SS
CWAN

Steve Schonfeld’s Clearwater Analytics CWAN Stock Holding History

Steve Schonfeld’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
-600,000
Closed -$14.5M – 2310
2025
Q4 		$14.5M Buy
+600,000
New +$12M 0.06% 266

Other funds holding CWAN

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

Steve Schonfeld's CWAN Position: Q2 2026 in Review

Steve Schonfeld sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 47,587 shares — an estimated $1.13M sold.

Steve Schonfeld first reported a position in CWAN in Q3 2021 and held it in 14 quarters. The position peaked at $4.9M in Q1 2025. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Steve Schonfeld reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 47,587 Clearwater Analytics shares in Q2 2026, an estimated $1.13M.
  • Steve Schonfeld first reported a position in Clearwater Analytics in Q3 2021 and held it in 14 quarters.
  • Steve Schonfeld's Clearwater Analytics position peaked at $4.9M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.