PMAM
CWAN

Picton Mahoney Asset Management’s Clearwater Analytics CWAN Stock Holding History

Picton Mahoney Asset 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
Q2 		– Sell
-423,900
Closed -$10M – 1455
2026
Q1 		$10M Buy
423,900
+173,900
+70% +$4.12M 0.07% 241
2025
Q4 		$6.03M Buy
+250,000
New +$5.01M 0.05% 291

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

Picton Mahoney Asset Management's CWAN Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 423,900 shares — an estimated $10M sold.

Picton Mahoney Asset Management first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $10M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Picton Mahoney Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 423,900 Clearwater Analytics shares in Q2 2026, an estimated $10M.
  • Picton Mahoney Asset Management first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Picton Mahoney Asset Management's Clearwater Analytics position peaked at $10M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.