Scholtz & Company’s Clearwater Analytics CWAN Stock Holding History

Scholtz & Company’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	-83,515	Closed	-$2.01M	–	50
2025 Q4	$2.01M	Sell	83,515 -18,096	-18%	-$362K	0.87%	36
2025 Q3	$1.83M	Sell	101,611 -2,325	-2%	-$47.1K	0.8%	38
2025 Q2	$2.28M	Buy	+103,936	New	+$2.39M	1%	34

Other funds holding CWAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $240B AUM 35.51% 1-Year Est. Return

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

Scholtz & Company's CWAN Position: Q1 2026 in Review

Scholtz & Company sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 83,515 shares — an estimated $2.01M sold.

Scholtz & Company first reported a position in CWAN in Q2 2025 and held it in 3 quarters. The position peaked at $2.28M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

Scholtz & Company reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
Scholtz & Company sold 83,515 Clearwater Analytics shares in Q1 2026, an estimated $2.01M.
Scholtz & Company first reported a position in Clearwater Analytics in Q2 2025 and held it in 3 quarters.
Scholtz & Company's Clearwater Analytics position peaked at $2.28M in Q2 2025.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.