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #117.

PenderFund Capital Management first reported a position in CWAN in Q4 2025 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • PenderFund Capital Management held 12,800 shares of Clearwater Analytics worth $303K as of Q1 2026.
  • PenderFund Capital Management bought 5,700 Clearwater Analytics shares in Q1 2026, an estimated $135K.
  • Clearwater Analytics made up 0.05% of PenderFund Capital Management's portfolio in Q1 2026, its #117 holding.
  • PenderFund Capital Management first reported a position in Clearwater Analytics in Q4 2025 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.