Tensile Capital Management’s Clearwater Analytics CWAN Stock Holding History

Tensile 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	-879,674	Closed	-$20.8M	–	25
2026 Q1	$20.8M	Sell	879,674 -1,485,000	-63%	-$35.1M	2.98%	13
2025 Q4	$57M	Sell	2,364,674 -159,998	-6%	-$3.2M	7.39%	7
2025 Q3	$45.5M	Buy	2,524,672 +1,166,682	+86%	+$23.7M	5.68%	8
2025 Q2	$29.8M	Buy	+1,357,990	New	+$31.2M	3.59%	12

Other funds holding CWAN

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Tensile Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 879,674 shares — an estimated $20.8M sold.

Tensile Capital Management first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $57M in Q4 2025. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Tensile Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Tensile Capital Management sold 879,674 Clearwater Analytics shares in Q2 2026, an estimated $20.8M.
Tensile Capital Management first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
Tensile Capital Management's Clearwater Analytics position peaked at $57M in Q4 2025.
3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Tensile Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.