Rockefeller Capital Management
CWAN

Rockefeller Capital Management’s Clearwater Analytics CWAN Stock Holding History

Rockefeller 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
Q2 		– Sell
-1,007
Closed -$23.8K – 4763
2026
Q1 		$23.8K Sell
1,007
-43,841
-98% -$1.04M ﹤0.01% 3636
2025
Q4 		$1.08M Buy
44,848
+9,890
+28% +$198K ﹤0.01% 1527
2025
Q3 		$630K Buy
34,958
+20,803
+147% +$422K ﹤0.01% 1661
2025
Q2 		$310K Buy
+14,155
New +$326K ﹤0.01% 1648
2023
Q1 		– Sell
-659
Closed -$12K – 2400
2022
Q4 		$12K Buy
659
+512
+348% +$8.87K ﹤0.01% 2993
2022
Q3 		$2K Sell
147
-145
-50% -$2.12K ﹤0.01% 3571
2022
Q2 		$3K Buy
+292
New +$4.72K ﹤0.01% 3629
2021
Q4 		– Sell
-500
Closed -$12K – 3804
2021
Q3 		$12K Buy
+500
New +$12.8K ﹤0.01% 2794

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

Rockefeller Capital Management's CWAN Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,007 shares — an estimated $23.8K sold.

Rockefeller Capital Management first reported a position in CWAN in Q3 2021 and held it in 8 quarters. The position peaked at $1.08M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Rockefeller Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,007 Clearwater Analytics shares in Q2 2026, an estimated $23.8K.
  • Rockefeller Capital Management first reported a position in Clearwater Analytics in Q3 2021 and held it in 8 quarters.
  • Rockefeller Capital Management's Clearwater Analytics position peaked at $1.08M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.